OAKMARK FUND INSTITUTIONAL

3 institutions still hold OAKMARK FUND INSTITUTIONAL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 413838780·3 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 2.7%

vs prior quarter

13F value held

$603,139

58.0% inst. owned

of float

Holders

+91 QoQ

filers reporting

Activity

+48 / −13

+917 added · −715 reduced

this quarter

Concentration

48.74%

Transce3nd, LLC #1

top holder share

AI Holders Summary · Q1 2026

3 institutions reported OANMX in Q1 2026. Transce3nd, LLC leads at 48.7% of the visible book. +91 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Transce3nd, LLC

CIK 0002023570

$293,9472K2.61%Q1 2026 02

Ethos Financial Group, LLC

CIK 0001954242

$293,7242K0.02%Q1 2026 03

Oakworth Capital, Inc.

CIK 0001588871

$15,468920.00%Q1 2026