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 95 of 123 rows. Rows without a quote are marked unavailable.
| 1 | BAC | BANK AMER CORP | 4.37% | Reduce -20.6% | 102,486,005 | $2.26B | $22.10 | No quote |
| 2 | GM | GENERAL MTRS CO | 4.36% | Reduce -5.8% | 64,929,418 | $2.26B | $34.84 | No quote |
| 3 | C | CITIGROUP INC | 3.74% | Add +10.5% | 32,665,523 | $1.94B | $59.43 | No quote |
| 4 | TEL | TE CONNECTIVITY LTD | 3.65% | Reduce -2.7% | 27,326,054 | $1.89B | $69.28 | No quote |
| 5 | GOOG | ALPHABET INC | 3.54% | Add +0.7% | 2,381,644 | $1.84B | $771.82 | No quote |
| 6 | AIG | AMERICAN INTL GROUP INC | 3.18% | Reduce -17.1% | 25,228,769 | $1.65B | $65.31 | No quote |
| 7 | ORCL | ORACLE CORP | 3.07% | Reduce -3.9% | 41,405,593 | $1.59B | $38.45 | No quote |
| 8 | JPM | JPMORGAN CHASE & CO | 2.98% | Reduce -26.6% | 17,935,820 | $1.55B | $86.29 | No quote |
| 9 | MA | MASTERCARD INCORPORATED | 2.94% | Reduce -5.3% | 14,766,363 | $1.52B | $103.25 | No quote |
| 10 | WFC | WELLS FARGO & CO NEW | 2.50% | Reduce -8.8% | 23,509,415 | $1.3B | $55.11 | No quote |
| 11 | GE | GENERAL ELECTRIC CO | 2.23% | Reduce -1.1% | 36,694,723 | $1.16B | $31.60 | No quote |
| 12 | BIDU | BAIDU INC | 2.02% | Add +39.7% | 6,376,284 | $1.05B | $164.41 | No quote |
| 13 | TV | GRUPO TELEVISA SA | 1.88% | Add +23.9% | 46,682,148 | $975.19M | No quote | No quote |
| 14 | CAT | CATERPILLAR INC DEL | 1.87% | Reduce -17.3% | 10,437,965 | $968.02M | $92.74 | No quote |
| 15 | HCA | HCA HOLDINGS INC | 1.73% | Add +138.0% | 12,109,159 | $896.32M | $74.02 | No quote |
| 16 | APA | APACHE CORP | 1.72% | Reduce -4.0% | 14,089,507 | $894.26M | $63.47 | No quote |
| 17 | WTW | WILLIS TOWERS WATSON PUB LTD | 1.46% | Add +30.5% | 6,208,571 | $759.18M | $122.28 | No quote |
| 18 | AON | AON PLC | 1.45% | Reduce -5.2% | 6,763,670 | $754.35M | $111.53 | No quote |
| 19 | INTC | INTEL CORP | 1.43% | Reduce -0.9% | 20,504,317 | $743.69M | $36.27 | No quote |
| 20 | UNH | UNITEDHEALTH GROUP INC | 1.43% | Reduce -4.6% | 4,631,818 | $741.28M | $160.04 | No quote |
| 21 | CMI | CUMMINS INC | 1.36% | Reduce -32.4% | 5,156,533 | $704.74M | $136.67 | No quote |
| 22 | DEO | DIAGEO P L C | 1.33% | Add +22.7% | 6,652,926 | $691.51M | $103.94 | No quote |
| 23 | ALLY | ALLY FINL INC | 1.33% | Add +53.0% | 36,248,807 | $689.45M | $19.02 | No quote |
| 24 | COF | CAPITAL ONE FINL CORP | 1.26% | Reduce -10.4% | 7,467,901 | $651.5M | $87.24 | No quote |
| 25 | V | VISA INC | 1.18% | Add +6.3% | 7,851,199 | $612.55M | $78.02 | No quote |
| 26 | BAX | BAXTER INTL INC | 1.14% | Add +118.7% | 13,333,327 | $591.2M | $44.34 | No quote |
| 27 | BK | BANK NEW YORK MELLON CORP | 1.08% | Reduce -2.1% | 11,861,456 | $562M | $47.38 | No quote |
| 28 | NOV | NATIONAL OILWELL VARCO INC | 1.08% | Reduce -3.9% | 14,936,494 | $559.22M | $37.44 | No quote |
| 29 | CBRE | CBRE GROUP INC | 1.06% | Reduce -0.9% | 17,483,454 | $550.55M | $31.49 | No quote |
| 30 | GS | GOLDMAN SACHS GROUP INC | 1.02% | Reduce -45.7% | 2,214,863 | $530.35M | $239.45 | No quote |
| 31 | KMX | CARMAX INC | 1.00% | Reduce -3.7% | 8,066,455 | $519.4M | $64.39 | No quote |
| 32 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 0.99% | Add +72.8% | 56,546,490 | $515.7M | No quote | No quote |
| 33 | CHTR | CHARTER COMMUNICATIONS INC N | 0.98% | Reduce -4.2% | 1,762,136 | $507.35M | $287.92 | No quote |
| 34 | TXN | TEXAS INSTRS INC | 0.97% | Reduce -1.9% | 6,919,847 | $504.94M | $72.97 | No quote |
| 35 | QVCA | LIBERTY INTERACTIVE CORP | 0.96% | Add +2.8% | 25,039,000 | $500.28M | No quote | No quote |
| 36 | STT | STATE STR CORP | 0.96% | Reduce -0.3% | 6,387,980 | $496.47M | $77.72 | No quote |
| 37 | MLCO | MELCO CROWN ENTMT LTD | 0.94% | Reduce -8.2% | 30,819,502 | $490.03M | $15.90 | No quote |
| 38 | MGM | MGM RESORTS INTERNATIONAL | 0.93% | Add +3.2% | 16,759,599 | $483.18M | $28.83 | No quote |
| 39 | FDX | FEDEX CORP | 0.92% | Reduce -4.4% | 2,561,132 | $476.88M | $186.20 | No quote |
| 40 | UNP | UNION PAC CORP | 0.90% | Reduce -15.2% | 4,510,745 | $467.67M | $103.68 | No quote |
| 41 | FL | FOOT LOCKER INC | 0.90% | Reduce -1.4% | 6,593,880 | $467.44M | No quote | No quote |
| 42 | HOG | HARLEY DAVIDSON INC | 0.89% | Add +0.1% | 7,926,924 | $462.46M | $58.34 | No quote |
| 43 | APC | ANADARKO PETE CORP | 0.88% | Reduce -0.1% | 6,513,995 | $454.22M | No quote | No quote |
| 44 | AFL | AFLAC INC | 0.86% | Reduce -0.2% | 6,445,847 | $448.63M | $69.60 | No quote |
| 45 | DOV | DOVER CORP | 0.86% | Reduce -10.4% | 5,955,916 | $446.28M | $74.93 | No quote |
| 46 | FNF | FIDELITY NATIONAL FINANCIAL | 0.86% | Reduce -0.6% | 13,125,277 | $445.73M | $33.96 | No quote |
| 47 | AAPL | APPLE INC | 0.85% | Add +3.4% | 3,826,322 | $443.17M | $115.82 | No quote |
| 48 | QCOM | QUALCOMM INC | 0.79% | Add +1.4% | 6,269,259 | $408.76M | $65.20 | No quote |
| 49 | CVS | CVS HEALTH CORP | 0.76% | Reduce -1.4% | 5,004,692 | $394.92M | $78.91 | No quote |
| 50 | BLK | BLACKROCK INC | 0.74% | Reduce -18.7% | 1,012,423 | $385.27M | $380.54 | No quote |
| 51 | GOOGL | ALPHABET INC | 0.73% | Add +8.7% | 480,312 | $380.62M | $792.45 | No quote |
| 52 | ADP | AUTOMATIC DATA PROCESSING IN | 0.73% | Reduce -0.7% | 3,685,075 | $378.75M | $102.78 | No quote |
| 53 | PH | PARKER HANNIFIN CORP | 0.69% | Reduce -0.5% | 2,557,265 | $358.02M | $140.00 | No quote |
| 54 | UL | UNILEVER PLC | 0.68% | Add +161.7% | 8,699,981 | $354.09M | $40.70 | No quote |
| 55 | MSFT | MICROSOFT CORP | 0.68% | Reduce -36.6% | 5,666,132 | $352.09M | $62.14 | No quote |
| 56 | WHR | WHIRLPOOL CORP | 0.68% | Reduce -3.8% | 1,936,695 | $352.03M | $181.77 | No quote |
| 57 | IPG | INTERPUBLIC GROUP COS INC | 0.66% | Reduce -8.4% | 14,698,180 | $344.09M | No quote | No quote |
| 58 | BWA | BORGWARNER INC | 0.61% | Reduce -1.6% | 7,973,393 | $314.47M | $39.44 | No quote |
| 59 | CMCSA | COMCAST CORP NEW | 0.60% | Reduce -6.0% | 4,489,254 | $309.98M | $69.05 | No quote |
| 60 | TIF | TIFFANY & CO NEW | 0.57% | Reduce -7.4% | 3,852,791 | $298.32M | No quote | No quote |
| 61 | AMTD | TD AMERITRADE HLDG CORP | 0.56% | Reduce -36.1% | 6,704,906 | $292.33M | No quote | No quote |
| 62 | PM | PHILIP MORRIS INTL INC | 0.55% | Reduce -1.5% | 3,121,565 | $285.59M | $91.49 | No quote |
| 63 | PFG | PRINCIPAL FINL GROUP INC | 0.53% | Reduce -60.4% | 4,770,703 | $276.03M | $57.86 | No quote |
| 64 | BHI | BAKER HUGHES INC | 0.49% | Reduce -15.1% | 3,893,372 | $252.95M | No quote | No quote |
| 65 | CDW | CDW CORP | 0.46% | Add +24.7% | 4,612,495 | $240.27M | $52.09 | No quote |
| 66 | CHK | CHESAPEAKE ENERGY CORP | 0.45% | Reduce -0.0% | 33,330,440 | $233.98M | No quote | No quote |
| 67 | JLL | JONES LANG LASALLE INC | 0.41% | Add +10.1% | 2,104,324 | $212.62M | $101.04 | No quote |
| 68 | TRCO | TRIBUNE MEDIA CO | 0.41% | Add +1.1% | 6,041,308 | $211.33M | No quote | No quote |
| 69 | NWSA | NEWS CORP NEW | 0.38% | Reduce -3.4% | 17,215,378 | $197.29M | $11.46 | No quote |
| 70 | USG | U S G CORP | 0.38% | Reduce -2.1% | 6,827,500 | $197.18M | No quote | No quote |
| 71 | CMA | COMERICA INC | 0.38% | Reduce -3.1% | 2,889,069 | $196.77M | No quote | No quote |
| 72 | FLS | FLOWSERVE CORP | 0.38% | Reduce -18.8% | 4,059,466 | $195.06M | $48.05 | No quote |
| 73 | LEA | LEAR CORP | 0.37% | Reduce -1.5% | 1,451,284 | $192.11M | $132.37 | No quote |
| 74 | INFY | INFOSYS LTD | 0.37% | New | 12,800,250 | $189.83M | $14.83 | No quote |
| 75 | Q | QUINTILES IMS HOLDINGS INC | 0.36% | Reduce -13.7% | 2,481,400 | $188.71M | $76.05 | No quote |
| 76 | ITRI | ITRON INC | 0.34% | Reduce -14.5% | 2,844,143 | $178.76M | $62.85 | No quote |
| 77 | HHC | HOWARD HUGHES CORP | 0.34% | Add +9.1% | 1,558,498 | $177.83M | No quote | No quote |
| 78 | MDT | MEDTRONIC PLC | 0.33% | Add +30.4% | 2,387,759 | $170.08M | $71.23 | No quote |
| 79 | COMM | COMMSCOPE HLDG CO INC | 0.32% | Add +31.2% | 4,492,474 | $167.12M | No quote | No quote |
| 80 | OSK | OSHKOSH CORP | 0.32% | Reduce -20.4% | 2,543,185 | $164.32M | $64.61 | No quote |
| 81 | HAL | HALLIBURTON CO | 0.31% | Reduce -19.4% | 2,959,113 | $160.06M | $54.09 | No quote |
| 82 | LYV | LIVE NATION ENTERTAINMENT IN | 0.27% | Reduce -1.7% | 5,237,052 | $139.31M | $26.60 | No quote |
| 83 | KATE | KATE SPADE & CO | 0.26% | Add +15.2% | 7,309,011 | $136.46M | No quote | No quote |
| 84 | SNY | SANOFI | 0.25% | Reduce -1.3% | 3,231,940 | $130.7M | $40.44 | No quote |
| 85 | ROK | ROCKWELL AUTOMATION INC | 0.25% | Reduce -54.1% | 957,413 | $128.68M | $134.40 | No quote |
| 86 | LBRDK | LIBERTY BROADBAND CORP | 0.23% | Reduce -1.6% | 1,637,413 | $121.28M | $74.07 | No quote |
| 87 | THC | TENET HEALTHCARE CORP | 0.21% | Reduce -11.3% | 7,459,265 | $110.7M | $14.84 | No quote |
| 88 | USB | US BANCORP DEL | 0.21% | Reduce -60.1% | 2,096,197 | $107.68M | $51.37 | No quote |
| 89 | VWR | VWR CORP | 0.18% | Add +199.6% | 3,663,746 | $91.7M | No quote | No quote |
| 90 | RGA | REINSURANCE GROUP AMER INC | 0.18% | Reduce -59.4% | 723,086 | $90.99M | $125.83 | No quote |
| 91 | GLPI | GAMING & LEISURE PPTYS INC | 0.15% | Reduce -0.1% | 2,612,941 | $80.01M | $30.62 | No quote |
| 92 | HSNI | HSN INC | 0.15% | Reduce -14.5% | 2,218,721 | $76.1M | No quote | No quote |
| 93 | CRI | CARTER INC | 0.14% | Reduce -0.7% | 825,800 | $71.34M | $86.39 | No quote |
| 94 | AN | AUTONATION INC | 0.11% | New | 1,188,426 | $57.82M | $48.65 | No quote |
| 95 | WCC | WESCO INTL INC | 0.10% | Reduce -3.8% | 814,897 | $54.23M | $66.55 | No quote |
| 96 | AXTA | AXALTA COATING SYS LTD | 0.10% | Reduce -8.1% | 1,877,065 | $51.06M | $27.20 | No quote |
| 97 | QGEN | QIAGEN NV | 0.09% | Reduce -30.4% | 1,737,240 | $48.68M | No quote | No quote |
| 98 | GWW | GRAINGER W W INC | 0.09% | Reduce -35.9% | 201,490 | $46.8M | $232.25 | No quote |
| 99 | MLKN | MILLER HERMAN INC | 0.09% | Reduce -9.0% | 1,337,652 | $45.75M | $34.20 | No quote |
| 100 | MTW | MANITOWOC INC | 0.07% | Reduce -1.5% | 6,509,424 | $38.93M | $5.98 | No quote |
| 101 | HRI | HERC HLDGS INC | 0.07% | Add +17.1% | 932,651 | $37.46M | $40.16 | No quote |
| 102 | SCHW | SCHWAB CHARLES CORP NEW | 0.06% | Reduce -39.9% | 735,895 | $29.05M | $39.47 | No quote |
| 103 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.05% | Reduce -49.7% | 293,055 | $24.75M | $84.46 | No quote |
| 104 | EXPE | EXPEDIA INC DEL | 0.05% | Reduce -6.0% | 208,587 | $23.63M | $113.28 | No quote |
| 105 | PCLN | PRICELINE GRP INC | 0.04% | New | 14,238 | $20.87M | No quote | No quote |
| 106 | CHRW | C H ROBINSON WORLDWIDE INC | 0.04% | Reduce -38.0% | 281,330 | $20.61M | $73.26 | No quote |
| 107 | ITW | ILLINOIS TOOL WKS INC | 0.03% | Reduce -20.2% | 123,914 | $15.18M | $122.46 | No quote |
| 108 | AMAT | APPLIED MATLS INC | 0.03% | Reduce -87.6% | 436,679 | $14.09M | $32.27 | No quote |
| 109 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.02% | Reduce -40.4% | 221,770 | $12.43M | $56.03 | No quote |
| 110 | ETFC | E TRADE FINANCIAL CORP | 0.02% | Reduce -74.0% | 330,990 | $11.47M | No quote | No quote |
| 111 | TMK | TORCHMARK CORP | 0.01% | Reduce -20.1% | 88,676 | $6.54M | No quote | No quote |
| 112 | ADNT | ADIENT PLC | 0.01% | New | 75,175 | $4.41M | $58.60 | No quote |
| 113 | MFS | MANITOWOC FOODSERVICE INC | 0.00% | Reduce -97.8% | 89,500 | $1.73M | No quote | No quote |
| 114 | LRCX | LAM RESEARCH CORP | 0.00% | Reduce -89.5% | 13,200 | $1.4M | $105.76 | No quote |
| 115 | AGCO | AGCO CORP | 0.00% | Reduce -6.3% | 21,525 | $1.25M | $57.84 | No quote |
| 116 | OII | OCEANEERING INTL INC | 0.00% | Reduce -57.2% | 33,700 | $951K | No quote | No quote |
| 117 | CIT | CIT GROUP INC | 0.00% | Reduce -5.7% | 21,750 | $928K | No quote | No quote |
| 118 | DATA | TABLEAU SOFTWARE INC | 0.00% | New | 17,475 | $737K | No quote | No quote |
| 119 | BR | BROADRIDGE FINL SOLUTIONS IN | 0.00% | Reduce -6.8% | 5,220 | $346K | $66.28 | No quote |
| 120 | CVX | CHEVRON CORP NEW | 0.00% | - | 2,500 | $294K | $117.60 | No quote |
| 121 | NTRS | NORTHERN TR CORP | 0.00% | New | 2,652 | $236K | $88.99 | No quote |
| 123 | TROW | PRICE T ROWE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 122 | HTZ | HERTZ GLOBAL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |