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OWL BLUE OWL CAPITAL INC

2026Q2 · CUSIP 09581B103 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
561
Institutions that reported holding it to the SEC
Net increase in holders
+17
Last quarter 544 → now 561
How unusual is that
Top 20%
Stronger buying than 80% of US stocks
What the filings say, in one paragraph

561 funds held OWL at the end of 2026Q2, up 17 from the quarter before. That is stronger buying than 80.4% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 100.2x, return on equity is 4.0%. OWL has had 15 buying rushes in its history, and the price moved +0.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q3: holders=79 2021Q4: holders=128 2022Q1: holders=139 2022Q2: holders=170 2022Q3: holders=201 2022Q4: holders=215 2023Q1: holders=228 2023Q2: holders=245 2023Q3: holders=244 2023Q4: holders=310 2024Q1: holders=339 2024Q2: holders=390 2024Q3: holders=369 2024Q4: holders=452 2025Q1: holders=453 2025Q2: holders=472 2025Q3: holders=474 2025Q4: holders=522 2026Q1: holders=544 2026Q2: holders=561 -83 -41.5 +0 +41.5 +83 71331590 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 20% +0.0% —
2025Q4 Top 20% -25.4% -12.3%
2025Q2 Top 20% -16.3% -22.6%
2024Q4 Top 5% -10.9% -17.0%
2024Q2 Top 5% +11.8% +29.9%
2024Q1 Top 10% -6.0% -5.0%
2023Q4 Top 10% +7.9% +7.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
194
Change in large funds
+6
Total value they hold
$5.6B
Funds buying for the first time
122
Funds that sold out entirely
105
Price change that quarter
+26.7%
Funds holding puts (bearish)
26
Funds holding calls (bullish)
32

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
100.2
EPS (TTM)
$0.12
EPS YoY
—
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
4.0%
Debt ratio
54.5%
FCF (TTM)
$1.3B
Dividend (TTM)
$0.91
Quarterly Revenue & EPS
2023-03-31: EPS 0.02 2023-09-30: EPS 0.03 2024-03-31: EPS 0.04 2024-06-30: EPS 0.06 2025-03-31: EPS 0.00 2025-06-30: EPS 0.02 2025-09-30: EPS 0.01 2025-12-31: EPS 0.07 2026-03-31: EPS 0.02 2026-06-30: EPS 0.02 0.00 0.04 0.08 202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
71 117 163 202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-875K211M422M 202020212023202420252026
Latest quarter $89M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.