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 Capital Inc. reported Q2 2026 net income attributable to the company of $11.4 million versus $17.4 million a year earlier, as higher compensation, interest expense and earnout-related losses offset revenue growth. For the first half of 2026, net income attributable to the company was $26.9 million, slightly above the prior year.
Total revenues net increased to $753.1 million from $703.1 million on stronger management and other fees. Non-GAAP Fee-Related Earnings rose to $392.2 million and Distributable Earnings to $351.2 million in the quarter, with a FRE margin of 58.5%.
Assets under management reached $319.0 billion as of June 30, 2026, including $190.6 billion of fee-paying AUM and $31.1 billion of AUM not yet paying fees that could generate about $380 million of annualized management fees once deployed. AUM grew 12% year over year, led by Credit and Real Assets. Liquidity consisted of $169.1 million of cash and cash equivalents and about $1.1 billion available under the revolving credit facility, alongside $2.5 billion of long-term notes. The company targets a fixed quarterly dividend of $0.23 per Class A Share for 2026, or $0.92 on an annual basis.
Vanguard Portfolio Management reported its ownership of Blue Owl Capital Inc common stock on a Schedule 13G/A. Vanguard and certain affiliates beneficially owned 27,703,043 shares, representing 4.09% of the outstanding common stock as of June 30, 2026.
Vanguard had sole voting power over 74,233 shares and sole dispositive power over 27,703,043 shares, with no shared voting or dispositive power. The position is held across Vanguard funds and managed accounts, and no other single person has an interest in more than 5% of the securities reported.
Blue Owl Capital Inc. reported second-quarter 2026 results for the quarter ended June 30, 2026. GAAP revenues were $753,052 thousand, up 7% year over year, driven mainly by management and other fees. GAAP net income attributable to Class A Shares was $11.4 million, down from $17.4 million, with a GAAP margin of 9.4%.
On a non-GAAP basis, Fee-Related Earnings were $392.2 million and Distributable Earnings were $351.2 million, both up 9% versus 2Q'25; last-twelve-month FRE and DE rose 15% and 14% to $1,578.6 million and $1,367.3 million. Assets under management reached $319.0 billion, up 12% year over year, with Fee-Paying AUM of $190.6 billion and permanent capital of $225.0 billion. AUM not yet paying fees totaled $31.1 billion, associated with expected annual FRE management fees of approximately $380 million once deployed.
The board announced an annual dividend of $0.92 per Class A Share for 2026; for the quarter, a cash dividend of $0.23 per Class A Share is payable on August 27, 2026 to holders of record on August 13, 2026. The company highlighted $1.3 billion of available liquidity and debt outstanding of $3.855 billion with an average cost of debt of 3.8% and investment-grade credit ratings from Fitch, Moody’s and S&P.
Blue Owl Capital Inc. ownership disclosure: Capital Research Global Investors reports beneficial ownership of 75,279,354 shares, equal to 11.1% of the 675,802,413 shares believed outstanding. The filing states CRGI has sole voting power and sole dispositive power over all 75,279,354 shares.
Blue Owl Capital Inc. held its annual meeting of stockholders on June 4, 2026, with 6,074,716,356 of 6,273,755,530 eligible votes represented. The capital structure included 675,802,413 Class A shares, 578,948,693 Class C shares, and 304,299,203 Class D shares, with Class D carrying 5,019,004,424 votes, or 80% of total votes.
Stockholders elected Class II directors Claudia Holz, Marc S. Lipschultz, and Michael D. Rees to three-year terms expiring at the 2029 annual meeting. Each director received approximately 5.76–5.80 billion votes in favor, with relatively small opposition and abstentions plus broker non-votes.
Stockholders also ratified KPMG LLP as independent registered public accounting firm for the 2026 fiscal year, with 6,073,218,752 votes for, 980,718 against, and 516,886 abstentions.
Blue Owl Capital Inc. submitted a Form 144 disclosing proposed sales of Class A Common Shares. The excerpt lists a line showing 6,633,441 shares associated with a broker entry and a trade date of 06/01/2026. It also records an earlier exchange of 487,356,098 shares on 05/19/2021 in connection with the business combination and a reported sale of 5,834,193 shares by NBSH Blue Investments II, LLC on 03/02/2026.
Blue Owl Capital Inc. reported a Section 144 notice for Class A Common Stock relating to shares received in connection with prior equity awards and a business combination. The excerpt shows a sale of 906,207 shares on 03/02/2026 for $9,521,883.78.
The filing lists two source lots: 1,150,000 shares tied to a 05/19/2021 business combination exchange and 100,000 shares from Class P Units granted on 10/22/2021. The broker/dealer for the recent sale is shown as Morgan Stanley Smith Barney LLC.
BLUE OWL CAPITAL INC. reported that affiliated holder Dyal Capital SLP LP, a 10% owner, completed an internal equity transfer. Dyal SLP disposed of 1,150,000 Class D Shares and an equal number of Blue Owl Operating Group Units to certain Dyal Partners for no consideration.
Following the transaction, Dyal SLP indirectly held 132,264,357 Class D Shares and an equal number of Operating Group Units. Each Operating Group Unit, after cancellation of an equal number of Class D Shares, may be exchanged for an equal number of newly issued Class B Shares or a cash payment based on the five‑day volume weighted average price of Class A Shares, subject to the exchange agreement.
Reporting Persons update beneficial ownership in Blue Owl Capital Inc. The filing discloses that the named reporting persons, led by Divesh Makan and ICONIQ-related entities, may be deemed to beneficially own 34,353,844 shares of Class A Common Stock, representing approximately 5.1% of outstanding Class A Common Stock as of March 31, 2026.
The disclosure breaks down holdings by entity, including BB Holdings AA with 20,000,000 shares (3.0%), ICQ BB with 23,500,000 shares (3.5%), and Co-Investment Portfolio 2021 with 10,000,000 shares (1.5%). The percent calculations are based on 675,802,413 shares outstanding as of March 31, 2026.
Blue Owl Capital Inc. — Capital International Investors reports beneficial ownership. Capital International Investors (CII) states it beneficially owns 5,015,020 shares of Blue Owl common stock, representing 0.8% of 665,568,093 shares outstanding. The filing lists sole voting power 5,014,527 and sole dispositive power 5,015,020. The document is signed by Aaron Espin, Senior Vice President, dated 05/13/2026.