Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
27K
-
Shares change
-
+6.6K
-
Total reported value, excl. options
-
$6.95M
-
Value change
-
+$1.59M
-
Number of buys
-
9
-
Number of sells
-
-2
-
Price
-
$257.14
Significant Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q4 2024
12 filings reported holding 256219106 - DODGE & COX STOCK I - EQUITY FUNDS as of Q4 2024.
DODGE & COX STOCK I - EQUITY FUNDS has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27K shares
.
Largest 10 shareholders include FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (9.25K shares), ROANOKE ASSET MANAGEMENT CORP/ NY (6.9K shares), Garde Capital, Inc. (4.91K shares), Lester Murray Antman dba SimplyRich (2.15K shares), TWIN CAPITAL MANAGEMENT INC (1.16K shares), Williams Jones Wealth Management, LLC. (1.02K shares), Ethos Financial Group, LLC (806 shares), TUCKER ASSET MANAGEMENT LLC (375 shares), Coston, McIsaac & Partners (247 shares), and Fairfield Financial Advisors, LTD (206 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.