Oakmark Fund-InstOANMX
13F holders, Q4 2024 (December 31)2holders
1new positions
0sold out
$160.94avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Oakmark Fund-Inst (OANMX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Transce3nd, LLC ($996K) and Brooklyn Investment Group ($17K).
- Company
- Oakmark Fund-Inst
- CUSIP
- 413838780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $17K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q4 2024: 114 shares bought, net +114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Transce3nd, LLC | 0.34% | — | 6,181 | $996K |
| Brooklyn Investment Group | 0.01% | New | 114 | $17K |
"% of holder's portfolio" is OANMX's weight in each manager's 13F, not the share of Oakmark Fund-Inst the manager owns.