Blue Owl CapitalOBDC

13F holders, Q4 2024 (December 31)
410holders +32
48new positions
36sold out
6famous investors
$15.06avg. 13F price*

At the end of Q4 2024, 410 institutions reported holding Blue Owl Capital Corp. (OBDC) in their 13F filings, up 32 from Q3 2024. 48 opened new positions and 36 sold out. The largest holders were State of New Jersey Common Pension Fund E ($344.0M), Bank of America Corp. ($157.9M) and Morgan Stanley ($114.7M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio).

Company
Blue Owl Capital Corp.
CUSIP
69121K104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 374Q1 2024Q2 2024: 387Q2 2024Q3 2024: 378Q3 2024Q4 2024: 410Q4 2024Q1 2025: 439Q1 2025Q2 2025: 440Q2 2025Q3 2025: 458Q3 2025Q4 2025: 470Q4 2025Q1 2026: 459Q1 2026Q2 2026: 429Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions48$32.5M
Exits36$43.5M

All 13F filers, Q3 2024 → Q4 2024: 15,307,187 shares bought and 14,606,759 shares sold, net +700,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 410 holders

State of New Jersey Common Pension Fund E 100.00% No change 22,751,338 $344.0M
Bank of America Corp. 0.01% Reduce -5.0% 10,442,386 $157.9M
Morgan Stanley 0.01% Add +6.4% 7,585,941 $114.7M
Royal Bank of Canada 0.02% Add +9.2% 7,387,300 $111.7M
Oregon Public Employees Retirement Fund 1.39% No change 5,000,000 $75.6M
Ameriprise Financial Inc. 0.02% Add +5.2% 4,786,738 $72.4M
LSV Asset Management 0.16% Reduce -1.6% 4,659,781 $70.5M
Cresset Asset Management, LLC 0.33% Add +8188.9% 4,439,547 $68.8M
Van Eck Associates Corp. 0.09% Reduce -39.9% 4,487,712 $67.9M
Robert Wood Johnson Foundation 4.83% No change 4,218,864 $63.8M
Brown University 23.78% No change 3,688,727 $55.8M
Stephens Inc. 0.71% Add +3.3% 3,326,298 $50.3M
Sound Income Strategies, LLC 2.83% Add +6.4% 3,024,260 $45.7M
Transcend Capital Advisors, LLC 2.67% Reduce -6.5% 2,443,657 $36.9M
JPMorgan Chase & Co. 0.00% Add +7.7% 2,436,706 $36.8M
Ares Management LLC 1.21% Reduce -7.3% 2,266,804 $34.3M
Generali Asset Management SPA SGR 0.87% — 2,255,478 $34.1M
Two Sigma Advisers, LP 0.08% Reduce -44.7% 2,213,200 $33.5M
Sage Advisors, LLC 23.44% Add +3.9% 2,075,330 $31.4M
Blue Owl Capital Holdings LP 7.15% No change 2,045,070 $30.9M
LPL Financial LLC 0.01% Add +1.5% 1,953,683 $29.5M
STRS Ohio 0.11% Add +2.8% 1,913,553 $28.9M
Raymond James Financial Inc. 0.01% — 1,880,570 $28.4M
BlackRock, Inc. 0.00% Add +28.1% 1,787,301 $27.0M
Janney Montgomery Scott LLC 0.07% Add +1.4% 1,763,169 $26.7M
Boston Partners 0.03% Add +76.6% 1,648,101 $24.8M
Goldman Sachs Group Inc. 0.00% Add +126.5% 1,539,722 $23.3M
Border to Coast Pensions Partnership Ltd 0.36% Reduce -14.3% 1,200,000 $18.1M
Mariner, LLC 0.03% Add +8.6% 1,179,037 $17.8M
Wells Fargo & Company 0.00% Add +17.6% 1,065,947 $16.1M
UBS Group AG 0.00% Add +42.8% 1,035,594 $15.7M
Stifel Financial Corp. 0.02% Add +14.5% 1,006,103 $15.2M
Osaic Holdings, Inc. 0.03% Add +10.1% 1,001,992 $15.2M
Trinity Financial Advisors LLC 5.62% Add +7.0% 945,289 $14.8M
Melia Wealth LLC 7.69% Add +3.0% 974,164 $14.7M
Franklin Resources Inc. 0.00% Add +18.8% 881,181 $13.3M
MAI Capital Management 0.09% Add +59.3% 789,273 $11.9M
HighTower Advisors, LLC 0.02% Add +20.1% 773,175 $11.7M
Capricorn Investment Group LLC 2.11% No change 743,794 $11.2M
Citadel Advisors 0.01% Add +27.6% 737,150 $11.1M
Johnson Financial Group, Inc. 0.52% Reduce -2.2% 733,302 $11.1M
Two Sigma Investments, LP 0.03% Reduce -68.5% 700,606 $10.6M
Commonwealth Equity Services, LLC 0.02% Reduce -3.5% 696,436 $10.5M
Edge Capital Group, LLC 0.46% No change 687,962 $10.4M
HRT Financial LP 0.05% Add +67.7% 676,212 $10.2M
Enstar Group LTD 3.53% New 670,579 $10.1M
Denali Advisors LLC 1.05% Reduce -5.8% 663,104 $10.0M
Tectonic Advisors LLC 0.60% Add +15.4% 609,881 $9.2M
Rockefeller Capital Management L.P. 0.02% Add +9.7% 575,230 $8.7M
Jane Street Group, LLC 0.01% Add +753.1% 573,375 $8.7M
Muzinich & Co., Inc. 6.03% Reduce -10.7% 565,151 $8.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -9.9% 551,955 $8.3M
Chicago Partners Investment Group LLC 0.27% Add +1.6% 546,958 $8.1M
Rothschild Wealth LLC 2.36% Add +7.4% 533,531 $8.1M
DNB Asset Management AS 0.03% Add +51.8% 512,252 $7.7M
D. E. Shaw & Co. 0.01% Add +74.7% 446,877 $6.8M
Intrust Bank NA 0.64% No change 416,288 $6.3M
Epiq Partners, LLC 3.50% Add +3.0% 410,230 $6.2M
Advisors Asset Management, Inc. 0.11% Add +20.5% 403,513 $6.1M
Oppenheimer & Co. Inc. 0.09% Add +1.8% 400,286 $6.1M
Perennial Investment Advisors, LLC 0.70% Add +3.7% 390,006 $5.9M
D.A. Davidson & Co. 0.05% Add +3.1% 377,811 $5.7M
Legal & General Group Plc 0.00% Add +7.9% 373,584 $5.7M
Graypoint LLC 0.34% No change 369,137 $5.6M
Pettinga Financial Advisors LLC 1.21% Add +0.2% 353,413 $5.3M
Condor Capital Management 0.47% Add +0.2% 352,184 $5.3M
Partners Group Holding AG 0.18% No change 336,852 $5.1M
United Capital Financial Advisors, LLC 0.04% Reduce -2.9% 334,897 $5.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.9% 331,637 $5.0M
Salem Investment Counselors Inc. 0.16% Reduce -11.6% 329,975 $5.0M
Naviter Wealth, LLC 0.59% Reduce -4.9% 315,552 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -6.4% 317,905 $4.8M
Corient Private Wealth LP 0.01% Add +18.6% 1,098,387 $4.6M
M&G PLC 0.03% New 305,000 $4.6M
Steward Partners Investment Advisory, LLC 0.04% Add +11.7% 276,003 $4.2M
HB Wealth Management, LLC 0.04% Add +6.1% 275,185 $4.2M
Sanctuary Advisors, LLC 0.03% Add +57.2% 275,503 $4.1M
NewEdge Advisors, LLC 0.02% Reduce -2.3% 271,254 $4.1M
Cerity Partners LLC 0.01% Reduce -23.6% 256,986 $3.9M
Kingswood Wealth Advisors, LLC 0.29% Add +89.0% 258,931 $3.9M
GP Brinson Investments LLC 1.59% No change 255,381 $3.9M
Prairiewood Capital, LLC 1.64% Add +8.9% 254,244 $3.8M
Texas Capital Bank Wealth Management Services Inc 0.38% No change 247,199 $3.7M
Invesco Ltd. 0.00% Add +11.3% 246,208 $3.7M
Capital Fund Management S.A. 0.03% Reduce -36.5% 231,723 $3.5M
Hennion & Walsh Asset Management, Inc. 0.15% Reduce -5.3% 223,366 $3.4M
Envestnet Asset Management Inc. 0.00% Reduce -47.9% 221,855 $3.4M
Susquehanna International Group, LLP 0.00% Add +571.2% 210,083 $3.2M
Truvestments Capital LLC 0.80% Add +6.3% 205,179 $3.1M
Concurrent Investment Advisors, LLC 0.08% Reduce -46.8% 204,140 $3.1M
Tradition Wealth Management, LLC 0.26% Add +50.0% 197,910 $3.0M
Lido Advisors, LLC 0.02% Add +2.9% 187,135 $2.9M
Barclays PLC 0.00% Add +7.5% 180,613 $2.7M
Intellectus Partners, LLC 0.59% Add +3.3% 171,291 $2.7M
Carmel Capital Partners, LLC 1.04% Add +12.6% 170,987 $2.6M
Creative Planning 0.00% Reduce -26.1% 170,562 $2.6M
Millennium Management 0.00% Reduce -81.2% 166,847 $2.5M
TT Capital Management LLC 1.96% — 164,220 $2.5M
Aberdeen Group plc 0.00% Reduce -7.8% 154,939 $2.3M
Tranquility Partners, LLC 0.87% Reduce -0.3% 152,181 $2.3M
Independent Financial Group, LLC 0.08% Add +11.5% 151,068 $2.3M
Beacon Investment Advisors LLC 1.07% Add +2.7% 150,868 $2.3M
Ariadne Wealth Management, LP 1.04% New 150,538 $2.3M
BluePointe Capital Management, LLC 1.28% Add +11.9% 144,940 $2.2M
Private Advisor Group, LLC 0.01% Reduce -4.9% 146,328 $2.2M
Summit Securities Group LLC 0.82% New 145,700 $2.2M
Obermeyer Wealth Partners 0.11% Add +1.1% 145,684 $2.2M
Northern Trust Corp. 0.00% Reduce -84.8% 145,202 $2.2M
First National Trust Co 0.08% Add +2.5% 145,021 $2.2M
Group One Trading LLC 0.07% Add +13.8% 136,411 $2.1M
Campbell & CO Investment Adviser LLC 0.15% Reduce -39.8% 132,211 $2.0M
First Trust Advisors LP 0.00% Add +3.4% 129,785 $2.0M
Cetera Investment Advisers 0.00% Reduce -4.5% 129,350 $2.0M
Prevail Innovative Wealth Advisors, LLC 0.54% Reduce -8.3% 123,553 $1.9M
Apollon Wealth Management, LLC 0.04% Add +8.2% 119,056 $1.8M
Palogic Value Management, L.P. 0.73% Add +7.8% 117,536 $1.8M
Northeast Financial Consultants Inc 0.07% Add +541.6% 115,600 $1.7M
Cary Street Partners Financial LLC 0.06% — 115,263 $1.7M
WESPAC Advisors, LLC 1.27% Add +6.1% 113,962 $1.7M
SeaCrest Wealth Management, LLC 0.17% Add +18.9% 109,684 $1.7M
Magnolia Capital Advisors LLC 0.43% Add +34.8% 109,426 $1.7M
Barnett & Company, Inc. 1.07% Add +5.4% 108,500 $1.6M
Squarepoint Ops LLC 0.00% Add +777.5% 107,347 $1.6M
NewEdge Wealth, LLC 0.03% Add +23.8% 107,306 $1.6M
Brookstone Capital Management 0.02% Add +13.4% 99,820 $1.5M
Legacy Capital Wealth Partners, LLC 0.36% Reduce -53.5% 97,395 $1.5M
Fortem Financial Group, LLC 0.56% Add +5.4% 95,885 $1.4M
1832 Asset Management L.P. 0.00% Reduce -0.5% 94,917 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Add +18.6% 94,196 $1.4M
Chaney Capital Management, Inc. 0.67% No change 93,840 $1.4M
Verus Capital Partners, LLC 0.13% Add +113.7% 93,336 $1.4M
Oarsman Capital, Inc. 0.24% Reduce -11.5% 91,842 $1.4M
Citizens Financial Group Inc. 0.03% No change 85,235 $1.3M
GFS Advisors, LLC 0.20% No change 84,935 $1.3M
HighPoint Advisor Group LLC 0.07% Add +0.7% 81,700 $1.2M
Townsquare Capital LLC 0.01% Reduce -19.6% 80,830 $1.2M
Bank of New York Mellon Corp 0.00% Add +104.6% 80,539 $1.2M
Avantax Planning Partners, Inc. 0.04% Reduce -2.8% 78,388 $1.2M
Diversify Advisory Services, LLC 0.07% Add +0.2% 81,006 $1.2M
Aquatic Capital Management LLC 0.03% Add +22.7% 77,432 $1.2M
Granite FO LLC 0.67% Reduce -3.1% 77,300 $1.2M
Macquarie Group Ltd. 0.00% No change 77,200 $1.2M
Samalin Investment Counsel, LLC 0.50% Add +4.0% 76,516 $1.2M
Choreo, LLC 0.02% Add +0.3% 74,562 $1.2M
National Philanthropic Trust 0.02% Add +559.9% 76,185 $1.2M
Engineers Gate Manager LP 0.02% Reduce -7.8% 74,853 $1.1M
Credit Agricole S A 0.00% Add +457.2% 74,785 $1.1M
Truist Financial Corp. 0.00% Add +8.1% 71,999 $1.1M
Bard Associates Inc. 0.36% Reduce -6.4% 68,310 $1.1M
Adams Asset Advisors, LLC 0.14% Add +6.2% 69,555 $1.1M
Strategic Wealth Partners, Ltd. 0.09% Add +0.3% 68,589 $1.0M
Comerica Bank 0.00% Reduce -5.2% 68,133 $1.0M
Atria Wealth Solutions, Inc. 0.01% Add +1.1% 65,873 $1.0M
Ieq Capital, LLC 0.01% New 66,784 $1.0M
MML Investors Services, LLC 0.00% Add +131.3% 65,394 $989K
Valeo Financial Advisors, LLC 0.03% No change 65,000 $983K
Union Bancaire Privee, UBP SA 0.02% — 64,547 $976K
Triumph Capital Management 0.33% Reduce -2.2% 63,408 $959K
Dudley Capital Management, LLC 0.49% Reduce -2.3% 62,820 $950K
Fieldview Capital Management, LLC 0.14% — 60,911 $921K
Certuity, LLC 0.10% Reduce -6.2% 60,047 $908K
Fox Run Management, L.L.C. 0.16% Add +195.1% 58,717 $888K
Winthrop Advisory Group LLC 0.10% New 57,529 $870K
Trust Investment Advisors 0.55% Add +6.7% 57,048 $863K
IHT Wealth Management, LLC 0.03% Add +386.4% 55,573 $840K
Financial Gravity Companies, Inc. 0.19% New 55,496 $839K
Csenge Advisory Group 0.05% Add +2.6% 55,064 $833K
FNY Investment Advisers, LLC 0.43% New 53,900 $814K
Cibc World Market Inc. 0.00% Reduce -27.0% 52,782 $798K
Simplex Trading, LLC 0.02% Reduce -11.8% 52,152 $788K
Allianz Asset Management GmbH 0.00% Reduce -2.9% 52,035 $787K
ExodusPoint Capital Management, LP 0.01% New 51,205 $774K
Gilbert & Cook, Inc. 0.11% Add +74.5% 51,176 $774K
Jain Global LLC 0.02% — 50,749 $767K
Arkadios Wealth Advisors 0.04% Add +80.8% 50,195 $759K
Bramshill Investments, LLC 0.12% New 50,076 $757K
Insigneo Advisory Services, LLC 0.08% Add +3.3% 49,927 $755K
Eagle Global Advisors LLC 0.03% Reduce -17.6% 47,440 $717K
O'shaughnessy Asset Management, LLC 0.01% Add +44.5% 47,008 $711K
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.2% 46,627 $705K
Neuberger Berman Group LLC 0.00% No change 46,324 $700K
Round Rock Advisors LLC 0.14% New 45,532 $688K
Mandatum Life Insurance Co Ltd 0.20% Add +16.4% 45,051 $681K
Ascentis Independent Advisors 0.13% Add +1.1% 44,938 $679K
Redhawk Wealth Advisors, Inc. 0.09% Reduce -6.9% 44,864 $678K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -1.5% 43,585 $675K
BNP Paribas Financial Markets 0.00% New 44,529 $673K
Channel Wealth LLC 0.22% Add +1.9% 44,500 $673K
CIBC Private Wealth Group LLC 0.00% Reduce -71.2% 44,970 $664K
NWF Advisory Services Inc. 0.10% Add +26.1% 42,561 $659K
TruWealth Advisors, LLC 0.04% New 42,803 $647K
Lantern Wealth Advisors, LLC 0.42% New 42,304 $640K
AXA S.A. 0.00% New 40,800 $617K
Amplius Wealth Advisors, LLC 0.06% Add +1.8% 40,687 $615K
Next Capital Management LLC 0.24% Reduce -1.9% 39,363 $595K
SteelPeak Wealth, LLC 0.02% Add +4.7% 37,725 $584K
Onyx Bridge Wealth Group LLC 0.08% No change 37,956 $574K
Ritholtz Wealth Management 0.02% Add +58.5% 37,698 $570K
Brown Advisory Inc. 0.00% No change 37,029 $560K
Guggenheim Capital LLC 0.00% Add +6.1% 36,784 $556K
Avantax Advisory Services, Inc. 0.00% Add +15.8% 36,396 $550K
Cornerstone Wealth Management, LLC 0.04% Add +5.3% 36,217 $548K
Ameriflex Group, Inc. 0.25% — 35,773 $541K
Visionary Wealth Advisors 0.03% Add +27.6% 35,628 $539K
Nomura Asset Management Co. Ltd. 0.00% Add +172.8% 34,702 $525K
Pallas Capital Advisors LLC 0.02% Reduce -31.5% 34,510 $522K
Pasadena Private Wealth, LLC 0.11% Add +79.6% 34,395 $520K
Wedbush Securities Inc. 0.02% Add +18.6% 34,313 $519K
Strategies Wealth Advisors, LLC 0.06% Add +5.0% 32,485 $490K
GatePass Capital, LLC 0.54% — 32,000 $484K
BlueStem Wealth Partners, LLC 0.06% — 31,957 $483K
Arete Wealth Advisors, LLC 0.03% Add +22.7% 31,653 $479K
Kingsview Wealth Management, LLC 0.01% Reduce -10.9% 30,724 $465K
Mirador Capital Partners LP 0.08% Add +7.7% 30,474 $461K
Demars Financial Group, LLC 0.20% Add +7.0% 30,335 $459K
Essex Financial Services, Inc. 0.03% No change 30,300 $458K
Citigroup Inc. 0.00% Add +32.3% 30,041 $454K
McDonald Partners LLC 0.12% No change 30,000 $454K
Gabelli Funds LLC 0.00% New 29,916 $452K
Alpha DNA Investment Management LLC 0.25% Add +6.1% 29,903 $452K
IPG Investment Advisors LLC 0.10% No change 28,816 $446K
Ballentine Partners, LLC 0.01% No change 29,328 $443K
Perigon Wealth Management, LLC 0.01% Add +14.2% 29,082 $433K
Blair William & Co. 0.00% Reduce -34.2% 28,414 $430K
Kestra Advisory Services, LLC 0.00% Reduce -25.8% 28,044 $424K
GWN Securities Inc. 0.11% — 28,251 $420K
Atala Financial Inc 0.29% — 27,494 $416K
United Advisor Group, LLC 0.08% Reduce -4.8% 26,856 $406K
Stratos Wealth Partners, LTD. 0.01% Reduce -89.8% 26,555 $402K
Integrity Financial Corp 0.23% No change 26,517 $401K
Sowell Financial Services LLC 0.02% Add +15.1% 26,441 $400K
Arcus Capital Partners, LLC 0.13% New 25,738 $396K
NovaPoint Capital, LLC 0.12% No change 25,916 $392K
Liberty Square Wealth Partners LLC 0.14% — 25,111 $386K
Kovack Advisors, Inc. 0.04% Reduce -19.0% 25,424 $384K
Kelleher Financial Advisors 0.14% Add +0.9% 24,649 $373K
Ancora Advisors LLC 0.01% No change 24,552 $371K
Jackson Thornton Wealth Management, LLC 0.05% New 24,056 $364K
AQR Capital Management 0.00% New 24,056 $364K
Bailard, Inc. 0.01% No change 23,912 $362K
Concourse Financial Group Securities, Inc. 0.02% No change 23,887 $353K
DCM Advisors, LLC 0.16% Reduce -0.7% 23,441 $351K
Boston Financial Mangement LLC 0.01% No change 22,811 $345K
Signaturefd, LLC 0.01% Add +0.0% 22,588 $342K
Fiduciary Group, LLC 0.03% Add +12.1% 22,497 $340K
Caprock Group, LLC 0.01% Reduce -26.0% 21,302 $330K
Cascade Investment Group, Inc. 0.23% Reduce -1.7% 21,700 $328K
Teamwork Financial Advisors, LLC 0.04% Reduce -0.4% 21,693 $328K
Acorn Creek Capital LLC 0.17% New 21,512 $325K
Dixon Fnancial Services, Inc. 0.17% No change 21,250 $321K
Stratos Wealth Advisors, LLC 0.02% Add +0.2% 20,935 $317K
Alamar Capital Management, LLC 0.17% No change 20,000 $310K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.6% 20,188 $305K
MBL Wealth, LLC 0.03% New 20,000 $302K
Crewe Advisors LLC 0.04% No change 19,966 $302K
Global Retirement Partners, LLC 0.01% Reduce -30.4% 19,765 $299K
Bokf, NA 0.01% No change 20,450 $298K
MAS Advisors LLC 0.50% Add +16.0% 19,608 $296K
Aster Capital Management (DIFC) Ltd 0.11% New 19,530 $295K
Wilmington Savings Fund Society, FSB 0.01% No change 19,446 $294K
Captrust Financial Advisors 0.00% Reduce -13.8% 19,306 $292K
NorthCoast Asset Management LLC 0.00% Add +14.2% 19,295 $292K
PARK CIRCLE Co 0.26% Add +207.3% 19,272 $291K
Snowden Capital Advisors LLC 0.01% Add +11.8% 18,767 $291K
US Bancorp \de 0.00% No change 18,988 $287K
First Affirmative Financial Network 0.16% Reduce -11.1% 18,731 $283K
Wealthcare Advisory Partners LLC 0.01% Add +0.8% 18,575 $281K
NorthRock Partners, LLC 0.01% Add +3.6% 18,127 $281K
Catalyst Funds Management Pty Ltd 0.07% New 18,400 $278K
Welch Group, LLC 0.01% Add +2.4% 17,826 $276K
Peninsula Wealth, LLC 0.05% No change 18,242 $276K
Total Clarity Wealth Management, Inc. 0.09% Add +24.4% 17,887 $270K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -6.4% 17,827 $270K
Chilton Investment Co. Inc. 0.01% No change 17,703 $268K
CAP Partners, LLC 0.19% Add +0.8% 17,610 $266K
Jefferies Financial Group Inc. 0.00% Reduce -7.0% 17,517 $265K
Manufacturers Life Insurance Company, The 0.00% Add +0.2% 17,510 $265K
Core Wealth Partners LLC 0.15% No change 17,256 $261K
Anfield Capital Management, LLC 0.09% No change 17,214 $260K
Sterneck Capital Management, LLC 0.14% New 16,943 $256K
Austin Private Wealth, LLC 0.02% Add +1.2% 16,809 $254K
Accredited Investors Inc. 0.01% No change 16,628 $251K
Joel Isaacson & Co., LLC 0.01% No change 16,589 $251K
TCFG Wealth Management, LLC 0.13% Add +1.2% 16,498 $249K
Griffin Asset Management, Inc. 0.03% Add +0.4% 16,445 $249K
Dorsey & Whitney Trust CO LLC 0.01% No change 16,000 $242K
Icon Wealth Advisors, LLC 0.02% Reduce -1.9% 15,699 $237K
J.W. Cole Advisors, Inc. 0.01% Reduce -3.4% 15,555 $235K
Hager Investment Management Services, LLC 0.14% — 15,340 $232K
Parallel Advisors, LLC 0.01% Reduce -1.6% 15,250 $231K
Transce3nd, LLC 0.08% — 15,147 $229K
Aventura Private Wealth, LLC 0.12% — 14,768 $223K
Farther Finance Advisors, LLC 0.01% Add +12.8% 14,650 $222K
Baird Financial Group, Inc. 0.00% Add +10.8% 14,555 $220K
XTX Topco Ltd 0.02% New 14,300 $216K
One Charles Private Wealth Services, LLC 0.07% No change 14,014 $212K
Premier Path Wealth Partners, LLC 0.03% No change 14,000 $212K
DGS Capital Management, LLC 0.05% Reduce -25.7% 13,938 $211K
Blue Trust, Inc. 0.00% Reduce -0.2% 13,907 $210K
Debussy Capital Management LP 0.03% New 14,150 $210K
CFO4Life Group, LLC 0.04% Add +0.7% 13,886 $210K
Strid Group, LLC 0.03% New 13,799 $209K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -77.6% 13,765 $208K
Integrated Wealth Concepts LLC 0.00% Add +2.2% 13,548 $205K
Savant Capital, LLC 0.00% Add +0.2% 13,480 $204K
Trek Financial, LLC 0.02% Add +2.0% 13,363 $202K
Main Street Financial Solutions, LLC 0.02% Add +1.4% 13,342 $202K
Silvercrest Asset Management Group LLC 0.00% No change 13,300 $201K
Flagship Harbor Advisors, LLC 0.01% Add +2.8% 13,132 $199K
Tower Research Capital LLC (TRC) 0.00% Add +9.1% 13,038 $197K
Two Sigma Securities, LLC 0.04% Add +22.7% 12,907 $195K
Pathstone Holdings, LLC 0.00% Add +1.0% 12,781 $193K
&partners 0.00% New 12,408 $189K
Sage Investment Counsel LLC 0.24% — 12,273 $186K
Register Financial Advisors LLC 0.09% Add +19.9% 12,261 $185K
Beacon Pointe Advisors, LLC 0.00% Reduce -23.7% 12,097 $183K
Omega Advisors (Leon Cooperman) 0.01% No change 12,000 $181K
Tudor Investment Corporation 0.00% Reduce -98.0% 11,777 $178K
Gries Financial LLC 0.03% No change 11,759 $178K
Sagespring Wealth Partners, LLC 0.00% — 11,276 $170K
Mercer Global Advisors Inc. 0.00% Reduce -89.5% 10,962 $166K
IFG Advisory, LLC 0.01% New 10,927 $165K
TCTC Holdings, LLC 0.01% No change 10,862 $164K
BlueChip Wealth Advisors LLC 0.09% Reduce -60.2% 10,837 $164K
US Financial Advisors, LLC 0.05% New 10,770 $163K
Evoke Wealth, LLC 0.00% New 10,485 $162K
ZWJ Investment Counsel Inc. 0.01% No change 10,670 $161K
Texas Yale Capital Corp. 0.01% New 10,600 $160K
Quad-Cities Investment Group, LLC 0.08% Add +2.0% 10,385 $157K
FORA Capital, LLC 0.02% Reduce -77.3% 10,378 $157K
SPC Financial, Inc. 0.01% Reduce -0.4% 10,200 $154K
Silicon Valley Capital Partners 0.02% Add +2.8% 10,054 $152K
Avidian Wealth Enterprises, LLC 0.01% Reduce -15.6% 10,048 $152K
Parkside Financial Bank & Trust 0.02% Add +37.6% 9,665 $146K
Synergy Investment Management, LLC 0.06% — 9,146 $138K
SBI Securities Co., Ltd. 0.00% — 8,268 $125K
Cullen/Frost Bankers, Inc. 0.00% New 7,900 $119K
Canton Hathaway, LLC 0.02% New 5,570 $84K
Venturi Wealth Management, LLC 0.00% New 5,100 $77K
PNC Financial Services Group, Inc. 0.00% Reduce -92.1% 5,028 $76K
Millstone Evans Group, LLC 0.05% — 5,000 $76K
Westend Capital Management, LLC 0.02% Add +58.8% 4,816 $73K
Cary Street Partners Investment Advisory LLC 0.05% New 4,703 $71K
National Bank of Canada 0.00% Add +7.8% 4,486 $68K
Federation des caisses Desjardins du Quebec 0.00% Add +193.9% 4,408 $67K
Northwestern Mutual Wealth Management Co. 0.00% Add +94.2% 4,372 $66K
Reyes Financial Architecture, Inc. 0.05% — 4,283 $65K
EverSource Wealth Advisors, LLC 0.00% Reduce -11.6% 4,256 $64K
CVA Family Office, LLC 0.01% No change 4,100 $62K
Zions Bancorporation, N.A. 0.00% No change 4,000 $60K
Rothschild Investment LLC 0.00% No change 3,999 $60K
Luminist Capital LLC 0.10% — 6,773 $60K
Edmond DE Rothschild Holding S.A. 0.00% No change 3,874 $59K
Huntington National Bank 0.00% No change 3,700 $56K
Lazard Asset Management LLC 0.00% New 3,248 $49K
Brown Brothers Harriman & Co. 0.00% New 3,169 $48K
Anchor Investment Management, LLC 0.00% Add +100.0% 3,000 $45K
Fifth Third Bancorp 0.00% Add +192.2% 2,922 $44K
Spire Wealth Management 0.00% Reduce -15.2% 2,800 $42K
GPS Wealth Strategies Group, LLC 0.01% No change 2,755 $42K
NFSG Corp 0.01% Add +1.2% 2,726 $41K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -75.5% 2,599 $39K
Clearstead Advisors, LLC 0.00% Add +2.8% 2,567 $39K
Heritage Wealth Advisors 0.00% Add +9.1% 2,400 $36K
NBT Bank, N.A. 0.00% No change 2,200 $33K
Coppell Advisory Solutions LLC 0.00% Add +12.3% 2,143 $33K
Hemington Wealth Management 0.01% Add +0.3% 1,783 $26K
Private Trust Co. NA 0.00% Add +21.8% 1,674 $25K
Empowered Funds, LLC 0.00% New 1,534 $23K
Harbour Investments, Inc. 0.00% Add +0.9% 1,470 $22K
AllSquare Wealth Management LLC 0.01% No change 1,400 $21K
Cwm, LLC 0.00% No change 1,413 $21K
Exchange Traded Concepts, LLC 0.00% Add +1191.6% 1,227 $19K
Headlands Technologies LLC 0.00% Add +157.2% 1,214 $18K
Trust Co. of Vermont 0.00% New 1,200 $18K
Pinnacle Bancorp, Inc. 0.01% No change 1,175 $18K
Raleigh Capital Management Inc. 0.01% Add +7.0% 1,150 $17K
Hexagon Capital Partners LLC 0.00% Add +64.6% 1,113 $17K
Tandem Financial, LLC 0.02% — 1,000 $15K
GeoWealth Management, LLC 0.00% No change 973 $15K
Jones Financial Companies LLLP 0.00% Add +154.3% 890 $13K
Beacon Capital Management, LLC 0.00% Add +0.4% 793 $12K
AdvisorNet Financial, Inc 0.00% Reduce -33.5% 791 $12K
SJS Investment Consulting Inc. 0.00% No change 787 $12K
2UniFi Bank 0.01% — 723 $11K
HighMark Wealth Management LLC 0.01% Add +2.8% 702 $11K
DecisionPoint Financial, LLC 0.00% No change 700 $11K
Ethos Financial Group, LLC 0.00% New 670 $10K
LRI Investments, LLC 0.00% No change 531 $8K
Cape Investment Advisory, Inc. 0.00% No change 500 $8K
Archer Investment Corp 0.00% Add +0.3% 403 $6K
Physician Wealth Advisors, Inc. 0.00% New 359 $5K
Spectrum Wealth Counsel, LLC 0.00% No change 340 $5K
Wingate Wealth Advisors, Inc. 0.00% — 330 $5K
Albion Financial Group 0.00% New 325 $5K
Gen-Wealth Partners Inc 0.00% No change 250 $4K
IFS Advisors, LLC 0.00% New 200 $3K
WR Wealth Planners, LLC 0.00% Add +2.6% 195 $3K
WealthCollab, LLC 0.00% No change 143 $2K
Parvin Asset Management, LLC 0.00% — 100 $2K
Birchbrook, Inc. 0.00% New 90 $1K
Hantz Financial Services, Inc. 0.00% Add +2.6% 40 $1K
YANKCOM Partnership 0.00% — 66 $998
GAMMA Investing LLC 0.00% No change 62 $937
VSM Wealth Advisory, LLC 0.00% — 60 $907
SOA Wealth Advisors, LLC. 0.00% New 59 $892
Bruce G. Allen Investments, LLC 0.00% Add +64.0% 41 $620
Horizon Investments, LLC 0.00% No change 16 $242
Allworth Financial LP 0.00% New 15 $221
DHJJ Financial Advisors, Ltd. 0.00% New 3 $46

"% of holder's portfolio" is OBDC's weight in each manager's 13F, not the share of Blue Owl Capital Corp. the manager owns.