Blue Owl Capital CORP (OBDC) — Institutional Investor Activity (Q2 2026)

OBDC ranks #1431 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

OBDC is a top-conviction position for State of New Jersey Common Pension Fund A — at 74.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OBDC belongs to California State Teachers Retirement System, but the position matters far more to State of New Jersey Common Pension Fund A, who has 74.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Strs Ohio has added to its OBDC position for two straight quarters, increasing it by $119.8M to reach $146.4M today.

Fidelity has trimmed its OBDC position for two straight quarters, cutting it by $67.6M while still holding $128.0M.

OBDC is up 0.2% today, and institutions have been net buyers of $7.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

OBDC closed its latest fiscal year with net income of $627.4M, and currently trades at a P/E of 9.1.

• Profitable — net income of $627.4M in the latest fiscal year
• Net income improved year over year, from $595.0M to $627.4M
• Generated $1.7B in positive operating cash flow