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 2026-09-12 from SEC 13F data.
Live quotes available for 91 of 144 rows. Rows without a quote are marked unavailable.
| 1 | GM | GENERAL MTRS CO | 4.25% | Add +3.6% | 80,931,196 | $2.43B | $30.02 | No quote |
| 2 | AIG | AMERICAN INTL GROUP INC | 3.85% | Reduce -1.0% | 38,748,564 | $2.2B | $56.82 | No quote |
| 3 | BAC | BANK AMER CORP | 3.80% | Add +0.1% | 139,517,630 | $2.17B | $15.58 | No quote |
| 4 | JPM | JPMORGAN CHASE & CO | 3.44% | Reduce -0.3% | 32,292,189 | $1.97B | $60.97 | No quote |
| 5 | INTC | INTEL CORP | 3.32% | Reduce -1.3% | 62,988,515 | $1.9B | $30.14 | No quote |
| 6 | ORCL | ORACLE CORP | 3.14% | Reduce -0.3% | 49,743,031 | $1.8B | $36.12 | No quote |
| 7 | MA | MASTERCARD INC | 3.09% | Reduce -10.9% | 19,636,038 | $1.77B | $90.12 | No quote |
| 8 | WFC | WELLS FARGO & CO NEW | 3.09% | Reduce -5.7% | 34,371,913 | $1.76B | $51.35 | No quote |
| 9 | TEL | TE CONNECTIVITY LTD | 3.07% | Reduce -1.2% | 29,279,202 | $1.75B | $59.89 | No quote |
| 10 | C | CITIGROUP INC | 2.25% | Add +3.5% | 25,951,518 | $1.29B | $49.61 | No quote |
| 11 | BIDU | BAIDU INC | 2.24% | New | 9,325,265 | $1.28B | $137.41 | No quote |
| 12 | GE | GENERAL ELECTRIC CO | 2.22% | Add +20.0% | 50,244,058 | $1.27B | $25.22 | No quote |
| 13 | GOOG | GOOGLE INC | 2.03% | Add +150.1% | 1,906,344 | $1.16B | $608.42 | No quote |
| 14 | CAT | CATERPILLAR INC DEL | 1.85% | Add +40.9% | 16,192,304 | $1.06B | $65.36 | No quote |
| 15 | AON | AON PLC | 1.82% | Reduce -1.7% | 11,755,909 | $1.04B | $88.61 | No quote |
| 16 | MSFT | MICROSOFT CORP | 1.70% | Add +0.3% | 22,017,854 | $974.51M | $44.26 | No quote |
| 17 | UNP | UNION PAC CORP | 1.48% | Reduce -4.0% | 9,546,965 | $844.05M | $88.41 | No quote |
| 18 | GOOGL | GOOGLE INC | 1.45% | Reduce -45.0% | 1,295,093 | $826.75M | $638.37 | No quote |
| 19 | WSH | WILLIS GROUP HOLDINGS PUBLIC | 1.41% | Reduce -3.8% | 19,742,439 | $808.85M | No quote | No quote |
| 20 | AMZN | AMAZON COM INC | 1.38% | Reduce -53.5% | 1,536,281 | $786.41M | $511.89 | No quote |
| 21 | APC | ANADARKO PETE CORP | 1.36% | New | 12,883,673 | $778.05M | No quote | No quote |
| 22 | V | VISA INC | 1.35% | Reduce -35.0% | 11,042,929 | $769.25M | $69.66 | No quote |
| 23 | CMI | CUMMINS INC | 1.32% | Add +227.7% | 6,956,751 | $755.36M | $108.58 | No quote |
| 24 | GS | GOLDMAN SACHS GROUP INC | 1.31% | Add +2.1% | 4,318,071 | $750.31M | $173.76 | No quote |
| 25 | AAPL | APPLE INC | 1.21% | Add +10.6% | 6,279,212 | $692.6M | $110.30 | No quote |
| 26 | UNH | UNITEDHEALTH GROUP INC | 1.15% | Reduce -3.1% | 5,677,550 | $658.65M | $116.01 | No quote |
| 27 | QVCA | LIBERTY INTERACTIVE CORP | 1.14% | Add +4.1% | 24,897,596 | $653.06M | No quote | No quote |
| 28 | COF | CAPITAL ONE FINL CORP | 1.14% | Reduce -1.0% | 8,984,688 | $651.57M | $72.52 | No quote |
| 29 | DEO | DIAGEO P L C | 1.14% | Reduce -7.4% | 6,033,957 | $650.4M | $107.79 | No quote |
| 30 | MON | MONSANTO CO NEW | 1.12% | Add +9.4% | 7,478,306 | $638.2M | No quote | No quote |
| 31 | AMAT | APPLIED MATLS INC | 1.08% | Add +37.3% | 42,065,524 | $617.94M | $14.69 | No quote |
| 32 | BLK | BLACKROCK INC | 1.02% | Add +27.8% | 1,952,208 | $580.72M | $297.47 | No quote |
| 33 | FNF | FIDELITY NATIONAL FINANCIAL | 0.99% | Reduce -0.6% | 15,963,652 | $566.23M | $35.47 | No quote |
| 34 | FL | FOOT LOCKER INC | 0.95% | Reduce -2.3% | 7,544,075 | $542.95M | No quote | No quote |
| 35 | APA | APACHE CORP | 0.93% | Reduce -12.0% | 13,578,093 | $531.72M | $39.16 | No quote |
| 36 | CBRE | CBRE GROUP INC | 0.87% | Reduce -1.7% | 15,594,647 | $499.03M | $32.00 | No quote |
| 37 | CVS | CVS HEALTH CORP | 0.87% | Reduce -5.8% | 5,164,629 | $498.28M | $96.48 | No quote |
| 38 | FDX | FEDEX CORP | 0.86% | Add +4.6% | 3,427,974 | $493.56M | $143.98 | No quote |
| 39 | MLCO | MELCO CROWN ENTMT LTD | 0.85% | Add +13.2% | 35,436,027 | $487.6M | $13.76 | No quote |
| 40 | PFG | PRINCIPAL FINL GROUP INC | 0.85% | Add +0.0% | 10,212,029 | $483.44M | $47.34 | No quote |
| 41 | BK | BANK NEW YORK MELLON CORP | 0.84% | Add +0.0% | 12,253,611 | $479.73M | $39.15 | No quote |
| 42 | BEN | FRANKLIN RES INC | 0.83% | Reduce -47.6% | 12,768,045 | $475.74M | $37.26 | No quote |
| 43 | MDT | MEDTRONIC PLC | 0.82% | Reduce -5.5% | 6,973,542 | $466.81M | $66.94 | No quote |
| 44 | AFL | AFLAC INC | 0.81% | Reduce -19.1% | 7,958,298 | $462.62M | $58.13 | No quote |
| 45 | DOV | DOVER CORP | 0.77% | Reduce -8.4% | 7,749,618 | $443.12M | $57.18 | No quote |
| 46 | AXP | AMERICAN EXPRESS CO | 0.76% | Add +84.3% | 5,855,268 | $434.05M | $74.13 | No quote |
| 47 | AMTD | TD AMERITRADE HLDG CORP | 0.75% | Reduce -0.3% | 13,509,321 | $430.14M | No quote | No quote |
| 48 | TXN | TEXAS INSTRS INC | 0.71% | Add +11.1% | 8,218,950 | $407M | $49.52 | No quote |
| 49 | PH | PARKER HANNIFIN CORP | 0.68% | Add +8.1% | 4,022,857 | $391.42M | $97.30 | No quote |
| 50 | TIF | TIFFANY & CO NEW | 0.68% | Add +16.5% | 5,018,038 | $387.49M | No quote | No quote |
| 51 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.65% | Add +16.8% | 28,317,091 | $374.07M | No quote | No quote |
| 52 | ADP | AUTOMATIC DATA PROCESSING IN | 0.65% | Add +0.1% | 4,649,065 | $373.6M | $80.36 | No quote |
| 53 | BHI | BAKER HUGHES INC | 0.65% | Add +16.0% | 7,089,548 | $368.94M | No quote | No quote |
| 54 | IPG | INTERPUBLIC GROUP COS INC | 0.60% | Reduce -10.2% | 18,052,313 | $345.34M | No quote | No quote |
| 55 | NOV | NATIONAL OILWELL VARCO INC | 0.60% | Reduce -59.3% | 9,131,396 | $343.8M | $37.65 | No quote |
| 56 | FLS | FLOWSERVE CORP | 0.60% | Add +11.1% | 8,312,475 | $341.98M | $41.14 | No quote |
| 57 | UL | UNILEVER PLC | 0.59% | Reduce -24.2% | 8,267,630 | $337.15M | $40.78 | No quote |
| 58 | STT | STATE STR CORP | 0.59% | Add +11.4% | 5,009,925 | $336.72M | $67.21 | No quote |
| 59 | GIS | GENERAL MLS INC | 0.58% | Add +0.0% | 5,952,400 | $334.11M | $56.13 | No quote |
| 60 | BWA | BORGWARNER INC | 0.57% | Add +28.0% | 7,852,609 | $326.59M | $41.59 | No quote |
| 61 | CHK | CHESAPEAKE ENERGY CORP | 0.57% | Reduce -4.1% | 44,478,225 | $326.03M | No quote | No quote |
| 62 | QCOM | QUALCOMM INC | 0.56% | Reduce -2.6% | 5,957,899 | $320.12M | $53.73 | No quote |
| 63 | HAL | HALLIBURTON CO | 0.55% | Reduce -22.0% | 8,920,572 | $315.34M | $35.35 | No quote |
| 64 | PM | PHILIP MORRIS INTL INC | 0.54% | - | 3,887,427 | $308.39M | $79.33 | No quote |
| 65 | LEA | LEAR CORP | 0.52% | Reduce -0.1% | 2,749,043 | $299.04M | $108.78 | No quote |
| 66 | SNY | SANOFI | 0.49% | Add +0.1% | 5,912,950 | $280.69M | $47.47 | No quote |
| 67 | CMCSK | COMCAST CORP NEW | 0.49% | Reduce -16.7% | 4,896,132 | $280.25M | No quote | No quote |
| 68 | HNT | HEALTH NET INC | 0.47% | Reduce -14.4% | 4,455,366 | $268.3M | No quote | No quote |
| 69 | NWSA | NEWS CORP NEW | 0.46% | Add +0.1% | 20,940,581 | $264.27M | $12.62 | No quote |
| 70 | TROW | PRICE T ROWE GROUP INC | 0.46% | Add +2.2% | 3,787,650 | $263.24M | $69.50 | No quote |
| 71 | KMX | CARMAX INC | 0.45% | Reduce -2.1% | 4,322,179 | $256.39M | $59.32 | No quote |
| 72 | THC | TENET HEALTHCARE CORP | 0.43% | Add +4.9% | 6,645,053 | $245.34M | $36.92 | No quote |
| 73 | RGA | REINSURANCE GROUP AMER INC | 0.40% | Reduce -0.3% | 2,535,175 | $229.66M | $90.59 | No quote |
| 74 | ROK | ROCKWELL AUTOMATION INC | 0.40% | Reduce -0.0% | 2,257,347 | $229.05M | $101.47 | No quote |
| 75 | BR | BROADRIDGE FINL SOLUTIONS IN | 0.38% | Reduce -9.8% | 3,936,611 | $217.89M | $55.35 | No quote |
| 76 | ACN | ACCENTURE PLC IRELAND | 0.37% | Add +0.1% | 2,142,350 | $210.51M | $98.26 | No quote |
| 77 | WHR | WHIRLPOOL CORP | 0.37% | Add +27.4% | 1,425,665 | $209.94M | $147.26 | No quote |
| 78 | TRCO | TRIBUNE MEDIA CO | 0.37% | Add +7.9% | 5,889,566 | $209.67M | No quote | No quote |
| 79 | PCP | PRECISION CASTPARTS CORP | 0.36% | Reduce -55.4% | 885,750 | $203.47M | No quote | No quote |
| 80 | USB | US BANCORP DEL | 0.34% | Reduce -0.0% | 4,759,365 | $195.18M | $41.01 | No quote |
| 81 | HOG | HARLEY DAVIDSON INC | 0.34% | Add +48.9% | 3,492,954 | $191.76M | $54.90 | No quote |
| 82 | HSNI | HSN INC | 0.33% | Reduce -4.1% | 3,267,554 | $187.04M | No quote | No quote |
| 83 | CPN | CALPINE CORP | 0.32% | Reduce -7.7% | 12,660,999 | $184.85M | No quote | No quote |
| 84 | GWW | GRAINGER W W INC | 0.31% | Add +40.2% | 834,598 | $179.45M | $215.01 | No quote |
| 85 | USG | U S G CORP | 0.24% | Add +103.3% | 5,058,800 | $134.67M | No quote | No quote |
| 86 | OII | OCEANEERING INTL INC | 0.22% | New | 3,213,080 | $126.21M | No quote | No quote |
| 87 | LYV | LIVE NATION ENTERTAINMENT IN | 0.21% | Reduce -1.3% | 5,014,850 | $120.56M | $24.04 | No quote |
| 88 | ITW | ILLINOIS TOOL WKS INC | 0.20% | Reduce -0.7% | 1,383,922 | $113.91M | $82.31 | No quote |
| 89 | BRKR | BRUKER CORP | 0.20% | Reduce -0.0% | 6,789,336 | $111.55M | $16.43 | No quote |
| 90 | OMC | OMNICOM GROUP INC | 0.19% | Reduce -58.5% | 1,629,500 | $107.39M | $65.90 | No quote |
| 91 | HHC | HOWARD HUGHES CORP | 0.19% | Add +77.9% | 932,888 | $107.04M | No quote | No quote |
| 92 | DNOW | NOW INC | 0.17% | Add +28.1% | 6,695,711 | $99.1M | $14.80 | No quote |
| 93 | KATE | KATE SPADE & CO | 0.17% | Add +115.2% | 5,145,584 | $98.33M | No quote | No quote |
| 94 | ITRI | ITRON INC | 0.16% | Reduce -13.4% | 2,923,470 | $93.29M | $31.91 | No quote |
| 95 | CRI | CARTER INC | 0.15% | Reduce -16.7% | 941,150 | $85.31M | $90.64 | No quote |
| 96 | CAB | CABELAS INC | 0.13% | Add +35.5% | 1,622,065 | $73.97M | No quote | No quote |
| 97 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.13% | Reduce -0.8% | 908,300 | $72.06M | $79.33 | No quote |
| 98 | MTW | MANITOWOC INC | 0.12% | Add +389.1% | 4,648,600 | $69.73M | $15.00 | No quote |
| 99 | WCC | WESCO INTL INC | 0.12% | Reduce -15.3% | 1,486,760 | $69.09M | $46.47 | No quote |
| 100 | CHTR | CHARTER COMMUNICATIONS INC D | 0.11% | New | 367,811 | $64.68M | $175.85 | No quote |
| 101 | KN | KNOWLES CORP | 0.11% | Reduce -0.5% | 3,333,112 | $61.43M | $18.43 | No quote |
| 102 | MLKN | MILLER HERMAN INC | 0.10% | Reduce -0.0% | 2,069,999 | $59.7M | $28.84 | No quote |
| 103 | CMCSA | COMCAST CORP NEW | 0.09% | Reduce -22.0% | 944,231 | $53.71M | $56.88 | No quote |
| 104 | DDS | DILLARDS INC | 0.09% | Add +70.9% | 597,235 | $52.19M | No quote | No quote |
| 105 | ETFC | E TRADE FINANCIAL CORP | 0.06% | Add +7.0% | 1,361,241 | $35.84M | No quote | No quote |
| 106 | ORBK | ORBOTECH LTD | 0.06% | Reduce -0.2% | 2,319,162 | $35.83M | No quote | No quote |
| 107 | RDC | ROWAN COMPANIES PLC | 0.06% | Reduce -55.9% | 2,171,625 | $35.07M | No quote | No quote |
| 108 | GLPI | GAMING & LEISURE PPTYS INC | 0.05% | Reduce -7.7% | 942,266 | $27.99M | $29.70 | No quote |
| 109 | LVS | LAS VEGAS SANDS CORP | 0.04% | Reduce -86.6% | 610,055 | $23.16M | $37.97 | No quote |
| 110 | LRCX | LAM RESEARCH CORP | 0.04% | Reduce -6.8% | 326,490 | $21.33M | $65.33 | No quote |
| 111 | CMA | COMERICA INC | 0.03% | Reduce -0.2% | 470,226 | $19.33M | No quote | No quote |
| 112 | SCCO | SOUTHERN COPPER CORP | 0.03% | - | 705,000 | $18.84M | $26.72 | No quote |
| 113 | BLT | BLOUNT INTL INC NEW | 0.03% | Add +25.5% | 2,904,186 | $16.18M | No quote | No quote |
| 114 | CDW | CDW CORP | 0.02% | New | 335,477 | $13.71M | $40.86 | No quote |
| 115 | UPL | ULTRA PETROLEUM CORP | 0.02% | Reduce -76.5% | 1,890,100 | $12.08M | No quote | No quote |
| 116 | OSK | OSHKOSH CORP | 0.02% | Add +739.6% | 287,550 | $10.45M | $36.33 | No quote |
| 117 | TMK | TORCHMARK CORP | 0.01% | Reduce -60.4% | 131,362 | $7.41M | No quote | No quote |
| 118 | DKS | DICKS SPORTING GOODS INC | 0.00% | Reduce -18.1% | 47,325 | $2.35M | $49.61 | No quote |
| 119 | AGCO | AGCO CORP | 0.00% | Reduce -0.3% | 28,150 | $1.31M | $46.64 | No quote |
| 120 | AAP | ADVANCE AUTO PARTS INC | 0.00% | Reduce -99.4% | 3,087 | $585K | $189.50 | No quote |
| 121 | HD | HOME DEPOT INC | 0.00% | Reduce -96.2% | 2,247 | $260K | $115.71 | No quote |
| 122 | UN | UNILEVER N V | 0.00% | Reduce -2.3% | 5,800 | $233K | No quote | No quote |
| 144 | WBA | WALGREENS BOOTS ALLIANCE INC | - | Sold | 0 | $0 | No quote | No quote |
| 143 | WMT | WAL-MART STORES INC | - | Sold | 0 | $0 | No quote | No quote |
| 142 | HOT | STARWOOD HOTELS&RESORTS WRLD | - | Sold | 0 | $0 | No quote | No quote |
| 141 | SBUX | STARBUCKS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 140 | SNA | SNAP ON INC | - | Sold | 0 | $0 | No quote | No quote |
| 139 | 75971M | REMY INTL INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 138 | PFE | PFIZER INC | - | Sold | 0 | $0 | No quote | No quote |
| 137 | PENN | PENN NATL GAMING INC | - | Sold | 0 | $0 | No quote | No quote |
| 136 | OCR | OMNICARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 135 | JNJ | JOHNSON & JOHNSON | - | Sold | 0 | $0 | No quote | No quote |
| 134 | IBM | INTERNATIONAL BUSINESS MACHS | - | Sold | 0 | $0 | No quote | No quote |
| 133 | GILD | GILEAD SCIENCES INC | - | Sold | 0 | $0 | No quote | No quote |
| 132 | GNRC | GENERAC HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 131 | FNFV | FIDELITY NATIONAL FINANCIAL | - | Sold | 0 | $0 | No quote | No quote |
| 130 | XOM | EXXON MOBIL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 129 | DIS | DISNEY WALT CO | - | Sold | 0 | $0 | No quote | No quote |
| 128 | DISCK | DISCOVERY COMMUNICATNS NEW | - | Sold | 0 | $0 | No quote | No quote |
| 127 | DTV | DIRECTV | - | Sold | 0 | $0 | No quote | No quote |
| 126 | DLPH | DELPHI AUTOMOTIVE PLC | - | Sold | 0 | $0 | No quote | No quote |
| 125 | AAWW | ATLAS AIR WORLDWIDE HLDGS IN | - | Sold | 0 | $0 | No quote | No quote |
| 124 | ABBV | ABBVIE INC | - | Sold | 0 | $0 | No quote | No quote |
| 123 | ABT | ABBOTT LABS | - | Sold | 0 | $0 | No quote | No quote |