The slight reduction below 5% removes Vanguard's 13G filing obligation going forward, but the stake remains large. Monitor for any future 13D filing if Vanguard's intent changes, though the passive certification makes that unlikely.
Price Chart
Executive Summary
Vanguard Capital Management filed an amended Schedule 13G disclosing a 4.98% passive stake in Blue Owl Capital as of September 30, 2026, down from 5.0%+ in prior filings. The stake reduction is minimal and likely reflects routine portfolio rebalancing, not a conviction change.
Key Financial Metrics
Key Facts
- Vanguard Capital Management reported beneficial ownership of 34,064,141 shares of Blue Owl Capital Class A common stock as of September 30, 2026.
- The stake represents 4.98% of shares outstanding, a slight decrease from the 5%+ threshold in prior filings.
- Vanguard filed as a passive investor under Rule 13d-1(b), confirming no intent to influence control.
- The filing is an amendment to prior SC 13G filings from August 2026, June 2026, and May 2026.
Financial Impact
Stake valued at approximately $1.7B based on $15.1B market cap and 4.98% ownership.
Risk Factors
- No material risks identified from this routine passive stake amendment.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100119-26-001549 |
| Document: 0002100119-26-001549-index.html | 0002100119-26-001549 |
| Document: 0002100119-26-001549.txt | 0002100119-26-001549 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | Institutional Cluster | $10.21 | awaiting T+1 | awaiting T+1 | $10.33 (+1.18%) |
Oct 30, 2026 2d ago | SC 13G/A | $10.42 | awaiting T+1 | awaiting T+1 | $10.33 (−0.82%) |
Oct 29, 2026 3d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Oct 29, 2026 3d ago | Press Release | $10.41 $10.33 | ▼ −0.77% | ▲ +1.00% | $10.33 (−0.77%) |
Oct 15, 2026 17d ago | 8-K | $8.85 $8.96 | ▲ +1.24% | ▲ +0.82% | $10.33 (+16.72%) |
Jul 30, 2026 13w ago | 8-K | $10.16 $10.30 | ▲ +1.38% | ▲ +0.67% | $10.33 (+1.67%) |
Jul 8, 2026 16w ago | Press Release | $9.24 $9.30 | ▲ +0.65% | ▼ −0.20% | $10.33 (+11.80%) |
Apr 17, 2026 28w ago | DEFA14A | $9.89 $9.87 | ▼ −0.20% | ▲ +0.45% | $10.33 (+4.45%) |
US Market Status
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