DODGE & COX STOCK-I (DODGX) Top Institutional Shareholders
DODGE & COX STOCK-I (DODGX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.33M in DODGX holdings during the latest filing period.
Kelleher Financial Advisors is currently the largest disclosed institutional shareholder of DODGX tracked by InsiderSet, reporting ownership valued at approximately $785,209 in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DODGX value among the investors covered in this analysis. Major shareholders include Kelleher Financial Advisors, Garton & Associates Financial Advisors Llc, Kohmann Bosshard Financial Services, Llc, and several other long-term asset managers with concentrated positions in DODGE & COX STOCK-I (DODGX).
This page ranks the largest institutional DODGX 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
6
Total Reported Value
$1.33M
Largest Holder
Kelleher Financial Advisors
Largest Position
$785,209
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kelleher Financial Advisors | 0.20% | 48,771 | $785,209 | — | — | — | |
| Garton & Associates Financial Advisors Llc | 0.38% | 28,488 | $458,658 | — | — | — | |
| Kohmann Bosshard Financial Services, Llc | 0.01% | 3,826 | $61,594 | — | — | — | |
| Mcilrath & Eck, Llc | 0.00% | 1,172 | $18,876 | — | — | — | |
| Oakworth Capital, Inc. | 0.00% | 382 | $6,150 | — | — | — | |
| Lester Murray Antman Dba Simplyrich | 0.13% | 32,704 | $526 | — | — | — |
Frequently asked questions about DODGX
Who owns the most DODGX stock?
The largest holders of DODGX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DODGE & COX STOCK-I (DODGX).
Is DODGX widely held by superinvestors?
Many widely followed stocks like DODGX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DODGX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.