UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in OBDC — Blue Owl Capital Corp

CIK 1463217 IRVING, TX

Back to OBDC Full portfolio

Position in OBDC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,934,317

-$641,682 QoQ

Shares Held

265,309

-7.8% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in OBDC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $85,514,978 across 36 Asset Management names. OBDC ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	241,478	$22,336,715
2	ARES	Ares Management Corp	131,949	$14,395,635
3	BX	Blackstone Inc.	87,690	$10,083,473
4	BLK	BlackRock, Inc.	8,457	$8,133,181
5	NTRS	Northern Trust Corp	41,704	$5,820,627
6	OBDC	Blue Owl Capital Corp This page	265,309	$2,934,317
7	AMP	Ameriprise Financial Inc	6,423	$2,854,381
8	RJF	Raymond James Financial Inc	11,965	$1,732,412

All Filings in OBDC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,934,317	265,309	-7.8%	Shares	Defined	2026-05-15
2025-12-31	$3,575,999	287,691	+0.3%	Shares	Defined	2026-02-17
2025-09-30	$3,664,466	286,959	-4.6%	Shares	Defined	2025-11-14
2025-06-30	$4,314,949	300,903	+0.0%	Shares	Defined	2025-08-11
2025-03-31	$4,409,918	300,813	-10.2%	Shares	Defined	2025-05-13
2024-12-31	$5,063,642	334,897	-2.9%	Shares	Defined	2025-02-13
2024-09-30	$5,026,708	345,004	-7.2%	Shares	Defined	2024-11-12
2024-06-30	$5,712,583	371,913	-9.3%	Shares	Defined	2024-08-14
2024-03-31	$6,304,246	409,899	-3.7%	Shares	Defined	2024-05-15
2023-12-31	$6,284,320	425,767	-15.9%	Shares	Defined	2024-02-14
2023-09-30	$7,014,997	506,498	-4.8%	Shares	Defined	2023-11-14
2023-06-30	$7,142,097	532,198	-1.7%	Shares	Defined	2023-08-14
2023-03-31	$6,826,637	541,367	-8.8%	Shares	Defined	2023-08-15
2022-12-31	$6,854,543	593,467	+2.5%	Shares	Defined	2023-02-15
2022-09-30	$6,002,539	578,837	-7.0%	Shares	Defined	2022-11-14
2022-06-30	$7,672,404	622,255	-12.5%	Shares	Defined	2022-08-11
2022-03-31	$10,516,575	711,541	-44.1%	Shares	Defined	2022-05-16
2021-12-31	$18,016,645	1,272,362	-1.0%	Shares	Defined	2022-02-14
2021-09-30	$18,148,506	1,285,305	-2.4%	Shares	Defined	2021-11-15
2021-06-30	$18,794,546	1,317,067	-7.3%	Shares	Defined	2021-08-13
2021-03-31	$19,555,809	1,420,175	-5.3%	Shares	Defined	2021-05-14
2020-12-31	$18,990,531	1,500,042	-19.7%	Shares	Defined	2021-02-17
2020-09-30	$22,533,338	1,868,436	-4.7%	Shares	Defined	2020-11-13
2020-06-30	$24,185,960	1,961,554	+89.5%	Shares	Defined	2020-08-13
2020-03-31	$11,942,157	1,034,849	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.