Oakmark Fund-InstOANMX
13F holders, Q1 2026 (March 31)3holders +1
1new positions
0sold out
$167.91avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Oakmark Fund-Inst (OANMX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Transce3nd, LLC ($294K), Ethos Financial Group, LLC ($294K) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $294K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 1,750 shares bought and 78 shares sold, net +1,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Transce3nd, LLC | 2.61% | Reduce -4.3% | 1,750 | $294K |
| Ethos Financial Group, LLC | 0.02% | New | 1,750 | $294K |
| Oakworth Capital, Inc. | 0.00% | No change | 92 | $15K |
"% of holder's portfolio" is OANMX's weight in each manager's 13F, not the share of Oakmark Fund-Inst the manager owns.