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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

OAKMX

OAKMX Institutional Ownership Tracker

Oakmark Fund-inv

-$528.2K

Net Activity

Institutions Holding

5

Popularity Rank

#11765

Avg Weight

0.25%

Total Value

$3.9M

Ownership Trend

5 institutions currently hold OAKMX, with 1 net buyers and 4 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

4

Net Buying Institutions

1

Key Holders

Key Holders

Top 5 by Value

Fairfield Financial Advisors, LTD

Neville Rodie & Shaw INC

North Point Portfolio Managers Corp/oh

Game Plan Financial Advisors, LLC

McIlrath & Eck, LLC

Top 5 by Conviction

Fairfield Financial Advisors, LTD

North Point Portfolio Managers Corp/oh

Neville Rodie & Shaw INC

Game Plan Financial Advisors, LLC

McIlrath & Eck, LLC

View all 5 holding institutions

Quarterly Activity

Recent Activity

+$12.0K

Total Buy Value

$3.8M

Total Sell Value

New buy1

Trim1

Add0

Sold out3

1

Net Buyers

4

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding OAKMARK FUND-INV (OAKMX)?

Major stakeholders currently include Fairfield Financial Advisors, LTD ($3.3M), Neville Rodie & Shaw INC ($307.0K), North Point Portfolio Managers Corp/oh ($264.3K). Based on the latest 13F filings, there are a total of 5 tracked investment funds and institutions maintaining positions in OAKMX.

What is the overall institutional sentiment toward OAKMX recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $528.2K, driven by 1 managers accumulating shares while 4 reduced their exposure.

Which institutions have been selling or reducing their OAKMX positions?

In the latest period, 1 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $3.8M.

Are there any notable investors adding OAKMX to their portfolios?

Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $12.0K.

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