4 institutions reported holding $305,064 of OAKMARK FUND-CLASS I (OAKMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTH POINT PORTFOLIO MANAGERS CORP/OH ($270,763), Game Plan Financial Advisors, LLC ($34,301), NEVILLE RODIE & SHAW INC ($0), Fairfield Financial Advisors, LTD ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $270,763 | 1,575 | Hold |
| 2 | Game Plan Financial Advisors, LLC | $34,301 | 200 | Hold |
| 3 | NEVILLE RODIE & SHAW INC | $0 | 0 | Exited |
| 4 | Fairfield Financial Advisors, LTD | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30