DOSSIER · 13F Holders · Q1 2025
DODGX

DODGE & COX STOCK I

8 institutions still hold DODGE & COX STOCK I as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 256219106·8 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$4M
visible holders
Holders
8
filers reporting
Concentration
41.03%
ROANOKE ASSET MANAGEMENT CORP/ NY #1
top holder share
AI Holders Summary · Q1 2025

8 institutions reported DODGX in Q1 2025. ROANOKE ASSET MANAGEMENT CORP/ NY leads at 41.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ROANOKE ASSET MANAGEMENT CORP/ NY
CIK 0001089710
$2M7K0.62%Q1 2025
02
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$2M98K0.24%Q2 2026
03
Lester Murray Antman dba SimplyRich
CIK 0001725888
$526K33K0.13%Q1 2026
04
Wealthspire Advisors, LLC
CIK 0001646247
$351K21K0.00%Q2 2026
05
Vermillion Wealth Management, Inc.
CIK 0001737012
$38K2K0.01%Q2 2026
06
McIlrath & Eck, LLC
CIK 0001701714
$19K1K0.00%Q1 2026
07
Motiv8 Investments LLC
CIK 0002024873
$13K7990.01%Q4 2025
08
Oakworth Capital, Inc.
CIK 0001588871
$7K3830.00%Q2 2026