Blue Owl Technology FinanceOTF

13F holders, Q4 2025 (December 31)
137holders +58
62new positions
10sold out
4famous investors
$14.53avg. 13F price*

At the end of Q4 2025, 137 institutions reported holding Blue Owl Technology Finance (OTF) in their 13F filings, up 58 from Q3 2025. 62 opened new positions and 10 sold out. The largest holders were Regents of the University of California ($631.7M), Mubadala Investment Co PJSC ($423.6M) and Orange County Employees Retirement System ($116.5M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Blue Owl Technology Finance
CUSIP
095924106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q2 2025: 45Q2 2025Q3 2025: 79Q3 2025Q4 2025: 137Q4 2025Q1 2026: 169Q1 2026Q2 2026: 191Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions62$135.0M
Exits10$63.6M

All 13F filers, Q3 2025 → Q4 2025: 22,278,481 shares bought and 5,763,058 shares sold, net +16,515,423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 137 holders

Regents of the University of California 22.52% No change 43,624,472 $631.7M
Mubadala Investment Co PJSC 2.42% No change 29,130,491 $423.6M
Orange County Employees Retirement System 60.68% — 8,012,165 $116.5M
State of New Jersey Common Pension Fund E 100.00% No change 6,270,099 $91.2M
Cliffwater LLC 18.03% Reduce -0.3% 5,908,955 $85.9M
Capricorn Investment Group LLC 9.55% New 5,440,791 $78.9M
Cresset Asset Management, LLC 0.27% Add +2792.0% 4,317,632 $64.5M
Rivernorth Capital Management, LLC 1.34% Add +374.2% 1,934,726 $28.1M
Franklin Resources Inc. 0.01% Add +155006.8% 1,754,258 $25.5M
Caz Investments LP 29.18% Add +72.2% 1,159,339 $16.9M
Ares Management LLC 0.95% Add +111.5% 1,140,168 $16.6M
Bank of America Corp. 0.00% Add +93.0% 710,945 $10.3M
Requisite Capital Management, LLC 1.91% Add +141.2% 674,624 $10.1M
Blue Pool Management Ltd. 100.00% No change 627,010 $9.1M
Rockefeller Capital Management L.P. 0.02% Add +34.2% 624,044 $9.1M
Bulldog Investors, LLP 2.01% Add +58.0% 615,848 $9.0M
Stephens Inc. 0.10% New 565,354 $8.2M
Pine Ridge Advisers LLC 0.51% Add +216.7% 511,364 $7.4M
Millennium Management 0.01% Reduce -49.9% 511,249 $7.4M
GCM Grosvenor Holdings, LLC 0.89% New 430,000 $6.3M
Two Sigma Investments, LP 0.01% New 418,414 $6.1M
T. Rowe Price Associates Inc. 0.00% Add +144.4% 396,454 $5.8M
Raymond James Financial Inc. 0.00% Add +188.2% 394,545 $5.7M
OMERS ADMINISTRATION Corp 0.04% Add +2231.8% 376,192 $5.5M
Jump Financial, LLC 0.06% New 329,200 $4.8M
JPMorgan Chase & Co. 0.00% Add +441.1% 296,205 $4.3M
Royal Bank of Canada 0.00% Add +75.1% 296,132 $4.3M
North Ground Capital 1.96% Reduce -27.6% 271,645 $3.9M
Pettinga Financial Advisors LLC 0.72% Add +68.5% 261,400 $3.8M
Morgan Stanley 0.00% Add +165.1% 246,718 $3.6M
Ieq Capital, LLC 0.01% Add +151.6% 238,863 $3.5M
Cerity Partners LLC 0.00% Reduce -1.1% 222,977 $3.2M
Bessemer Group Inc. 0.00% New 216,120 $3.1M
Invesco Ltd. 0.00% New 210,265 $3.1M
Jane Street Group, LLC 0.00% Reduce -70.5% 209,497 $3.0M
Balyasny Asset Management L.P. 0.00% New 168,488 $2.4M
Bayshore Capital Advisors, LLC 1.11% — 152,650 $2.2M
Sanctuary Advisors, LLC 0.01% Add +195.4% 149,377 $2.2M
Goldman Sachs Group Inc. 0.00% New 149,006 $2.2M
UBS Group AG 0.00% Add +125.9% 147,386 $2.1M
World Investment Advisors 0.03% Add +51.5% 137,343 $2.0M
HighTower Advisors, LLC 0.00% Add +151.1% 136,812 $2.0M
Fiduciary Trust Co 0.02% Add +144.4% 129,999 $1.9M
Blue Trust, Inc. 0.02% Add +141.6% 126,897 $1.8M
Bank of New York Mellon Corp 0.00% Add +3.8% 124,425 $1.8M
Renaissance Technologies 0.00% New 110,361 $1.6M
NorthRock Partners, LLC 0.03% Add +644.0% 108,825 $1.6M
Denali Advisors LLC 0.17% New 108,378 $1.6M
XTX Topco Ltd 0.04% Add +796.5% 104,518 $1.5M
SCS Capital Management LLC 0.02% Add +106.5% 98,775 $1.4M
Northern Trust Corp. 0.00% Add +137.8% 93,553 $1.4M
Cwm, LLC 0.00% Add +177.1% 92,208 $1.3M
LPL Financial LLC 0.00% New 89,942 $1.3M
Pallas Capital Advisors LLC 0.04% Add +642.4% 85,480 $1.2M
Ameriprise Financial Inc. 0.00% New 73,520 $1.1M
Diversify Advisory Services, LLC 0.03% Add +79.3% 75,188 $1.1M
Wells Fargo & Company 0.00% Add +4230.6% 72,797 $1.1M
Apollon Wealth Management, LLC 0.02% Add +260.1% 72,751 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +137.9% 73,992 $1.0M
NewEdge Wealth, LLC 0.01% Add +3.3% 69,925 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +157.6% 63,220 $919K
Mariner, LLC 0.00% New 56,624 $823K
Perennial Investment Advisors, LLC 0.06% Add +145.9% 56,288 $818K
Pathstone Holdings, LLC 0.00% Add +64.9% 54,816 $802K
Choreo, LLC 0.01% Add +142.1% 53,699 $787K
Stifel Financial Corp. 0.00% New 48,903 $711K
Generali Investments CEE, investicni spolecnost, a.s. 0.05% Add +121.0% 48,426 $704K
Closed-End Fund Advisors, Inc. 0.40% — 46,632 $678K
Global Retirement Partners, LLC 0.01% Add +201.0% 45,112 $656K
TrueMark Investments, LLC 0.13% New 45,000 $654K
Laurel Oak Wealth Management, LLC 0.10% — 42,184 $613K
ExodusPoint Capital Management, LP 0.01% New 42,177 $613K
Citadel Advisors 0.00% New 37,276 $542K
Cetera Investment Advisers 0.00% New 35,917 $522K
Caprock Group, LLC 0.01% New 34,528 $519K
VestGen Advisors, LLC 0.02% New 32,650 $475K
Tudor Investment Corporation 0.00% New 32,296 $470K
Prota Financial, LLC 0.33% — 31,876 $463K
Elevation Point Wealth Partners, LLC 0.02% New 28,339 $423K
Vestmark Advisory Solutions, Inc. 0.01% New 28,339 $412K
Envestnet Asset Management Inc. 0.00% New 28,267 $411K
Commonwealth Equity Services, LLC 0.00% Add +99.9% 28,105 $409K
Activest Wealth Management 0.07% Add +125.8% 27,327 $397K
Founders Financial Alliance, LLC 0.07% New 26,969 $392K
Caitong International Asset Management Co., Ltd 0.10% New 26,760 $389K
Destiny Wealth Partners, LLC 0.04% New 28,581 $387K
Janney Montgomery Scott LLC 0.00% New 25,311 $368K
GC Wealth Management RIA, LLC 0.01% New 24,533 $357K
HRT Financial LP 0.00% Reduce -17.8% 23,950 $348K
Squarepoint Ops LLC 0.00% New 23,549 $342K
Fort Point Capital Partners LLC 0.04% Add +65.7% 22,740 $330K
Mercer Global Advisors Inc. 0.00% New 22,129 $322K
Elm Partners Management LLC 0.01% Add +111.1% 21,985 $320K
Intellectus Partners, LLC 0.06% New 19,724 $295K
Stratos Wealth Partners, LTD. 0.00% Add +3.3% 20,135 $293K
Susquehanna International Group, LLP 0.00% New 19,579 $285K
EP Wealth Advisors, LLC 0.00% — 19,527 $284K
Adapt Wealth Advisors, LLC 0.09% Reduce -46.2% 18,888 $275K
Centiva Capital, LP 0.02% New 18,332 $267K
Trexquant Investment LP 0.00% New 17,900 $260K

"% of holder's portfolio" is OTF's weight in each manager's 13F, not the share of Blue Owl Technology Finance the manager owns.

Show all 137 holders