Dodge & Cox Stock-IDODGX
13F holders, Q4 2024 (December 31)10holders −2
0new positions
2sold out
$257.12avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Dodge & Cox Stock-I (DODGX) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($2.4M), Roanoke Asset Management Corp./ NY ($1.8M) and Garde Capital, Inc. ($1.3M).
- Company
- Dodge & Cox Stock-I
- CUSIP
- 256219106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1.8M |
All 13F filers, Q3 2024 → Q4 2024: 13,034 shares bought and 6,439 shares sold, net +6,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +738.3% | 9,246 | $2.4M |
| Roanoke Asset Management Corp./ NY | 0.58% | Add +1.4% | 6,900 | $1.8M |
| Garde Capital, Inc. | 0.08% | Add +762.6% | 4,908 | $1.3M |
| Lester Murray Antman dba SimplyRich | 0.16% | No change | 2,152 | $553K |
| Twin Capital Management Inc. | 0.03% | Add +5.0% | 1,163 | $299K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +15.3% | 1,015 | $261K |
| Ethos Financial Group, LLC | 0.03% | Add +4.7% | 806 | $207K |
| Tucker Asset Management LLC | 0.02% | Add +143.5% | 375 | $96K |
| Coston, McIsaac & Partners | 0.02% | Add +0.4% | 247 | $63K |
| Fairfield Financial Advisors, LTD | 0.02% | Add +5.1% | 206 | $53K |
"% of holder's portfolio" is DODGX's weight in each manager's 13F, not the share of Dodge & Cox Stock-I the manager owns.