Position in OWL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$471,341,640
-$46,847,040 QoQ
Shares Held
53,867,616
-5.1% QoQ
Ownership
3.46%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2
of 572 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital World Investors holds $11,819,052,668 across 18 Asset Management names. OWL ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
78,684,708 | $3,351,181,713 | |
| 2 | APO |
Apollo Global Management, Inc.
|
18,279,251 | $2,162,618,185 | |
| 3 | ARES |
Ares Management Corp
|
10,644,025 | $1,184,786,422 | |
| 4 | BX |
Blackstone Inc.
|
6,935,655 | $816,118,523 | |
| 5 | BLK |
BlackRock, Inc.
|
784,722 | $754,557,286 | |
| 6 | KKR |
KKR & Co. Inc.
|
7,775,190 | $713,606,938 | |
| 7 | PFG |
Principal Financial Group Inc
|
6,040,005 | $650,991,738 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
13,485,369 | $604,818,799 |
All Filings in OWL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,341,640 | 53,867,616 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $518,188,680 | 56,756,701 | Shares | Defined | 2026-05-13 | |
| 2026-01-30 | $1,700,957,676 | 124,703,642 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $1,348,270,608 | 90,245,690 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,442,716,293 | 85,216,556 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,615,049,149 | 84,073,355 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,554,064,865 | 77,548,147 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,794,942,566 | 77,168,640 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,304,371,055 | 67,374,538 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,208,647,430 | 68,092,813 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,194,575,954 | 63,339,128 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $941,318,689 | 63,175,751 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $818,235,172 | 63,135,430 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $661,130,358 | 56,749,387 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $602,034,603 | 54,335,253 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $571,707,088 | 53,934,631 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $487,048,178 | 52,767,950 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $501,031,438 | 49,953,284 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $516,931,430 | 40,767,463 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $587,722,946 | 39,418,038 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||