Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
-
Equity / MFA
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Number of holders
-
5
-
Total 13F shares, excl. options
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18.3K
-
Shares change
-
+1.32K
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Total reported value, excl. options
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$2.93M
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Value change
-
+$220K
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Number of buys
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2
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Number of sells
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-2
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Price
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$160.56
Significant Holders of OAKMARK INVESTOR - MFA as of Q2 2025
7 filings reported holding 413838103 - OAKMARK INVESTOR - MFA as of Q2 2025.
OAKMARK INVESTOR - MFA has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.3K shares
.
Largest 7 shareholders include Fairfield Financial Advisors, LTD (13.4K shares), NEVILLE RODIE & SHAW INC (1.81K shares), NORTH POINT PORTFOLIO MANAGERS CORP/OH (1.58K shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (1.27K shares), Game Plan Financial Advisors, LLC (198 shares), Financial Gravity Companies, Inc. (0 shares), and Hurley Capital, LLC (0 shares).
This table shows the top 5 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.