OTF Institutional Ownership
Blue Owl Technology Finance Corp.
1W: +3.9%
1M: -6.3%
3M: -7.0%
YTD: -34.9%
1Y: -35.4%
$9.24
+0.17 (+1.87%)
After Hours: $9.47 (+0.23, +2.54%)
Weekly Expected Move ±3.5%
$8
$9
$9
$9
$10
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $161.7M held by 121 funds, 251 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — OTF
214
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
51
New Positions
100
Increased
49
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | REGENTS OF THE UNIVERSITY OF CALIFORNI NEW | 38,861,215 | $359M | +38,861,215 | — | 1Q | SEC ↗ |
| 2 | CAZ INVESTMENTS LP NEW | 4,512,778 | $42M | +4,512,778 | — | 1Q | SEC ↗ |
| 3 | Auto-Owners Insurance Co NEW | 3,083,763 | $28M | +3,083,763 | — | 1Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC NEW | 2,521,978 | $23M | +2,521,978 | — | 1Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN NEW | 718,511 | $7M | +718,511 | — | 1Q | SEC ↗ |
| 6 | Bayshore Capital Advisors, LLC NEW | 590,905 | $5M | +590,905 | — | 1Q | SEC ↗ |
| 7 | Pettinga Financial Advisors LLC | 381,161 | $4M | +37,588 | +10.9% | 2Q | SEC ↗ |
| 8 | Blue Trust, Inc. NEW | 358,771 | $3M | +358,771 | — | 1Q | SEC ↗ |
| 9 | IEQ CAPITAL, LLC NEW | 273,177 | $3M | +273,177 | — | 1Q | SEC ↗ |
| 10 | Diversify Advisory Services, LLC NEW | 227,829 | $2M | +227,829 | — | 1Q | SEC ↗ |
| 11 | DIVERSIFY WEALTH MANAGEMENT, LLC NEW | 227,829 | $2M | +227,829 | — | 1Q | SEC ↗ |
| 12 | DENALI ADVISORS LLC NEW | 206,906 | $2M | +206,906 | — | 1Q | SEC ↗ |
| 13 | MARSHALL WACE, LLP NEW | 165,707 | $2M | +165,707 | — | 1Q | SEC ↗ |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 144,323 | $1M | +144,323 | — | 1Q | SEC ↗ |
| 15 | MANUFACTURERS LIFE INSURANCE COMPANY, | 127,635 | $1M | +17,824 | +16.2% | 2Q | SEC ↗ |
| 16 | Global Retirement Partners, LLC NEW | 121,264 | $1M | +121,264 | — | 1Q | SEC ↗ |
| 17 | Palogic Value Management, L.P. NEW | 118,968 | $1M | +118,968 | — | 1Q | SEC ↗ |
| 18 | ELEVATION POINT WEALTH PARTNERS, LLC NEW | 111,833 | $1M | +111,833 | — | 1Q | SEC ↗ |
| 19 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 105,688 | $977K | +74,588 | +239.8% | 2Q | SEC ↗ |
| 20 | CAPSTONE INVESTMENT ADVISORS, LLC NEW | 98,917 | $914K | +98,917 | — | 1Q | SEC ↗ |
| 21 | VAQUERO PRIVATE WEALTH, LTD | 96,700 | $894K | -7,151 | -6.9% | 2Q | SEC ↗ |
| 22 | Corient Private Wealth LP NEW | 96,563 | $892K | +96,563 | — | 1Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC NEW | 89,582 | $828K | +89,582 | — | 1Q | SEC ↗ |
| 24 | Prota Financial, LLC | 88,056 | $814K | +214 | +0.2% | 2Q | SEC ↗ |
| 25 | LAUREL OAK WEALTH MANAGEMENT, LLC | 84,723 | $783K | +33,526 | +65.5% | 2Q | SEC ↗ |
| 26 | Generali Investments CEE, investicni s NEW | 84,431 | $780K | +84,431 | — | 1Q | SEC ↗ |
| 27 | Elm Partners Management LLC NEW | 65,958 | $609K | +65,958 | — | 1Q | SEC ↗ |
| 28 | Hennion & Walsh Asset Management, Inc. NEW | 58,210 | $538K | +58,210 | — | 1Q | SEC ↗ |
| 29 | PINNACLE ASSOCIATES LTD | 54,272 | $501K | +10,111 | +22.9% | 2Q | SEC ↗ |
| 30 | PVG ASSET MANAGEMENT CORP | 49,261 | $455K | -6,485 | -11.6% | 3Q | SEC ↗ |
| 31 | QP WEALTH MANAGEMENT, LLC NEW | 48,830 | $451K | +48,830 | — | 1Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC NEW | 48,770 | $451K | +48,770 | — | 1Q | SEC ↗ |
| 33 | ENVESTNET ASSET MANAGEMENT INC NEW | 46,215 | $427K | +46,215 | — | 1Q | SEC ↗ |
| 34 | CULLEN/FROST BANKERS, INC. NEW | 42,987 | $397K | +42,987 | — | 1Q | SEC ↗ |
| 35 | Integrated Wealth Concepts LLC NEW | 34,870 | $322K | +34,870 | — | 1Q | SEC ↗ |
| 36 | Pathstone Holdings, LLC NEW | 34,606 | $320K | +34,606 | — | 1Q | SEC ↗ |
| 37 | NewEdge Wealth, LLC NEW | 33,187 | $307K | +33,187 | — | 1Q | SEC ↗ |
| 38 | Wealth Architects, LLC NEW | 31,398 | $290K | +31,398 | — | 1Q | SEC ↗ |
| 39 | Founders Financial Alliance, LLC NEW | 30,290 | $280K | +30,290 | — | 1Q | SEC ↗ |
| 40 | Mariner, LLC | 29,732 | $275K | +5,809 | +24.3% | 2Q | SEC ↗ |
| 41 | NORDEN GROUP LLC NEW | 28,320 | $262K | +28,320 | — | 1Q | SEC ↗ |
| 42 | Activest Wealth Management | 27,503 | $254K | -1,234 | -4.3% | 2Q | SEC ↗ |
| 43 | Atlatl Advisers LLC NEW | 27,200 | $251K | +27,200 | — | 1Q | SEC ↗ |
| 44 | ASHTON THOMAS SECURITIES, LLC NEW | 24,447 | $226K | +24,447 | — | 1Q | SEC ↗ |
| 45 | GC Wealth Management RIA, LLC NEW | 21,454 | $198K | +21,454 | — | 1Q | SEC ↗ |
| 46 | Paragon Capital Management Ltd NEW | 16,442 | $152K | +16,442 | — | 1Q | SEC ↗ |
| 47 | Daytona Street Capital LLC | 16,200 | $150K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Beacon Pointe Advisors, LLC NEW | 14,575 | $135K | +14,575 | — | 1Q | SEC ↗ |
| 49 | TMB Capital Partners, LLC NEW | 13,695 | $127K | +13,695 | — | 1Q | SEC ↗ |
| 50 | CITIZENS FINANCIAL GROUP INC/RI NEW | 13,108 | $121K | +13,108 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFO | 38,861,215 | $359M |
| CAZ INVESTMENTS LP | 4,512,778 | $42M |
| Auto-Owners Insurance Co | 3,083,763 | $28M |
| CITADEL ADVISORS LLC | 2,521,978 | $23M |
| WELLS FARGO & COMPANY/MN | 718,511 | $7M |
| Bayshore Capital Advisors, LLC | 590,905 | $5M |
| Blue Trust, Inc. | 358,771 | $3M |
| IEQ CAPITAL, LLC | 273,177 | $3M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 227,829 | $2M |
| Diversify Advisory Services, LLC | 227,829 | $2M |
| DENALI ADVISORS LLC | 206,906 | $2M |
| MARSHALL WACE, LLP | 165,707 | $2M |
| INDEPENDENT FINANCIAL GROUP, LLC | 144,323 | $1M |
| Global Retirement Partners, LLC | 121,264 | $1M |
| Palogic Value Management, L.P. | 118,968 | $1M |
| ELEVATION POINT WEALTH PARTNERS, LL | 111,833 | $1M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 98,917 | $914K |
| Corient Private Wealth LP | 96,563 | $892K |
| AMERIPRISE FINANCIAL INC | 89,582 | $828K |
| Generali Investments CEE, investicn | 84,431 | $780K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LL | +74,588 | +239.8% | 105,688 |
| Pettinga Financial Advisors LLC | +37,588 | +10.9% | 381,161 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | +33,526 | +65.5% | 84,723 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +17,824 | +16.2% | 127,635 |
| PINNACLE ASSOCIATES LTD | +10,111 | +22.9% | 54,272 |
| Mariner, LLC | +5,809 | +24.3% | 29,732 |
| Prota Financial, LLC | +214 | +0.2% | 88,056 |
| MMA ASSET MANAGEMENT LLC | +214 | +1.7% | 12,987 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VAQUERO PRIVATE WEALTH, LTD | -7,151 | -6.9% | 96,700 |
| PVG ASSET MANAGEMENT CORP | -6,485 | -11.6% | 49,261 |
| Prospera Financial Services Inc | -4,616 | -26.2% | 13,031 |
| Activest Wealth Management | -1,234 | -4.3% | 27,503 |