Welcome to our dedicated page for Blue Owl Capital SEC filings (Ticker: OWL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Blue Owl Capital Inc. (NYSE: OWL) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As an exchange-listed asset manager, Blue Owl submits annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with other required documents. These filings offer detailed insight into the firm’s alternative asset management business, capital structure, and governance.
Blue Owl’s current reports on Form 8-K cover a range of material events. Examples include announcements of quarterly earnings results and related investor presentations, declarations of cash dividends on Class A shares, and updates on share repurchase activity by the company, its executives, and employees. Other 8-K filings describe the creation or amendment of credit facilities at subsidiaries such as Blue Owl Finance LLC, including changes to revolving credit commitments and maturity dates, which are relevant for understanding the company’s financing arrangements.
Filings also document developments in Blue Owl’s product platforms. One 8-K notes the first close and commencement of operations of a digital infrastructure-focused evergreen vehicle managed by Blue Owl, along with aggregate capital raised across evergreen non-traded products on the Credit and Real Assets platforms over a specified period. Such disclosures help investors see how Blue Owl’s assets under management evolve and how new vehicles are introduced.
Because Blue Owl is connected to affiliated business development companies within its Credit platform, investors may also review filings for Blue Owl Capital Corporation (OBDC) and Blue Owl Technology Finance Corp. (OTF), which are externally managed by indirect affiliates of Blue Owl. These entities file their own 10-Ks, 10-Qs, and 8-Ks, detailing lending and investment activities that are part of the broader Blue Owl ecosystem.
On Stock Titan, users can view these filings as they are made available from EDGAR and use AI-powered summaries to interpret lengthy documents such as 10-Ks, 10-Qs, and 8-Ks. The platform also surfaces information from filings related to share repurchase authorizations, dividend declarations, and credit agreements, helping readers quickly identify key points without manually parsing every page.
The Vanguard Group files Amendment No. 5 to a Schedule 13G/A reporting 0% beneficial ownership of Blue Owl Capital Inc. common stock as of 03/13/2026. The filing explains an internal realignment on 01/12/2026 that caused certain Vanguard subsidiaries or business divisions to report holdings separately in reliance on SEC Release No. 34-39538.
The amendment states Vanguard holds 0 shares and 0% of the class and discloses that some subsidiaries pursue the same investment strategies but will report disaggregated ownership going forward.
BLUE OWL CAPITAL INC. director and Co-President Michael Douglass Rees reported an internal restructuring of interests linked to Blue Owl units and shares. On March 17, 2026, 30,000,000 Blue Owl Operating Group Units and 30,000,000 Class D shares were transferred for estate planning purposes through Dyal Capital SLP LP.
After the transfer, Rees is no longer attributed beneficial ownership of the transferred securities. He continues to be attributed beneficial ownership of 11,209,723 Class D shares and an equal number of Blue Owl Operating Group Units held by Dyal Capital SLP LP on behalf of him, his spouse and related entities, while expressly disclaiming beneficial ownership except to the extent of his pecuniary interest.
Each Blue Owl Operating Group Unit, paired with cancellation of an equal number of Class D shares, may be exchanged into an equal number of Class B shares or a cash amount tied to the five-day volume weighted average price of Class A common stock, subject to applicable restrictions and the exchange agreement.
BLUE OWL CAPITAL INC. reported that large holder Dyal Capital SLP LP disposed of 150,000 Class D shares and an equal number of Blue Owl Operating Group Units on March 2, 2026, transferring them for no consideration to certain limited partners referred to as the Dyal Partners.
After this internal reallocation, Dyal Capital SLP LP reported indirect ownership of 133,414,357 Class D shares and an equal number of Blue Owl Operating Group Units. Each unit, with a corresponding cancellation of a Class D share, can be exchanged into Class B common stock or a cash amount based on the Class A share price, and the units do not expire.
Blue Owl Capital-related holders reported planned and recent sales of Class A Common Stock. The filing lists proposed sales of 150,000, 156,207, and 600,000 shares that were received on 05/19/2021, 12/15/2022, and 10/22/2021 respectively, each described as received in connection with prior unit grants or a business combination and exchanged on 03/02/2026.
Separately, Blue Owl Exchange LP is reported to have sold 710,588 shares on 12/02/2025 for 10,682,553.64.
Blue Owl Capital Inc. provided a Rule 144 notice related to Class A common shares. The filing lists J.P. Morgan Securities LLC as broker-dealer and is dated 03/02/2026 with the securities trading on the NYSE. The record notes the Class A shares were exchanged in connection with a business combination on 05/19/2021.
Blue Owl Capital Inc. is a global alternative asset manager with $307.4 billion in assets under management (AUM) and $187.7 billion in fee-paying AUM (FPAUM) as of December 31, 2025. The firm focuses on private markets through Credit, Real Assets and GP Strategic Capital platforms.
A high proportion of revenue comes from management fees, with about 85% of 2025 management fees earned from Permanent Capital vehicles, which generally have no fixed end date and support more predictable earnings. Blue Owl has grown through multiple acquisitions, including KAM, Atalaya and IPI, broadening offerings in insurance solutions, alternative credit and digital infrastructure.
The company highlights competitive strengths such as scale, long-term investor relationships, and a diversified, largely institutional client base. It also outlines key risks, including macroeconomic volatility, intense competition for capital and deals, use of leverage in products, regulatory complexity and the need to retain senior investment talent.
BLUE OWL CAPITAL INC. director Jennifer Brouse reported a tax-withholding disposition of 7,008 Class A Shares on 2026-02-15. The shares were withheld by the company to cover minimum tax obligations arising from the vesting of Restricted Share Units under its equity incentive plan, at a price of $12.30 per share. After this withholding, Brouse directly owns 176,302 Class A Shares.
BLUE OWL CAPITAL INC. General Counsel and Secretary Neena Reddy reported a tax-related share withholding tied to restricted stock vesting. The company withheld 20,779 Class A Shares at $12.30 per share to cover minimum tax obligations arising from vesting RSUs, each convertible into one Class A Share. After this tax-withholding disposition, she holds 616,183 Class A Shares directly.
Blue Owl Capital Inc. Chief Operating Officer Andrew Robert Polland reported a tax-related share disposition. On the vesting of restricted share units (RSUs), the company withheld 38,979 Class A Shares at $12.30 per share to cover minimum tax obligations. These RSUs each convert into one Class A Share as they vest under the company’s equity incentive plan. After this withholding transaction, Polland directly holds 502,724 Class A Shares.
LIPSCHULTZ MARC S reported acquisition or exercise transactions in this Form 4 filing.
Blue Owl Capital Inc. co-CEO Marc S. Lipschultz reported an equity award linked to 878,709 shares of Class C common stock and 878,709 Blue Owl Operating Group Units. These securities were granted on February 12, 2026 at a price of $0 per unit as an incentive award.
The interests are held indirectly through Blue Owl Management Vehicle LP under the company’s 2021 omnibus equity incentive plan. The incentive units are fully vested on the grant date but subject to a one-year lock-up. After required capital thresholds and lock-up, the operating group units can be exchanged into an equal number of Class A shares or a cash amount based on a five-day volume-weighted average price. Following the grant, Lipschultz’s indirect beneficial holdings in each of these instruments total 6,129,987 units or shares.