Strategic Wealth Partners, Ltd.
Position in OWL — Blue Owl Capital Inc.
CIK 1720777
INDEPENDENCE, OH
Position in OWL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,768,864
-$2,384,279 QoQ
Shares Held
412,800
+0.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $50,689,131 across 68 Asset Management names. OWL ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
127,915 | $14,708,945 | |
| 2 | BLK |
BlackRock, Inc.
|
11,578 | $11,134,678 | |
| 3 | OWL |
Blue Owl Capital Inc.
This page
|
412,800 | $3,768,864 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
80,533 | $3,259,170 | |
| 5 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
329,048 | $3,155,570 | |
| 6 | PTY |
Pimco Corporate & Income Opportunity Fund
|
198,061 | $2,388,615 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
211,335 | $2,337,365 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
197,329 | $2,137,073 |
All Filings in OWL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,768,864 | 412,800 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,153,143 | 411,857 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $4,352,872 | 257,110 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,871,079 | 253,570 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $5,883,896 | 252,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,111,736 | 264,036 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,686,639 | 264,036 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $5,038,354 | 267,145 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $6,380,522 | 428,223 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $6,011,988 | 463,888 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $5,142,321 | 441,401 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||