IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Blue OWL Technology Finance (OTF)

CUSIP: 095924106 | NYSE | Financial Services · Asset Management | Mid Cap | 260 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Regents of the University of California38,861,215
5.7% of portfolio›$381.2M
Orange County Employees Retirement System20,300,151
74.6% of portfolio›$199.1M
State of New Jersey Common Pension Fund A4,206,609
16.3% of portfolio›$41.3M
Auto-Owners Insurance Co3,083,763
0.9% of portfolio›$30.3M
Certuity, LLC739,100
0.3% of portfolio›$7.3M
Bayshore Capital Advisors, LLC590,905
3.0% of portfolio›$5.8M
Pettinga Financial Advisors LLC360,478
0.6% of portfolio›$3.5M
Blue Trust, Inc.358,771
0.0% of portfolio›$3.5M
Sumitomo Mitsui Trust Group, Inc.289,255
0.0% of portfolio›$2.8M
Diversify Wealth Management, LLC227,829
0.0% of portfolio›$2.2M
Diversify Advisory Services, LLC227,829
0.0% of portfolio›$2.2M
Apollon Wealth Management, LLC188,628
0.0% of portfolio›$1.9M
TT Capital Management LLC155,800
1.1% of portfolio›$1.5M
Independent Financial Group, LLC145,982
0.0% of portfolio›$1.4M
Closed-End Fund Advisors, Inc.135,729
1.4% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC113,886
0.0% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC111,890
0.0% of portfolio›$1.1M
Confluence Investment Management LLC105,688
0.0% of portfolio›$1.0M
Hennion & Walsh Asset Management, Inc.100,812
0.0% of portfolio›$989.0K
Vaquero Private Wealth, LTD96,700
0.2% of portfolio›$948.6K
Prota Financial, LLC88,056
0.5% of portfolio›$858.5K
Generali Investments CEE, investicni spolecnost, a.s.84,431
0.0% of portfolio›$873.9K
Laurel OAK Wealth Management, LLC84,410
0.1% of portfolio›$828.1K
Truist Financial Corp79,523
0.0% of portfolio›$780.1K
Pinnacle Wealth Management Advisory Group, LLC54,272
0.0% of portfolio›$532.4K
Pinnacle Associates LTD54,272
0.0% of portfolio›$532.4K
PVG Asset Management Corp49,261
0.3% of portfolio›$483.3K
QP Wealth Management, LLC48,830
0.7% of portfolio›$479.0K
Cullen T Bankers, Inc.48,741
0.0% of portfolio›$478.1K
Cambridge Investment Research Advisors, Inc.46,687
0.0% of portfolio›$458.0K
Y-Intercept (Hong Kong) Ltd43,192
0.0% of portfolio›$423.7K
Tranquility Partners, LLC39,381
0.1% of portfolio›$386.3K
Eagle Global Advisors LLC35,510
0.0% of portfolio›$348.4K
Transce3nd, LLC34,836
0.3% of portfolio›$308.3K
Onyx Bridge Wealth Group LLC33,851
0.0% of portfolio›$332.1K
Perigon Wealth Management, LLC33,112
0.0% of portfolio›$324.8K
Americana Partners, LLC32,681
0.0% of portfolio›$320.6K
Activest Wealth Management27,503
0.0% of portfolio›$269.8K
MSH Capital Advisors LLC27,487
0.0% of portfolio›$274.9K
Atlatl Advisers LLC27,200
0.1% of portfolio›$266.8K
Endowment Wealth Management, Inc.25,170
0.1% of portfolio›$246.9K
Ashton Thomas Securities, LLC24,447
0.0% of portfolio›$239.8K
Destiny Wealth Partners, LLC23,354
0.0% of portfolio›$227.7K
GC Wealth Management RIA, LLC21,454
0.0% of portfolio›$210.5K
tru Independence LLC21,002
0.1% of portfolio›$206.0K
Choreo, LLC18,940
0.0% of portfolio›$186.8K
Creative Planning17,410
0.0% of portfolio›$170.8K
True North Advisors, LLC16,900
0.0% of portfolio›$172.5K
Paragon Capital Management Ltd16,442
0.0% of portfolio›$161.3K
Lido Advisors, LLC16,346
0.0% of portfolio›$160.4K
Daytona Street Capital LLC16,200
0.1% of portfolio›$155.0K
Left Brain Wealth Management, LLC16,150
0.0% of portfolio›$158.4K
Citigroup Inc15,954
0.0% of portfolio›$156.5K
HUB Investment Partners, LLC15,952
0.0% of portfolio›$156.5K
Chicago Partners Investment Group LLC15,147
0.0% of portfolio›$138.1K
TMB Capital Partners, LLC13,695
0.0% of portfolio›$134.3K
Citizens Financial Group Inc13,108
0.0% of portfolio›$129.2K
Rose Capital Advisors LLC12,943
0.0% of portfolio›$127.0K
Kestra Advisory Services, LLC12,047
0.0% of portfolio›$118.2K
Clark Asset Management, LLC11,457
0.0% of portfolio›$112.4K
Heritage Investment Group, Inc.10,895
0.0% of portfolio›$106.9K
EverSource Wealth Advisors, LLC10,472
0.0% of portfolio›$102.7K
Abel Hall, LLC10,000
0.0% of portfolio›$98.1K
Clayton Financial Group LLC2,930
0.0% of portfolio›$28.7K
Caitong International Asset Management Co., Ltd510
0.0% of portfolio›$5.0K
Nvwm, LLC10
0.0% of portfolio›$100
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$365.4K
StyleTurnoverLocationFiled
Regents of the University of California
38,861,215$381.2M5.7%CoreLowOakland, CA2026-10-26
Orange County Employees Retirement System
20,300,151$199.1M74.6%YieldVery LowSanta Ana, CA2026-11-02
State of New Jersey Common Pension Fund A
4,206,609$41.3M16.3%YieldVery LowTrenton, NJ2026-10-30
Auto-Owners Insurance Co
3,083,763$30.3M0.9%ETFVery LowLansing, MI2026-10-15
Certuity, LLC
739,100$7.3M0.3%GARPLowNorth Palm Beach, FL2026-11-02
Bayshore Capital Advisors, LLC
590,905$5.8M3.0%YieldMediumTampa, FL2026-11-02
Pettinga Financial Advisors LLC
360,478$3.5M0.6%ETFMediumEvansville, IN2026-10-13
Blue Trust, Inc.
358,771$3.5M0.0%ETFLowBrentwood, TN2026-10-15
Sumitomo Mitsui Trust Group, Inc.
289,255$2.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Diversify Wealth Management, LLC
227,829$2.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
227,829$2.2M0.0%GrowthLowSandy, UT2026-10-20
Apollon Wealth Management, LLC
188,628$1.9M0.0%GrowthLowMount Pleasant, SC2026-10-23
TT Capital Management LLC
155,800$1.5M1.1%YieldMediumGilbert, AZ2026-10-15
Independent Financial Group, LLC
145,982$1.4M0.0%GrowthLowSan Diego, CA2026-10-13
Closed-End Fund Advisors, Inc.
135,729$1.3M1.4%YieldMediumRichmond, VA2026-11-04
Wealth Enhancement Advisory Services, LLC
113,886$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Elevation Point Wealth Partners, LLC
111,890$1.1M0.0%CoreHighDenver, CO2026-11-05
Confluence Investment Management LLC
105,688$1.0M0.0%ValueMediumSt. Louis, MO2026-10-01
Hennion & Walsh Asset Management, Inc.
100,812$989.0K0.0%ValueMediumParsippany, NJ2026-10-13
Vaquero Private Wealth, LTD
96,700$948.6K0.2%ETFN/ADallas, TX2026-10-27
Prota Financial, LLC
88,056$858.5K0.5%ETFMediumHouston, TX2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
84,431$873.9K0.0%CoreLowPrague, Bahrain2026-10-15
Laurel OAK Wealth Management, LLC
84,410$828.1K0.1%GrowthLowMarlton, NJ2026-10-19
Truist Financial Corp
79,523$780.1K0.0%CoreLowCharlotte, NC2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
54,272$532.4K0.0%GrowthLowRed Bank, NJ2026-10-23
Pinnacle Associates LTD
54,272$532.4K0.0%CoreLowNew York, NY2026-10-20
PVG Asset Management Corp
49,261$483.3K0.3%GrowthMediumGolden, CO2026-10-19
QP Wealth Management, LLC
48,830$479.0K0.7%GrowthHighBoca Raton, FL2026-10-20
Cullen T Bankers, Inc.
48,741$478.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Cambridge Investment Research Advisors, Inc.
46,687$458.0K0.0%ETFLowFairfield, IA2026-11-02
Y-Intercept (Hong Kong) Ltd
43,192$423.7K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Tranquility Partners, LLC
39,381$386.3K0.1%CoreLowBrentwood, TN2026-10-20
Eagle Global Advisors LLC
35,510$348.4K0.0%CoreLowHouston, TX2026-11-02
Transce3nd, LLC
34,836$308.3K0.3%GrowthLowBuda, TX2026-10-26
Onyx Bridge Wealth Group LLC
33,851$332.1K0.0%ETFMediumTarrytown, NY2026-10-16
Perigon Wealth Management, LLC
33,112$324.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Americana Partners, LLC
32,681$320.6K0.0%CoreMediumHouston, TX2026-10-28
Activest Wealth Management
27,503$269.8K0.0%ETFLowAventura, FL2026-10-15
MSH Capital Advisors LLC
27,487$274.9K0.0%CoreLowScottsdale, AZ2026-11-03
Atlatl Advisers LLC
27,200$266.8K0.1%Agg GrowthHighMadison, WI2026-10-22
Endowment Wealth Management, Inc.
25,170$246.9K0.1%ETFMediumAppleton, WI2026-11-03
Ashton Thomas Securities, LLC
24,447$239.8K0.0%ETFMediumRochester, NY2026-10-26
Destiny Wealth Partners, LLC
23,354$227.7K0.0%ETFMediumTavares, FL2026-11-05
GC Wealth Management RIA, LLC
21,454$210.5K0.0%GrowthMediumCambridge, MA2026-11-02
tru Independence LLC
21,002$206.0K0.1%ETFLowPortland, OR2026-10-20
Choreo, LLC
18,940$186.8K0.0%IndexLowRockford, IL2026-10-28
Creative Planning
17,410$170.8K0.0%IndexVery LowOverland Park, KS2026-11-02
True North Advisors, LLC
16,900$172.5K0.0%CoreMediumDallas, TX2026-10-22
Paragon Capital Management Ltd
16,442$161.3K0.0%CoreVery LowDenver, CO2026-10-09
Lido Advisors, LLC
16,346$160.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Daytona Street Capital LLC
16,200$155.0K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Left Brain Wealth Management, LLC
16,150$158.4K0.0%MomentumHighNaperville, IL2026-10-28
Citigroup Inc
15,954$156.5K0.0%CoreMediumNew York, NY2026-11-04
HUB Investment Partners, LLC
15,952$156.5K0.0%GrowthLowAustin, TX2026-11-03
Chicago Partners Investment Group LLC
15,147$138.1K0.0%GARPLowChicago, IL2026-10-27
TMB Capital Partners, LLC
13,695$134.3K0.0%MomentumMediumLittle Rock, AR2026-10-20
Citizens Financial Group Inc
13,108$129.2K0.0%GrowthLowProvidence, RI2026-10-23
Rose Capital Advisors LLC
12,943$127.0K0.0%ETFN/AMiami Beach, FL2026-11-04
Kestra Advisory Services, LLC
12,047$118.2K0.0%CoreLowAustin, TX2026-11-02
Clark Asset Management, LLC
11,457$112.4K0.0%ETFVery LowStratham, NH2026-10-19
Heritage Investment Group, Inc.
10,895$106.9K0.0%ETFVery LowPompano Beach, FL2026-11-03
EverSource Wealth Advisors, LLC
10,472$102.7K0.0%CoreMediumBirmingham, AL2026-11-04
Abel Hall, LLC
10,000$98.1K0.0%CoreMediumBaton Rouge, LA2026-10-19
Clayton Financial Group LLC
2,930$28.7K0.0%ETFLowSt. Louis, MO2026-10-13
Caitong International Asset Management Co., Ltd
510$5.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Nvwm, LLC
10$1000.0%GrowthMediumYardley, PA2026-10-14
Prairie Wealth Advisors, Inc.
0$365.4K0.1%CoreVery LowOmaha, NE2026-10-29