CIVIX Institutional Ownership & Shareholders
CAUSEWAY INTL VAL-INST (CIVIX) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $126.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Great Lakes Advisors, Llc is currently the largest disclosed institutional shareholder of CIVIX tracked by InsiderSet, reporting ownership valued at approximately $88.07M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CIVIX value among the investors covered in this analysis. Major shareholders include Great Lakes Advisors, Llc, Fulton Bank, N.A., Financial Gravity Asset Management, Inc., and several other long-term asset managers with concentrated positions in CAUSEWAY INTL VAL-INST (CIVIX).
This page ranks the largest institutional CIVIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
4
Total Reported Value
$126.81M
Largest Holder
Great Lakes Advisors, Llc
Largest Position
$88.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Great Lakes Advisors, Llc | 0.67% | 3,503,232 | $88,071,268 | — | — | — | |
| Fulton Bank, N.A. | 1.27% | 1,708,254 | $41,800,999 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.02% | 4,212 | $94,556 | — | — | — | |
| Oakworth Capital, Inc. | 0.00% | 163 | $3,982 | — | — | — |
Frequently asked questions about CIVIX
Who are the largest institutional holders of CIVIX?
The largest institutional holders of CIVIX reported in the latest SEC Form 13F filings include Great Lakes Advisors, Llc, Fulton Bank, N.A., Financial Gravity Asset Management, Inc., and Oakworth Capital, Inc.. InsiderSet ranks institutional holders by their latest reported CIVIX position.
What is CIVIX institutional ownership?
This page tracks CIVIX positions reported by institutional investment managers through SEC Form 13F. CAUSEWAY INTL VAL-INST (CIVIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CIVIX?
InsiderSet currently tracks 4 institutional managers reporting CIVIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CIVIX shareholders.
How much CIVIX stock do institutions own?
Institutional investment managers disclosed approximately $126.81M in CIVIX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CIVIX institutional ownership last updated?
The latest CIVIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CIVIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CIVIX position after the reporting date.
Are institutions buying or selling CIVIX?
Institutional buying and selling can be analyzed by comparing CIVIX positions across consecutive 13F reporting periods. InsiderSet's CIVIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CIVIX ownership changes.
How has CIVIX institutional ownership changed over time?
InsiderSet tracks CIVIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.