Dodge & Cox Income-IDODIX
13F holders, Q2 2026 (June 30)6holders +1
2new positions
0sold out
$12.89avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Dodge & Cox Income-I (DODIX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($12.5M), Ethos Financial Group, LLC ($1.2M) and West Michigan Advisors, LLC ($691K).
- Company
- Dodge & Cox Income-I
- CUSIP
- 256210105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.2M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 97,644 shares bought and 162,251 shares sold, net −64,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| First Merchants Corp. | 0.44% | Reduce -14.1% | 985,294 | $12.5M |
| Ethos Financial Group, LLC | 0.08% | New | 94,587 | $1.2M |
| West Michigan Advisors, LLC | 0.13% | No change | 35,046 | $691K |
| Ssa Swiss Advisors AG | 0.02% | Add +1.1% | 4,491 | $57K |
| NBT Bank, N.A. | 0.00% | New | 2,955 | $37K |
| Coston, McIsaac & Partners | 0.00% | Add +4.6% | 1,238 | $15K |
"% of holder's portfolio" is DODIX's weight in each manager's 13F, not the share of Dodge & Cox Income-I the manager owns.