Oakmark International-InstOANIX
13F holders, Q2 2024 (June 30)4holders +1
2new positions
1sold out
$25.68avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Oakmark International-Inst (OANIX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($1.6M), Mfa Wealth Advisors, LLC ($614K) and RFP Financial Group LLC ($248K).
- Company
- Oakmark International-Inst
- CUSIP
- 413838723
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $862K |
| Exits | 1 | $1.3M |
All 13F filers, Q1 2024 → Q2 2024: 33,566 shares bought and 48,254 shares sold, net −14,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.07% | Reduce -0.1% | 62,880 | $1.6M |
| Mfa Wealth Advisors, LLC | 0.13% | New | 23,900 | $614K |
| RFP Financial Group LLC | 0.09% | New | 9,666 | $248K |
| Coston, McIsaac & Partners | 0.01% | No change | 787 | $20K |
"% of holder's portfolio" is OANIX's weight in each manager's 13F, not the share of Oakmark International-Inst the manager owns.