6 institutions reported holding $2.1M of DODGE & COX STOCK FUND (DODGX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($1.7M), Wealthspire Advisors, LLC ($351,365), Vermillion Wealth Management, Inc. ($38,140), OAKWORTH CAPITAL, INC. ($6,580), Lester Murray Antman dba SimplyRich ($0). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30