Dodge & Cox Income-IDODIX
13F holders, Q4 2025 (December 31)5holders +1
1new positions
1sold out
$12.82avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Dodge & Cox Income-I (DODIX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($14.3M), Garton & Associates Financial Advisors LLC ($62K) and Ssa Swiss Advisors AG ($57K).
- Company
- Dodge & Cox Income-I
- CUSIP
- 256210105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $44K |
| Exits | 1 | $383K |
All 13F filers, Q3 2025 → Q4 2025: 9,817 shares bought and 61,039 shares sold, net −51,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| First Merchants Corp. | 0.53% | Reduce -2.7% | 1,114,957 | $14.3M |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 4,839 | $62K |
| Ssa Swiss Advisors AG | 0.03% | Add +1.1% | 4,443 | $57K |
| Coston, McIsaac & Partners | 0.01% | Add +8563.4% | 3,552 | $45K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 6,260 | $44K |
"% of holder's portfolio" is DODIX's weight in each manager's 13F, not the share of Dodge & Cox Income-I the manager owns.