Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Blue Owl Capital OBDC Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.4M Sell
1,874,613
-29,219
-2% -$327K 0.01% 618
2026
Q1 		$21.1M Hold
1,903,832
– – 0.01% 617
2025
Q4 		$23.7M Buy
1,903,832
+137,858
+8% +$1.75M 0.01% 622
2025
Q3 		$22.6M Buy
1,765,974
+482,642
+38% +$6.87M 0.01% 629
2025
Q2 		$18.4M Buy
1,283,332
+257,277
+25% +$3.65M 0.01% 632
2025
Q1 		$15M Buy
1,026,055
+474,100
+86% +$7.12M 0.01% 659
2024
Q4 		$8.35M Sell
551,955
-60,658
-10% -$914K 0.01% 720
2024
Q3 		$8.93M Sell
612,613
-78,770
-11% -$1.18M 0.01% 720
2024
Q2 		$10.6M Sell
691,383
-62,047
-8% -$992K 0.01% 701
2024
Q1 		$11.6M Buy
753,430
+39,837
+6% +$599K 0.01% 755
2023
Q4 		$10.5M Sell
713,593
-53,387
-7% -$759K 0.01% 763
2023
Q3 		$10.6M Sell
766,980
-9,129
-1% -$126K 0.01% 773
2023
Q2 		$10.4M Sell
776,109
-85,635
-10% -$1.12M 0.01% 786
2023
Q1 		$10.9M Sell
861,744
-63,923
-7% -$823K 0.01% 781
2022
Q4 		$10.7M Buy
925,667
+43,480
+5% +$521K 0.01% 780
2022
Q3 		$9.15M Buy
882,187
+13,352
+2% +$170K 0.01% 791
2022
Q2 		$10.7M Sell
868,835
-25,415
-3% -$348K 0.01% 798
2022
Q1 		$13.2M Buy
894,250
+3,437
+0.4% +$50.4K 0.01% 771
2021
Q4 		$12.6M Sell
890,813
-472
-0.1% -$6.75K 0.01% 748
2021
Q3 		$12.6M Sell
891,285
-119,673
-12% -$1.73M 0.01% 756
2021
Q2 		$14.4M Buy
1,010,958
+14,184
+1% +$204K 0.01% 761
2021
Q1 		$13.7M Buy
996,774
+312,609
+46% +$4.26M 0.01% 753
2020
Q4 		$8.66M Buy
684,165
+288,549
+73% +$3.66M 0.01% 793
2020
Q3 		$4.77M Buy
395,616
+52,608
+15% +$645K ﹤0.01% 820
2020
Q2 		$4.23M Buy
343,008
+281,740
+460% +$3.48M ﹤0.01% 807
2020
Q1 		$707K Buy
+61,268
New +$897K ﹤0.01% 969

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group's OBDC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Blue Owl Capital (OBDC) stake by 1.5% in Q2 2026, selling an estimated $327K and leaving 1,874,613 shares worth $20.4M. The position accounts for 0.01% of the portfolio, ranked #618.

Sumitomo Mitsui Trust Group first reported a position in OBDC in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.7M in Q4 2025. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,874,613 shares of Blue Owl Capital worth $20.4M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 29,219 Blue Owl Capital shares in Q2 2026, an estimated $327K.
  • Blue Owl Capital made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #618 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Blue Owl Capital in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Blue Owl Capital position peaked at $23.7M in Q4 2025.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.