HARRIS ASSOCIATES INVESTMENT TRUST - OAKMX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | History | New | 42,117 | 2,679 | 0.07% | — | 1 | +42,117 | New | Q4 2013 | Feb 19, 2014 |
| ALBION FINANCIAL GROUP /UT | History | New | 16,505 | 1,050 | 0.2% | — | 2 | +16,505 | New | Q4 2013 | Feb 13, 2014 |
| Endurance Wealth Management, Inc. | History | New | 16,194 | 1,030 | 0.2% | — | 3 | +16,194 | New | Q4 2013 | Jan 06, 2014 |
| WEDGEWOOD INVESTORS INC /PA/ | History | New | 11,153 | 710 | 0.79% | — | 4 | +11,153 | New | Q4 2013 | Jan 30, 2014 |
| GOFEN & GLOSSBERG LLC /IL/ | History | New | 8,111 | 516 | 0.02% | — | 5 | +8,111 | New | Q4 2013 | Jan 14, 2014 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT | History | New | 7,799 | 496 | 0.06% | — | 6 | +7,799 | New | Q4 2013 | Jan 29, 2014 |
| Fairpointe Capital LLC | History | New | 4,965 | 316 | 0.0% | — | 7 | +4,965 | New | Q4 2013 | Feb 11, 2014 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 4,784 | 304 | 0.09% | — | 8 | +4,784 | New | Q4 2013 | Feb 13, 2014 |
| Sandy Spring Bank | History | New | 2,024 | 129 | 0.02% | — | 9 | +2,024 | New | Q4 2013 | Feb 12, 2014 |