Who owns Dodge & Cox Income Fund - Class I?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DODIX from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 1.1M shares of Dodge & Cox Income Fund - Class I worth $14.4M — about 0% of shares outstanding; the largest disclosed holder is FIRST MERCHANTS CORP. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$14.4M
value, 2026 filers
0%
of shares outstanding (1.1M sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DODIX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 985,294 | $12.5M | 0.4% | 0% | -14.1% |
| 2 | Ethos Financial Group, LLCNEW | 94,587 | $1.2M | 0.1% | 0% | new |
| 3 | WEST MICHIGAN ADVISORS, LLC | 35,046 | $655,115 | 0.1% | 0% | 0.0% |
| 4 | SSA SWISS ADVISORS AGNEW | 4,491 | $57,164 | 0.0% | 0% | new |
| 5 | NBT BANK, N.A.NEW | 2,955 | $37,472 | 0.0% | 0% | new |
| 6 | Coston, McIsaac & Partners | 1,238 | $15 | 0.0% | 0% | +4.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.