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| Happy Holidays!! thanks for using AUM13F!! |
| Dodge & Cox
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| CRD # | 104596 |
| SEC # | 801-1895 |
| CIK # | 0000200217 |
| AUM | $400.3 B (2025-03-31) |
| Employees | 326 (30% Investors, 11% Brokers) |
| Phone | 415-981-1710 |
| Address | 555 California Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Schwab Charles Corp | 7.7 | ||
| Tyco International Ltd /Ber/ | 7.1 | ||
| United Technologies Corp /DE/ | 6.1 | ||
| Fiserv Inc | 5.1 | ||
| CVS Caremark Corp | 5.1 | ||
| Charter Communications Inc /MO/ | 4.5 | ||
| MetLife Inc | 4.3 | ||
| Priceline Com Inc | 4.2 | ||
| Wells Fargo & Co/MN | 4.1 | ||
| Microsoft Corp | 4.1 | ||
| View All | |||
| Holdings by Sector ($B) |
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Dodge & Cox Worldwide Funds PLC - Emerging Markets Stock Fund | 2022-03-30 | 22.1 | |
| Other | Dodge & Cox Worldwide Funds PLC - Global Bond Fund | 2015-03-31 | 411.9 | |
| Other | Dodge & Cox Worldwide Funds PLC - Global Stock Fund | 2012-03-30 | 5,753.8 | |
| Other | Dodge & Cox Worldwide Funds PLC - International Stock Fund | 2012-03-30 | 4.3 | |
| Other | Dodge & Cox Worldwide Funds PLC - US Stock Fund | 2012-03-30 | 3,865.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 0.0 |
| (b) Individuals (high net worth individuals) | 330 | 7.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 279.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 10.3 |
| (g) Pension and profit sharing plans | 227 | 66.1 |
| (h) Charitable organizations | 59 | 2.8 |
| (i) State or municipal government entities | 48 | 23.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 3.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 735 | 400.3 |
| By Discretionary | ||
| Discretionary | 734 | 399.1 |
| Non-Discretionary | 1 | 1.2 |
| Total | 735 | 400.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.1 | |
| United States Persons | 387.2 | |
| Total | 735 | 400.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000200217] | |
| SC 13D | [0000200217] | |
| SC 13G | [0000200217] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wells Fargo Clearing Services LLC
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MO | 606.0 |
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Vanguard Asset Management Limited
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483.0 | |
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US Bancorp Asset Management Inc
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MN | 402.8 |
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NISA Investment Advisors LLC
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|
MO | 315.3 |
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Vanguard Advisers Inc
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PA | 300.4 |
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Fisher Asset Management LLC
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TX | 298.7 |
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TRowe Price Investment Management Inc
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MD | 207.1 |
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John Hancock Investment Management LLC
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MA | 202.2 |
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Wells Fargo Advisors Financial Network LLC
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MO | 197.4 |
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Gallagher Fiduciary Advisors LLC
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IL | 180.6 |