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Stocks / Oakmark Oakmark Fund Inst'L Class
Institutional Ownership

Oakmark Oakmark Fund Inst'L Class

CUSIP 413838780MOANMXQ1 2026

13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
Max % of class reported
Institutional Holders
3
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

Schedule 13D (activist) & 13G (passive) 5%+ ownership filings

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No 13D/13G filings on record yet

Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.

Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Transce3nd, LLC1.8K$293.9K
2Ethos Financial Group, LLC1.8K$293.7K
3Oakworth Capital, Inc.92$15.5K