CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in OWL — Blue Owl Capital Inc.
CIK 884546
SAN FRANCISCO, CA
Position in OWL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,403,148
+$74,998 QoQ
Shares Held
4,503,217
+4.5% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 572 holders
Holding Since
Sep 2021
20 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,674,723,176 across 46 Asset Management names. OWL ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
23,500,355 | $2,765,286,772 | |
| 2 | BLK |
BlackRock, Inc.
|
1,378,163 | $1,325,186,413 | |
| 3 | TROW |
Price T Rowe Group Inc
|
7,163,538 | $814,422,634 | |
| 4 | ARES |
Ares Management Corp
|
6,748,327 | $751,156,277 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,502,068 | $700,792,888 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,438,163 | $499,114,599 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,608,191 | $426,885,076 | |
| 8 | STT |
State Street Corp
|
1,967,622 | $333,708,691 |
All Filings in OWL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,403,148 | 4,503,217 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,328,150 | 4,307,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,981,760 | 3,947,909 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,743,786 | 3,765,138 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $78,232,167 | 4,072,471 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $72,628,006 | 3,624,152 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $80,178,545 | 3,447,057 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $64,673,473 | 3,340,572 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $72,708,455 | 4,096,251 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $69,513,999 | 3,685,790 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $53,948,340 | 3,620,694 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $45,625,757 | 3,520,506 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,286,393 | 2,084,669 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $22,946,026 | 2,070,941 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,624,053 | 2,040,005 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,686,230 | 1,916,168 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,552,118 | 1,749,962 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,249,461 | 1,675,825 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,315,675 | 1,630,830 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,164,810 | 1,295,939 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||