DaveManuel.com · Institutional Ownership · Who Owns It
BLUE OWL TECHNOLOGY FIN CORP (OTF)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
192
Reporting holders
$2.1B
Reported value
44.8%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+23
Holder change
Institutions report 205,268,395 shares against 458,185,389 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | $451.5M | 43,624,472 | 10.35% | 5q | HELD |
| Mubadala Investment Co PJSC | $308.3M | 29,787,804 | 0.89% | 5q | +2.3%+$6.8M |
| Orange County Employees Retirement System | $210.1M | 20,300,151 | 75.13% | 3q | +43.4%+$63.6M |
| CAZ INVESTMENTS LP | $140.1M | 13,538,334 | 13.63% | 4q | +338.9%+$108.2M |
| Cresset Asset Management, LLC | $128.6M | 11,961,124 | 0.47% | 5q | +46.3%+$40.7M |
| State of New Jersey Common Pension Fund E | $64.9M | 6,270,099 | 100.00% | 5q | HELD |
| Cliffwater LLC | $61.2M | 5,908,955 | 15.23% | 5q | HELD |
| Capricorn Investment Group LLC | $58.3M | 5,648,797 | 0.26% | 3q | HELD |
| VAN ECK ASSOCIATES CORP | $45.8M | 4,423,851 | 0.03% | 2q | +35.2%+$11.9M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $39.2M | 3,788,852 | 1.86% | 4q | +74.1%+$16.7M |
| TEXAS TREASURY SAFEKEEPING TRUST CO | $35.9M | 3,413,796 | 5.19% | new | NEW |
| Auto-Owners Insurance Co | $31.9M | 3,083,763 | 0.72% | new | NEW |
| UBS Group AG | $31.3M | 3,025,881 | 0.00% | 5q | -29.2%-$12.9M |
| FRANKLIN RESOURCES INC | $28.8M | 2,783,731 | 0.01% | 4q | +15.4%+$3.8M |
| JPMORGAN CHASE & CO | $28.1M | 2,626,856 | 0.00% | 5q | +63.1%+$10.9M |
| CITADEL ADVISORS LLC | $26.1M | 2,521,978 | 0.00% | new | NEW |
| Arax Advisory Partners | $25.3M | 2,436,370 | 0.17% | 2q | +104.4%+$12.9M |
| ARES MANAGEMENT LLC | $20.4M | 1,966,345 | 0.89% | 4q | +46.1%+$6.4M |
| Requisite Capital Management, LLC | $20.3M | 1,885,709 | 3.35% | 5q | +50.8%+$6.8M |
| GCM Grosvenor Holdings, LLC | $18.6M | 1,796,297 | 0.80% | 3q | +27.3%+$4.0M |
| BlackRock, Inc. | $17.7M | 1,706,535 | 0.00% | 4q | -1.3%-$232.0K |
| BANK OF AMERICA CORP /DE/ | $16.6M | 1,605,720 | 0.00% | 5q | +46.2%+$5.3M |
| Pine Ridge Advisers LLC | $15.9M | 1,534,102 | 0.96% | 4q | +50.0%+$5.3M |
| MORGAN STANLEY | $15.4M | 1,490,688 | 0.00% | 5q | +228.5%+$10.7M |
| WELLS FARGO & COMPANY/MN | $14.5M | 1,399,542 | 0.00% | 5q | +94.8%+$7.0M |
| STEPHENS INC /AR/ | $14.3M | 1,379,124 | 0.16% | 3q | +54.8%+$5.1M |
| Laura & John Arnold Foundation | $12.4M | 1,200,000 | 3.76% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $11.7M | 1,127,145 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $11.2M | 1,081,243 | 0.00% | 4q | +46.3%+$3.5M |
| RAYMOND JAMES FINANCIAL INC | $10.4M | 1,008,996 | 0.00% | 5q | +44.8%+$3.2M |
| ROYAL BANK OF CANADA | $10.4M | 1,008,839 | 0.00% | 5q | +22.1%+$1.9M |
| SOROS FUND MANAGEMENT LLC | $10.4M | 1,005,000 | 0.13% | 2q | HELD |
| Rockefeller Capital Management L.P. | $9.1M | 883,111 | 0.01% | 5q | -4.3%-$409.4K |
| Balyasny Asset Management L.P. | $8.9M | 864,680 | 0.01% | 3q | +4650.2%+$8.8M |
| Bulldog Investors, LLP | $8.2M | 792,777 | 1.80% | 5q | +17.3%+$1.2M |
| OMERS ADMINISTRATION Corp | $7.9M | 764,517 | 0.05% | 5q | +3.3%+$254.5K |
| Sanctuary Advisors, LLC | $7.4M | 716,442 | 0.03% | 4q | +153.1%+$4.5M |
| NOMURA HOLDINGS INC | $7.3M | 706,762 | 0.01% | 3q | +5554.1%+$7.2M |
| Bayshore Capital Advisors, LLC | $6.1M | 590,905 | 2.86% | 3q | +46.3%+$1.9M |
| FIRST TRUST ADVISORS LP | $5.3M | 516,580 | 0.00% | new | NEW |
| World Investment Advisors | $5.3M | 429,025 | 0.09% | 5q | HELD |
| HighTower Advisors, LLC | $4.9M | 473,491 | 0.00% | 5q | +110.4%+$2.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M | 458,973 | 0.00% | 3q | +1176.6%+$4.4M |
| Cerity Partners LLC | $4.5M | 430,408 | 0.01% | 4q | +35.3%+$1.2M |
| Summit Financial, LLC | $4.3M | 395,445 | 0.05% | 2q | +23.6%+$812.3K |
| Pettinga Financial Advisors LLC | $3.9M | 381,161 | 0.63% | 4q | +10.9%+$389.0K |
| Fiduciary Trust Co | $3.7M | 354,541 | 0.04% | 5q | +46.3%+$1.2M |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $3.6M | 350,000 | 0.37% | new | NEW |
| Blue Trust, Inc. | $3.5M | 342,060 | 0.04% | 5q | +45.7%+$1.1M |
| Callodine Capital Management, LP | $3.1M | 300,000 | 0.20% | 2q | +71.4%+$1.3M |
| North Ground Capital | $2.9M | 277,467 | 3.45% | 4q | +47.1%+$919.0K |
| IEQ CAPITAL, LLC | $2.8M | 273,177 | 0.01% | 5q | -25.8%-$984.4K |
| Sumitomo Mitsui Trust Group, Inc. | $2.8M | 268,474 | 0.00% | 2q | +3.9%+$103.5K |
| Palogic Value Management, L.P. | $2.5M | 237,936 | 0.40% | 2q | +350.6%+$1.9M |
| BANK OF MONTREAL /CAN/ | $2.4M | 227,644 | 0.00% | 2q | +162.1%+$1.5M |
| Diversify Advisory Services, LLC | $2.2M | 217,264 | 0.04% | 5q | +118.5%+$1.2M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.2M | 217,264 | 0.04% | 3q | +39.5%+$620.0K |
| AMERIPRISE FINANCIAL INC | $2.2M | 205,906 | 0.00% | 3q | +129.9%+$1.2M |
| SCS Capital Management LLC | $2.1M | 207,668 | 0.02% | 4q | +19.3%+$347.6K |
| DENALI ADVISORS LLC | $2.1M | 206,906 | 0.22% | 3q | +9.7%+$190.1K |
| Invesco Ltd. | $2.0M | 197,380 | 0.00% | 3q | HELD |
| Bank of New York Mellon Corp | $2.0M | 195,865 | 0.00% | 4q | +34.9%+$524.9K |
| STIFEL FINANCIAL CORP | $1.9M | 183,359 | 0.00% | 3q | +7.0%+$124.0K |
| LPL Financial LLC | $1.8M | 178,378 | 0.00% | 3q | +18.8%+$291.6K |
| Focus Partners Wealth | $1.8M | 171,513 | 0.00% | 2q | +32.8%+$438.8K |
| MARSHALL WACE, LLP | $1.7M | 165,707 | 0.00% | new | NEW |
| Apollon Wealth Management, LLC | $1.7M | 164,697 | 0.02% | 4q | +54.0%+$597.4K |
| Closed-End Fund Advisors, Inc. | $1.7M | 159,487 | 1.61% | 3q | -5.9%-$103.2K |
| Steward Partners Investment Advisory, LLC | $1.5M | 146,897 | 0.01% | 5q | +32.0%+$369.0K |
| ADAPT WEALTH ADVISORS, LLC | $1.5M | 144,325 | 0.49% | 5q | +44.5%+$459.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 144,323 | 0.03% | 2q | +59.8%+$559.1K |
| Truvestments Capital LLC | $1.5M | 142,309 | 0.22% | 2q | +10.7%+$141.8K |
| Perennial Investment Advisors, LLC | $1.4M | 136,056 | 0.09% | 4q | +29.6%+$321.6K |
| Alpine Global Management, LLC | $1.3M | 129,027 | 0.22% | 2q | -27.8%-$514.0K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.3M | 127,635 | 0.00% | 5q | +16.2%+$184.5K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.3M | 121,956 | 0.08% | 2q | +46.6%+$401.0K |
| OSAIC HOLDINGS, INC. | $1.3M | 121,943 | 0.00% | 5q | +32.7%+$311.1K |
| Global Retirement Partners, LLC | $1.3M | 121,264 | 0.02% | 3q | +168.8%+$788.2K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.2M | 111,833 | 0.02% | 3q | +39.5%+$340.7K |
| Vestmark Advisory Solutions, Inc. | $1.2M | 114,695 | 0.01% | 3q | +43.0%+$357.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 113,786 | 0.00% | 4q | +40.3%+$337.8K |
| JANE STREET GROUP, LLC | $1.1M | 104,864 | 0.00% | new | NEW |
| VAQUERO PRIVATE WEALTH, LTD | $1.1M | 103,851 | 0.22% | new | FIRST |
| CAPSTONE INVESTMENT ADVISORS, LLC | $1.0M | 98,917 | 0.00% | new | NEW |
| Corient Private Wealth LP | $999.4K | 96,563 | 0.00% | 3q | +219.7%+$686.9K |
| Prota Financial, LLC | $936.4K | 87,842 | 0.62% | 3q | +46.8%+$298.4K |
| Stratos Wealth Partners, LTD. | $910.2K | 87,946 | 0.01% | 4q | +139.2%+$529.7K |
| TrueMark Investments, LLC | $894.9K | 86,467 | 0.11% | 3q | +117.7%+$483.9K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $876.9K | 84,723 | 0.13% | 3q | +65.5%+$347.0K |
| Generali Investments CEE, investicni spolecnost, a.s. | $873.9K | 84,431 | 0.04% | 4q | HELD |
| HRT FINANCIAL LP | $849.0K | 82,037 | 0.00% | new | NEW |
| TT Capital Management LLC | $839.4K | 81,100 | 0.65% | 2q | +63.5%+$326.0K |
| NorthRock Partners, LLC | $836.0K | 80,772 | 0.01% | 4q | -1.3%-$10.9K |
| Blackstone Inc. | $834.9K | 80,664 | 0.00% | new | NEW |
| Cerberus Capital Management, L.P. | $828.0K | 80,000 | 0.04% | 2q | HELD |
| Pallas Capital Advisors LLC | $749.3K | 72,393 | 0.02% | 4q | +180.5%+$482.1K |
| Jain Global LLC | $740.0K | 71,496 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $737.9K | 71,296 | 0.00% | 3q | +35.7%+$194.3K |
| Elm Partners Management LLC | $682.7K | 65,958 | 0.02% | 4q | +50.0%+$227.6K |
| CAPITAL FUND MANAGEMENT S.A. | $634.5K | 61,300 | 0.00% | new | NEW |
Showing the largest 100 of 192 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-15 | 2026-09-11 | Material agreement entered | filing |
| 2026-09-04 | 2026-09-03 | Material agreement entered | filing |
| 2026-08-20 | 2026-08-14 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-13 | Weiler Melissa | Director | Bought | 10,000 | $109.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 46 | $444.5M | 45,297,603 | 10 | 18 | 5 | 0.0% |
| Q2 2026 | 192 | $2.1B | 205,268,395 | 48 | 101 | 26 | 0.0% |
| Q1 2026 | 169 | $2.2B | 178,320,423 | 55 | 93 | 15 | 0.0% |
| Q4 2025 | 137 | $1.8B | 122,806,202 | 64 | 52 | 10 | 0.0% |
| Q3 2025 | 79 | $1.3B | 98,082,428 | 39 | 32 | 3 | 0.0% |
| Q2 2025 | 45 | $1.4B | 90,206,303 | 45 | 0 | 0 | 0.0% |