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DODGE & COX
CRD 104596File 801-1895
APPROVED
Retail clients
Filing as of Apr 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$466.56B
Top 10% of cohort (national)
Discretionary AUM
$465.58B
Non-discretionary $984.9M
Clients
740
740 accounts
Employees
336
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 14, 1959
- Principal office
- 555 CALIFORNIA STREET, 40TH FLOOR, SAN FRANCISCO, CA, 94104
- Phone
- 415-981-1710
- Website
- https://dodgeandcox.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $466.56B
- Discretionary AUM
- $465.58B
- Non-discretionary AUM
- $984.9M
- Discretionary accounts
- 739
- Non-discretionary accounts
- 1
- Total accounts
- 740
- AUM per client
- $630.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 31 | $8.41B |
| Insurance companies | 9 | $4.00B |
| Investment companies | 9 | $328.47B |
| Charitable organizations | 61 | $3.38B |
| High net worth individuals | 331 | $7.69B |
| Pooled investment vehicles | 4 | $11.95B |
| Pension and profit sharing plans | 225 | $73.27B |
| State or municipal government entities | 54 | $29.40B |
| Individuals (other than high net worth individuals) | 16 | $7.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 326 | 336 | increased by10 |
| Apr 1, 2026 | Clients | 735 | 740 | increased by5 |
| Apr 1, 2026 | AUM | $400,289,337,103 | $466,563,043,063 | increased by$66,273,705,960 |
| Apr 1, 2026 | Accounts | 735 | 740 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 289 | 326 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 772 | 735 | decreased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $371,276,993,898 | $400,289,337,103 | increased by$29,012,343,205 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 772 | 735 | decreased by37 |
| Apr 1, 2022 | Employees | 277 | 289 | increased by12 |
| Apr 1, 2022 | Clients | 771 | 772 | increased by1 |
| Apr 1, 2022 | AUM | $325,307,717,044 | $371,276,993,898 | increased by$45,969,276,854 |
| Apr 1, 2022 | Accounts | 771 | 772 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DODGE COX” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DODGE COX” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.