OANMX — Oakmark Oakmark Fund Inst'L Class Institutional Holders · Q2 2026
Who owns Oakmark Oakmark Fund Inst'L Class (OANMX)? 3 institutions reported holding $1.07M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Ethos Financial Group, LLC ($771,462), Transce3nd, LLC ($279,483), Oakworth Capital, Inc. ($16,076).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $771,462 | 4,197 | Added |
| 2 | Transce3nd, LLC | $279,483 | 1,576 | Trimmed |
| 3 | OAKWORTH CAPITAL, INC. | $16,076 | 92 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30