HARRIS ASSOCIATES INVESTMENT TRUST - OAKMX
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Funds
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ETF / Fund
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Q4 2013
Value (USD)
Total reported value ($000)
$7.23M
QoQ value delta ($000)
—
Shares
Total shares
113,652
QoQ shares delta
—
Total shares held by funds (by quarter)
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Top holders (Q4 2013)
Top 25 only
Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Janney Montgomery Scott LLC | 2,679 | 42,117 | 0.07% |
| ALBION FINANCIAL GROUP /UT | 1,050 | 16,505 | 0.2% |
| Endurance Wealth Management, Inc. | 1,030 | 16,194 | 0.2% |
| WEDGEWOOD INVESTORS INC /PA/ | 710 | 11,153 | 0.79% |
| GOFEN & GLOSSBERG LLC /IL/ | 516 | 8,111 | 0.02% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT | 496 | 7,799 | 0.06% |
| Fairpointe Capital LLC | 316 | 4,965 | 0.0% |
| WOODMONT INVESTMENT COUNSEL LLC | 304 | 4,784 | 0.09% |
| Sandy Spring Bank | 129 | 2,024 | 0.02% |