Institutional Ownership
Oakmark Oakmark Fund Inst'L Class
CUSIP 413838780MOANMXQ1 2026
Institutional Holders
3
13F filers
Shares Held
3.6K
Aggregate institutional
Institutional Value
$603.1K
Q1 2026
Net New Holders
+1
1 new · 0 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 out0
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Transce3nd, LLC | 1.8K | $293.9K | −78 | Reduced |
| 2 | Ethos Financial Group, LLC | 1.8K | $293.7K | +1.8K | New |
| 3 | Oakworth Capital, Inc. | 92 | $15.5K | 0 | Held |