Follow-The-Filings

Featured 13F manager

Harris Associates L P Bill Nygren / Oakmark

Chicago, IL 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $75.4B
  • 161 Positions
  • 2026 Q2
  • +0.5% QoQ
  • Top 5 17.2%

Portfolio

2026 Q2 · filed 8/14/2026 · 161 long · top 12 shown

top 5 17.2% · top 10 31.4%

AUM over time

2026 Q2 $75.4B +0.5% QoQ
2021 Q3 · $62.8B 2021 Q3 · $62.8B
Q3 2021
2021 Q4 · $64.2B · +2.3% QoQ 2021 Q4 · $64.2B · +2.3% QoQ
Q4
2022 Q1 · $75.9B · +18.2% QoQ 2022 Q1 · $75.9B · +18.2% QoQ
Q1 2022
2022 Q2 · $62.9B · −17.2% QoQ 2022 Q2 · $62.9B · −17.2% QoQ
Q2
2022 Q3 · $59.7B · −5.0% QoQ 2022 Q3 · $59.7B · −5.0% QoQ
Q3
2022 Q4 · $49.1B · −17.7% QoQ 2022 Q4 · $49.1B · −17.7% QoQ
Q4
2023 Q1 · $51.5B · +4.9% QoQ 2023 Q1 · $51.5B · +4.9% QoQ
Q1 2023
2023 Q2 · $53.1B · +3.1% QoQ 2023 Q2 · $53.1B · +3.1% QoQ
Q2
2023 Q3 · $51.4B · −3.3% QoQ 2023 Q3 · $51.4B · −3.3% QoQ
Q3
2023 Q4 · $58B · +12.9% QoQ 2023 Q4 · $58B · +12.9% QoQ
Q4
2024 Q1 · $61.8B · +6.5% QoQ 2024 Q1 · $61.8B · +6.5% QoQ
Q1 2024
2024 Q2 · $59.1B · −4.4% QoQ 2024 Q2 · $59.1B · −4.4% QoQ
Q2
2024 Q3 · $76.6B · +29.7% QoQ 2024 Q3 · $76.6B · +29.7% QoQ
Q3
2024 Q4 · $76B · −0.8% QoQ 2024 Q4 · $76B · −0.8% QoQ
Q4
2025 Q1 · $59.5B · −21.6% QoQ 2025 Q1 · $59.5B · −21.6% QoQ
Q1 2025
2025 Q2 · $61.5B · +3.3% QoQ 2025 Q2 · $61.5B · +3.3% QoQ
Q2
2025 Q3 · $62.4B · +1.4% QoQ 2025 Q3 · $62.4B · +1.4% QoQ
Q3
2025 Q4 · $79.1B · +26.8% QoQ 2025 Q4 · $79.1B · +26.8% QoQ
Q4
2026 Q1 · $75B · −5.2% QoQ 2026 Q1 · $75B · −5.2% QoQ
Q1 2026
2026 Q2 · $75.4B · +0.5% QoQ 2026 Q2 · $75.4B · +0.5% QoQ
Q2

Book

2025 Q4 2025 Q3 · filed 17 Feb · long equity

GOOGL - Alphabet · CL A 3.53% Reduce −21.8% 8,918,581 $313.00 $2.8B −2,488,646 +$18M
COF - Capital One Finl 3.32% Add +19.9% 10,825,295 $242.36 $2.6B +1,800,024 +$705M
CRM - Salesforce 3.28% Add +39.0% 9,791,328 $264.91 $2.6B +2,744,748 +$924M
IQV - IQVIA 3.22% Reduce −0.6% 11,319,718 $225.41 $2.6B −67,547 +$389M
ABNB - Airbnb · CL A 3.21% Add +21.0% 18,694,408 $135.72 $2.5B +3,240,477 +$661M
ICE - Intercontinental Exchange 3.19% Add +52.9% 15,584,531 $161.96 $2.5B +5,388,812 +$806M
KDP - Keurig Dr Pepper 3.05% Add +37.8% 86,269,175 $28.01 $2.4B +23,650,072 +$819M
WBD - Warner Bros Discovery 2.87% Reduce −17.8% 78,854,809 $28.82 $2.3B −17,105,784 +$398M
COP - Conocophillips 2.84% Add +27.2% 24,002,747 $93.61 $2.2B +5,138,469 +$463M
SCHW - Schwab Charles 2.78% Add +3.7% 22,031,493 $99.91 $2.2B +795,875 +$174M
FCNCA - First Ctzns Bancshares · CL A 2.52% Add +26.0% 928,944 $2,146 $2B +191,627 +$675M
AIG - American Intl Group 2.39% Add +24.5% 22,144,430 $85.55 $1.9B +4,351,778 +$497M
WTW - Willis Towers Watson 2.33% Add +30.7% 5,613,089 $328.60 $1.8B +1,318,482 +$361M
PSX - Phillips 66 2.28% Add +2.5% 13,978,492 $129.04 $1.8B +338,114 −$52M
TRGP - Targa Res 2.27% Add +134.2% 9,729,925 $184.50 $1.8B +5,574,911 +$1.1B
ELV - Elevance 2.12% Add +50.3% 4,794,445 $350.55 $1.7B +1,604,821 +$650M
EFX - Equifax 2.07% Add +29.5% 7,557,127 $216.98 $1.6B +1,723,439 +$143M
MRK - Merck & 1.87% Add +43.4% 14,088,705 $105.26 $1.5B +4,265,097 +$658M
DE - Deere 1.84% Add +45.4% 3,135,045 $465.57 $1.5B +978,857 +$474M
GM - General Mtrs 1.79% Reduce −17.3% 17,407,745 $81.32 $1.4B −3,642,979 +$132M
DAL - Delta Air Lines Del 1.73% Add +45.4% 19,666,515 $69.40 $1.4B +6,144,645 +$597M
GEHC - GE HealthCare 1.64% Add +43.9% 15,854,646 $82.02 $1.3B +4,833,318 +$473M
ALLY - Ally Finl 1.55% Add +0.2% 27,045,748 $45.29 $1.2B +47,307 +$167M
WFC - Wells Fargo 1.52% Add +19.5% 12,903,643 $93.20 $1.2B +2,101,383 +$297M
C - Citigroup 1.48% Reduce −27.3% 10,041,169 $116.69 $1.2B −3,772,338 −$230M
CTVA - Corteva 1.44% Add +168.1% 17,026,221 $67.03 $1.1B +10,675,052 +$712M
CBRE - CBRE Group · CL A 1.41% Add +0.6% 6,928,621 $160.79 $1.1B +38,646 +$28M
ZBH - Zimmer Biomet 1.39% Add +158.2% 12,264,703 $89.92 $1.1B +7,514,136 +$635M
BAC - Bank of America 1.38% Reduce −26.9% 19,853,400 $55.00 $1.1B −7,301,220 −$309M
FISV - Fiserv 1.32% Add +130.0% 15,554,703 $67.17 $1B +8,790,629 +$173M
AMZN - Amazon 1.30% Add +2.5% 4,463,110 $230.82 $1B +110,860 +$75M
NKE - NIKE · CL B 1.20% Add +72.3% 14,956,882 $63.71 $953M +6,277,987 +$348M
CHTR - Charter Communications · CL A 1.15% Add +24.3% 4,344,822 $208.75 $907M +850,271 −$54M
CG - Carlyle Group 1.14% Add +39.1% 15,198,269 $59.11 $898M +4,270,119 +$213M
GPN - Global Pmts 1.11% Add +66.4% 11,348,361 $77.40 $878M +4,529,670 +$312M
RGA - Reinsurance Grp 1.10% Add +27.4% 4,261,078 $203.46 $867M +915,397 +$224M
UNP - Union Pac 1.07% Add +149.5% 3,656,510 $231.32 $846M +2,190,923 +$499M
AER - Aercap 1.06% New 5,840,480 $143.76 $840M +5,840,480 +$840M
NDAQ - Nasdaq 1.06% Add +46.0% 8,621,689 $97.13 $837M +2,716,280 +$315M
CMCSA - Comcast · CL A 1.04% Add +24.5% 27,458,428 $29.89 $821M +5,399,810 +$128M
STT - State Str 1.03% Reduce −17.3% 6,306,244 $129.01 $814M −1,314,807 −$71M
EOG - Eog Res 0.98% Add +61.6% 7,372,292 $105.01 $774M +2,809,242 +$263M
CRBG - Corebridge Finl 0.93% Add +30.1% 24,370,017 $30.17 $735M +5,644,724 +$135M
TEL - Te Connectivity 0.93% Reduce −19.4% 3,229,986 $227.51 $735M −777,620 −$145M
MAS - Masco 0.92% Add +55.2% 11,501,911 $63.46 $730M +4,090,719 +$208M
CNH - Cnh Indl 0.86% Reduce −7.4% 73,420,366 $9.22 $677M −5,907,961 −$184M
MPC - Marathon Petroleum 0.83% Add +0.7% 4,031,962 $162.63 $656M +26,380 −$116M
LAD - Lithia Mtrs 0.83% Reduce −0.8% 1,967,035 $332.33 $654M −15,262 +$27M
CDW - CDW Corp 0.78% Add +1548.4% 4,525,812 $136.20 $616M +4,251,262 +$573M
AMRZ - Amrize 0.78% New 11,379,547 $54.08 $615M +11,379,547 +$615M

Showing top 50 of 163 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
ACVA - Acv Auctions · CL A 0.06% Exit 0 $9.91 $38M −3,804,814 −$38M
Cushman Wakefield 0.06% Exit 0 $15.92 $37M −2,310,494 −$37M
Interpublic Group Cos 0.02% Exit 0 $27.91 $14M −493,971 −$14M
GLIBK - Gci Liberty 0.02% Exit 0 $37.27 $13M −354,597 −$13M
CFG - Citizens Finl Group Exit 0 $53.18 $835K −15,702 −$835K
TSM - Taiwan Semiconductor Mfg Exit 0 $279.32 $331K −1,185 −$331K
CRI - Carters Exit 0 $28.21 $330K −11,700 −$330K
NOW - Servicenow Exit 0 $920.59 $313K −340 −$313K
RSP — Exit 0 $189.93 $279K −1,469 −$279K
CDNS - Cadence Design System Exit 0 $350.63 $277K −790 −$277K
BKNG - Booking Exit 0 $5,391 $248K −46 −$248K
LHX - L3harris Technologies Exit 0 $305.75 $218K −713 −$218K
HON - Honeywell Intl Exit 0 $210.84 $214K −1,015 −$214K
MSI - Motorola Solutions Exit 0 $456.29 $214K −469 −$214K
KO - Coca Cola Exit 0 $66.46 $212K −3,190 −$212K
QCOM - Qualcomm Exit 0 $166.67 $211K −1,266 −$211K
USHY - Ishares Tr Exit 0 $37.68 $143K −3,795 −$143K
IWR - Ishares Tr Exit 0 $97.00 $97K −1,000 −$97K
GLIBA - Gci Liberty Exit 0 $37.50 $75K −2,000 −$75K
EFA - Ishares Tr Exit 0 $94.02 $44K −468 −$44K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q3. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 162 $75.4B +0.5% 13F-HR 8/14/2026 000081391726000042
2026 Q1 158 $75B −5.2% 13F-HR 5/15/2026 000081391726000038
2025 Q4 168 $79.1B +26.8% 13F-HR 2/17/2026 000081391726000022
2025 Q3 177 $62.4B +1.4% 13F-HR 11/14/2025 000081391725000007
2025 Q2 171 $61.5B +3.3% 13F-HR 8/14/2025 000141588925021935
2025 Q1 158 $59.5B −21.6% 13F-HR 5/15/2025 000141588925013201
2024 Q4 153 $76B −0.8% 13F-HR 2/14/2025 000141588925004109
2024 Q3 146 $76.6B +29.7% 13F-HR 11/14/2024 000141588924026858
2024 Q2 132 $59.1B −4.4% 13F-HR 8/14/2024 000141588924021281
2024 Q1 133 $61.8B +6.5% 13F-HR 5/15/2024 000141588924013209
2023 Q4 143 $58B +12.9% 13F-HR 2/14/2024 000141588924003711
2023 Q3 134 $51.4B −3.3% 13F-HR 11/14/2023 000141588923015098
2023 Q2 142 $53.1B +3.1% 13F-HR 8/14/2023 000141588923012199
2023 Q1 149 $51.5B +4.9% 13F-HR 5/15/2023 000141588923007964
2022 Q4 143 $49.1B −17.7% 13F-HR 2/14/2023 000141588923002481
2022 Q3 141 $59.7B −5.0% 13F-HR 11/14/2022 000141588922011341
2022 Q2 139 $62.9B −17.2% 13F-HR 8/15/2022 000141588922008594
2022 Q1 141 $75.9B +18.2% 13F-HR 5/16/2022 000141588922004985
2021 Q4 142 $64.2B +2.3% 13F-HR 2/14/2022 000081391722000020
2021 Q3 137 $62.8B 13F-HR 11/15/2021 000081391721000049

About

HARRIS ASSOCIATES L P

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Bill Nygren / Oakmark
SEC filing name
HARRIS ASSOCIATES L P
Location
Chicago, IL
All SEC filings
View on sec.gov