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 91 of 124 rows. Rows without a quote are marked unavailable.
| 1 | C | CITIGROUP INC | 4.98% | Add +0.5% | 41,350,951 | $2.77B | $66.88 | No quote |
| 2 | ORCL | ORACLE CORP | 4.42% | Add +17.9% | 48,989,216 | $2.46B | $50.14 | No quote |
| 3 | BAC | BANK AMER CORP | 4.09% | Reduce -0.5% | 93,643,170 | $2.27B | $24.26 | No quote |
| 4 | GM | GENERAL MTRS CO | 3.91% | Reduce -2.3% | 62,227,361 | $2.17B | $34.93 | No quote |
| 5 | GOOG | ALPHABET INC | 3.83% | Reduce -1.8% | 2,339,888 | $2.13B | $908.73 | No quote |
| 6 | TEL | TE CONNECTIVITY LTD | 3.74% | Reduce -1.4% | 26,408,595 | $2.08B | $78.68 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 3.09% | Reduce -3.8% | 14,136,266 | $1.72B | $121.45 | No quote |
| 8 | BIDU | BAIDU INC | 2.90% | Add +29.7% | 9,015,196 | $1.61B | $178.86 | No quote |
| 9 | GE | GENERAL ELECTRIC CO | 2.75% | Add +22.2% | 56,667,071 | $1.53B | $27.01 | No quote |
| 10 | AIG | AMERICAN INTL GROUP INC | 2.59% | Reduce -4.3% | 23,029,396 | $1.44B | $62.52 | No quote |
| 11 | WFC | WELLS FARGO CO NEW | 2.56% | Add +7.9% | 25,684,927 | $1.42B | $55.41 | No quote |
| 12 | WTW | WILLIS TOWERS WATSON PUB LTD | 2.34% | Add +13.0% | 8,937,984 | $1.3B | $145.46 | No quote |
| 13 | TV | GRUPO TELEVISA SA | 2.18% | Reduce -0.9% | 49,692,561 | $1.21B | No quote | No quote |
| 14 | JPM | JPMORGAN CHASE & CO | 2.03% | Reduce -2.2% | 12,342,277 | $1.13B | $91.40 | No quote |
| 15 | HCA | HCA HEALTHCARE INC | 1.86% | Reduce -2.8% | 11,876,853 | $1.04B | $87.20 | No quote |
| 16 | APA | APACHE CORP | 1.62% | Add +14.3% | 18,741,407 | $898.28M | $47.93 | No quote |
| 17 | UNH | UNITEDHEALTH GROUP INC | 1.55% | Reduce -0.0% | 4,644,572 | $861.2M | $185.42 | No quote |
| 18 | ALLY | ALLY FINL INC | 1.47% | Reduce -3.7% | 39,078,816 | $816.75M | $20.90 | No quote |
| 19 | DEO | DIAGEO P L C | 1.41% | Reduce -2.6% | 6,526,275 | $782.04M | $119.83 | No quote |
| 20 | CAT | CATERPILLAR INC DEL | 1.31% | Reduce -25.5% | 6,767,448 | $727.23M | $107.46 | No quote |
| 21 | BAX | BAXTER INTL INC | 1.29% | Reduce -17.6% | 11,846,207 | $717.17M | $60.54 | No quote |
| 22 | CHTR | CHARTER COMMUNICATIONS INC N | 1.24% | Add +19.2% | 2,040,836 | $687.46M | $336.85 | No quote |
| 23 | V | VISA INC | 1.23% | Reduce -6.9% | 7,312,471 | $685.76M | $93.78 | No quote |
| 24 | COF | CAPITAL ONE FINL CORP | 1.20% | Add +7.9% | 8,063,205 | $666.18M | $82.62 | No quote |
| 25 | MGM | MGM RESORTS INTERNATIONAL | 1.20% | Reduce -9.7% | 21,281,034 | $665.88M | $31.29 | No quote |
| 26 | AON | AON PLC | 1.15% | Reduce -28.3% | 4,811,614 | $639.7M | $132.95 | No quote |
| 27 | NOV | NATIONAL OILWELL VARCO INC | 1.10% | Add +16.0% | 18,574,753 | $611.85M | $32.94 | No quote |
| 28 | BK | BANK NEW YORK MELLON CORP | 1.09% | Reduce -0.0% | 11,859,316 | $605.06M | $51.02 | No quote |
| 29 | FCAU | FIAT CHRYSLER AUTOMOBILES N | 1.09% | Add +0.4% | 56,811,079 | $603.9M | No quote | No quote |
| 30 | FNF | FIDELITY NATIONAL FINANCIAL | 1.07% | Reduce -0.0% | 13,305,502 | $596.49M | $44.83 | No quote |
| 31 | CBRE | CBRE GROUP INC | 1.07% | Reduce -2.8% | 16,305,865 | $593.53M | $36.40 | No quote |
| 32 | QVCA | LIBERTY INTERACTIVE CORP | 1.07% | Add +2.6% | 24,183,983 | $593.48M | No quote | No quote |
| 33 | STT | STATE STR CORP | 1.03% | Reduce -0.0% | 6,385,050 | $572.93M | $89.73 | No quote |
| 34 | FDX | FEDEX CORP | 0.98% | Reduce -1.7% | 2,502,601 | $543.89M | $217.33 | No quote |
| 35 | AAPL | APPLE INC | 0.96% | Reduce -5.1% | 3,709,538 | $534.25M | $144.02 | No quote |
| 36 | INTC | INTEL CORP | 0.94% | Reduce -23.7% | 15,512,517 | $523.39M | $33.74 | No quote |
| 37 | TXN | TEXAS INSTRS INC | 0.92% | Reduce -1.2% | 6,637,622 | $510.63M | $76.93 | No quote |
| 38 | AFL | AFLAC INC | 0.86% | Reduce -3.6% | 6,189,627 | $480.81M | $77.68 | No quote |
| 39 | GOOGL | ALPHABET INC | 0.85% | Reduce -5.9% | 506,707 | $471.08M | $929.68 | No quote |
| 40 | DOV | DOVER CORP | 0.83% | Reduce -2.8% | 5,765,341 | $462.5M | $80.22 | No quote |
| 41 | KMX | CARMAX INC | 0.81% | Reduce -4.3% | 7,167,706 | $452M | $63.06 | No quote |
| 42 | MCO | MOODYS CORP | 0.80% | Add +8.5% | 3,670,649 | $446.65M | $121.68 | No quote |
| 43 | HOG | HARLEY DAVIDSON INC | 0.77% | Reduce -0.0% | 7,922,364 | $427.97M | $54.02 | No quote |
| 44 | UL | UNILEVER PLC | 0.76% | Reduce -10.9% | 7,766,278 | $420.31M | $54.12 | No quote |
| 45 | CMI | CUMMINS INC | 0.76% | Reduce -29.3% | 2,589,747 | $420.11M | $162.22 | No quote |
| 46 | WHR | WHIRLPOOL CORP | 0.75% | Add +12.5% | 2,180,839 | $417.89M | $191.62 | No quote |
| 47 | PH | PARKER HANNIFIN CORP | 0.73% | Reduce -0.0% | 2,554,020 | $408.18M | $159.82 | No quote |
| 48 | CVS | CVS HEALTH CORP | 0.72% | Add +0.0% | 5,004,335 | $402.65M | $80.46 | No quote |
| 49 | INFY | INFOSYS LTD | 0.71% | Reduce -0.6% | 26,153,550 | $392.83M | $15.02 | No quote |
| 50 | CMCSA | COMCAST CORP NEW | 0.69% | Add +0.8% | 9,853,913 | $383.51M | $38.92 | No quote |
| 51 | ADP | AUTOMATIC DATA PROCESSING IN | 0.68% | Reduce -0.1% | 3,683,475 | $377.41M | $102.46 | No quote |
| 52 | PM | PHILIP MORRIS INTL INC | 0.66% | Add +0.0% | 3,122,265 | $366.71M | $117.45 | No quote |
| 53 | GS | GOLDMAN SACHS GROUP INC | 0.64% | Reduce -4.0% | 1,609,214 | $357.08M | $221.90 | No quote |
| 54 | IPG | INTERPUBLIC GROUP COS INC | 0.56% | Reduce -2.8% | 12,743,156 | $313.48M | No quote | No quote |
| 55 | BLK | BLACKROCK INC | 0.55% | Reduce -19.9% | 726,405 | $306.84M | $422.41 | No quote |
| 56 | CHK | CHESAPEAKE ENERGY CORP | 0.55% | Reduce -6.0% | 61,556,090 | $305.93M | No quote | No quote |
| 57 | ARNC | ARCONIC INC | 0.55% | Add +151.0% | 13,439,188 | $304.4M | No quote | No quote |
| 58 | FL | FOOT LOCKER INC | 0.53% | Add +0.0% | 5,997,205 | $295.54M | No quote | No quote |
| 59 | MDT | MEDTRONIC PLC | 0.51% | Reduce -0.4% | 3,178,330 | $282.08M | $88.75 | No quote |
| 60 | BWA | BORGWARNER INC | 0.50% | Reduce -0.1% | 6,623,793 | $280.58M | $42.36 | No quote |
| 61 | UNP | UNION PAC CORP | 0.50% | Reduce -32.1% | 2,565,634 | $279.42M | $108.91 | No quote |
| 62 | AMTD | TD AMERITRADE HLDG CORP | 0.49% | Reduce -0.7% | 6,343,014 | $272.69M | No quote | No quote |
| 63 | JLL | JONES LANG LASALLE INC | 0.46% | Add +0.1% | 2,032,233 | $254.03M | $125.00 | No quote |
| 64 | QCOM | QUALCOMM INC | 0.44% | Reduce -26.6% | 4,431,791 | $244.72M | $55.22 | No quote |
| 65 | COMM | COMMSCOPE HLDG CO INC | 0.44% | Add +58.6% | 6,390,730 | $243.04M | No quote | No quote |
| 66 | MSFT | MICROSOFT CORP | 0.43% | Reduce -26.1% | 3,465,149 | $238.85M | $68.93 | No quote |
| 67 | WFT | WEATHERFORD INTL PLC | 0.43% | Add +2166.3% | 61,075,275 | $236.36M | No quote | No quote |
| 68 | APC | ANADARKO PETE CORP | 0.42% | Reduce -21.5% | 5,176,366 | $234.7M | No quote | No quote |
| 69 | NWSA | NEWS CORP NEW | 0.39% | Reduce -7.6% | 15,896,738 | $217.79M | $13.70 | No quote |
| 70 | BHI | BAKER HUGHES INC | 0.38% | Reduce -0.2% | 3,882,972 | $211.66M | No quote | No quote |
| 71 | CDW | CDW CORP | 0.38% | Reduce -14.3% | 3,368,302 | $210.62M | $62.53 | No quote |
| 72 | LEA | LEAR CORP | 0.37% | Reduce -0.3% | 1,441,254 | $204.77M | $142.08 | No quote |
| 73 | USG | U S G CORP | 0.36% | Add +2.0% | 6,918,994 | $200.79M | No quote | No quote |
| 74 | DLPH | DELPHI AUTOMOTIVE PLC | 0.35% | Add +0.0% | 2,246,675 | $196.92M | No quote | No quote |
| 75 | HHC | HOWARD HUGHES CORP | 0.35% | Add +0.3% | 1,585,474 | $194.76M | No quote | No quote |
| 76 | PFG | PRINCIPAL FINL GROUP INC | 0.33% | Reduce -40.1% | 2,823,271 | $180.89M | $64.07 | No quote |
| 77 | Q | QUINTILES IMS HOLDINGS INC | 0.30% | Reduce -10.5% | 1,863,607 | $166.79M | $89.50 | No quote |
| 78 | LYV | LIVE NATION ENTERTAINMENT IN | 0.29% | Reduce -11.1% | 4,578,552 | $159.56M | $34.85 | No quote |
| 79 | LBRDK | LIBERTY BROADBAND CORP | 0.29% | Add +9.2% | 1,834,770 | $159.17M | $86.75 | No quote |
| 80 | AN | AUTONATION INC | 0.27% | Reduce -29.0% | 3,576,454 | $150.78M | $42.16 | No quote |
| 81 | THC | TENET HEALTHCARE CORP | 0.27% | Add +1.4% | 7,733,435 | $149.57M | $19.34 | No quote |
| 82 | VWR | VWR CORP | 0.26% | Reduce -16.6% | 4,378,045 | $144.52M | No quote | No quote |
| 83 | OSK | OSHKOSH CORP | 0.25% | Reduce -2.6% | 2,026,745 | $139.6M | $68.88 | No quote |
| 84 | FLS | FLOWSERVE CORP | 0.24% | Reduce -3.6% | 2,829,898 | $131.39M | $46.43 | No quote |
| 85 | MLCO | MELCO RESORT ENTERTAINMENT L | 0.21% | Reduce -75.5% | 5,210,004 | $116.96M | $22.45 | No quote |
| 86 | ITRI | ITRON INC | 0.20% | Reduce -36.3% | 1,642,928 | $111.31M | $67.75 | No quote |
| 87 | GLPI | GAMING & LEISURE PPTYS INC | 0.19% | Add +0.3% | 2,832,950 | $106.72M | $37.67 | No quote |
| 88 | USB | US BANCORP DEL | 0.16% | Reduce -0.4% | 1,691,555 | $87.83M | $51.92 | No quote |
| 89 | CRI | CARTER INC | 0.15% | Add +3.2% | 968,440 | $86.14M | $88.95 | No quote |
| 90 | PCLN | PRICELINE GRP INC | 0.14% | Reduce -5.9% | 40,554 | $75.86M | No quote | No quote |
| 91 | CHRW | C H ROBINSON WORLDWIDE INC | 0.13% | Add +273.2% | 1,027,045 | $70.54M | $68.68 | No quote |
| 92 | AXTA | AXALTA COATING SYS LTD | 0.12% | Add +1.1% | 2,051,380 | $65.73M | $32.04 | No quote |
| 93 | HRI | HERC HLDGS INC | 0.10% | Add +18.8% | 1,399,518 | $55.03M | $39.32 | No quote |
| 94 | BUFF | BLUE BUFFALO PET PRODS INC | 0.10% | New | 2,344,399 | $53.48M | No quote | No quote |
| 95 | HSNI | HSN INC | 0.09% | Reduce -3.9% | 1,499,405 | $47.83M | No quote | No quote |
| 96 | WCC | WESCO INTL INC | 0.08% | Reduce -0.2% | 810,145 | $46.42M | $57.30 | No quote |
| 97 | TIF | TIFFANY & CO NEW | 0.08% | Reduce -73.0% | 490,278 | $46.02M | No quote | No quote |
| 98 | MTW | MANITOWOC INC | 0.07% | Reduce -0.1% | 6,591,749 | $39.62M | $6.01 | No quote |
| 99 | MLKN | MILLER HERMAN INC | 0.07% | - | 1,266,177 | $38.49M | $30.40 | No quote |
| 100 | UPL | ULTRA PETROLEUM CORP | 0.06% | New | 2,927,833 | $31.77M | No quote | No quote |
| 101 | LW | LAMB WESTON HLDGS INC | 0.06% | New | 699,896 | $30.82M | $44.04 | No quote |
| 102 | EXPE | EXPEDIA INC DEL | 0.06% | Reduce -31.2% | 206,649 | $30.78M | $148.95 | No quote |
| 103 | ADNT | ADIENT PLC | 0.05% | Add +6.2% | 461,890 | $30.2M | $65.38 | No quote |
| 104 | QGEN | QIAGEN NV | 0.05% | Reduce -50.4% | 822,480 | $27.58M | No quote | No quote |
| 105 | UA | UNDER ARMOUR INC | 0.04% | New | 1,139,253 | $22.97M | $20.16 | No quote |
| 106 | GWW | GRAINGER W W INC | 0.04% | Reduce -16.6% | 117,184 | $21.16M | $180.53 | No quote |
| 107 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.03% | Add +0.4% | 215,765 | $14.33M | $66.40 | No quote |
| 108 | ESRX | EXPRESS SCRIPTS HLDG CO | 0.01% | New | 110,100 | $7.03M | No quote | No quote |
| 109 | TRCO | TRIBUNE MEDIA CO | 0.01% | Reduce -97.2% | 141,586 | $5.77M | No quote | No quote |
| 110 | TRN | TRINITY INDS INC | 0.00% | New | 68,750 | $1.93M | $28.03 | No quote |
| 111 | TMK | TORCHMARK CORP | 0.00% | Reduce -34.9% | 23,525 | $1.8M | No quote | No quote |
| 112 | ABBV | ABBVIE INC | 0.00% | New | 23,700 | $1.72M | $72.49 | No quote |
| 113 | KATE | KATE SPADE & CO | 0.00% | Reduce -98.9% | 81,500 | $1.51M | No quote | No quote |
| 114 | AGCO | AGCO CORP | 0.00% | Reduce -3.8% | 18,875 | $1.27M | $67.39 | No quote |
| 115 | ITW | ILLINOIS TOOL WKS INC | 0.00% | Reduce -8.2% | 6,750 | $967K | $143.26 | No quote |
| 116 | DATA | TABLEAU SOFTWARE INC | 0.00% | Reduce -2.8% | 15,525 | $951K | No quote | No quote |
| 117 | OII | OCEANEERING INTL INC | 0.00% | Add +2.1% | 35,025 | $800K | No quote | No quote |
| 118 | CVX | CHEVRON CORP NEW | 0.00% | - | 2,500 | $261K | $104.40 | No quote |
| 119 | META | FACEBOOK INC | 0.00% | New | 1,504 | $227K | $150.93 | No quote |
| 120 | CMA | COMERICA INC | 0.00% | Reduce -82.8% | 2,785 | $204K | No quote | No quote |
| 124 | ETFC | E TRADE FINANCIAL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 123 | CIT | CIT GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 122 | CHKP | CHECK POINT SOFTWARE TECH LT | - | Sold | 0 | $0 | No quote | No quote |
| 121 | AMAT | APPLIED MATLS INC | - | Sold | 0 | $0 | No quote | No quote |