1 institutions reported holding $19,000 of OAKMARK EQUITY AND INCOME INVESTOR (OAKBX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($19,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $19,000 | 507 | Added |
Source: SEC Form 13F filings · as of 2026-06-30