Oakmark Equity & Income-InvOAKBX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$37.92avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Oakmark Equity & Income-Inv (OAKBX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($19K).
- Company
- Oakmark Equity & Income-Inv
- CUSIP
- 413838400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 8 shares sold, net −8 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.00% | Reduce -1.6% | 501 | $19K |
"% of holder's portfolio" is OAKBX's weight in each manager's 13F, not the share of Oakmark Equity & Income-Inv the manager owns.