Dodge & Cox Stock-IDODGX
13F holders, Q1 2025 (March 31)10holders
3new positions
3sold out
$261.97avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding Dodge & Cox Stock-I (DODGX) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 3 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($2.4M), Roanoke Asset Management Corp./ NY ($1.8M) and Lester Murray Antman dba SimplyRich ($564K).
- Company
- Dodge & Cox Stock-I
- CUSIP
- 256219106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $213K |
| Exits | 3 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 863 shares bought and 5,489 shares sold, net −4,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +0.0% | 9,249 | $2.4M |
| Roanoke Asset Management Corp./ NY | 0.63% | Add +0.4% | 6,930 | $1.8M |
| Lester Murray Antman dba SimplyRich | 0.16% | No change | 2,152 | $564K |
| Twin Capital Management Inc. | 0.04% | Add +1.6% | 1,181 | $310K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +0.1% | 1,016 | $266K |
| Ethos Financial Group, LLC | 0.02% | No change | 806 | $207K |
| PSI Advisors, LLC | 0.05% | New | 571 | $150K |
| Coston, McIsaac & Partners | 0.02% | No change | 247 | $64K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 128 | $33K |
| Ascentis Wealth Management, LLC | 0.01% | New | 112 | $29K |
"% of holder's portfolio" is DODGX's weight in each manager's 13F, not the share of Dodge & Cox Stock-I the manager owns.