This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OWL/capital-change-brief"
Use Arkolith's capital_change_brief for OWL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $782.7M | 85.7M | ▲+2.2% Added · +1.8M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $331.3M | 36.3M | ▲New +36.3M sh | Q1 2026 | |
| 3 | ICONIQ Capital, LLC | $313.7M | 34.4M | ▲+2.5% Added · +854K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $304.8M | 33.4M | ▼−2.3% Reduced · −803K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $269.0M | 29.5M | ▲New +29.5M sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $155.1M | 17.0M | ▼−5.3% Reduced · −942K sh | Q1 2026 | |
| 7 | Caption Management, LLC | $138.0M | 15.1M | ▲11× Added · +13.7M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $120.8M | 13.2M | ▲+46% Added · +4.2M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $109.9M | 12.0M | ▲+2.8% Added · +327K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $105.9M | 11.6M | ▲+6.0% Added · +656K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $98.7M | 10.8M | ▲+175% Added · +6.9M sh | Q1 2026 | |
| 12 | UBS Group AG | $89.1M | 9.8M | ▲+147% Added · +5.8M sh | Q1 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $87.8M | 9.6M | ▲+715% Added · +8.4M sh | Q1 2026 | |
| 14 | NORGES BANK | $140.6M | 9.4M | ▼−1.3% Reduced · −128K sh | Q4 2025 | |
| 15 | GOLDMAN SACHS GROUP INC | $70.0M | 7.7M | ▲+79% Added · +3.4M sh | Q1 2026 | |
| 16 | RDST Capital LLC | $69.8M | 7.6M | ▲+22% Added · +1.4M sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $65.1M | 7.2M | ▲+180% Added · +4.6M sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $64.8M | 7.1M | ▲New +7.1M sh | Q1 2026 | |
| 19 | Cresset Asset Management, LLC | $57.8M | 6.3M | ▲+363% Added · +5.0M sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $57.1M | 6.3M | ▲+218% Added · +4.3M sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $55.4M | 6.1M | ▲22× Added · +5.8M sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $53.3M | 5.8M | ▲+9.1% Added · +488K sh | Q1 2026 | |
| 23 | BECK MACK & OLIVER LLC | $47.9M | 5.3M | ▼−32% Reduced · −2.5M sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $39.8M | 4.4M | ▲+132% Added · +2.5M sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.3M | 4.3M | ▲+9.1% Added · +360K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | Dyal Capital SLP LP | 10% Owner | Other (J) | 1.1M | — |
| Jun 1, 2026 | Dyal Capital SLP LP | 10% Owner | Other (J) | 1.1M | — |
| May 7, 2026 | Holz Claudia A | Director | Grant (A) | 20K | $0 |
| May 7, 2026 | Packer Craig | Co-President, Director | Grant (A) | 730K | $0 |
| May 7, 2026 | Packer Craig | Co-President, Director | Grant (A) | 730K | $0 |
| May 7, 2026 | LIPSCHULTZ MARC S | Co-Chief Executive Officer, Director | Grant (A) | 789K | $0 |
| May 7, 2026 | LIPSCHULTZ MARC S | Co-Chief Executive Officer, Director | Grant (A) | 789K | $0 |
| May 7, 2026 | Ugwonali Dana Weeks | Director | Grant (A) | 20K | $0 |
| May 7, 2026 | Rees Michael Douglass | Co-President, Director | Grant (A) | 1.1M | $0 |
| May 7, 2026 | Rees Michael Douglass | Co-President, Director | Grant (A) | 1.1M | $0 |
| May 7, 2026 | Bash-Polley Stacy Ellen | Director | Grant (A) | 20K | $0 |
| May 7, 2026 | Ostrover Douglas I | Co-Chief Executive Officer, Director | Grant (A) | 789K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 201 funds | $64.5B |
| AMAZON.COM INCAMZN | 197 funds | $49.7B |
| META PLATFORMS INC-CLASS AMETA | 196 funds | $28.3B |
| NVIDIA CORPNVDA | 195 funds | $90.8B |
| BROADCOM INCAVGO | 195 funds | $33.2B |
| APPLE INCAAPL | 194 funds | $78.3B |
| ALPHABET INC-CL AGOOGL | 194 funds | $43.3B |
| ELI LILLY & COLLY | 194 funds | $16.4B |
| JPMORGAN CHASE & COJPM | 192 funds | $21.5B |
| TESLA INCTSLA | 192 funds | $18.4B |
| VISA INC-CLASS A SHARESV | 192 funds | $13.5B |
| COSTCO WHOLESALE CORPCOST | 191 funds | $11.8B |
Ranked by how many of OWL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OWL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.