Institutional Ownership
Oakmark Investor
CUSIP 413838103MFAOAKMXQ1 2026
Institutional Holders
5
13F filers
Shares Held
23.4K
Aggregate institutional
Institutional Value
$3.61M
Q1 2026
Net New Holders
-2
1 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out3
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, Ltd | 19.7K | $3.30M | −290 | Reduced |
| 2 | North Point Portfolio Managers Corp/Oh | 1.6K | $264.3K | 0 | Held |
| 3 | Game Plan Financial Advisors, LLC | 200 | $33.5K | 0 | Held |
| 4 | Mcilrath & Eck, LLC | 72 | $12.0K | +72 | New |
| 5 | Neville Rodie & Shaw Inc | 1.8K | $307 | 0 | Held |