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 92 of 129 rows. Rows without a quote are marked unavailable.
| 1 | GM | GENERAL MTRS CO | 4.21% | Reduce -6.1% | 73,765,602 | $2.09B | $28.30 | No quote |
| 2 | ORCL | ORACLE CORP | 3.72% | Reduce -5.4% | 45,120,556 | $1.85B | $40.93 | No quote |
| 3 | BAC | BANK AMER CORP | 3.59% | Reduce -7.0% | 134,260,262 | $1.78B | $13.27 | No quote |
| 4 | AIG | AMERICAN INTL GROUP INC | 3.42% | Reduce -9.1% | 32,107,817 | $1.7B | $52.89 | No quote |
| 5 | JPM | JPMORGAN CHASE & CO | 3.28% | Reduce -10.1% | 26,205,547 | $1.63B | $62.14 | No quote |
| 6 | TEL | TE CONNECTIVITY LTD | 3.24% | Reduce -2.9% | 28,128,618 | $1.61B | $57.11 | No quote |
| 7 | GOOG | ALPHABET INC | 3.04% | Add +10.0% | 2,182,353 | $1.51B | $692.10 | No quote |
| 8 | MA | MASTERCARD INC | 2.86% | Reduce -4.3% | 16,134,895 | $1.42B | $88.06 | No quote |
| 9 | WFC | WELLS FARGO & CO NEW | 2.59% | Reduce -8.5% | 27,168,310 | $1.29B | $47.33 | No quote |
| 10 | C | CITIGROUP INC | 2.42% | Reduce -1.2% | 28,351,737 | $1.2B | $42.39 | No quote |
| 11 | GE | GENERAL ELECTRIC CO | 2.42% | Reduce -16.8% | 38,117,385 | $1.2B | $31.48 | No quote |
| 12 | CAT | CATERPILLAR INC DEL | 2.11% | Reduce -8.6% | 13,835,695 | $1.05B | $75.81 | No quote |
| 13 | CMI | CUMMINS INC | 1.96% | Reduce -10.1% | 8,660,414 | $973.78M | $112.44 | No quote |
| 14 | BIDU | BAIDU INC | 1.75% | Add +12.2% | 5,266,680 | $869.79M | $165.15 | No quote |
| 15 | AON | AON PLC | 1.73% | Reduce -11.6% | 7,841,660 | $856.54M | $109.23 | No quote |
| 16 | GS | GOLDMAN SACHS GROUP INC | 1.72% | Add +6.3% | 5,743,708 | $853.4M | $148.58 | No quote |
| 17 | APA | APACHE CORP | 1.69% | Reduce -6.9% | 15,085,997 | $839.84M | $55.67 | No quote |
| 18 | MSFT | MICROSOFT CORP | 1.69% | Reduce -8.5% | 16,365,931 | $837.45M | $51.17 | No quote |
| 19 | INTC | INTEL CORP | 1.63% | Reduce -43.4% | 24,734,993 | $811.31M | $32.80 | No quote |
| 20 | TV | GRUPO TELEVISA SA | 1.57% | Add +20.9% | 29,888,272 | $778.29M | No quote | No quote |
| 21 | UNH | UNITEDHEALTH GROUP INC | 1.44% | Reduce -2.4% | 5,062,362 | $714.81M | $141.20 | No quote |
| 22 | DEO | DIAGEO P L C | 1.28% | Reduce -1.0% | 5,645,032 | $637.21M | $112.88 | No quote |
| 23 | QVCA | LIBERTY INTERACTIVE CORP | 1.22% | Reduce -3.2% | 23,834,788 | $604.69M | No quote | No quote |
| 24 | FNF | FIDELITY NATIONAL FINANCIAL | 1.18% | Reduce -2.8% | 15,585,352 | $584.45M | $37.50 | No quote |
| 25 | V | VISA INC | 1.18% | Reduce -3.6% | 7,863,614 | $583.25M | $74.17 | No quote |
| 26 | AMAT | APPLIED MATLS INC | 1.15% | Reduce -38.7% | 23,905,923 | $573.03M | $23.97 | No quote |
| 27 | COF | CAPITAL ONE FINL CORP | 1.06% | Reduce -5.4% | 8,276,231 | $525.62M | $63.51 | No quote |
| 28 | AFL | AFLAC INC | 1.04% | Reduce -2.0% | 7,129,309 | $514.45M | $72.16 | No quote |
| 29 | LNKD | LINKEDIN CORP | 1.03% | New | 2,700,650 | $511.1M | No quote | No quote |
| 30 | PFG | PRINCIPAL FINL GROUP INC | 1.03% | Add +0.1% | 12,419,677 | $510.57M | $41.11 | No quote |
| 31 | TXN | TEXAS INSTRS INC | 1.02% | Reduce -1.1% | 8,110,695 | $508.14M | $62.65 | No quote |
| 32 | DOV | DOVER CORP | 0.98% | Reduce -0.1% | 7,021,444 | $486.73M | $69.32 | No quote |
| 33 | CVS | CVS HEALTH CORP | 0.98% | Reduce -1.6% | 5,082,289 | $486.58M | $95.74 | No quote |
| 34 | WTW | WILLIS TOWERS WATSON PUB LTD | 0.96% | Reduce -24.9% | 3,832,561 | $476.43M | $124.31 | No quote |
| 35 | BLK | BLACKROCK INC | 0.96% | Reduce -11.9% | 1,388,768 | $475.7M | $342.53 | No quote |
| 36 | BK | BANK NEW YORK MELLON CORP | 0.95% | Add +0.0% | 12,118,431 | $470.8M | $38.85 | No quote |
| 37 | CHTR | CHARTER COMMUNICATIONS INC N | 0.94% | New | 2,049,200 | $468.53M | $228.64 | No quote |
| 38 | NOV | NATIONAL OILWELL VARCO INC | 0.94% | Add +15.3% | 13,846,836 | $465.95M | $33.65 | No quote |
| 39 | MLCO | MELCO CROWN ENTMT LTD | 0.94% | Add +25.9% | 36,969,470 | $465.08M | $12.58 | No quote |
| 40 | UNP | UNION PAC CORP | 0.94% | Reduce -9.9% | 5,321,203 | $464.28M | $87.25 | No quote |
| 41 | GOOGL | ALPHABET INC | 0.90% | Reduce -21.2% | 631,571 | $444.33M | $703.53 | No quote |
| 42 | KMX | CARMAX INC | 0.87% | Add +48.8% | 8,828,352 | $432.85M | $49.03 | No quote |
| 43 | CBRE | CBRE GROUP INC | 0.86% | Reduce -3.7% | 16,040,837 | $424.76M | $26.48 | No quote |
| 44 | FDX | FEDEX CORP | 0.85% | Reduce -1.1% | 2,772,970 | $420.88M | $151.78 | No quote |
| 45 | STT | STATE STR CORP | 0.82% | Reduce -1.6% | 7,562,975 | $407.8M | $53.92 | No quote |
| 46 | ALLY | ALLY FINL INC | 0.81% | Add +0.4% | 23,512,030 | $401.35M | $17.07 | No quote |
| 47 | PM | PHILIP MORRIS INTL INC | 0.75% | Reduce -2.5% | 3,665,227 | $372.83M | $101.72 | No quote |
| 48 | ADP | AUTOMATIC DATA PROCESSING IN | 0.74% | Reduce -6.8% | 4,020,025 | $369.32M | $91.87 | No quote |
| 49 | IPG | INTERPUBLIC GROUP COS INC | 0.74% | Reduce -4.3% | 15,958,306 | $368.64M | No quote | No quote |
| 50 | FL | FOOT LOCKER INC | 0.74% | Add +0.1% | 6,689,530 | $366.99M | No quote | No quote |
| 51 | HOG | HARLEY DAVIDSON INC | 0.72% | Add +163.3% | 7,918,594 | $358.71M | $45.30 | No quote |
| 52 | AAPL | APPLE INC | 0.72% | Add +1.7% | 3,740,247 | $357.57M | $95.60 | No quote |
| 53 | APC | ANADARKO PETE CORP | 0.70% | Reduce -45.9% | 6,524,590 | $347.43M | No quote | No quote |
| 54 | WHR | WHIRLPOOL CORP | 0.70% | Reduce -10.1% | 2,076,350 | $346M | $166.64 | No quote |
| 55 | QCOM | QUALCOMM INC | 0.67% | Add +2.9% | 6,168,055 | $330.42M | $53.57 | No quote |
| 56 | CMCSA | COMCAST CORP NEW | 0.66% | Add +1.2% | 5,005,729 | $326.32M | $65.19 | No quote |
| 57 | AMTD | TD AMERITRADE HLDG CORP | 0.64% | Reduce -0.1% | 11,236,394 | $319.96M | No quote | No quote |
| 58 | BAX | BAXTER INTL INC | 0.63% | Add +36.3% | 6,958,993 | $314.69M | $45.22 | No quote |
| 59 | MDT | MEDTRONIC PLC | 0.61% | Reduce -4.2% | 3,501,748 | $303.85M | $86.77 | No quote |
| 60 | BWA | BORGWARNER INC | 0.60% | Add +18.5% | 10,074,318 | $297.39M | $29.52 | No quote |
| 61 | PH | PARKER HANNIFIN CORP | 0.56% | Reduce -32.9% | 2,574,040 | $278.13M | $108.05 | No quote |
| 62 | TIF | TIFFANY & CO NEW | 0.56% | Reduce -3.9% | 4,568,794 | $277.05M | No quote | No quote |
| 63 | UL | UNILEVER PLC | 0.55% | Reduce -11.7% | 5,729,107 | $274.48M | $47.91 | No quote |
| 64 | HAL | HALLIBURTON CO | 0.52% | Reduce -18.3% | 5,651,812 | $255.97M | $45.29 | No quote |
| 65 | FLS | FLOWSERVE CORP | 0.51% | Reduce -14.2% | 5,650,315 | $255.23M | $45.17 | No quote |
| 66 | TRCO | TRIBUNE MEDIA CO | 0.49% | Reduce -1.6% | 6,247,166 | $244.76M | No quote | No quote |
| 67 | ROK | ROCKWELL AUTOMATION INC | 0.48% | Reduce -7.3% | 2,088,346 | $239.78M | $114.82 | No quote |
| 68 | SNY | SANOFI | 0.47% | Add +0.0% | 5,572,075 | $233.19M | $41.85 | No quote |
| 69 | THC | TENET HEALTHCARE CORP | 0.46% | Add +0.7% | 8,333,793 | $230.35M | $27.64 | No quote |
| 70 | RGA | REINSURANCE GROUP AMER INC | 0.45% | Reduce -8.3% | 2,310,335 | $224.08M | $96.99 | No quote |
| 71 | Q | QUINTILES TRANSNATIO HLDGS I | 0.44% | New | 3,309,220 | $216.16M | $65.32 | No quote |
| 72 | BHI | BAKER HUGHES INC | 0.43% | Reduce -20.4% | 4,760,114 | $214.82M | No quote | No quote |
| 73 | NWSA | NEWS CORP NEW | 0.43% | Reduce -7.7% | 18,740,181 | $212.7M | $11.35 | No quote |
| 74 | USB | US BANCORP DEL | 0.43% | Reduce -5.9% | 5,247,806 | $211.64M | $40.33 | No quote |
| 75 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.41% | Reduce -4.0% | 32,894,101 | $201.31M | No quote | No quote |
| 76 | USG | U S G CORP | 0.38% | Add +1.2% | 6,974,450 | $188.03M | No quote | No quote |
| 77 | TROW | PRICE T ROWE GROUP INC | 0.37% | Add +0.0% | 2,509,651 | $183.13M | $72.97 | No quote |
| 78 | MON | MONSANTO CO NEW | 0.37% | Reduce -65.2% | 1,753,322 | $181.31M | No quote | No quote |
| 79 | HHC | HOWARD HUGHES CORP | 0.33% | Reduce -9.4% | 1,415,318 | $161.8M | No quote | No quote |
| 80 | HSNI | HSN INC | 0.32% | Add +0.1% | 3,246,899 | $158.87M | No quote | No quote |
| 81 | HRI | HERC HLDGS INC | 0.32% | New | 4,610,200 | $158.59M | $34.40 | No quote |
| 82 | OSK | OSHKOSH CORP | 0.31% | Reduce -0.8% | 3,205,900 | $152.95M | $47.71 | No quote |
| 83 | LEA | LEAR CORP | 0.29% | Add +0.1% | 1,427,934 | $145.31M | $101.76 | No quote |
| 84 | ITRI | ITRON INC | 0.28% | Add +0.2% | 3,236,939 | $139.51M | $43.10 | No quote |
| 85 | JLL | JONES LANG LASALLE INC | 0.26% | Add +81.0% | 1,334,805 | $130.08M | $97.45 | No quote |
| 86 | KATE | KATE SPADE & CO | 0.26% | Add +9.7% | 6,297,811 | $129.8M | No quote | No quote |
| 87 | LYV | LIVE NATION ENTERTAINMENT IN | 0.25% | Reduce -0.2% | 5,357,552 | $125.9M | $23.50 | No quote |
| 88 | CMA | COMERICA INC | 0.25% | Add +0.2% | 2,984,185 | $122.74M | No quote | No quote |
| 89 | MFS | MANITOWOC FOODSERVICE INC | 0.23% | Reduce -0.4% | 6,587,724 | $116.08M | No quote | No quote |
| 90 | GWW | GRAINGER W W INC | 0.19% | Reduce -0.9% | 405,382 | $92.12M | $227.25 | No quote |
| 91 | LBRDK | LIBERTY BROADBAND CORP | 0.18% | Add +46.8% | 1,516,135 | $90.97M | $60.00 | No quote |
| 92 | GLPI | GAMING & LEISURE PPTYS INC | 0.18% | Reduce -3.1% | 2,631,408 | $90.73M | $34.48 | No quote |
| 93 | CRI | CARTER INC | 0.18% | Reduce -0.6% | 832,500 | $88.64M | $106.47 | No quote |
| 94 | QGEN | QIAGEN NV | 0.15% | Add +62.6% | 3,331,940 | $72.67M | No quote | No quote |
| 95 | AXTA | AXALTA COATING SYS LTD | 0.12% | Add +21.8% | 2,245,615 | $59.58M | $26.53 | No quote |
| 96 | HCA | HCA HOLDINGS INC | 0.10% | Reduce -3.7% | 676,692 | $52.11M | $77.01 | No quote |
| 97 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.09% | Reduce -40.1% | 589,880 | $47M | $79.68 | No quote |
| 98 | MLKN | MILLER HERMAN INC | 0.09% | Reduce -4.4% | 1,499,852 | $44.83M | $29.89 | No quote |
| 99 | WCC | WESCO INTL INC | 0.09% | Reduce -0.4% | 852,775 | $43.91M | $51.49 | No quote |
| 100 | CDW | CDW CORP | 0.08% | Add +51.0% | 1,031,335 | $41.34M | $40.08 | No quote |
| 101 | MTW | MANITOWOC INC | 0.07% | Reduce -0.1% | 6,614,024 | $36.05M | $5.45 | No quote |
| 102 | ETFC | E TRADE FINANCIAL CORP | 0.07% | Add +9.9% | 1,520,505 | $35.72M | No quote | No quote |
| 103 | CHRW | C H ROBINSON WORLDWIDE INC | 0.05% | New | 360,735 | $26.78M | $74.25 | No quote |
| 104 | ITW | ILLINOIS TOOL WKS INC | 0.05% | Reduce -61.5% | 250,955 | $26.14M | $104.16 | No quote |
| 105 | SCHW | SCHWAB CHARLES CORP NEW | 0.05% | Reduce -0.0% | 978,800 | $24.77M | $25.31 | No quote |
| 106 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.05% | New | 421,030 | $24.1M | $57.24 | No quote |
| 107 | MGM | MGM RESORTS INTERNATIONAL | 0.05% | Add +46.5% | 999,100 | $22.61M | $22.63 | No quote |
| 108 | LRCX | LAM RESEARCH CORP | 0.03% | Reduce -0.1% | 163,348 | $13.73M | $84.06 | No quote |
| 109 | CHK | CHESAPEAKE ENERGY CORP | 0.03% | Reduce -54.7% | 3,010,000 | $12.88M | No quote | No quote |
| 110 | VWR | VWR CORP | 0.02% | Add +430.1% | 403,900 | $11.67M | No quote | No quote |
| 111 | BR | BROADRIDGE FINL SOLUTIONS IN | 0.02% | Reduce -69.0% | 165,024 | $10.76M | $65.20 | No quote |
| 112 | TMK | TORCHMARK CORP | 0.01% | Reduce -4.1% | 119,951 | $7.42M | No quote | No quote |
| 113 | OII | OCEANEERING INTL INC | 0.00% | Reduce -0.4% | 75,900 | $2.27M | No quote | No quote |
| 114 | CPN | CALPINE CORP | 0.00% | Reduce -99.4% | 82,500 | $1.22M | No quote | No quote |
| 115 | AGCO | AGCO CORP | 0.00% | Add +0.2% | 23,675 | $1.12M | $47.14 | No quote |
| 116 | T | AT&T INC | 0.00% | Reduce -48.0% | 22,549 | $974K | $43.19 | No quote |
| 117 | CIT | CIT GROUP INC | 0.00% | Reduce -6.7% | 23,625 | $754K | No quote | No quote |
| 118 | DKS | DICKS SPORTING GOODS INC | 0.00% | Reduce -13.9% | 14,900 | $671K | $45.03 | No quote |
| 129 | SIG | SIGNET JEWELERS LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 128 | ORBK | ORBOTECH LTD | - | Sold | 0 | $0 | No quote | No quote |
| 127 | HTZ | HERTZ GLOBAL HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 126 | BEN | FRANKLIN RES INC | - | Sold | 0 | $0 | No quote | No quote |
| 125 | DDS | DILLARDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 124 | CHTR | CHARTER COMMUNICATIONS INC D | - | Sold | 0 | $0 | No quote | No quote |
| 123 | CNC | CENTENE CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 122 | BRKR | BRUKER CORP | - | Sold | 0 | $0 | No quote | No quote |
| 121 | BLT | BLOUNT INTL INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 120 | AXP | AMERICAN EXPRESS CO | - | Sold | 0 | $0 | No quote | No quote |
| 119 | AMZN | AMAZON COM INC | - | Sold | 0 | $0 | No quote | No quote |