Oakmark Fund-InstOANMX
13F holders, Q1 2025 (March 31)2holders
0new positions
0sold out
$138.77avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Oakmark Fund-Inst (OANMX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Transce3nd, LLC ($799K) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 415 shares sold, net −415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Transce3nd, LLC | 0.36% | Reduce -6.7% | 5,766 | $799K |
| Brooklyn Investment Group | 0.00% | No change | 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.