Bill Nygren - Oakmark Funds
As of Q2 2026, Bill Nygren reported 161 long-equity positions worth $75.16B in aggregate.
It also disclosed $263.81M of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.
Copy-investor backtest
- Latest quarter
- +14.00%
- 1-year
- +19.98%
- 3-year
- +55.68%
- 5-year
- +55.97%
- 3-year vs S&P 500
- -17.56%
- 5-year vs S&P 500
- -17.71%
- 5-year top 5
- +78.71%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 93 of 131 rows. Rows without a quote are marked unavailable.
| 1 | GM | GENERAL MTRS CO | 4.67% | Add +0.2% | 81,083,512 | $2.76B | $34.01 | No quote |
| 2 | AIG | AMERICAN INTL GROUP INC | 4.03% | Reduce -0.9% | 38,382,249 | $2.38B | $61.97 | No quote |
| 3 | BAC | BANK AMER CORP | 3.96% | Reduce -0.5% | 138,895,352 | $2.34B | $16.83 | No quote |
| 4 | JPM | JPMORGAN CHASE & CO | 3.57% | Reduce -1.1% | 31,947,357 | $2.11B | $66.03 | No quote |
| 5 | TEL | TE CONNECTIVITY LTD | 3.19% | Reduce -0.6% | 29,100,322 | $1.88B | $64.61 | No quote |
| 6 | ORCL | ORACLE CORP | 3.11% | Add +1.1% | 50,266,631 | $1.84B | $36.53 | No quote |
| 7 | WFC | WELLS FARGO & CO NEW | 3.01% | Reduce -4.8% | 32,716,872 | $1.78B | $54.36 | No quote |
| 8 | INTC | INTEL CORP | 3.00% | Reduce -18.3% | 51,459,178 | $1.77B | $34.45 | No quote |
| 9 | MA | MASTERCARD INC | 2.94% | Reduce -9.1% | 17,844,682 | $1.74B | $97.36 | No quote |
| 10 | GOOG | ALPHABET INC | 2.79% | New | 2,171,272 | $1.65B | $758.88 | No quote |
| 11 | GE | GENERAL ELECTRIC CO | 2.65% | Add +0.0% | 50,247,243 | $1.57B | $31.15 | No quote |
| 12 | C | CITIGROUP INC | 2.33% | Add +2.2% | 26,515,450 | $1.37B | $51.75 | No quote |
| 13 | MSFT | MICROSOFT CORP | 2.03% | Reduce -1.9% | 21,597,267 | $1.2B | $55.48 | No quote |
| 14 | CAT | CATERPILLAR INC DEL | 1.97% | Add +5.6% | 17,099,572 | $1.16B | $67.96 | No quote |
| 15 | AON | AON PLC | 1.81% | Reduce -1.7% | 11,560,054 | $1.07B | $92.21 | No quote |
| 16 | CMI | CUMMINS INC | 1.66% | Add +60.1% | 11,137,675 | $980.23M | $88.01 | No quote |
| 17 | AMAT | APPLIED MATLS INC | 1.42% | Add +6.7% | 44,891,908 | $838.13M | $18.67 | No quote |
| 18 | UNP | UNION PAC CORP | 1.42% | Add +12.1% | 10,701,236 | $836.84M | $78.20 | No quote |
| 19 | APC | ANADARKO PETE CORP | 1.41% | Add +33.2% | 17,164,780 | $833.87M | No quote | No quote |
| 20 | GS | GOLDMAN SACHS GROUP INC | 1.39% | Add +5.7% | 4,564,829 | $822.72M | $180.23 | No quote |
| 21 | V | VISA INC | 1.37% | Reduce -5.5% | 10,431,104 | $808.93M | $77.55 | No quote |
| 22 | BIDU | BAIDU INC | 1.34% | Reduce -55.0% | 4,196,755 | $793.35M | $189.04 | No quote |
| 23 | APA | APACHE CORP | 1.31% | Add +27.9% | 17,362,453 | $772.11M | $44.47 | No quote |
| 24 | WSH | WILLIS GROUP HOLDINGS PUBLIC | 1.29% | Reduce -20.7% | 15,653,299 | $760.28M | No quote | No quote |
| 25 | AAPL | APPLE INC | 1.23% | Add +10.2% | 6,921,226 | $728.53M | $105.26 | No quote |
| 26 | GOOGL | ALPHABET INC | 1.16% | New | 883,034 | $687.01M | $778.01 | No quote |
| 27 | QVCA | LIBERTY INTERACTIVE CORP | 1.15% | Reduce -0.1% | 24,872,480 | $679.52M | No quote | No quote |
| 28 | BLK | BLACKROCK INC | 1.10% | Reduce -2.7% | 1,900,250 | $647.07M | $340.52 | No quote |
| 29 | COF | CAPITAL ONE FINL CORP | 1.09% | Reduce -0.3% | 8,952,896 | $646.22M | $72.18 | No quote |
| 30 | MLCO | MELCO CROWN ENTMT LTD | 1.09% | Add +8.5% | 38,463,781 | $646.19M | $16.80 | No quote |
| 31 | DEO | DIAGEO P L C | 1.06% | Reduce -5.0% | 5,729,745 | $624.94M | $109.07 | No quote |
| 32 | UNH | UNITEDHEALTH GROUP INC | 1.05% | Reduce -7.3% | 5,265,764 | $619.46M | $117.64 | No quote |
| 33 | FNF | FIDELITY NATIONAL FINANCIAL | 0.97% | Add +3.1% | 16,461,402 | $570.72M | $34.67 | No quote |
| 34 | CBRE | CBRE GROUP INC | 0.90% | Reduce -1.4% | 15,374,417 | $531.65M | $34.58 | No quote |
| 35 | MON | MONSANTO CO NEW | 0.87% | Reduce -30.4% | 5,204,696 | $512.77M | No quote | No quote |
| 36 | FDX | FEDEX CORP | 0.86% | Reduce -0.6% | 3,408,671 | $507.86M | $148.99 | No quote |
| 37 | BK | BANK NEW YORK MELLON CORP | 0.86% | Reduce -0.0% | 12,249,751 | $504.94M | $41.22 | No quote |
| 38 | CVS | CVS HEALTH CORP | 0.86% | Reduce 0.0% | 5,164,454 | $504.93M | $97.77 | No quote |
| 39 | MDT | MEDTRONIC PLC | 0.83% | Reduce -8.4% | 6,388,347 | $491.39M | $76.92 | No quote |
| 40 | AFL | AFLAC INC | 0.78% | Reduce -3.6% | 7,670,867 | $459.49M | $59.90 | No quote |
| 41 | PFG | PRINCIPAL FINL GROUP INC | 0.78% | Reduce -0.1% | 10,207,368 | $459.13M | $44.98 | No quote |
| 42 | AXP | AMERICAN EXPRESS CO | 0.76% | Add +10.6% | 6,472,713 | $450.18M | $69.55 | No quote |
| 43 | TXN | TEXAS INSTRS INC | 0.76% | Reduce -0.1% | 8,209,775 | $449.98M | $54.81 | No quote |
| 44 | FL | FOOT LOCKER INC | 0.74% | Reduce -11.3% | 6,691,145 | $435.53M | No quote | No quote |
| 45 | DOV | DOVER CORP | 0.73% | Reduce -8.7% | 7,073,729 | $433.69M | $61.31 | No quote |
| 46 | IPG | INTERPUBLIC GROUP COS INC | 0.73% | Add +2.0% | 18,405,398 | $428.48M | No quote | No quote |
| 47 | PH | PARKER HANNIFIN CORP | 0.71% | Add +7.9% | 4,342,297 | $421.12M | $96.98 | No quote |
| 48 | TV | GRUPO TELEVISA SA | 0.69% | New | 15,061,690 | $409.83M | No quote | No quote |
| 49 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.69% | Add +3.0% | 29,177,376 | $408.19M | No quote | No quote |
| 50 | ADP | AUTOMATIC DATA PROCESSING IN | 0.67% | Reduce -0.0% | 4,647,370 | $393.73M | $84.72 | No quote |
| 51 | AMTD | TD AMERITRADE HLDG CORP | 0.67% | Reduce -16.3% | 11,310,669 | $392.59M | No quote | No quote |
| 52 | TIF | TIFFANY & CO NEW | 0.64% | Reduce -0.7% | 4,983,072 | $380.16M | No quote | No quote |
| 53 | CHTR | CHARTER COMMUNICATIONS INC D | 0.63% | Add +455.5% | 2,043,297 | $374.13M | $183.10 | No quote |
| 54 | BWA | BORGWARNER INC | 0.62% | Add +7.3% | 8,422,453 | $364.1M | $43.23 | No quote |
| 55 | STT | STATE STR CORP | 0.60% | Add +6.1% | 5,315,245 | $352.72M | $66.36 | No quote |
| 56 | FLS | FLOWSERVE CORP | 0.59% | Reduce -1.2% | 8,216,450 | $345.75M | $42.08 | No quote |
| 57 | UL | UNILEVER PLC | 0.58% | Reduce -3.5% | 7,976,252 | $343.94M | $43.12 | No quote |
| 58 | WHR | WHIRLPOOL CORP | 0.58% | Add +64.2% | 2,340,395 | $343.73M | $146.87 | No quote |
| 59 | PM | PHILIP MORRIS INTL INC | 0.58% | Reduce -0.0% | 3,886,427 | $341.66M | $87.91 | No quote |
| 60 | CMCSA | COMCAST CORP NEW | 0.56% | Add +515.9% | 5,815,584 | $328.17M | $56.43 | No quote |
| 61 | BHI | BAKER HUGHES INC | 0.55% | Reduce -0.1% | 7,082,568 | $326.86M | No quote | No quote |
| 62 | NOV | NATIONAL OILWELL VARCO INC | 0.55% | Add +5.8% | 9,660,015 | $323.51M | $33.49 | No quote |
| 63 | QCOM | QUALCOMM INC | 0.52% | Add +3.4% | 6,158,789 | $307.85M | $49.98 | No quote |
| 64 | KMX | CARMAX INC | 0.50% | Add +26.5% | 5,465,704 | $294.98M | $53.97 | No quote |
| 65 | HNT | HEALTH NET INC | 0.50% | Reduce -3.4% | 4,302,367 | $294.54M | No quote | No quote |
| 66 | ALLY | ALLY FINL INC | 0.49% | New | 15,393,253 | $286.93M | $18.64 | No quote |
| 67 | NWSA | NEWS CORP NEW | 0.47% | Reduce -0.1% | 20,918,171 | $279.47M | $13.36 | No quote |
| 68 | THC | TENET HEALTHCARE CORP | 0.43% | Add +25.6% | 8,346,668 | $252.9M | $30.30 | No quote |
| 69 | SNY | SANOFI | 0.42% | Reduce -2.3% | 5,775,040 | $246.31M | $42.65 | No quote |
| 70 | HAL | HALLIBURTON CO | 0.41% | Reduce -20.0% | 7,137,607 | $242.96M | $34.04 | No quote |
| 71 | GIS | GENERAL MLS INC | 0.41% | Reduce -30.0% | 4,165,823 | $240.2M | $57.66 | No quote |
| 72 | USB | US BANCORP DEL | 0.40% | Add +15.1% | 5,475,906 | $233.66M | $42.67 | No quote |
| 73 | ROK | ROCKWELL AUTOMATION INC | 0.39% | Add +0.1% | 2,259,496 | $231.85M | $102.61 | No quote |
| 74 | CHK | CHESAPEAKE ENERGY CORP | 0.38% | Add +13.1% | 50,304,650 | $226.37M | No quote | No quote |
| 75 | TROW | PRICE T ROWE GROUP INC | 0.38% | Reduce -16.6% | 3,159,993 | $225.91M | $71.49 | No quote |
| 76 | RGA | REINSURANCE GROUP AMER INC | 0.37% | Reduce -0.0% | 2,534,800 | $216.85M | $85.55 | No quote |
| 77 | CPN | CALPINE CORP | 0.36% | Add +16.2% | 14,709,304 | $212.84M | No quote | No quote |
| 78 | BEN | FRANKLIN RES INC | 0.36% | Reduce -55.4% | 5,694,551 | $209.67M | $36.82 | No quote |
| 79 | TRCO | TRIBUNE MEDIA CO | 0.34% | Add +1.7% | 5,989,535 | $202.51M | No quote | No quote |
| 80 | USG | U S G CORP | 0.28% | Add +36.7% | 6,914,950 | $167.96M | No quote | No quote |
| 81 | HSNI | HSN INC | 0.28% | Reduce -0.7% | 3,245,999 | $164.48M | No quote | No quote |
| 82 | GWW | GRAINGER W W INC | 0.27% | Reduce -5.5% | 788,763 | $159.8M | $202.59 | No quote |
| 83 | HOG | HARLEY DAVIDSON INC | 0.27% | Reduce -0.8% | 3,465,614 | $157.3M | $45.39 | No quote |
| 84 | LEA | LEAR CORP | 0.26% | Reduce -53.7% | 1,272,634 | $156.32M | $122.83 | No quote |
| 85 | PCP | PRECISION CASTPARTS CORP | 0.26% | Reduce -24.4% | 669,685 | $155.37M | No quote | No quote |
| 86 | BRKR | BRUKER CORP | 0.24% | Reduce -12.3% | 5,950,998 | $144.43M | $24.27 | No quote |
| 87 | LYV | LIVE NATION ENTERTAINMENT IN | 0.22% | Add +5.7% | 5,299,930 | $130.22M | $24.57 | No quote |
| 88 | HHC | HOWARD HUGHES CORP | 0.20% | Add +14.2% | 1,065,646 | $120.59M | No quote | No quote |
| 89 | OII | OCEANEERING INTL INC | 0.20% | Reduce -2.5% | 3,134,250 | $117.6M | No quote | No quote |
| 90 | ITRI | ITRON INC | 0.19% | Add +8.0% | 3,156,690 | $114.21M | $36.18 | No quote |
| 91 | ITW | ILLINOIS TOOL WKS INC | 0.19% | Reduce -13.8% | 1,192,889 | $110.56M | $92.68 | No quote |
| 92 | BR | BROADRIDGE FINL SOLUTIONS IN | 0.18% | Reduce -50.7% | 1,942,000 | $104.34M | $53.73 | No quote |
| 93 | MTW | MANITOWOC INC | 0.17% | Add +41.9% | 6,594,824 | $101.23M | $15.35 | No quote |
| 94 | KATE | KATE SPADE & CO | 0.16% | Add +2.4% | 5,270,120 | $93.65M | No quote | No quote |
| 95 | CRI | CARTER INC | 0.13% | Reduce -10.0% | 847,025 | $75.41M | $89.03 | No quote |
| 96 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.12% | Reduce -1.4% | 895,150 | $72.85M | $81.38 | No quote |
| 97 | DNOW | NOW INC | 0.11% | Reduce -38.7% | 4,104,289 | $64.93M | $15.82 | No quote |
| 98 | WCC | WESCO INTL INC | 0.10% | Reduce -6.6% | 1,388,341 | $60.64M | $43.68 | No quote |
| 99 | MLKN | MILLER HERMAN INC | 0.10% | Reduce -2.8% | 2,012,402 | $57.76M | $28.70 | No quote |
| 100 | DDS | DILLARDS INC | 0.10% | Add +43.0% | 854,286 | $56.14M | No quote | No quote |
| 101 | AXTA | AXALTA COATING SYS LTD | 0.09% | New | 1,929,150 | $51.41M | $26.65 | No quote |
| 102 | OSK | OSHKOSH CORP | 0.09% | Add +349.6% | 1,292,700 | $50.47M | $39.04 | No quote |
| 103 | GLPI | GAMING & LEISURE PPTYS INC | 0.08% | Add +85.2% | 1,744,901 | $48.51M | $27.80 | No quote |
| 104 | ORBK | ORBOTECH LTD | 0.08% | Reduce -13.0% | 2,016,712 | $44.63M | No quote | No quote |
| 105 | ETFC | E TRADE FINANCIAL CORP | 0.07% | Reduce -1.9% | 1,334,906 | $39.57M | No quote | No quote |
| 106 | HTZ | HERTZ GLOBAL HOLDINGS INC | 0.07% | New | 2,763,350 | $39.32M | $14.23 | No quote |
| 107 | RDC | ROWAN COMPANIES PLC | 0.06% | Reduce -3.4% | 2,097,650 | $35.56M | No quote | No quote |
| 108 | LBRDK | LIBERTY BROADBAND CORP | 0.05% | New | 533,622 | $27.67M | $51.86 | No quote |
| 109 | AMZN | AMAZON COM INC | 0.04% | Reduce -97.5% | 37,925 | $25.63M | $675.89 | No quote |
| 110 | LRCX | LAM RESEARCH CORP | 0.04% | Reduce -1.5% | 321,450 | $25.53M | $79.42 | No quote |
| 111 | KN | KNOWLES CORP | 0.04% | Reduce -43.0% | 1,898,871 | $25.31M | $13.33 | No quote |
| 112 | LVS | LAS VEGAS SANDS CORP | 0.04% | Reduce -12.4% | 534,515 | $23.43M | $43.84 | No quote |
| 113 | CMA | COMERICA INC | 0.03% | Add +0.1% | 470,951 | $19.7M | No quote | No quote |
| 114 | BLT | BLOUNT INTL INC NEW | 0.03% | Reduce -32.4% | 1,964,544 | $19.27M | No quote | No quote |
| 115 | CDW | CDW CORP | 0.02% | Reduce -1.3% | 331,092 | $13.92M | $42.04 | No quote |
| 116 | TMK | TORCHMARK CORP | 0.01% | Reduce -4.8% | 125,026 | $7.15M | No quote | No quote |
| 117 | QGEN | QIAGEN NV | 0.01% | New | 256,800 | $7.1M | No quote | No quote |
| 118 | SCCO | SOUTHERN COPPER CORP | 0.00% | Reduce -85.8% | 100,000 | $2.61M | $26.12 | No quote |
| 119 | DKS | DICKS SPORTING GOODS INC | 0.00% | Reduce -4.1% | 45,375 | $1.6M | $35.35 | No quote |
| 120 | T | AT&T INC | 0.00% | New | 43,251 | $1.49M | $34.40 | No quote |
| 121 | AGCO | AGCO CORP | 0.00% | Reduce -1.5% | 27,725 | $1.26M | $45.37 | No quote |
| 122 | HD | HOME DEPOT INC | 0.00% | Reduce -13.1% | 1,953 | $258K | $132.10 | No quote |
| 123 | UN | UNILEVER N V | 0.00% | Reduce -17.2% | 4,800 | $208K | No quote | No quote |
| 124 | UPL | ULTRA PETROLEUM CORP | 0.00% | Reduce -99.4% | 11,200 | $28K | No quote | No quote |
| 131 | OMC | OMNICOM GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 130 | GOOG | GOOGLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 129 | GOOGL | GOOGLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 128 | CMCSK | COMCAST CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 127 | CAB | CABELAS INC | - | Sold | 0 | $0 | No quote | No quote |
| 126 | AAP | ADVANCE AUTO PARTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 125 | ACN | ACCENTURE PLC IRELAND | - | Sold | 0 | $0 | No quote | No quote |