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 88 of 125 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP INC | 4.50% | Add +25.9% | 41,129,780 | $2.46B | $59.82 | No quote |
| 2 | GM | GENERAL MTRS CO | 4.12% | Reduce -1.9% | 63,715,090 | $2.25B | $35.36 | No quote |
| 3 | BAC | BANK AMER CORP | 4.05% | Reduce -8.2% | 94,067,258 | $2.22B | $23.59 | No quote |
| 4 | TEL | TE CONNECTIVITY LTD | 3.65% | Reduce -2.0% | 26,778,297 | $2B | $74.55 | No quote |
| 5 | GOOG | ALPHABET INC | 3.61% | Add +0.1% | 2,382,870 | $1.98B | $829.56 | No quote |
| 6 | ORCL | ORACLE CORP | 3.39% | Add +0.4% | 41,561,715 | $1.85B | $44.61 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 3.02% | Reduce -0.5% | 14,698,960 | $1.65B | $112.47 | No quote |
| 8 | AIG | AMERICAN INTL GROUP INC | 2.74% | Reduce -4.7% | 24,050,692 | $1.5B | $62.43 | No quote |
| 9 | GE | GENERAL ELECTRIC CO | 2.53% | Add +26.4% | 46,376,143 | $1.38B | $29.80 | No quote |
| 10 | WFC | WELLS FARGO & CO NEW | 2.42% | Add +1.2% | 23,796,125 | $1.32B | $55.66 | No quote |
| 11 | TV | GRUPO TELEVISA SA | 2.38% | Add +7.4% | 50,127,512 | $1.3B | No quote | No quote |
| 12 | BIDU | BAIDU INC | 2.19% | Add +9.0% | 6,948,582 | $1.2B | $172.52 | No quote |
| 13 | JPM | JPMORGAN CHASE & CO | 2.03% | Reduce -29.6% | 12,621,130 | $1.11B | $87.84 | No quote |
| 14 | HCA | HCA HOLDINGS INC | 1.99% | Add +0.9% | 12,214,476 | $1.09B | $88.99 | No quote |
| 15 | WTW | WILLIS TOWERS WATSON PUB LTD | 1.89% | Add +27.4% | 7,910,397 | $1.04B | $130.89 | No quote |
| 16 | APA | APACHE CORP | 1.54% | Add +16.4% | 16,397,422 | $842.66M | $51.39 | No quote |
| 17 | CAT | CATERPILLAR INC DEL | 1.54% | Reduce -13.0% | 9,081,669 | $842.42M | $92.76 | No quote |
| 18 | ALLY | ALLY FINL INC | 1.51% | Add +12.0% | 40,594,446 | $825.29M | $20.33 | No quote |
| 19 | AON | AON PLC | 1.46% | Reduce -0.8% | 6,712,360 | $796.69M | $118.69 | No quote |
| 20 | DEO | DIAGEO P L C | 1.42% | Add +0.8% | 6,703,040 | $774.74M | $115.58 | No quote |
| 21 | UNH | UNITEDHEALTH GROUP INC | 1.39% | Add +0.3% | 4,646,307 | $762.04M | $164.01 | No quote |
| 22 | BAX | BAXTER INTL INC | 1.36% | Add +7.8% | 14,373,056 | $745.39M | $51.86 | No quote |
| 23 | INTC | INTEL CORP | 1.34% | Reduce -0.9% | 20,325,138 | $733.13M | $36.07 | No quote |
| 24 | V | VISA INC | 1.28% | Add +0.0% | 7,854,510 | $698.03M | $88.87 | No quote |
| 25 | COF | CAPITAL ONE FINL CORP | 1.18% | Add +0.1% | 7,474,541 | $647.74M | $86.66 | No quote |
| 26 | MGM | MGM RESORTS INTERNATIONAL | 1.18% | Add +40.7% | 23,573,669 | $645.92M | $27.40 | No quote |
| 27 | NOV | NATIONAL OILWELL VARCO INC | 1.17% | Add +7.2% | 16,017,269 | $642.13M | $40.09 | No quote |
| 28 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 1.13% | Add +0.1% | 56,595,290 | $618.59M | No quote | No quote |
| 29 | CBRE | CBRE GROUP INC | 1.07% | Reduce -4.0% | 16,775,269 | $583.61M | $34.79 | No quote |
| 30 | AAPL | APPLE INC | 1.03% | Add +2.1% | 3,907,459 | $561.35M | $143.66 | No quote |
| 31 | CHTR | CHARTER COMMUNICATIONS INC N | 1.02% | Reduce -2.9% | 1,711,848 | $560.32M | $327.32 | No quote |
| 32 | BK | BANK NEW YORK MELLON CORP | 1.02% | Add +0.0% | 11,863,301 | $560.3M | $47.23 | No quote |
| 33 | CMI | CUMMINS INC | 1.01% | Reduce -29.0% | 3,660,183 | $553.42M | $151.20 | No quote |
| 34 | TXN | TEXAS INSTRS INC | 0.99% | Reduce -2.9% | 6,720,862 | $541.43M | $80.56 | No quote |
| 35 | FNF | FIDELITY NATIONAL FINANCIAL | 0.95% | Add +1.4% | 13,306,977 | $518.17M | $38.94 | No quote |
| 36 | STT | STATE STR CORP | 0.93% | Reduce -0.0% | 6,386,180 | $508.4M | $79.61 | No quote |
| 37 | FDX | FEDEX CORP | 0.91% | Reduce -0.6% | 2,545,701 | $496.79M | $195.15 | No quote |
| 38 | HOG | HARLEY DAVIDSON INC | 0.88% | Reduce -0.0% | 7,923,779 | $479.39M | $60.50 | No quote |
| 39 | DOV | DOVER CORP | 0.87% | Reduce -0.5% | 5,929,366 | $476.43M | $80.35 | No quote |
| 40 | QVCA | LIBERTY INTERACTIVE CORP | 0.86% | Reduce -5.9% | 23,565,469 | $471.78M | No quote | No quote |
| 41 | AFL | AFLAC INC | 0.85% | Reduce -0.4% | 6,420,280 | $464.96M | $72.42 | No quote |
| 42 | GOOGL | ALPHABET INC | 0.83% | Add +12.1% | 538,510 | $456.55M | $847.80 | No quote |
| 43 | FL | FOOT LOCKER INC | 0.82% | Reduce -9.1% | 5,996,130 | $448.57M | No quote | No quote |
| 44 | KMX | CARMAX INC | 0.81% | Reduce -7.1% | 7,490,739 | $443.6M | $59.22 | No quote |
| 45 | UL | UNILEVER PLC | 0.79% | Add +0.2% | 8,716,947 | $430.09M | $49.34 | No quote |
| 46 | INFY | INFOSYS LTD | 0.76% | Add +105.6% | 26,313,050 | $415.75M | $15.80 | No quote |
| 47 | PH | PARKER HANNIFIN CORP | 0.75% | Reduce -0.1% | 2,554,225 | $409.49M | $160.32 | No quote |
| 48 | APC | ANADARKO PETE CORP | 0.75% | Add +1.2% | 6,592,778 | $408.75M | No quote | No quote |
| 49 | UNP | UNION PAC CORP | 0.73% | Reduce -16.2% | 3,781,364 | $400.52M | $105.92 | No quote |
| 50 | MLCO | MELCO CROWN ENTMT LTD | 0.72% | Reduce -31.0% | 21,260,360 | $394.17M | $18.54 | No quote |
| 51 | CVS | CVS HEALTH CORP | 0.72% | Reduce -0.0% | 5,003,692 | $392.79M | $78.50 | No quote |
| 52 | CHK | CHESAPEAKE ENERGY CORP | 0.71% | Add +96.4% | 65,475,640 | $388.93M | No quote | No quote |
| 53 | GS | GOLDMAN SACHS GROUP INC | 0.70% | Reduce -24.3% | 1,676,399 | $385.1M | $229.72 | No quote |
| 54 | MCO | MOODYS CORP | 0.69% | New | 3,381,743 | $378.89M | $112.04 | No quote |
| 55 | ADP | AUTOMATIC DATA PROCESSING IN | 0.69% | Add +0.0% | 3,686,725 | $377.48M | $102.39 | No quote |
| 56 | CMCSA | COMCAST CORP NEW | 0.67% | Add +117.7% | 9,773,868 | $367.4M | $37.59 | No quote |
| 57 | PM | PHILIP MORRIS INTL INC | 0.64% | Add +0.0% | 3,122,065 | $352.48M | $112.90 | No quote |
| 58 | BLK | BLACKROCK INC | 0.64% | Reduce -10.4% | 906,636 | $347.7M | $383.51 | No quote |
| 59 | QCOM | QUALCOMM INC | 0.63% | Reduce -3.7% | 6,034,791 | $346.04M | $57.34 | No quote |
| 60 | WHR | WHIRLPOOL CORP | 0.61% | Add +0.1% | 1,939,180 | $332.24M | $171.33 | No quote |
| 61 | IPG | INTERPUBLIC GROUP COS INC | 0.59% | Reduce -10.8% | 13,112,931 | $322.19M | No quote | No quote |
| 62 | MSFT | MICROSOFT CORP | 0.56% | Reduce -17.2% | 4,689,385 | $308.84M | $65.86 | No quote |
| 63 | PFG | PRINCIPAL FINL GROUP INC | 0.54% | Reduce -1.1% | 4,715,903 | $297.62M | $63.11 | No quote |
| 64 | BWA | BORGWARNER INC | 0.51% | Reduce -16.9% | 6,628,893 | $277.02M | $41.79 | No quote |
| 65 | MDT | MEDTRONIC PLC | 0.47% | Add +33.6% | 3,190,211 | $257M | $80.56 | No quote |
| 66 | AMTD | TD AMERITRADE HLDG CORP | 0.45% | Reduce -4.7% | 6,390,374 | $248.33M | No quote | No quote |
| 67 | BHI | BAKER HUGHES INC | 0.43% | Reduce -0.0% | 3,892,100 | $232.83M | No quote | No quote |
| 68 | CDW | CDW CORP | 0.41% | Reduce -14.8% | 3,929,142 | $226.75M | $57.71 | No quote |
| 69 | JLL | JONES LANG LASALLE INC | 0.41% | Reduce -3.6% | 2,029,396 | $226.18M | $111.45 | No quote |
| 70 | NWSA | NEWS CORP NEW | 0.41% | Reduce -0.1% | 17,196,313 | $223.55M | $13.00 | No quote |
| 71 | USG | U S G CORP | 0.39% | Reduce -0.7% | 6,780,600 | $215.62M | No quote | No quote |
| 72 | AN | AUTONATION INC | 0.39% | Add +324.0% | 5,038,530 | $213.08M | $42.29 | No quote |
| 73 | LEA | LEAR CORP | 0.37% | Reduce -0.3% | 1,446,184 | $204.75M | $141.58 | No quote |
| 74 | TRCO | TRIBUNE MEDIA CO | 0.34% | Reduce -16.8% | 5,027,090 | $187.36M | No quote | No quote |
| 75 | HHC | HOWARD HUGHES CORP | 0.34% | Add +1.4% | 1,580,163 | $185.27M | No quote | No quote |
| 76 | DLPH | DELPHI AUTOMOTIVE PLC | 0.33% | New | 2,246,565 | $180.83M | No quote | No quote |
| 77 | TIF | TIFFANY & CO NEW | 0.32% | Reduce -52.9% | 1,816,646 | $173.13M | No quote | No quote |
| 78 | KATE | KATE SPADE & CO | 0.31% | Reduce -0.3% | 7,288,211 | $169.31M | No quote | No quote |
| 79 | COMM | COMMSCOPE HLDG CO INC | 0.31% | Reduce -10.3% | 4,029,067 | $168.05M | No quote | No quote |
| 80 | Q | QUINTILES IMS HOLDINGS INC | 0.31% | Reduce -16.1% | 2,081,636 | $167.63M | $80.53 | No quote |
| 81 | ITRI | ITRON INC | 0.29% | Reduce -9.3% | 2,579,448 | $156.57M | $60.70 | No quote |
| 82 | LYV | LIVE NATION ENTERTAINMENT IN | 0.29% | Reduce -1.7% | 5,150,052 | $156.41M | $30.37 | No quote |
| 83 | VWR | VWR CORP | 0.27% | Add +43.3% | 5,250,960 | $148.08M | No quote | No quote |
| 84 | LBRDK | LIBERTY BROADBAND CORP | 0.27% | Add +2.6% | 1,680,235 | $145.17M | $86.40 | No quote |
| 85 | OSK | OSHKOSH CORP | 0.26% | Reduce -18.2% | 2,080,108 | $142.68M | $68.59 | No quote |
| 86 | FLS | FLOWSERVE CORP | 0.26% | Reduce -27.7% | 2,934,303 | $142.08M | $48.42 | No quote |
| 87 | ARNC | ARCONIC INC | 0.26% | New | 5,354,600 | $141.04M | No quote | No quote |
| 88 | THC | TENET HEALTHCARE CORP | 0.25% | Add +2.2% | 7,625,365 | $135.05M | $17.71 | No quote |
| 89 | GLPI | GAMING & LEISURE PPTYS INC | 0.17% | Add +8.1% | 2,825,006 | $94.41M | $33.42 | No quote |
| 90 | USB | US BANCORP DEL | 0.16% | Reduce -19.0% | 1,698,332 | $87.46M | $51.50 | No quote |
| 91 | CRI | CARTER INC | 0.15% | Add +13.7% | 938,595 | $84.29M | $89.80 | No quote |
| 92 | PCLN | PRICELINE GRP INC | 0.14% | Add +202.6% | 43,084 | $76.69M | No quote | No quote |
| 93 | AXTA | AXALTA COATING SYS LTD | 0.12% | Add +8.1% | 2,028,345 | $65.31M | $32.20 | No quote |
| 94 | HSNI | HSN INC | 0.11% | Reduce -29.7% | 1,560,206 | $57.88M | No quote | No quote |
| 95 | HRI | HERC HLDGS INC | 0.11% | Add +26.3% | 1,178,007 | $57.59M | $48.89 | No quote |
| 96 | WCC | WESCO INTL INC | 0.10% | Reduce -0.4% | 811,947 | $56.47M | $69.55 | No quote |
| 97 | QGEN | QIAGEN NV | 0.09% | Reduce -4.5% | 1,658,990 | $48.06M | No quote | No quote |
| 98 | MLKN | MILLER HERMAN INC | 0.07% | Reduce -5.3% | 1,266,177 | $39.95M | $31.55 | No quote |
| 99 | EXPE | EXPEDIA INC DEL | 0.07% | Add +44.0% | 300,304 | $37.89M | $126.17 | No quote |
| 100 | MTW | MANITOWOC INC | 0.07% | Add +1.4% | 6,597,924 | $37.61M | $5.70 | No quote |
| 101 | GWW | GRAINGER W W INC | 0.06% | Reduce -30.3% | 140,541 | $32.71M | $232.76 | No quote |
| 102 | ADNT | ADIENT PLC | 0.06% | Add +478.3% | 434,770 | $31.6M | $72.67 | No quote |
| 103 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.05% | Reduce -4.0% | 281,275 | $28.88M | $102.66 | No quote |
| 104 | CHRW | C H ROBINSON WORLDWIDE INC | 0.04% | Reduce -2.2% | 275,225 | $21.27M | $77.29 | No quote |
| 105 | WFT | WEATHERFORD INTL PLC | 0.03% | New | 2,694,930 | $17.92M | No quote | No quote |
| 106 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.02% | Reduce -3.0% | 214,995 | $12.8M | $59.52 | No quote |
| 107 | TMK | TORCHMARK CORP | 0.01% | Reduce -59.3% | 36,125 | $2.78M | No quote | No quote |
| 108 | ETFC | E TRADE FINANCIAL CORP | 0.00% | Reduce -85.0% | 49,800 | $1.74M | No quote | No quote |
| 109 | AGCO | AGCO CORP | 0.00% | Reduce -8.8% | 19,625 | $1.18M | $60.18 | No quote |
| 110 | CMA | COMERICA INC | 0.00% | Reduce -99.4% | 16,205 | $1.11M | No quote | No quote |
| 111 | ITW | ILLINOIS TOOL WKS INC | 0.00% | Reduce -94.1% | 7,350 | $974K | $132.52 | No quote |
| 112 | OII | OCEANEERING INTL INC | 0.00% | Add +1.8% | 34,300 | $929K | No quote | No quote |
| 113 | CIT | CIT GROUP INC | 0.00% | Reduce -8.7% | 19,850 | $852K | No quote | No quote |
| 114 | DATA | TABLEAU SOFTWARE INC | 0.00% | Reduce -8.6% | 15,975 | $792K | No quote | No quote |
| 115 | AMAT | APPLIED MATLS INC | 0.00% | Reduce -98.4% | 7,000 | $272K | $38.86 | No quote |
| 116 | CVX | CHEVRON CORP NEW | 0.00% | - | 2,500 | $268K | $107.20 | No quote |
| 125 | SCHW | SCHWAB CHARLES CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 124 | SNY | SANOFI | - | Sold | 0 | $0 | No quote | No quote |
| 123 | ROK | ROCKWELL AUTOMATION INC | - | Sold | 0 | $0 | No quote | No quote |
| 122 | RGA | REINSURANCE GROUP AMER INC | - | Sold | 0 | $0 | No quote | No quote |
| 121 | NTRS | NORTHERN TR CORP | - | Sold | 0 | $0 | No quote | No quote |
| 120 | MFS | MANITOWOC FOODSERVICE INC | - | Sold | 0 | $0 | No quote | No quote |
| 119 | LRCX | LAM RESEARCH CORP | - | Sold | 0 | $0 | No quote | No quote |
| 118 | HAL | HALLIBURTON CO | - | Sold | 0 | $0 | No quote | No quote |
| 117 | BR | BROADRIDGE FINL SOLUTIONS IN | - | Sold | 0 | $0 | No quote | No quote |