3 institutions reported holding $603,139 of OAKMARK OAKMARK FUND INST'L CLASS (OANMX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Transce3nd, LLC ($293,947), Ethos Financial Group, LLC ($293,724), OAKWORTH CAPITAL, INC. ($15,468). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Transce3nd, LLC | $293,947 | 1,750 | Trimmed |
| 2 | Ethos Financial Group, LLC | $293,724 | 1,750 | New |
| 3 | OAKWORTH CAPITAL, INC. | $15,468 | 92 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31