Westwood Holdings Group’s Blue Owl Capital OWL Stock Holding History

Westwood Holdings Group’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 Q2	$12.2M	Buy	+1,388,909	New	+$13.2M	0.09%	238
2026 Q1	–	Sell	-18,647	Closed	-$279K	–	487
2025 Q4	$279K	Sell	18,647 -821,201	-98%	-$12.8M	﹤0.01%	461
2025 Q3	$14.2M	Sell	839,848 -27,025	-3%	-$514K	0.1%	211
2025 Q2	$16.7M	Sell	866,873 -30,646	-3%	-$567K	0.12%	197
2025 Q1	$18M	Buy	897,519 +15,650	+2%	+$352K	0.14%	174
2024 Q4	$20.5M	Sell	881,869 -4,850	-0.5%	-$111K	0.16%	170
2024 Q3	$17.2M	Sell	886,719 -111,086	-11%	-$1.98M	0.07%	222
2024 Q2	$17.7M	Buy	997,805 +19,306	+2%	+$354K	0.08%	211
2024 Q1	$18.5M	Buy	978,499 +10,483	+1%	+$176K	0.14%	179
2023 Q4	$14.4M	Buy	+968,016	New	+$13M	0.12%	181

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LVIA

Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Westwood Holdings Group's OWL Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Blue Owl Capital (OWL) in Q2 2026: 1,388,909 shares worth $12.2M. The stake represents 0.09% of the portfolio and ranks #238 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in OWL as recently as Q4 2025.

Westwood Holdings Group first reported a position in OWL in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.5M in Q4 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Westwood Holdings Group held 1,388,909 shares of Blue Owl Capital worth $12.2M as of Q2 2026.
Blue Owl Capital was a new Westwood Holdings Group position in Q2 2026.
Blue Owl Capital made up 0.09% of Westwood Holdings Group's portfolio in Q2 2026, its #238 holding.
Westwood Holdings Group first reported a position in Blue Owl Capital in Q4 2023 and has held it in 10 quarters since.
Westwood Holdings Group's Blue Owl Capital position peaked at $20.5M in Q4 2024.
576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.