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 122 rows. Rows without a quote are marked unavailable.
| 1 | GM | GENERAL MTRS CO | 4.34% | Reduce -6.5% | 68,948,315 | $2.19B | $31.77 | No quote |
| 2 | BAC | BANK AMER CORP | 4.00% | Reduce -3.9% | 129,015,070 | $2.02B | $15.65 | No quote |
| 3 | GOOG | ALPHABET INC | 3.64% | Add +8.4% | 2,365,147 | $1.84B | $777.29 | No quote |
| 4 | TEL | TE CONNECTIVITY LTD | 3.58% | Reduce -0.2% | 28,077,669 | $1.81B | $64.38 | No quote |
| 5 | AIG | AMERICAN INTL GROUP INC | 3.58% | Reduce -5.2% | 30,442,170 | $1.81B | $59.34 | No quote |
| 6 | ORCL | ORACLE CORP | 3.35% | Reduce -4.5% | 43,091,816 | $1.69B | $39.28 | No quote |
| 7 | JPM | JPMORGAN CHASE & CO | 3.22% | Reduce -6.8% | 24,434,835 | $1.63B | $66.59 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 3.15% | Reduce -3.3% | 15,598,401 | $1.59B | $101.77 | No quote |
| 9 | C | CITIGROUP INC | 2.77% | Add +4.3% | 29,561,849 | $1.4B | $47.23 | No quote |
| 10 | WFC | WELLS FARGO & CO NEW | 2.26% | Reduce -5.1% | 25,790,268 | $1.14B | $44.28 | No quote |
| 11 | CAT | CATERPILLAR INC DEL | 2.22% | Reduce -8.8% | 12,622,199 | $1.12B | $88.77 | No quote |
| 12 | GE | GENERAL ELECTRIC CO | 2.18% | Reduce -2.7% | 37,100,836 | $1.1B | $29.62 | No quote |
| 13 | CMI | CUMMINS INC | 1.94% | Reduce -11.9% | 7,631,624 | $977.99M | $128.15 | No quote |
| 14 | TV | GRUPO TELEVISA SA | 1.92% | Add +26.1% | 37,679,562 | $967.99M | No quote | No quote |
| 15 | APA | APACHE CORP | 1.86% | Reduce -2.8% | 14,671,642 | $937.08M | $63.87 | No quote |
| 16 | BIDU | BAIDU INC | 1.65% | Reduce -13.3% | 4,564,070 | $830.98M | $182.07 | No quote |
| 17 | AON | AON PLC | 1.59% | Reduce -9.0% | 7,134,245 | $802.53M | $112.49 | No quote |
| 18 | INTC | INTEL CORP | 1.55% | Reduce -16.3% | 20,694,052 | $781.2M | $37.75 | No quote |
| 19 | UNH | UNITEDHEALTH GROUP INC | 1.35% | Reduce -4.1% | 4,854,692 | $679.66M | $140.00 | No quote |
| 20 | GS | GOLDMAN SACHS GROUP INC | 1.30% | Reduce -28.9% | 4,081,471 | $658.22M | $161.27 | No quote |
| 21 | WTW | WILLIS TOWERS WATSON PUB LTD | 1.25% | Add +24.1% | 4,756,126 | $631.47M | $132.77 | No quote |
| 22 | DEO | DIAGEO P L C | 1.25% | Reduce -4.0% | 5,420,167 | $628.96M | $116.04 | No quote |
| 23 | PFG | PRINCIPAL FINL GROUP INC | 1.23% | Reduce -2.9% | 12,055,122 | $620.96M | $51.51 | No quote |
| 24 | V | VISA INC | 1.21% | Reduce -6.0% | 7,389,123 | $611.08M | $82.70 | No quote |
| 25 | COF | CAPITAL ONE FINL CORP | 1.19% | Add +0.8% | 8,338,060 | $598.92M | $71.83 | No quote |
| 26 | NOV | NATIONAL OILWELL VARCO INC | 1.13% | Add +12.2% | 15,538,489 | $570.88M | $36.74 | No quote |
| 27 | MLCO | MELCO CROWN ENTMT LTD | 1.07% | Reduce -9.2% | 33,573,130 | $540.86M | $16.11 | No quote |
| 28 | UNP | UNION PAC CORP | 1.03% | Reduce -0.1% | 5,316,873 | $518.56M | $97.53 | No quote |
| 29 | MSFT | MICROSOFT CORP | 1.02% | Reduce -45.4% | 8,934,248 | $514.61M | $57.60 | No quote |
| 30 | CHTR | CHARTER COMMUNICATIONS INC N | 0.98% | Reduce -10.2% | 1,840,134 | $496.78M | $269.97 | No quote |
| 31 | TXN | TEXAS INSTRS INC | 0.98% | Reduce -13.0% | 7,053,953 | $495.05M | $70.18 | No quote |
| 32 | CBRE | CBRE GROUP INC | 0.98% | Add +10.0% | 17,642,329 | $493.63M | $27.98 | No quote |
| 33 | DOV | DOVER CORP | 0.97% | Reduce -5.3% | 6,649,629 | $489.68M | $73.64 | No quote |
| 34 | QVCA | LIBERTY INTERACTIVE CORP | 0.97% | Add +2.2% | 24,365,721 | $487.56M | No quote | No quote |
| 35 | FNF | FIDELITY NATIONAL FINANCIAL | 0.97% | Reduce -15.3% | 13,197,827 | $487.13M | $36.91 | No quote |
| 36 | BK | BANK NEW YORK MELLON CORP | 0.96% | Reduce -0.0% | 12,113,726 | $483.1M | $39.88 | No quote |
| 37 | FDX | FEDEX CORP | 0.93% | Reduce -3.4% | 2,679,621 | $468.08M | $174.68 | No quote |
| 38 | AFL | AFLAC INC | 0.92% | Reduce -9.4% | 6,461,033 | $464.35M | $71.87 | No quote |
| 39 | ALLY | ALLY FINL INC | 0.91% | Add +0.7% | 23,686,392 | $461.17M | $19.47 | No quote |
| 40 | FL | FOOT LOCKER INC | 0.90% | Reduce -0.0% | 6,689,080 | $452.98M | No quote | No quote |
| 41 | CVS | CVS HEALTH CORP | 0.89% | Reduce -0.2% | 5,073,792 | $451.52M | $88.99 | No quote |
| 42 | BLK | BLACKROCK INC | 0.89% | Reduce -10.3% | 1,245,417 | $451.41M | $362.46 | No quote |
| 43 | KMX | CARMAX INC | 0.89% | Reduce -5.1% | 8,377,047 | $446.92M | $53.35 | No quote |
| 44 | STT | STATE STR CORP | 0.88% | Reduce -15.3% | 6,408,165 | $446.2M | $69.63 | No quote |
| 45 | QCOM | QUALCOMM INC | 0.84% | Add +0.3% | 6,183,306 | $423.56M | $68.50 | No quote |
| 46 | MGM | MGM RESORTS INTERNATIONAL | 0.84% | Add +1525.9% | 16,243,974 | $422.83M | $26.03 | No quote |
| 47 | AAPL | APPLE INC | 0.83% | Reduce -1.1% | 3,699,590 | $418.24M | $113.05 | No quote |
| 48 | HOG | HARLEY DAVIDSON INC | 0.83% | Add +0.1% | 7,922,449 | $416.64M | $52.59 | No quote |
| 49 | APC | ANADARKO PETE CORP | 0.82% | Reduce -0.1% | 6,519,695 | $413.09M | No quote | No quote |
| 50 | HCA | HCA HOLDINGS INC | 0.76% | Add +651.7% | 5,086,931 | $384.72M | $75.63 | No quote |
| 51 | AMTD | TD AMERITRADE HLDG CORP | 0.73% | Reduce -6.6% | 10,490,394 | $369.68M | No quote | No quote |
| 52 | IPG | INTERPUBLIC GROUP COS INC | 0.71% | Add +0.6% | 16,053,991 | $358.81M | No quote | No quote |
| 53 | GOOGL | ALPHABET INC | 0.70% | Reduce -30.1% | 441,693 | $355.15M | $804.06 | No quote |
| 54 | ADP | AUTOMATIC DATA PROCESSING IN | 0.65% | Reduce -7.7% | 3,710,355 | $327.25M | $88.20 | No quote |
| 55 | WHR | WHIRLPOOL CORP | 0.65% | Reduce -3.0% | 2,013,517 | $326.51M | $162.16 | No quote |
| 56 | PH | PARKER HANNIFIN CORP | 0.64% | Reduce -0.1% | 2,570,465 | $322.67M | $125.53 | No quote |
| 57 | CMCSA | COMCAST CORP NEW | 0.63% | Reduce -4.6% | 4,775,115 | $316.78M | $66.34 | No quote |
| 58 | PM | PHILIP MORRIS INTL INC | 0.61% | Reduce -13.5% | 3,169,465 | $308.14M | $97.22 | No quote |
| 59 | TIF | TIFFANY & CO NEW | 0.60% | Reduce -9.0% | 4,158,908 | $302.06M | No quote | No quote |
| 60 | BAX | BAXTER INTL INC | 0.57% | Reduce -12.4% | 6,096,384 | $290.19M | $47.60 | No quote |
| 61 | BWA | BORGWARNER INC | 0.56% | Reduce -19.6% | 8,102,043 | $285.03M | $35.18 | No quote |
| 62 | ROK | ROCKWELL AUTOMATION INC | 0.51% | Reduce -0.1% | 2,086,654 | $255.28M | $122.34 | No quote |
| 63 | NWSA | NEWS CORP NEW | 0.49% | Reduce -4.9% | 17,825,518 | $249.2M | $13.98 | No quote |
| 64 | FLS | FLOWSERVE CORP | 0.48% | Reduce -11.6% | 4,996,675 | $241.04M | $48.24 | No quote |
| 65 | Q | QUINTILES TRANSNATIO HLDGS I | 0.46% | Reduce -13.1% | 2,875,594 | $233.1M | $81.06 | No quote |
| 66 | BHI | BAKER HUGHES INC | 0.46% | Reduce -3.7% | 4,584,072 | $231.36M | No quote | No quote |
| 67 | USB | US BANCORP DEL | 0.45% | - | 5,247,806 | $225.08M | $42.89 | No quote |
| 68 | TRCO | TRIBUNE MEDIA CO | 0.43% | Reduce -4.4% | 5,974,071 | $218.17M | No quote | No quote |
| 69 | JLL | JONES LANG LASALLE INC | 0.43% | Add +43.2% | 1,911,399 | $217.5M | $113.79 | No quote |
| 70 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.41% | Reduce -0.5% | 32,720,160 | $209.41M | No quote | No quote |
| 71 | CHK | CHESAPEAKE ENERGY CORP | 0.41% | Add +1007.7% | 33,340,440 | $209.05M | No quote | No quote |
| 72 | RGA | REINSURANCE GROUP AMER INC | 0.38% | Reduce -22.9% | 1,781,060 | $192.25M | $107.94 | No quote |
| 73 | THC | TENET HEALTHCARE CORP | 0.38% | Add +0.9% | 8,411,922 | $190.62M | $22.66 | No quote |
| 74 | ITRI | ITRON INC | 0.37% | Add +2.8% | 3,326,218 | $185.47M | $55.76 | No quote |
| 75 | USG | U S G CORP | 0.36% | Add +0.0% | 6,977,450 | $180.37M | No quote | No quote |
| 76 | OSK | OSHKOSH CORP | 0.35% | Reduce -0.3% | 3,194,950 | $178.92M | $56.00 | No quote |
| 77 | LEA | LEAR CORP | 0.35% | Add +3.2% | 1,473,384 | $178.6M | $121.22 | No quote |
| 78 | CDW | CDW CORP | 0.34% | Add +258.7% | 3,699,745 | $169.19M | $45.73 | No quote |
| 79 | HAL | HALLIBURTON CO | 0.33% | Reduce -35.1% | 3,669,998 | $164.71M | $44.88 | No quote |
| 80 | HHC | HOWARD HUGHES CORP | 0.32% | Add +0.9% | 1,428,658 | $163.58M | No quote | No quote |
| 81 | MDT | MEDTRONIC PLC | 0.31% | Reduce -47.7% | 1,831,667 | $158.26M | $86.40 | No quote |
| 82 | UL | UNILEVER PLC | 0.31% | Reduce -42.0% | 3,323,902 | $157.55M | $47.40 | No quote |
| 83 | LYV | LIVE NATION ENTERTAINMENT IN | 0.29% | Reduce -0.6% | 5,327,352 | $146.4M | $27.48 | No quote |
| 84 | CMA | COMERICA INC | 0.28% | Reduce -0.1% | 2,981,990 | $141.11M | No quote | No quote |
| 85 | SNY | SANOFI | 0.25% | Reduce -41.3% | 3,273,405 | $125.01M | $38.19 | No quote |
| 86 | LBRDK | LIBERTY BROADBAND CORP | 0.24% | Add +9.8% | 1,664,665 | $118.99M | $71.48 | No quote |
| 87 | TROW | PRICE T ROWE GROUP INC | 0.22% | Reduce -34.7% | 1,638,881 | $108.99M | $66.50 | No quote |
| 88 | KATE | KATE SPADE & CO | 0.22% | Add +0.7% | 6,343,511 | $108.66M | No quote | No quote |
| 89 | AMAT | APPLIED MATLS INC | 0.21% | Reduce -85.2% | 3,529,712 | $106.42M | $30.15 | No quote |
| 90 | HSNI | HSN INC | 0.20% | Reduce -20.1% | 2,595,322 | $103.29M | No quote | No quote |
| 91 | COMM | COMMSCOPE HLDG CO INC | 0.20% | New | 3,423,840 | $103.09M | No quote | No quote |
| 92 | GLPI | GAMING & LEISURE PPTYS INC | 0.17% | Reduce -0.6% | 2,614,847 | $87.47M | $33.45 | No quote |
| 93 | CRI | CARTER INC | 0.14% | Reduce -0.1% | 831,500 | $72.1M | $86.71 | No quote |
| 94 | GWW | GRAINGER W W INC | 0.14% | Reduce -22.4% | 314,494 | $70.71M | $224.84 | No quote |
| 95 | QGEN | QIAGEN NV | 0.14% | Reduce -25.1% | 2,496,740 | $68.51M | No quote | No quote |
| 96 | MFS | MANITOWOC FOODSERVICE INC | 0.13% | Reduce -39.0% | 4,015,082 | $65.13M | No quote | No quote |
| 97 | AXTA | AXALTA COATING SYS LTD | 0.11% | Reduce -9.1% | 2,042,161 | $57.73M | $28.27 | No quote |
| 98 | WCC | WESCO INTL INC | 0.10% | Reduce -0.6% | 847,425 | $52.11M | $61.49 | No quote |
| 99 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.09% | Reduce -1.2% | 582,720 | $45.23M | $77.61 | No quote |
| 100 | MLKN | MILLER HERMAN INC | 0.08% | Reduce -2.0% | 1,470,052 | $42.04M | $28.60 | No quote |
| 101 | SCHW | SCHWAB CHARLES CORP NEW | 0.08% | Add +25.1% | 1,224,116 | $38.65M | $31.57 | No quote |
| 102 | ETFC | E TRADE FINANCIAL CORP | 0.07% | Reduce -16.4% | 1,270,725 | $37M | No quote | No quote |
| 103 | VWR | VWR CORP | 0.07% | Add +202.8% | 1,223,050 | $34.69M | No quote | No quote |
| 104 | CHRW | C H ROBINSON WORLDWIDE INC | 0.06% | Add +25.8% | 453,847 | $31.98M | $70.46 | No quote |
| 105 | HTZ | HERTZ GLOBAL HLDGS INC | 0.06% | New | 788,356 | $31.66M | $40.16 | No quote |
| 106 | MTW | MANITOWOC INC | 0.06% | Reduce -0.1% | 6,605,824 | $31.64M | $4.79 | No quote |
| 107 | HRI | HERC HLDGS INC | 0.05% | Reduce -82.7% | 796,459 | $26.84M | $33.70 | No quote |
| 108 | EXPE | EXPEDIA INC DEL | 0.05% | New | 221,906 | $25.9M | $116.72 | No quote |
| 109 | ITW | ILLINOIS TOOL WKS INC | 0.04% | Reduce -38.1% | 155,242 | $18.6M | $119.84 | No quote |
| 110 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.04% | Reduce -11.6% | 372,055 | $17.75M | $47.71 | No quote |
| 111 | LRCX | LAM RESEARCH CORP | 0.02% | Reduce -23.2% | 125,470 | $11.88M | $94.71 | No quote |
| 112 | TMK | TORCHMARK CORP | 0.01% | Reduce -7.5% | 110,926 | $7.09M | No quote | No quote |
| 113 | OII | OCEANEERING INTL INC | 0.00% | Add +3.8% | 78,800 | $2.17M | No quote | No quote |
| 114 | AGCO | AGCO CORP | 0.00% | Reduce -3.0% | 22,975 | $1.13M | $49.31 | No quote |
| 115 | CIT | CIT GROUP INC | 0.00% | Reduce -2.3% | 23,075 | $838K | No quote | No quote |
| 116 | BR | BROADRIDGE FINL SOLUTIONS IN | 0.00% | Reduce -96.6% | 5,600 | $380K | $67.86 | No quote |
| 117 | CVX | CHEVRON CORP NEW | 0.00% | New | 2,500 | $257K | $102.80 | No quote |
| 122 | MON | MONSANTO CO NEW | - | Sold | 0 | $0 | No quote | No quote |
| 121 | LNKD | LINKEDIN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 120 | DKS | DICKS SPORTING GOODS INC | - | Sold | 0 | $0 | No quote | No quote |
| 119 | CPN | CALPINE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 118 | T | AT&T INC | - | Sold | 0 | $0 | No quote | No quote |