DOSSIER · 13F Holders · Q4 2025
DODBX

Dodge & Cox Balanced Fd

2 institutions still hold Dodge & Cox Balanced Fd as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 256201104·2 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$56K
visible holders
Holders
2
filers reporting
Concentration
75.00%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

2 institutions reported DODBX in Q4 2025. Coston, McIsaac & Partners leads at 75.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$42K3K0.01%Q4 2025
02
Motiv8 Investments LLC
CIK 0002024873
$14K1K0.01%Q4 2025