Oakmark Fund-AdvOAYMX
13F holders, Q3 2025 (September 30)1holders
1new positions
0sold out
$165.92avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Oakmark Fund-Adv (OAYMX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holder was Moody LYNN Lieberson & Walker, LLC ($250K).
- Company
- Oakmark Fund-Adv
- Filed as
- HARRIS ASSOC INV TR OAKMARK AD (Q3 2025)
- CUSIP
- 413838798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $250K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q3 2025: 1,504 shares bought, net +1,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 1,504 | $250K |
"% of holder's portfolio" is OAYMX's weight in each manager's 13F, not the share of Oakmark Fund-Adv the manager owns.