Oakmark Fund-InstOANMX
13F holders, Q2 2026 (June 30)3holders
0new positions
0sold out
$181.93avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Oakmark Fund-Inst (OANMX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($771K), Transce3nd, LLC ($279K) and Oakworth Capital, Inc. ($16K).
- Company
- Oakmark Fund-Inst
- CUSIP
- 413838780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 2,447 shares bought and 174 shares sold, net +2,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | 0.05% | Add +139.8% | 4,197 | $771K |
| Transce3nd, LLC | 2.47% | Reduce -9.9% | 1,576 | $279K |
| Oakworth Capital, Inc. | 0.00% | No change | 92 | $16K |
"% of holder's portfolio" is OANMX's weight in each manager's 13F, not the share of Oakmark Fund-Inst the manager owns.