BLUE OWL TECHNOLOGY FIN CORP (OTF)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
187
Reporting holders
$2.0B
Reported value
41.8%
Of shares outstanding
0.0%
Held as options
+25
Holder change
Institutions report 191,597,437 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| CAZ INVESTMENTS LP | $46.7M | 4,512,778 | 48.69% | 4q | +46.3%+$14.8M |
| 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 |
| 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 | -2.6%-$387.9K |
| 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 |
| 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 |
| BANK OF MONTREAL /CAN/ | $2.4M | 227,644 | 0.00% | 2q | +162.1%+$1.5M |
| Corient Private Wealth LP | $2.2M | 213,251 | 0.00% | 3q | +606.1%+$1.9M |
| 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 | +14.9%+$283.6K |
| 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 |
| Palogic Value Management, L.P. | $1.2M | 118,968 | 0.41% | 2q | +125.3%+$684.8K |
| 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 |
| 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 |
| 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 |
| Hennion & Walsh Asset Management, Inc. | $602.5K | 58,210 | 0.02% | 2q | +161.3%+$371.9K |
| Fort Point Capital Partners LLC | $598.2K | 55,646 | 0.04% | 4q | +6.3%+$35.4K |
| PVG ASSET MANAGEMENT CORP | $577.0K | 55,746 | 0.33% | new | NEW |
Showing the largest 100 of 193 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 187 | $2.0B | 191,597,437 | 49 | 97 | 25 | 0.0% |
| Q1 2026 | 162 | $2.2B | 174,944,015 | 52 | 90 | 15 | 0.0% |
| Q4 2025 | 131 | $1.8B | 122,050,104 | 62 | 50 | 9 | 0.0% |
| Q3 2025 | 74 | $1.3B | 97,841,708 | 36 | 30 | 3 | 0.0% |
| Q2 2025 | 43 | $1.4B | 90,185,926 | 43 | 0 | 0 | 0.0% |