HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / OAKMARK U S LRG
Symbol
OAKM
Price per share
$28.36
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
19,631,919
Total reported value
$525,467,034
% of total 13F portfolios
0.01%
Share change
+3,456,071
Value change
+$92,651,826
Number of holders
65
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 65 institutional investors reported holding 19,631,919 shares of HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM).

Institutional Holders of HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,890,169 $82,952,068 +$21,319,306 $28.36 18
2025 Q3 19,631,919 $525,467,034 +$92,651,826 $26.78 65
2025 Q2 16,207,946 $416,670,047 +$335,076,304 $25.68 50
2025 Q1 4,557,705 $118,446,510 +$91,074,012 $24.45 33
2024 Q4 952,079 $22,382,226 +$22,382,226 $23.51 10