OBDC Institutional Ownership
Top institutional (13F) holders of OBDC and activist (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
27
Institutional value
$862.42M
Top holder
FMR LLC
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| FMR LLCinvestment advisor | 2.4% | Aug 13, 2026 | $127.96M |
| MORGAN STANLEYinvestment advisor | 2.0% | Aug 13, 2026 | $107.61M |
| BANK OF AMERICA CORP /DE/investment advisor | 2.0% | Aug 14, 2026 | $106.5M |
| UBS Group AGinvestment advisor | 1.5% | Aug 13, 2026 | $81.24M |
| Ameriprise Financial, Inc.holding company | 1.2% | Aug 14, 2026 | $61.92M |
| ROYAL BANK OF CANADAinvestment advisor | 1.1% | Aug 14, 2026 | $58.46M |
| CITADEL ADVISORS LLCinvestment advisor | 1.0% | Sep 1, 2026 | $55.74M |
| WELLS FARGO & COMPANY/MNinvestment advisor | 1.0% | Aug 14, 2026 | $51.96M |
| JPMORGAN CHASE & COinvestment advisor | 0.7% | Aug 12, 2026 | $36.97M |
| FRANKLIN RESOURCES INCinvestment advisor | 0.5% | Aug 13, 2026 | $28.86M |
| SOROS FUND MANAGEMENT LLCinvestment advisor | 0.5% | Aug 14, 2026 | $26.64M |
| BlackRock, Inc.holding company | 0.4% | Aug 7, 2026 | $21.15M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | 0.4% | Aug 14, 2026 | $20.83M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 0.3% | Aug 14, 2026 | $15.95M |
| NORTHERN TRUST CORPinvestment advisor | 0.3% | Aug 13, 2026 | $13.63M |
| Invesco Ltd.investment advisor | 0.3% | Aug 14, 2026 | $13.46M |
| STATE STREET CORPORATIONinvestment advisor | 0.1% | Sep 22, 2026 | $8.19M |
| JANE STREET GROUP, LLCholding company | 0.1% | Aug 14, 2026 | $5.8M |
| BALYASNY ASSET MANAGEMENT L.P.investment advisor | 0.1% | Aug 14, 2026 | $5.07M |
| D. E. Shaw & Co., Inc.investment advisor | 0.1% | Aug 14, 2026 | $4.36M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | 0.1% | Aug 14, 2026 | $2.7M |
| Bank of New York Mellon Corpholding company | 0.0% | Aug 6, 2026 | $1.81M |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | 0.0% | Aug 14, 2026 | $1.79M |
| CITIGROUP INCinvestment advisor | 0.0% | Aug 3, 2026 | $1.56M |
| Point72 Asset Management, L.P.investment advisor | 0.0% | May 15, 2026 | $1.43M |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.