Stifel Financial
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Stifel Financial’s Blue Owl Capital OWL Stock Holding History

Stifel Financial’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.09M Sell
228,859
-223,190
-49% -$2.7M ﹤0.01% 1937
2025
Q4 		$6.75M Sell
452,049
-1,947
-0.4% -$30.4K 0.01% 1163
2025
Q3 		$7.69M Buy
453,996
+48,290
+12% +$918K 0.01% 1068
2025
Q2 		$7.79M Buy
405,706
+201,851
+99% +$3.73M 0.01% 1009
2025
Q1 		$4.09M Buy
203,855
+14,567
+8% +$328K ﹤0.01% 1305
2024
Q4 		$4.4M Sell
189,288
-11,857
-6% -$271K ﹤0.01% 1285
2024
Q3 		$3.89M Sell
201,145
-4,332
-2% -$77.4K ﹤0.01% 1344
2024
Q2 		$3.65M Buy
205,477
+68,917
+50% +$1.26M ﹤0.01% 1318
2024
Q1 		$2.58M Buy
136,560
+39,939
+41% +$669K ﹤0.01% 1543
2023
Q4 		$1.44M Buy
96,621
+37,039
+62% +$498K ﹤0.01% 1901
2023
Q3 		$772K Sell
59,582
-3
-0% -$36 ﹤0.01% 2222
2023
Q2 		$694K Sell
59,585
-2,837
-5% -$30.5K ﹤0.01% 2316
2023
Q1 		$692K Buy
62,422
+7,467
+14% +$89.4K ﹤0.01% 2313
2022
Q4 		$583K Sell
54,955
-10,759
-16% -$114K ﹤0.01% 2387
2022
Q3 		$607K Buy
65,714
+7,562
+13% +$84K ﹤0.01% 2323
2022
Q2 		$583K Buy
58,152
+4,292
+8% +$51.5K ﹤0.01% 2385
2022
Q1 		$683K Buy
53,860
+16,202
+43% +$205K ﹤0.01% 2384
2021
Q4 		$561K Buy
+37,658
New +$594K ﹤0.01% 2530

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Stifel Financial's OWL Position: Q1 2026 in Review

Stifel Financial reduced its Blue Owl Capital (OWL) stake by 49% in Q1 2026, selling an estimated $2.7M and leaving 228,859 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Stifel Financial first reported a position in OWL in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.79M in Q2 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Stifel Financial held 228,859 shares of Blue Owl Capital worth $2.09M as of Q1 2026.
  • Stifel Financial sold 223,190 Blue Owl Capital shares in Q1 2026, an estimated $2.7M.
  • Blue Owl Capital made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1937 holding.
  • Stifel Financial first reported a position in Blue Owl Capital in Q4 2021 and has held it in 18 quarters since.
  • Stifel Financial's Blue Owl Capital position peaked at $7.79M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.