OWL β€” BLUE OWL CAPITAL INC

Ownership history in Verity & Verity, LLC  Β·  5 quarters on record

AI Ownership Summary

Verity & Verity, LLC reported BLUE OWL CAPITAL INC (OWL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.58% in 2025 Q2. The latest visible filing shows OWL at 1.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Verity & Verity, LLC's position in BLUE OWL CAPITAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OWL was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Verity & Verity, LLC held OWL β€” position size vs. price
% of Fund (quarterly)    OWL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,831,321 +794,727 +76.7% 1.25% $16.7M 2026-04-15 $9.92
2025 Q4 ADDED 1,036,594 +322,530 +45.2% 1.20% $15.5M 2026-02-10 $12.72
2025 Q3 REDUCED 714,064 -244,590 -25.5% 0.97% $12.1M 2025-10-21 $16.47
2025 Q2 ADDED 958,654 +488,608 +103.9% 1.58% $18.4M 2025-08-12 $19.41
2025 Q1 INITIATED 470,046 β€” β€” 0.83% $9.4M 2025-04-16 $16.15

FAQ About Verity & Verity, LLC and OWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Verity & Verity, LLC reported owning OWL?

Verity & Verity, LLC reported OWL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported OWL position in Verity & Verity, LLC's portfolio?

The largest reported portfolio weight for OWL was 1.58% in 2025 Q2.

What is the latest reported OWL position on this page?

The most recent filing on this page is 2026 Q1, when Verity & Verity, LLC reported 1,831,321 shares, equal to 1.25% of portfolio, with an estimated market value of $16.7M.

What does the chart on this OWL ownership page compare?

The chart compares Verity & Verity, LLC's quarterly OWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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