BA BRIEFING·
Blue Owl Capital Inc (OWL) 2026 Annual Meeting
3 directors up · 3 in watch zone · 2 proposals · Uncontested
$15.5B mkt cap · 1Y TSR -43.1% · Board C-
Director Elections (3) · 3 of 3 scored by BA forecast
Election Outlook
All 3 scored nominees carry some forecast vote pressure. Three are worth watching: Claudia Holz (prior 97.9%, forecast Elevated), Michael D. Rees (prior 98.2%, forecast Elevated), and Marc S. Lipschultz (prior 98.3%, forecast Watch).
| Nominee | Forecast | Background |
|---|---|---|
Independent | ELEVATED Prior 97.9% 70808793100 | Claudia Holz served as an audit partner at KPMG for over 35 years and currently chairs the audit committee for American Beacon funds. |
Not independent | WATCH Prior 98.3% 70808793100 | Lipschultz co-founded Owl Rock Capital Partners and served over two decades at KKR as Global Head of Energy and Infrastructure, also holding board positions at Hess Corporation and several nonprofits. |
Not independent | ELEVATED Prior 98.2% 70808793100 | Michael D. Rees founded Dyal Capital, the predecessor to Blue Owl's GP Strategic Capital platform, and was the first COO of Neuberger Berman's alternatives business following its management buyout from Lehman Brothers. |
Proposals on the Ballot (2)
| #1 | Election of Class II Directors Filed by the board · Board recommends For Election of the three Class II director nominees—Claudia Holz, Marc S. Lipschultz and Michael D. Rees—to serve three-year terms expiring at the 2029 annual meeting (or until their earlier resignation or removal). |
| #2 | Ratification of Selection of Independent Registered Public Accounting Firm Filed by the board · Board recommends For Ratification of the appointment of KPMG LLP as Blue Owl’s independent registered public accounting firm for the 2026 fiscal year. |
Top institutional holders · as of Mar 31, 2026
| Holder | % of shares | Position value |
|---|---|---|
| FMR LLC | 4.03% | $573M |
| Capital Research Global Investors | 3.73% | $530M |
| Capital World Investors | 3.64% | $518M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.33% | $331M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.89% | $269M |
| ICONIQ Capital, LLC | 1.51% | $215M |
| Lind Value II ApS | 0.98% | $139M |
| Caption Management, LLC | 0.97% | $138M |
| BlackRock, Inc. | 0.96% | $137M |
| FMR LLC | 0.94% | $134M |
Source: SEC 13F filings (latest quarter). Position value is the holder’s reported aggregate value at the as-of date.
Recent key filings
| Quarterly report (10-Q) | View › | |
| Definitive proxy (DEF 14A) | View › | |
| Annual report (10-K) | View › | |
| Quarterly report (10-Q) | View › | |
| Quarterly report (10-Q) | View › | |
| Definitive proxy (DEF 14A) | View › |
About the risk forecast
The risk forecast scores each director on the company’s slate against Boardroom Alpha’s YoY Director-Vote Forecast model — three XGBoost classifiers that estimate the probability the director’s vote support falls below 70%, 80%, and 90% at the upcoming annual meeting, augmented by a five-rule governance escalation layer (overboarding, audit-committee composition, prior dissent, and others).
Bands map to those probability thresholds:
- Crisis — high probability of vote support below 70%. Rare.
- Material — high probability of below 80%. The primary screening threshold.
- Elevated — significant elevated risk of dissent.
- Watch — even a mild withhold is detectable. Informational.
- Healthy — no signal of meaningful dissent.
Prior is the director’s most-recent vote-support percentage at this same board. Direction compares the forecast to that prior vote: ↑ expected better means more support than last year; ↓ expected worse means less.
Forecast applies only to non-contested annual proxies (DEF 14A). Contested situations are tracked separately on the contested-proxy pipeline. The model is retrained nightly; bands shown reflect the most recent run.
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Frequently Asked Questions
When is the Blue Owl Capital Inc 2026 annual meeting?
Blue Owl Capital Inc (OWL) holds its 2026 annual shareholder meeting on June 4, 2026.
What is the record date for the Blue Owl Capital Inc 2026 meeting?
The record date for the Blue Owl Capital Inc 2026 meeting is April 6, 2026. Shareholders of record on or before that date are eligible to vote.
Who are the director nominees for Blue Owl Capital Inc's 2026 meeting?
The board is presenting 3 director nominees at the Blue Owl Capital Inc 2026 meeting. The full slate appears in the 'Director Nominees' table on this page, with independence designations and a structured indexable summary.
What proposals will shareholders vote on at the Blue Owl Capital Inc 2026 meeting?
Shareholders will vote on 2 proposals at the Blue Owl Capital Inc 2026 meeting. The full list with proposed-by tags and management recommendations appears in the 'Proposals on the Ballot' section on this page.
Are any directors at risk at Blue Owl Capital Inc's 2026 annual meeting?
The Boardroom Alpha Director-Vote Forecast flags 3 of 3 scored nominees as facing elevated vote pressure at the Blue Owl Capital Inc 2026 meeting: Claudia Holz, Marc S. Lipschultz, Michael D. Rees. The most-loaded nominee is Claudia Holz (forecast band: elevated). Prior support: 97.9%. See the 'Director Nominees' table for the per-director forecast bar and prior support.
Where do I find the original proxy filing?
The 'View proxy' link at the top of this page opens the original SEC DEF 14A (or amended) filing for the Blue Owl Capital Inc 2026 meeting in the Boardroom Alpha filing viewer.
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