Data as of Q4 2025 (Dec 31, 2025)
OAKMX

OAKMARK OAKMARK FUND INST'L CLASS

Institutional Ownership · Q4 2025

Filing: Q4 2025

OAKMARK OAKMARK FUND INST'L CLASS (OAKMX) is held by 14 institutional investors with combined holdings of $8M. Major holders include Fairfield Financial Advis, FULTON BANK, N.A., MOODY LYNN & LIEBERSON, L.

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Institutional Holders
14
Total Value
$8.2M
Ownership %
—

🏦 Top Institutional Holders

Fairfield Financial Advisors, LTD
20.0K shares
$3.4M
FULTON BANK, N.A.
58.6K shares
$1.9M
MOODY LYNN & LIEBERSON, LLC
5.1K shares
$586.8K
Dempze Nancy E
14.2K shares
$462.2K
CSM Advisors, LLC
15.8K shares
$416.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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