Caerus Investment Advisors, LLC
Position in OWL — Blue Owl Capital Inc.
CIK 1862682
WEST LAKE HILLS, TX
Position in OWL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$244,221
+$82,904 QoQ
Shares Held
27,911
+58.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#345
of 572 holders
Holding Since
Mar 2026
2 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, 2026Caerus Investment Advisors, LLC holds $2,032,865 across 7 Asset Management names. OWL ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
3,021 | $525,170 | |
| 2 | 7,707 | $400,378 | |||
| 3 | IVZ |
Invesco Ltd.
|
12,068 | $318,474 | |
| 4 | PFG |
Principal Financial Group Inc
|
2,470 | $266,216 | |
| 5 | OWL |
Blue Owl Capital Inc.
This page
|
27,911 | $244,221 | |
| 6 | STT |
State Street Corp
|
1,318 | $223,532 | |
| 7 | BUR |
Burford Capital Ltd
|
13,384 | $54,874 |
All Filings in OWL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,221 | 27,911 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $161,317 | 17,669 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||