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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Bill Nygren (Harris / Oakmark)
  • Overview
  • Portfolio167
  • Performance40Q
  • Options1
  • Activity5.4k
  • News
Asset Manager · CIK 0000813917

Bill Nygren

Harris / Oakmark
Share
  • Large Fund

Bill Nygren runs Harris / Oakmark, an asset manager overseeing $78.81B in disclosed equity holdings (SEC CIK 0000813917). The latest portfolio (2025Q4) discloses 167 positions across 10 sectors, with the largest positions in GOOGL, COF and CRM. On a mark-to-market basis the tracked portfolio has returned 17.7% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Bill's filingsView holdings↓
Portfolio
$78.81B
Positions
167
Quarter
2025Q4
Filings tracked
40
1Y+17.7%Since filing+203.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$21.24B+$10.62B$0-$10.62B-$21.24B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
+$12.91B
Lifetime buys
$129.24B
Lifetime sells
$124.96B

Quarter activity

What changed in 2023Q3 - net new, added, trimmed, exited.
New positions8 names
  • CSCOCISCO SYS INC
    +10,945,290
    $588.4M
  • CNCCENTENE CORP DEL
    +3,981,917
    $274.3M
  • CTVACORTEVA INC
    +4,816,721
    $246.4M
  • PSXPHILLIPS 66
    +1,905,478
    $228.9M
  • HHHHOWARD HUGHES HOLDINGS INC
    +2,105,284
    $156.1M
  • BCBRUNSWICK CORP
    +1,087,396
    $85.9M
  • PHINPHINIA INC
    +2,002,778
    $53.7M
  • G3421JFERGUSON PLC NEW
    +101,800
    $16.7M
Added to38 names
  • IQVIQVIA HLDGS INC
    +6,304,424
    $1.24B
  • KRKROGER CO
    +7,260,193
    $324.9M
  • CVSCVS HEALTH CORP
    +2,907,396
    $203.0M
  • BAXBAXTER INTL INC
    +5,254,606
    $198.3M
  • DHRDANAHER CORPORATION
    +642,759
    $159.5M
  • AXPAMERICAN EXPRESS CO
    +1,055,104
    $157.4M
  • G96629WILLIS TOWERS WATSON PLC LTD
    +675,219
    $141.1M
  • N20944CNH INDL N V
    +10,322,578
    $125.9M
  • ICEINTERCONTINENTAL EXCHANGE IN
    +972,320
    $107.0M
  • MGAMAGNA INTL INC
    +1,908,476
    $102.3M
  • MOALTRIA GROUP INC
    +2,415,011
    $101.6M
  • IPGINTERPUBLIC GROUP COS INC
    +3,278,035
    $93.9M
  • + 26 more…
Trimmed81 names
  • AMZNAMAZON COM INC
    −5,086,514
    $646.6M
  • PHPARKER-HANNIFIN CORP
    −1,173,029
    $456.9M
  • GOOGLALPHABET INC
    −3,364,257
    $440.2M
  • ORCLORACLE CORP
    −3,699,654
    $391.9M
  • WDAYWORKDAY INC
    −1,648,277
    $354.1M
  • BKNGBOOKING HOLDINGS INC
    −90,751
    $279.9M
  • HCAHCA HEALTHCARE INC
    −1,028,978
    $253.1M
  • COPCONOCOPHILLIPS
    −1,450,049
    $173.7M
  • METAMETA PLATFORMS INC
    −561,353
    $168.5M
  • H84989TE CONNECTIVITY LTD
    −1,233,627
    $152.4M
  • PHMPULTE GROUP INC
    −2,008,472
    $148.7M
  • KKRKKR & CO INC
    −2,249,633
    $138.6M
  • + 69 more…
Exited17 names
  • 44267DHOWARD HUGHES CORP
    −2,104,276
    $166.1M
  • PCARPACCAR INC
    −1,583,096
    $132.4M
  • 69327RPDC ENERGY INC
    −1,436,693
    $102.2M
  • QSRRESTAURANT BRANDS INTL INC
    −864,439
    $67.0M
  • DLTRDOLLAR TREE INC
    −215,341
    $30.9M
  • ADBEADOBE SYSTEMS INCORPORATED
    −26,805
    $13.1M
  • EEFTEURONET WORLDWIDE INC
    −43,216
    $5.1M
  • GDGENERAL DYNAMICS CORP
    −6,590
    $1.4M
  • STZCONSTELLATION BRANDS INC
    −5,283
    $1.3M
  • TKRTIMKEN CO
    −12,355
    $1.1M
  • REGNREGENERON PHARMACEUTICALS
    −878
    $631K
  • HUMHUMANA INC
    −1,245
    $557K
  • + 5 more…

Recent transactions

Last 20 moves
ADD
Bill Nygren (Harris / Oakmark) added to GPC
GENUINE PARTS CO
+1,434,789
~$122.96 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed BAC
BK OF AMERICA CORP
−7,301,220
~$55.00 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed C
CITIGROUP INC
−3,772,338
~$116.69 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed NVST
ENVISTA HOLDINGS CORPORATION
−2,204,110
~$21.71 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed FMX
FOMENTO ECONOMICO MEXICANO S
−1,383
~$101.07 · 2025Q4
2026-02-17
ADD
Bill Nygren (Harris / Oakmark) added to KDP
KEURIG DR PEPPER INC
+23,650,072
~$28.01 · 2025Q4
2026-02-17
ADD
Bill Nygren (Harris / Oakmark) added to NFLX
NETFLIX INC
+29,304
~$93.76 · 2025Q4
2026-02-17
ADD
Bill Nygren (Harris / Oakmark) added to TRGP
TARGA RES CORP
+5,574,911
~$184.50 · 2025Q4
2026-02-17
NEW
Bill Nygren (Harris / Oakmark) opened a new position in IT
GARTNER INC
+963,984
~$252.28 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed ALSN
ALLISON TRANSMISSION HLDGS I
−31,630
~$97.90 · 2025Q4
2026-02-17
ADD
Bill Nygren (Harris / Oakmark) added to ALLY
ALLY FINL INC
+47,307
~$45.29 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed GOOG
ALPHABET INC
−224,651
~$313.80 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed GOOGL
ALPHABET INC
−2,488,646
~$313.00 · 2025Q4
2026-02-17
ADD
Bill Nygren (Harris / Oakmark) added to AMZN
AMAZON COM INC
+110,860
~$230.82 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed AXP
AMERICAN EXPRESS CO
−24,220
~$369.95 · 2025Q4
2026-02-17
ADD
Bill Nygren (Harris / Oakmark) added to AIG
AMERICAN INTL GROUP INC
+4,351,778
~$85.55 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed G0403H108
AON PLC
−5
~$352.88 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed APA
APA CORPORATION
−13,361,120
~$24.46 · 2025Q4
2026-02-17
ADD
Bill Nygren (Harris / Oakmark) added to AAPL
APPLE INC
+4,367
~$271.86 · 2025Q4
2026-02-17
TRIM
Bill Nygren (Harris / Oakmark) trimmed G3265R107
APTIV PLC
−20,340
~$76.09 · 2025Q4
2026-02-17