DODGX — Dodge & Cox Stock I Institutional Holders · Q2 2026
Who owns Dodge & Cox Stock I (DODGX)? 6 institutions reported holding $2.05M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($1.7M), Wealthspire Advisors, LLC ($351,365), Vermillion Wealth Management, Inc. ($38,140).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $1.7M | 97,859 | Added |
| 2 | Wealthspire Advisors, LLC | $351,365 | 20,742 | New |
| 3 | Vermillion Wealth Management, Inc. | $38,140 | 2,251 | New |
| 4 | OAKWORTH CAPITAL, INC. | $6,580 | 383 | Added |
| 5 | Lester Murray Antman dba SimplyRich | $0 | 0 | Exited |
| 6 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30