Oakmark Fund-InstOANMX
13F holders, Q4 2025 (December 31)2holders
0new positions
0sold out
$171.71avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Oakmark Fund-Inst (OANMX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Transce3nd, LLC ($314K) 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1 shares bought and 632 shares sold, net −631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Transce3nd, LLC | 2.53% | Reduce -25.7% | 1,828 | $314K |
| Oakworth Capital, Inc. | 0.00% | Add +1.1% | 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.