Oakmark Fund-InstOANMX
13F holders, Q2 2025 (June 30)2holders
0new positions
0sold out
$159.25avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Oakmark Fund-Inst (OANMX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Transce3nd, LLC ($438K) and Brooklyn Investment Group ($18K).
- Company
- Oakmark Fund-Inst
- CUSIP
- 413838780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 3,016 shares sold, net −3,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Transce3nd, LLC | 0.18% | Reduce -52.3% | 2,750 | $438K |
| Brooklyn Investment Group | 0.00% | No change | 114 | $18K |
"% of holder's portfolio" is OANMX's weight in each manager's 13F, not the share of Oakmark Fund-Inst the manager owns.