OTF · Company research
Blue Owl Technology Finance Corp. (OTF): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| GC Wealth Management RIA, LLC | 2011169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21454 | 222049 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37005 | 382996 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11961124 | 128586790 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEXAS TREASURY SAFEKEEPING TRUST CO | 1176347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3413796 | 35920 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 262177 | 2713536 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34606 | 371230 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inspire Advisors, LLC | 1810558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13258 | 137516 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Orange County Employees Retirement System | 2107791 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20300151 | 210106563 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44161 | 457066 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42650 | 441428 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pine Ridge Advisers LLC | 1845915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1534102 | 15877956 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prota Financial, LLC | 2126257 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87842 | 936396 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46948 | 485905 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2797 | 28949 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NorthRock Partners, LLC | 1632097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80772 | 835990 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12558 | 129975 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121956 | 1262245 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| SCS Capital Management LLC | 1303159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207668 | 2149364 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 315054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43624472 | 451513285 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2055 | 21 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31213 | 323055 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9508 | 98408 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 183359 | 1897782 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Palogic Value Management, L.P. | 1532943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118968 | 1231319 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TrueMark Investments, LLC | 1974457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86467 | 894933 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| PVG ASSET MANAGEMENT CORP | 820434 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55746 | 576971 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 2057655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13558 | 140325 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 113850 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 1671754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350000 | 3622500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| tru Independence LLC | 1785445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20365 | 210774 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14391 | 148947 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146897 | 1520380 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MRP Capital Investments, LLC | 1964831 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 334 | 3457 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Geometric Wealth Advisors | 1900576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10118 | 104721 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197380 | 2042883 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Alpine Global Management, LLC | 1581655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129027 | 1335429 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8829 | 91376 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Bluespring Wealth Management, LLC | 1557485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11596 | 120019 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TMB Capital Partners, LLC | 2111931 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13695 | 141743 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Fort Point Capital Partners LLC | 1589282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55646 | 598195 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Diversify Advisory Services, LLC | 2021232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 217264 | 2187849 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Blue Trust, Inc. | 1856022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150642 | 1559148 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 473491 | 4900631 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98917 | 1023791 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11203 | 115950 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Auto-Owners Insurance Co | 1964189 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3083763 | 31916947 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Heritage Investment Group, Inc. | 1876811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10895 | 112763 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1378565 | 14268152 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162723 | 1684183 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| DENALI ADVISORS LLC | 1142941 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206906 | 2141477 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121264 | 1255084 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2931725 | 30343354 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| QP WEALTH MANAGEMENT, LLC | 1802496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36515 | 377930 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37770 | 390920 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NewEdge Wealth, LLC | 1861796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33187 | 343485 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30931 | 320136 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Forefront Analytics, LLC | 1696802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29654 | 306919 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Founders Financial Alliance, LLC | 1832190 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30290 | 313502 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Perigon Wealth Management, LLC | 1575239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30904 | 319856 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19946 | 206441 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129073 | 1335906 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BROWN ADVISORY INC | 1345929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14239 | 147374 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cullen/Frost Bankers, Inc. | 39263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42987 | 444915 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 786972 | 8145160 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARES MANAGEMENT LLC | 1259313 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1966345 | 20351671 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SOROS FUND MANAGEMENT LLC | 1029160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1005000 | 10401750 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46215 | 478325 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15899 | 164555 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blackstone Inc. | 1393818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80664 | 834872 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TT Capital Management LLC | 2056338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81100 | 839385 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14330 | 148316 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44161 | 457066 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bull Harbor Capital LLC | 2135047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10285 | 106450 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 171513 | 1775470 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Callodine Capital Management, LP | 1741675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300000 | 3105000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bulldog Investors, LLP | 1504304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 792777 | 8205242 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Endowment Wealth Management, Inc. | 1904477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24228 | 250756 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 5325 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32681 | 338248 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Laura & John Arnold Foundation | 2111628 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200000 | 12420000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.