Dodge & Cox Income-IDODIX
13F holders, Q2 2024 (June 30)6holders +2
2new positions
1sold out
$12.38avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding Dodge & Cox Income-I (DODIX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($13.4M), Twin Capital Management Inc. ($285K) and ORG Partners LLC ($132K).
- Company
- Dodge & Cox Income-I
- CUSIP
- 256210105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $13.6M |
| Exits | 1 | $608 |
All 13F filers, Q1 2024 → Q2 2024: 1,096,572 shares bought and 2,906 shares sold, net +1,093,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| First Merchants Corp. | 0.54% | New | 1,085,565 | $13.4M |
| Twin Capital Management Inc. | 0.03% | Add +1.1% | 23,054 | $285K |
| ORG Partners LLC | 0.02% | New | 10,762 | $132K |
| Fairfield Financial Advisors, LTD | 0.04% | — | 10,362 | $128K |
| Tucker Asset Management LLC | 0.02% | Reduce -26.3% | 8,007 | $99K |
| Motco | 0.00% | No change | 1,380 | $17K |
"% of holder's portfolio" is DODIX's weight in each manager's 13F, not the share of Dodge & Cox Income-I the manager owns.