Dodge & Cox Income-IDODIX
13F holders, Q1 2025 (March 31)4holders −1
1new positions
3sold out
$12.60avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Dodge & Cox Income-I (DODIX) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were First Merchants Corp. ($16.1M), Twin Capital Management Inc. ($300K) and Ssa Swiss Advisors AG ($54K).
- Company
- Dodge & Cox Income-I
- CUSIP
- 256210105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 3 | $215K |
All 13F filers, Q4 2024 → Q1 2025: 181,934 shares bought and 17,335 shares sold, net +164,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| First Merchants Corp. | 0.64% | Add +16.5% | 1,280,188 | $16.1M |
| Twin Capital Management Inc. | 0.04% | Add +1.1% | 23,785 | $300K |
| Ssa Swiss Advisors AG | 0.03% | — | 4,258 | $54K |
| Ascentis Wealth Management, LLC | 0.00% | New | 367 | $5K |
"% of holder's portfolio" is DODIX's weight in each manager's 13F, not the share of Dodge & Cox Income-I the manager owns.