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. 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.
Blue Owl Capital Inc. director and Co-President Craig Packer reported an equity award tied to the firm’s operating partnership. On February 12, 2026, an indirect grant of 813,484 Class C shares and 813,484 Blue Owl Operating Group Units was acquired at a stated price of $0 per unit.
The award is issued through Blue Owl Management Vehicle LP under the company’s 2021 omnibus equity incentive plan. Following the grant, Packer indirectly beneficially owns 5,006,029 Class C shares and an equal number of Blue Owl Operating Group Units, which can ultimately be exchanged into Class A common stock after lock-up and other conditions are met.
Blue Owl Capital Inc. director and Co-Chief Executive Officer Douglas I. Ostrover reported an equity award tied to the firm’s operating group. On 02/12/2026, he indirectly acquired 878,709 Class C Shares and 878,709 Blue Owl Operating Group Units at $0 per unit through Blue Owl Management Vehicle LP, bringing his indirectly held positions in each to 6,129,987. The Incentive Units granted via Blue Owl Management Vehicle are fully vested at grant but subject to a one-year lock-up and can ultimately settle into Class A common stock or, at the general partner’s election, a cash payment based on the five-day volume weighted average price of Class A Shares.
Zahr Marc reported acquisition or exercise transactions in a Form 4 filing for OWL. The filing lists transactions totaling 1,757,418 shares. Following the reported transactions, holdings were 9,568,576 shares.
Rees Michael Douglass reported acquisition or exercise transactions in this Form 4 filing.
Blue Owl Capital Inc. insider Rees Michael Douglass, a director and Co‑President, reported an indirect equity award dated February 12, 2026. He was granted 305,791 Class C shares and an equal number of Blue Owl Operating Group Units at a price of $0 per unit/share under the company’s 2021 omnibus equity incentive plan, held through Blue Owl Management Vehicle LP.
Following this grant, Douglass is shown as indirectly beneficially owning 5,593,705 Class C shares and 5,593,705 Blue Owl Operating Group Units, which may ultimately be exchangeable into Class A common stock after specified lock‑up and threshold conditions. The filing also notes 100,080 Class C shares and corresponding Operating Group Units held indirectly through Blue Owl GP Stakes II (A) LP from a prior pro rata distribution for no consideration.
Capital World Investors filed an amended Schedule 13G reporting a large passive stake in Blue Owl Capital Inc. common stock. The firm is deemed to beneficially own 124,703,642 shares, representing 18.8% of the class, based on 664,801,995 shares believed outstanding.
Capital World Investors, a division of Capital Research and Management Company and related investment management entities, reports sole voting power over 124,681,499 shares and sole dispositive power over 124,703,642 shares, with no shared voting or dispositive power. The filing certifies the shares are held in the ordinary course of business and not to change or influence control of Blue Owl.