Oakmark Fund-AdvOAYMX
13F holders, Q4 2025 (December 31)3holders +2
1new positions
0sold out
$172.00avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Oakmark Fund-Adv (OAYMX) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($259K), Kohmann Bosshard Financial Services, LLC ($48K) and Garton & Associates Financial Advisors LLC ($18K).
- Company
- Oakmark Fund-Adv
- CUSIP
- 413838798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $48K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 279 shares bought, net +279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 1,504 | $259K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 279 | $48K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 102 | $18K |
"% of holder's portfolio" is OAYMX's weight in each manager's 13F, not the share of Oakmark Fund-Adv the manager owns.