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DODGE & COX

Q1 2024 · 13F-HR

DODGE & COXholdings as filed

Filed 2024-05-14 · accession 0000950123-24-004973

$172.38B
Reported value
199
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
949746101WMT2Wells Fargo & Co.$6.68B3.87%115,176,052CommonSOLE
808513105SCHWThe Charles Schwab Corp.$6.24B3.62%86,297,094CommonSOLE
337738108FISVFiserv, Inc.$5.53B3.21%34,610,009CommonSOLE
G51502105JCIJohnson Controls International PLC$5.22B3.03%79,938,324CommonSOLE
674599105OXYOccidental Petroleum Corp.$5.17B3.00%79,525,798CommonSOLE
125523100CIThe Cigna Group$4.77B2.77%13,127,891CommonSOLE
02079K107GOOGAlphabet, Inc.$4.71B2.73%30,941,859CommonSOLE
75513E101RTXRTX Corp.$4.32B2.51%44,303,200CommonSOLE
59156R108METMetLife, Inc.$4.19B2.43%56,509,034CommonSOLE
594918104MSFTMicrosoft Corp.$3.99B2.32%9,490,609CommonSOLE
31428X106FDXFedEx Corp.$3.92B2.27%13,520,438CommonSOLE
80105N105SNYSanofi SA$3.80B2.20%78,125,609CommonSOLE
14040H105COFCapital One Financial Corp.$3.63B2.11%24,382,817CommonSOLE
16119P108CHTRCharter Communications, Inc.$3.36B1.95%11,563,786CommonSOLE
126650100CVSCVS Health Corp.$3.27B1.90%41,012,543CommonSOLE
064058100BKThe Bank of New York Mellon Corp.$3.19B1.85%55,407,885CommonSOLE
20030N101CMCSAComcast Corp.$3.17B1.84%73,143,940CommonSOLE
023135106AMZNAmazon.com, Inc.$3.14B1.82%17,401,360CommonSOLE
31620M106FISFidelity National Information Services, Inc.$3.08B1.79%41,502,450CommonSOLE
37733W204GSKGSK PLC$2.95B1.71%68,862,308CommonSOLE
09857L108BKNGBooking Holdings, Inc.$2.87B1.67%792,046CommonSOLE
369604301GEGeneral Electric Co.$2.83B1.64%16,139,821CommonSOLE
060505104BACBank of America Corp.$2.69B1.56%70,889,360CommonSOLE
375558103GILDGilead Sciences, Inc.$2.43B1.41%33,167,487CommonSOLE
459506101IFFInternational Flavors & Fragrances, Inc.$2.38B1.38%27,729,011CommonSOLE
H42097107UBSUBS Group AG$2.32B1.35%75,422,942CommonSOLE
H84989104TEL1USDTE Connectivity, Ltd.$2.30B1.33%15,814,523CommonSOLE
38141G104GSThe Goldman Sachs Group, Inc.$2.29B1.33%5,473,633CommonSOLE
75886F107REGNRegeneron Pharmaceuticals, Inc.$2.27B1.32%2,359,864CommonSOLE
98956P102ZBHZimmer Biomet Holdings, Inc.$2.17B1.26%16,419,270CommonSOLE
655844108NSCNorfolk Southern Corp.$2.07B1.20%8,125,067CommonSOLE
89832Q109TFCTruist Financial Corp.$2.02B1.17%51,941,210CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$1.95B1.13%3,946,005CommonSOLE
03524A108BUDAnheuser-Busch InBev SA/NV$1.93B1.12%31,708,733CommonSOLE
30303M102METAMeta Platforms, Inc.$1.86B1.08%3,831,944CommonSOLE
02079K305GOOGLAlphabet, Inc.$1.85B1.07%12,250,918CommonSOLE
872590104TMUST-Mobile U.S., Inc.$1.80B1.05%11,041,654CommonSOLE
N53745100LYBLyondellBasell Industries NV$1.66B0.96%16,227,752CommonSOLE
05352A100AVTRAvantor, Inc.$1.63B0.94%63,680,306CommonSOLE
05722G100BKRBaker Hughes Co.$1.55B0.90%46,165,024CommonSOLE
36266G107GEHCGE HealthCare Technologies, Inc.$1.53B0.89%16,813,784CommonSOLE
405552100HLNHaleon PLC$1.50B0.87%176,953,251CommonSOLE
867224107SUSuncor Energy, Inc.$1.48B0.86%40,018,854CommonSOLE
20825C104COPConocoPhillips$1.48B0.86%11,598,067CommonSOLE
857477103STTState Street Corp.$1.47B0.85%19,046,599CommonSOLE
969457100WMBThe Williams Co., Inc.$1.47B0.85%37,785,026CommonSOLE
28414H103ELANElanco Animal Health, Inc.$1.37B0.79%83,848,850CommonSOLE
192446102CTSHCognizant Technology Solutions Corp.$1.36B0.79%18,498,499CommonSOLE
01609W102BABAAlibaba Group Holding, Ltd.$1.31B0.76%18,074,270CommonSOLE
48203R104JNPJuniper Networks, Inc.$1.27B0.74%34,259,515CommonSOLE
09061G101BMRNBioMarin Pharmaceutical, Inc.$1.22B0.71%13,992,943CommonSOLE
17275R102CSCOCisco Systems, Inc.$1.20B0.69%23,969,309CommonSOLE
66987V109NVSNovartis AG$1.20B0.69%12,353,985CommonSOLE
071813109BAXBaxter International, Inc.$1.18B0.68%27,501,895CommonSOLE
150870103CECelanese Corp.$1.17B0.68%6,826,652CommonSOLE
25746U109DDominion Energy, Inc.$1.12B0.65%22,865,698CommonSOLE
40434L105HPQHP, Inc.$1.07B0.62%35,350,611CommonSOLE
364760108GAPThe Gap, Inc.$995.5M0.58%36,133,428CommonSOLE
025537101AEPAmerican Electric Power Co., Inc.$978.5M0.57%11,364,305CommonSOLE
60871R209TAPMolson Coors Beverage Co.$976.1M0.57%14,514,739CommonSOLE
G2519Y108BAPCredicorp, Ltd.$934.9M0.54%5,518,080CommonSOLE
19247G107COHRCoherent Corp.$915.3M0.53%15,098,388CommonSOLE
35137L105FOXAFox Corp.$903.2M0.52%28,884,776CommonSOLE
110122108BMYBristol-Myers Squibb Co.$882.2M0.51%16,267,041CommonSOLE
45337C102INCYIncyte Corp.$878.3M0.51%15,416,043CommonSOLE
42824C109HPEHewlett Packard Enterprise Co.$859.8M0.50%48,493,872CommonSOLE
14448C104CARRCarrier Global Corp.$836.0M0.48%14,381,701CommonSOLE
438128308HMCHonda Motor Co., Ltd.$828.2M0.48%22,244,375CommonSOLE
595017104MCHPMicrochip Technology, Inc.$779.4M0.45%8,688,028CommonSOLE
G98239109XPXP, Inc.$761.7M0.44%29,685,045CommonSOLE
0076CA104AEGAegon, Ltd.$757.9M0.44%125,270,017CommonSOLE
866674104SUISun Communities, Inc.$696.7M0.40%5,418,615CommonSOLE
67077M108NTRNutrien, Ltd.$665.6M0.39%12,255,459CommonSOLE
47215P106JDJD.com, Inc.$655.5M0.38%23,931,049CommonSOLE
G54950103LINLinde PLC$616.1M0.36%1,326,990CommonSOLE
674599162OXY/WSOccidental Petroleum Corp.$615.2M0.36%14,273,570CommonSOLE
G5960L103MDTMedtronic PLC$591.7M0.34%6,789,315CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals, Inc.$569.6M0.33%3,811,480CommonSOLE
918204108VFCVF Corp.$543.5M0.32%35,430,050CommonSOLE
878742204TECKTeck Resources, Ltd.$483.5M0.28%10,560,340CommonSOLE
87807B107TRPTC Energy Corp.$476.8M0.28%11,860,400CommonSOLE
10922N103BHFBrighthouse Financial, Inc.$450.4M0.26%8,739,296CommonSOLE
69047Q102OVVOvintiv, Inc.$449.7M0.26%8,665,010CommonSOLE
056752108BIDUBaidu, Inc.$398.3M0.23%3,783,715CommonSOLE
35137L204FOXFox Corp.$324.6M0.19%11,343,323CommonSOLE
36467J108GLPIGaming & Leisure Properties, Inc.$296.3M0.17%6,432,387CommonSOLE
65249B109NWSANews Corp.$274.0M0.16%10,466,332CommonSOLE
98850P109YUMCYum China Holdings, Inc.$267.4M0.16%6,719,862CommonSOLE
40049J206TVGrupo Televisa SAB$205.5M0.12%64,212,690CommonSOLE
278768106SATSEchoStar Corp.$194.6M0.11%13,656,514CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$174.5M0.10%1,265,244CommonSOLE
G61188127LBTYKLiberty Global, Ltd.$155.0M0.09%8,786,768CommonSOLE
G3643J108FLUTFlutter Entertainment PLC$123.3M0.07%624,478CommonSOLE
40415F101HDBHDFC Bank, Ltd.$115.8M0.07%2,069,342CommonSOLE
465562106ITUBItau Unibanco Holding SA$109.5M0.06%15,806,905CommonSOLE
64110W102NTESNetEase, Inc.$98.0M0.06%947,126CommonSOLE
025816109AXPAmerican Express Co.$97.6M0.06%428,616CommonSOLE
127387108CDNSCadence Design Systems, Inc.$82.5M0.05%265,065CommonSOLE
358029106FMSFresenius Medical Care AG$81.4M0.05%4,223,110CommonSOLE
G61188101LBTYALiberty Global, Ltd.$80.7M0.05%4,767,561CommonSOLE
907818108UNPUnion Pacific Corp.$69.6M0.04%283,191CommonSOLE
46625H100JPMJPMorgan Chase & Co.$64.2M0.04%320,565CommonSOLE
806857108SLBSchlumberger NV$40.2M0.02%732,847CommonSOLE
254687106DISThe Walt Disney Co.$38.0M0.02%310,878CommonSOLE
532457108LLYEli Lilly & Co.$36.5M0.02%46,925CommonSOLE
166764100CVXChevron Corp.$29.2M0.02%185,338CommonSOLE
89417E109TRVThe Travelers Co., Inc.$26.0M0.02%112,870CommonSOLE
58933Y105MRKMerck & Co., Inc.$21.2M0.01%160,495CommonSOLE
87612E106TGTTarget Corp.$20.9M0.01%117,799CommonSOLE
883556102TMOThermo Fisher Scientific, Inc.$15.6M0.01%26,798CommonSOLE
742718109PGThe Procter & Gamble Co.$15.5M0.01%95,803CommonSOLE
149123101CATCaterpillar, Inc.$15.5M0.01%42,326CommonSOLE
931142103WMTWalmart, Inc.$12.4M0.01%206,860CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co., Ltd.$11.8M0.01%86,500CommonNONE
00724F101ADBEAdobe, Inc.$10.9M0.01%21,680CommonSOLE
046353108AZNNAstraZeneca PLC$10.5M0.01%155,285CommonSOLE
437076102HDThe Home Depot, Inc.$9.5M0.01%24,817CommonSOLE
30231G102XOMExxon Mobil Corp.$9.3M0.01%80,359CommonSOLE
42809H107HESHess Corp.$7.3M0.00%47,600CommonSOLE
24703L202DELLDell Technologies, Inc.$7.3M0.00%63,550CommonSOLE
929160109VMCVulcan Materials Co.$6.7M0.00%24,700CommonSOLE
101137107BSXBoston Scientific Corp.$6.7M0.00%97,095CommonSOLE
11135F101AVGOBroadcom, Inc.$6.6M0.00%4,958CommonSOLE
459200101IBMInternational Business Machines Corp.$6.5M0.00%34,270CommonSOLE
871607107SNPSSynopsys, Inc.$6.5M0.00%11,450CommonSOLE
032654105ADIAnalog Devices, Inc.$6.3M0.00%31,915CommonSOLE
151290889CXCemex SAB de CV$5.5M0.00%613,200CommonSOLE
244199105DEDeere & Co.$5.4M0.00%13,161CommonSOLE
084670702BRK/BBerkshire Hathaway, Inc.$5.4M0.00%12,820CommonSOLE
037833100AAPLApple, Inc.$4.2M0.00%24,356CommonSOLE
235851102DHRDanaher Corp.$4.1M0.00%16,525CommonSOLE
031162100AMGNAmgen, Inc.$4.1M0.00%14,382CommonSOLE
780259305SHELShell PLC$3.9M0.00%58,213CommonSOLE
406216101HALHalliburton Co.$3.6M0.00%92,402CommonSOLE
478160104JNJJohnson & Johnson$3.3M0.00%21,097CommonSOLE
717081103PFEPfizer, Inc.$3.2M0.00%116,385CommonSOLE
620076307MSIMotorola Solutions, Inc.$3.1M0.00%8,627CommonSOLE
03743Q108APAAPA Corp.$2.7M0.00%79,350CommonSOLE
084670108BRK/ABerkshire Hathaway, Inc.$2.5M0.00%4CommonSOLE
693475105PNCThe PNC Financial Services Group, Inc.$2.3M0.00%14,275CommonSOLE
78409V104SPGIS&P Global, Inc.$2.3M0.00%5,400CommonSOLE
68902V107OTISOtis Worldwide Corp.$2.2M0.00%22,260CommonSOLE
25243Q205DEODiageo PLC$2.1M0.00%13,911CommonSOLE
002824100ABTAbbott Laboratories$2.0M0.00%17,857CommonSOLE
00287Y109ABBVAbbVie, Inc.$2.0M0.00%11,006CommonSOLE
580135101MCDMcDonald's Corp.$1.8M0.00%6,550CommonSOLE
219350105GLWCorning, Inc.$1.8M0.00%55,200CommonSOLE
438516106HONHoneywell International, Inc.$1.6M0.00%8,019CommonSOLE
701094104PHParker-Hannifin Corp.$1.6M0.00%2,850CommonSOLE
92763W103VIPSVipshop Holdings, Ltd.$1.6M0.00%94,197CommonSOLE
718172109PMPhilip Morris International, Inc.$1.6M0.00%17,000CommonSOLE
65339F101NEENextEra Energy, Inc.$1.5M0.00%24,000CommonSOLE
22052L104CTVACorteva, Inc.$1.5M0.00%26,572CommonSOLE
191216100KOThe Coca-Cola Co.$1.5M0.00%24,635CommonSOLE
517834107LVSLas Vegas Sands Corp.$1.5M0.00%28,400CommonSOLE
26614N102DDDuPont de Nemours, Inc.$1.3M0.00%17,583CommonSOLE
670346105NUENucor Corp.$1.3M0.00%6,800CommonSOLE
89677Q107TCOMTrip.com Group, Ltd.$1.3M0.00%30,400CommonSOLE
194162103CLColgate-Palmolive Co.$1.3M0.00%14,000CommonSOLE
904767704Unilever PLC$1.2M0.00%23,900CommonSOLE
902973304USBU.S. Bancorp$1.1M0.00%25,000CommonSOLE
G6331P104AOSLAlpha & Omega Semiconductor, Ltd.$1.1M0.00%48,093CommonSOLE
260557103DOWDow, Inc.$1.0M0.00%17,931CommonSOLE
46591M109JOYYJOYY, Inc.$1.0M0.00%33,710CommonSOLE
278642103EBAYeBay, Inc.$987,5140.00%18,710CommonSOLE
88579Y101MMM3M Co.$978,3900.00%9,224CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$978,0540.00%14,600CommonSOLE
P31076105CPACopa Holdings SA$973,8960.00%9,350CommonSOLE
02209S103MOAltria Group, Inc.$916,0200.00%21,000CommonSOLE
609207105MDLZMondelez International, Inc.$828,8000.00%11,840CommonSOLE
03076C106AMPAmeriprise Financial, Inc.$801,0300.00%1,827CommonSOLE
370334104GISGeneral Mills, Inc.$783,6640.00%11,200CommonSOLE
G38327105GPRKGeopark, Ltd.$737,4140.00%76,814CommonSOLE
372460105GPCGenuine Parts Co.$724,2980.00%4,675CommonSOLE
48581R205KSPIKaspi.KZ JSC$710,8650.00%5,526CommonSOLE
009158106APDAir Products & Chemicals, Inc.$702,5830.00%2,900CommonSOLE
P5626F128IFSIntercorp Financial Services, Inc.$643,1080.00%27,010CommonSOLE
09247X101BLKCHFBlackRock, Inc.$625,2750.00%750CommonSOLE
615369105MCOMoody's Corp.$615,4850.00%1,566CommonSOLE
036752103ELVElevance Health, Inc.$570,3940.00%1,100CommonSOLE
G01125106AFYAAfya, Ltd.$542,2200.00%29,183CommonSOLE
713448108PEPPepsiCo, Inc.$538,1560.00%3,075CommonSOLE
482497104BEKEKE Holdings, Inc.$527,7810.00%38,440CommonSOLE
45104G104IBNICICI Bank, Ltd.$526,8800.00%19,950CommonNONE
020002101ALLThe Allstate Corp.$452,9400.00%2,618CommonSOLE
718546104PSXPhillips 66$424,6840.00%2,600CommonSOLE
539830109LMTLockheed Martin Corp.$352,5240.00%775CommonSOLE
172908105CTASCintas Corp.$343,5150.00%500CommonSOLE
693506107PPGPPG Industries, Inc.$318,7800.00%2,200CommonSOLE
65487X102NOAHNoah Holdings, Ltd.$306,7810.00%26,840CommonSOLE
98978V103ZTSZoetis, Inc.$287,6570.00%1,700CommonSOLE
92826C839VVisa, Inc.$279,0800.00%1,000CommonSOLE
54150E104LOMALoma Negra Cia Industrial Argentina SA$272,5440.00%40,800CommonSOLE
534187109LNCLincoln National Corp.$271,4050.00%8,500CommonSOLE
767204100RIORio Tinto PLC$254,9600.00%4,000CommonSOLE
71654V408PBRPetroleo Brasileiro SA$250,9650.00%16,500CommonSOLE
075887109BDXBecton, Dickinson & Co.$242,5010.00%980CommonSOLE
92343V104VZVerizon Communications, Inc.$230,7800.00%5,500CommonSOLE
74915M100QVCAUSDQurate Retail, Inc.$27,0600.00%22,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.