Position in OBDC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,046,474
+$3,694,272 QoQ
Shares Held
3,316,143
+13.4% QoQ
Ownership
0.672%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 425 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,132,448,671 across 207 Asset Management names. OBDC ranks #25 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
19,156,246 | $2,254,115,458 | |
| 2 | STT |
State Street Corp
|
4,428,797 | $751,123,966 | |
| 3 | BLK |
BlackRock, Inc.
|
650,612 | $625,602,468 | |
| 4 | ARES |
Ares Management Corp
|
5,392,155 | $600,200,763 | |
| 5 | APO |
Apollo Global Management, Inc.
|
4,502,365 | $532,674,795 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,101,289 | $505,227,334 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,711,675 | $412,255,943 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,100,060 | $387,571,549 |
All Filings in OBDC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,046,474 | 3,316,143 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $32,352,202 | 2,925,154 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $40,580,332 | 3,264,709 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $31,137,511 | 2,438,333 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $35,561,952 | 2,479,913 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $33,905,499 | 2,312,790 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $36,842,993 | 2,436,706 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $32,956,566 | 2,261,947 | Shares | Sole | 2024-12-26 | |
| 2024-06-30 | $37,837,085 | 2,463,352 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $39,366,737 | 2,559,606 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $45,675,068 | 3,094,517 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $15,650,277 | 1,129,984 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,293,061 | 394,416 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,775,321 | 220,089 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,792,339 | 155,181 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,068,752 | 103,062 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,170,930 | 94,966 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,145,450 | 77,500 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,116,920 | 149,500 | Shares | Defined | 2022-02-11 | |
| 2020-09-30 | $363,838 | 30,169 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||