Oakmark Fund-InstOANMX
13F holders, Q3 2025 (September 30)2holders
1new positions
1sold out
$129.47avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Oakmark Fund-Inst (OANMX) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Transce3nd, LLC ($315K) and Oakworth Capital, Inc. ($15K).
- Company
- Oakmark Fund-Inst
- CUSIP
- 413838780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $15K |
| Exits | 1 | $18K |
All 13F filers, Q2 2025 → Q3 2025: 91 shares bought and 404 shares sold, net −313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Transce3nd, LLC | 2.82% | Reduce -10.6% | 2,460 | $315K |
| Oakworth Capital, Inc. | 0.00% | New | 91 | $15K |
"% of holder's portfolio" is OANMX's weight in each manager's 13F, not the share of Oakmark Fund-Inst the manager owns.