Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
22,392
-
Share change
-
-4,251
-
Total reported value
-
$5,866,110
-
Price per share
-
$262.18
-
Number of holders
-
10
-
Value change
-
-$1,088,812
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q1 2025
As of 31 Mar 2025,
DODGE & COX STOCK I - EQUITY FUNDS was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,392 shares.
The largest 10 holders included
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, ROANOKE ASSET MANAGEMENT CORP/ NY, Lester Murray Antman dba SimplyRich, TWIN CAPITAL MANAGEMENT INC, Williams Jones Wealth Management, LLC., Ethos Financial Group, LLC, PSI Advisors, LLC, Coston, McIsaac & Partners, Vermillion Wealth Management, Inc., and ORG Wealth Partners, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.