Dodge & Cox Income-IDODIX

13F holders, Q4 2024 (December 31)
5holders +1
0new positions
0sold out
$12.38avg. 13F price*

At the end of Q4 2024, 5 institutions reported holding Dodge & Cox Income-I (DODIX) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($13.6M), Twin Capital Management Inc. ($291K) and Tucker Asset Management LLC ($104K).

Company
Dodge & Cox Income-I
CUSIP
256210105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 4Q1 2024Q2 2024: 6Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 4Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 875 shares bought and 24,905 shares sold, net −24,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

First Merchants Corp. 0.52% Reduce -1.8% 1,098,873 $13.6M
Twin Capital Management Inc. 0.03% Add +1.1% 23,533 $291K
Tucker Asset Management LLC 0.02% Add +8.1% 8,388 $104K
Fairfield Financial Advisors, LTD 0.03% Reduce -42.3% 6,037 $75K
Anderson Financial Strategies, LLC 0.02% — 2,910 $36K

"% of holder's portfolio" is DODIX's weight in each manager's 13F, not the share of Dodge & Cox Income-I the manager owns.