DOSSIER · 13F Holders · Q2 2026
DODIX

DODGE & COX INCOME FUND

7 institutions still hold DODGE & COX INCOME FUND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 256210105·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$15M
visible holders
Holders
7
filers reporting
Concentration
85.79%
FIRST MERCHANTS CORP #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported DODIX in Q2 2026. FIRST MERCHANTS CORP leads at 85.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST MERCHANTS CORP
CIK 0000712534
$12M985K0.44%Q2 2026
02
Ethos Financial Group, LLC
CIK 0001954242
$1M95K0.08%Q2 2026
03
WEST MICHIGAN ADVISORS, LLC
CIK 0001909879
$655K35K0.14%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$91K7K0.01%Q1 2026
05
SSA SWISS ADVISORS AG
CIK 0002066265
$57K4K0.02%Q2 2026
06
Coston, McIsaac & Partners
CIK 0001945037
$45K4K0.01%Q4 2025
07
NBT BANK N A /NY
CIK 0000898413
$37K3K0.00%Q2 2026