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.
Blue Owl Capital Inc. filings document its alternative asset management business, public-company governance and capital structure. Current reports cover quarterly results, earnings presentations, non-GAAP reconciliations, share repurchase activity, evergreen non-traded product fundraising and material financing arrangements involving company subsidiaries.
Proxy materials describe shareholder voting matters, board governance and executive compensation disclosures. The filing record also identifies Blue Owl's Class A common stock listed on the New York Stock Exchange and includes Exchange Act reporting categories such as annual reports, quarterly reports, current reports and proxy statements.
Blue Owl Finance LLC, an indirect subsidiary of Blue Owl Capital Inc., is issuing $750,000,000 of 6.750% Senior Notes due August 18, 2036. Interest is paid semi-annually on February 18 and August 18, starting February 18, 2027, in minimum denominations of $2,000 and integral multiples of $1,000.
The notes are unsecured senior obligations of the issuer and are fully and unconditionally guaranteed on a joint and several basis by multiple Blue Owl holding entities, but not by its fee-generating operating businesses or funds, making the notes structurally subordinated to creditors of those subsidiaries. The notes are priced at 99.029% of face value, generating gross proceeds of about $742.7 million and estimated net proceeds of approximately $735.8 million, which are intended to repay borrowings under Blue Owl’s Revolving Credit Facility.
The issuer may redeem the notes at a make-whole premium prior to May 18, 2036 and at par thereafter, plus accrued interest. Upon a Change of Control Repurchase Event, holders can require repurchase at 101% of principal plus accrued interest. The notes will not be listed on any securities exchange and carry limited covenants, including a lien limitation on voting stock of certain subsidiaries.
Capital Research Global Investors filed an amended beneficial ownership report for Blue Owl Capital Inc. common stock. The filer is deemed to beneficially own 43,196,688 shares, representing 6.4% of the issuer’s common stock, based on 675,802,413 shares believed to be outstanding.
The filing states that Capital Research Global Investors has sole voting power and sole dispositive power over all 43,196,688 shares reported, with no shared voting or dispositive power. The filing is signed by Jae Won Chung as Senior Vice President and Associate General Counsel of Capital Research and Management Company.
Blue Owl Capital Inc., through its indirect subsidiary Blue Owl Finance LLC, has priced a debt offering of $750,000,000 aggregate principal amount of 6.750% Senior Notes due 2036. The notes are senior unsecured obligations and will be fully and unconditionally guaranteed on a joint and several basis by Blue Owl and multiple affiliated entities.
The offering is subject to customary closing conditions. Blue Owl intends to use the net proceeds to repay a portion of outstanding borrowings under its revolving credit facility. The notes are being issued under an effective shelf registration statement, with BofA Securities, Goldman Sachs & Co. and Morgan Stanley & Co. acting as joint book-running managers. Blue Owl reports $319 billion in assets under management as of June 30, 2026 and employs over 1,380 professionals globally.
Blue Owl Finance LLC, an indirect finance subsidiary of Blue Owl Capital Inc., is planning an offering of new senior unsecured notes due 2036, fully and unconditionally guaranteed on a joint and several basis by a group of Blue Owl holding companies. The notes will rank equally with other unsecured, unsubordinated debt of the issuer and guarantors and will be structurally subordinated to liabilities of non‑guarantor operating subsidiaries. The issuer does not intend to list the notes, so trading may be limited.
Blue Owl expects to use the net proceeds to repay a portion of borrowings under its $2.5 billion Revolving Credit Facility. The notes may be redeemed early at the issuer’s option, including via a make‑whole call before a defined par call date, and must be repurchased at 101% of principal plus accrued interest upon a qualifying Change of Control Repurchase Event. Covenants are limited, with no financial maintenance tests and flexibility to incur additional debt and secured borrowings. Blue Owl is a diversified alternative asset manager with $319.0 billion of AUM and over 1,380 employees as of June 30, 2026, and reports that approximately 85% of GAAP and FRE management fees over the prior twelve months came from Permanent Capital vehicles.
Packer Craig reported acquisition or exercise transactions in this Form 4 filing.
Blue Owl Capital Inc. Co-President Craig Packer reported awards tied to 681,229 Blue Owl Operating Group Units and 681,229 Class C Shares, held indirectly through Blue Owl Management Vehicle LP. These fully vested Incentive Units are subject to a one-year lock-up and, after required conditions, ultimately may be exchanged for an equal number of Class A Shares or cash based on a five-day volume weighted average price, resulting in reported indirect holdings of 6,416,974 shares.
Rees Michael Douglass reported acquisition or exercise transactions in this Form 4 filing.
BLUE OWL CAPITAL INC. reported that an affiliated entity, Blue Owl Management Vehicle LP, associated with Co-President Michael Douglass Rees, received an award of 1007678.0000 Blue Owl Operating Group Units and 1007678.0000 Class C Shares under the 2021 Omnibus Equity Incentive Plan. These Incentive Units are fully vested on grant but subject to a 1-year lock-up and ultimately may settle into Common Units and Class C Shares, then be exchanged for an equal number of Class A Shares or cash at the exchange committee’s election, with the operating units not expiring. Separately, an affiliated fund, Blue Owl GP Stakes II (A) LP, holds 100080.0000 Blue Owl Operating Group Units and related interests, for which Rees has a reportable interest but disclaims beneficial ownership except to the extent of his pecuniary interest.
Ostrover Douglas I reported acquisition or exercise transactions in this Form 4 filing.
BLUE OWL CAPITAL INC. director and Co‑Chief Executive Officer Douglas I. Ostrover received an indirect equity incentive grant of 736,464 Blue Owl Operating Group Units (derivative) and a corresponding 736,464 Class C shares on August 6, 2026, held through Blue Owl Management Vehicle LP. The Incentive Units are fully vested but subject to a one‑year lock‑up; after required capital account thresholds and lock‑up expiry, the related Operating Group Units may be exchanged for an equal number of Class A shares or a cash amount based on a five‑day volume‑weighted average price. Following this grant, his indirectly held position in each of these securities is reported as 7,655,333.
Zahr Marc reported acquisition or exercise transactions in this Form 4 filing.
Blue Owl Capital Inc. Co-President and director Marc Zahr was granted 736,464 Blue Owl Operating Group Units and an equal number of Class C Shares at no cost, through Incentive Units in Blue Owl Management Vehicle. Post-grant, entities associated with Zahr hold 11,093,922 Operating Group Units and Class C Shares, while a family trust holds 40,956,995 similar units and shares, which may, after required lock-up periods, be exchanged for Class A common stock or cash based on a five-day volume weighted average price.
LIPSCHULTZ MARC S reported acquisition or exercise transactions in this Form 4 filing.
Blue Owl Capital Co-Chief Executive Officer Marc S. Lipschultz reported an equity incentive award linked to 736,464 Class C Shares and 736,464 Blue Owl Operating Group Units, all held indirectly through Blue Owl Management Vehicle LP. The Incentive Units are fully vested at grant but subject to a one-year lock-up and may later settle into exchangeable units and shares, resulting in reported indirect holdings of 7,655,333 in these securities.
FMR LLC and Abigail P. Johnson report beneficial ownership of Class A common stock of Blue Owl Capital Inc. as of June 30, 2026. FMR LLC is shown with 67,470,344.33 shares beneficially owned, representing 10.0% of the outstanding Class A common stock.
FMR LLC has sole voting power over 58,461,393 shares and sole dispositive power over 67,470,344.33 shares. Abigail P. Johnson is reported with sole dispositive power over 67,470,344.33 shares and no voting power. One or more other persons may receive dividends or sale proceeds, but no such person holds more than five percent of the class.