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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/
  2. Super Investors/
  3. Bill Nygren (Harris / Oakmark)
  • Overview
  • Portfolio167
  • Performance40Q
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Bill Nygren

Harris / Oakmark
Share
  • Asset Manager · CIK 0000813917
  • 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 203.6% since 2016Q1. 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
Since filing+203.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2025Q4
1 / 3
75 of 167
1
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
3.53%
of portfolio
Number of shares
8,918,581 sh
Holdings current value
$2.79B
Avg closing price
$164.18
+106.4%
Last action
Trimmed 21.8%
2025Q4
Current $338.89
2
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
3.32%
of portfolio
Number of shares
10,825,295 sh
Holdings current value
$2.62B
Avg closing price
$118.13
+66.5%
Last action
Added 19.9%
2025Q4
Current $196.63
3
C
CRMSALESFORCE COM INC
Technology·Software - Application
3.28%
of portfolio
Number of shares
9,791,328 sh
Holdings current value
$2.59B
Avg closing price
$253.36
-31.6%
Last action
Added 39.0%
2025Q4
Current $173.30
4
I
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
3.22%
of portfolio
Number of shares
11,319,718 sh
Holdings current value
$2.55B
Avg closing price
$196.07
-18.1%
Last action
Trimmed 0.6%
2025Q4
Current $160.68
5
A
ABNBAIRBNB INC
Consumer Cyclical·Travel Services
3.21%
of portfolio
Number of shares
18,694,408 sh
Holdings current value
$2.54B
Avg closing price
$128.78
+10.2%
Last action
Added 21.0%
2025Q4
Current $141.87
6
I
ICEINTERCONTINENTAL EXCHANGE IN
Financial Services·Financial Data & Stock Exchanges
3.19%
of portfolio
Number of shares
15,584,531 sh
Holdings current value
$2.52B
Avg closing price
$126.81
+24.2%
Last action
Added 52.9%
2025Q4
Current $157.48
7
K
KDPKEURIG DR PEPPER INC
Consumer Defensive·Beverages - Non-Alcoholic
3.05%
of portfolio
Number of shares
86,269,175 sh
Holdings current value
$2.42B
Avg closing price
$30.23
-5.6%
Last action
Added 37.8%
2025Q4
Current $28.53
8
W
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
2.87%
of portfolio
Number of shares
78,854,809 sh
Holdings current value
$2.27B
Avg closing price
$10.83
+148.3%
Last action
Trimmed 17.8%
2025Q4
Current $26.90
9
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
2.84%
of portfolio
Number of shares
24,002,747 sh
Holdings current value
$2.25B
Avg closing price
$97.57
+27.5%
Last action
Added 27.2%
2025Q4
Current $124.37
10
S
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
2.78%
of portfolio
Number of shares
22,031,493 sh
Holdings current value
$2.20B
Avg closing price
$57.74
+54.0%
Last action
Added 3.7%
2025Q4
Current $88.92
11
F
FCNCAFIRST CTZNS BANCSHARES INC N
Financial Services·Banks - Regional
2.52%
of portfolio
Number of shares
928,944 sh
Holdings current value
$1.99B
Avg closing price
$1433
+38.0%
Last action
Added 26.0%
2025Q4
Current $1976
12
A
AIGAMERICAN INTL GROUP INC
Financial Services·Insurance - Diversified
2.39%
of portfolio
Number of shares
22,144,430 sh
Holdings current value
$1.89B
Avg closing price
$61.59
+23.9%
Last action
Added 24.5%
2025Q4
Current $76.33
13
G
G96629103WILLIS TOWERS WATSON PLC LTD
2.33%
of portfolio
Number of shares
5,613,089 sh
Holdings current value
$1.84B
Avg closing price
$266.28
Last action
Added 30.7%
2025Q4
Current —
14
P
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
2.28%
of portfolio
Number of shares
13,978,492 sh
Holdings current value
$1.80B
Avg closing price
$129.06
+23.6%
Last action
Added 2.5%
2025Q4
Current $159.53
15
T
TRGPTARGA RES CORP
Energy·Oil & Gas Midstream
2.27%
of portfolio
Number of shares
9,729,925 sh
Holdings current value
$1.80B
Avg closing price
$177.63
+35.1%
Last action
Added 134.2%
2025Q4
Current $239.91
16
E
ELVANTHEM INC
Healthcare·Healthcare Plans
2.12%
of portfolio
Number of shares
4,794,445 sh
Holdings current value
$1.68B
Avg closing price
$360.50
-3.9%
Last action
Added 50.3%
2025Q4
Current $346.29
17
E
EFXEQUIFAX INC
Industrials·Consulting Services
2.07%
of portfolio
Number of shares
7,557,127 sh
Holdings current value
$1.64B
Avg closing price
$241.12
-27.5%
Last action
Added 29.5%
2025Q4
Current $174.93
18
M
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
1.87%
of portfolio
Number of shares
14,088,705 sh
Holdings current value
$1.48B
Avg closing price
$100.16
+14.4%
Last action
Added 43.4%
2025Q4
Current $114.62
19
D
DEDEERE & CO
Industrials·Farm & Heavy Construction Machinery
1.84%
of portfolio
Number of shares
3,135,045 sh
Holdings current value
$1.46B
Avg closing price
$422.31
+40.2%
Last action
Added 45.4%
2025Q4
Current $591.95
20
G
GMGENERAL MTRS CO
Consumer Cyclical·Auto Manufacturers
1.79%
of portfolio
Number of shares
17,407,745 sh
Holdings current value
$1.42B
Avg closing price
$33.41
+135.0%
Last action
Trimmed 17.3%
2025Q4
Current $78.52
21
D
DALDELTA AIR LINES INC DEL
Industrials·Airlines
1.73%
of portfolio
Number of shares
19,666,515 sh
Holdings current value
$1.36B
Avg closing price
$54.48
+25.5%
Last action
Added 45.4%
2025Q4
Current $68.37
22
G
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
1.64%
of portfolio
Number of shares
15,854,646 sh
Holdings current value
$1.30B
Avg closing price
$79.51
-12.1%
Last action
Added 43.9%
2025Q4
Current $69.89
23
A
ALLYALLY FINL INC
Financial Services·Credit Services
1.55%
of portfolio
Number of shares
27,045,748 sh
Holdings current value
$1.22B
Avg closing price
$25.24
+78.4%
Last action
Added 0.2%
2025Q4
Current $45.02
24
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
1.52%
of portfolio
Number of shares
12,903,643 sh
Holdings current value
$1.20B
Avg closing price
$50.67
+58.9%
Last action
Added 19.5%
2025Q4
Current $80.51
25
C
CCITIGROUP INC
Financial Services·Banks - Diversified
1.48%
of portfolio
Number of shares
10,041,169 sh
Holdings current value
$1.17B
Avg closing price
$55.25
+132.6%
Last action
Trimmed 27.3%
2025Q4
Current $128.51
26
C
CTVACORTEVA INC
Basic Materials·Agricultural Inputs
1.44%
of portfolio
Number of shares
17,026,221 sh
Holdings current value
$1.14B
Avg closing price
$61.53
+29.4%
Last action
Added 168.1%
2025Q4
Current $79.63
27
C
CBRECBRE GROUP INC
Real Estate·Real Estate Services
1.41%
of portfolio
Number of shares
6,928,621 sh
Holdings current value
$1.11B
Avg closing price
$53.32
+180.0%
Last action
Added 0.6%
2025Q4
Current $149.31
28
Z
ZBHZIMMER BIOMET HOLDINGS INC
Healthcare·Medical Devices
1.39%
of portfolio
Number of shares
12,264,703 sh
Holdings current value
$1.10B
Avg closing price
$91.08
+1.5%
Last action
Added 158.2%
2025Q4
Current $92.44
29
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
1.38%
of portfolio
Number of shares
19,853,400 sh
Holdings current value
$1.09B
Avg closing price
$20.82
+152.1%
Last action
Trimmed 26.9%
2025Q4
Current $52.47
30
F
FISVFISERV INC
1.32%
of portfolio
Number of shares
15,554,703 sh
Holdings current value
$1.04B
Avg closing price
$88.00
-30.1%
Last action
Added 130.0%
2025Q4
Current $61.55
31
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
1.30%
of portfolio
Number of shares
4,463,110 sh
Holdings current value
$1.03B
Avg closing price
$185.91
+37.2%
Last action
Added 2.5%
2025Q4
Current $255.08
32
N
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
1.20%
of portfolio
Number of shares
14,956,882 sh
Holdings current value
$952.90M
Avg closing price
$67.96
-34.1%
Last action
Added 72.3%
2025Q4
Current $44.78
33
C
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
1.15%
of portfolio
Number of shares
4,344,822 sh
Holdings current value
$906.98M
Avg closing price
$340.05
-28.9%
Last action
Added 24.3%
2025Q4
Current $241.78
34
C
CGCARLYLE GROUP INC
Financial Services·Asset Management
1.14%
of portfolio
Number of shares
15,198,269 sh
Holdings current value
$898.37M
Avg closing price
$50.60
-3.1%
Last action
Added 39.1%
2025Q4
Current $49.03
35
G
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
1.11%
of portfolio
Number of shares
11,348,361 sh
Holdings current value
$878.36M
Avg closing price
$93.62
-27.5%
Last action
Added 66.4%
2025Q4
Current $67.86
36
R
RGAREINSURANCE GRP OF AMERICA I
Financial Services·Insurance - Reinsurance
1.10%
of portfolio
Number of shares
4,261,078 sh
Holdings current value
$866.96M
Avg closing price
$153.41
+36.6%
Last action
Added 27.4%
2025Q4
Current $209.58
37
U
UNPUNION PAC CORP
Industrials·Railroads
1.07%
of portfolio
Number of shares
3,656,510 sh
Holdings current value
$845.82M
Avg closing price
$226.47
+19.8%
Last action
Added 149.5%
2025Q4
Current $271.26
38
N
N00985106AERCAP HOLDINGS NV
1.06%
of portfolio
Number of shares
5,840,480 sh
Holdings current value
$839.63M
Avg closing price
$143.76
Last action
New holding
2025Q4
Current —
39
N
NDAQNASDAQ INC
Financial Services·Financial Data & Stock Exchanges
1.06%
of portfolio
Number of shares
8,621,689 sh
Holdings current value
$837.42M
Avg closing price
$73.18
+18.9%
Last action
Added 46.0%
2025Q4
Current $87.04
40
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
1.04%
of portfolio
Number of shares
27,458,428 sh
Holdings current value
$820.73M
Avg closing price
$38.12
-17.0%
Last action
Added 24.5%
2025Q4
Current $31.64
41
S
STTSTATE STR CORP
Financial Services·Asset Management
1.03%
of portfolio
Number of shares
6,306,244 sh
Holdings current value
$813.57M
Avg closing price
$65.99
+129.2%
Last action
Trimmed 17.3%
2025Q4
Current $151.25
42
E
EOGEOG RES INC
Energy·Oil & Gas E&P
0.98%
of portfolio
Number of shares
7,372,292 sh
Holdings current value
$774.16M
Avg closing price
$93.93
+42.5%
Last action
Added 61.6%
2025Q4
Current $133.87
43
C
CRBGCOREBRIDGE FINL INC
Financial Services·Asset Management
0.93%
of portfolio
Number of shares
24,370,017 sh
Holdings current value
$735.24M
Avg closing price
$23.96
+10.8%
Last action
Added 30.1%
2025Q4
Current $26.54
44
G
G87052109TE CONNECTIVITY PLC
0.93%
of portfolio
Number of shares
3,229,986 sh
Holdings current value
$734.85M
Avg closing price
$150.61
Last action
Trimmed 19.4%
2025Q4
Current —
45
M
MASMASCO CORP
Industrials·Building Products & Equipment
0.92%
of portfolio
Number of shares
11,501,911 sh
Holdings current value
$729.91M
Avg closing price
$55.87
+35.0%
Last action
Added 55.2%
2025Q4
Current $75.40
46
N
N20944109CNH INDL N V
0.86%
of portfolio
Number of shares
73,420,366 sh
Holdings current value
$676.94M
Avg closing price
$12.59
Last action
Trimmed 7.4%
2025Q4
Current —
47
M
MPCMARATHON PETE CORP
Energy·Oil & Gas Refining & Marketing
0.83%
of portfolio
Number of shares
4,031,962 sh
Holdings current value
$655.72M
Avg closing price
$155.59
+42.1%
Last action
Added 0.7%
2025Q4
Current $221.10
48
L
LADLITHIA MTRS INC
Consumer Cyclical·Auto & Truck Dealerships
0.83%
of portfolio
Number of shares
1,967,035 sh
Holdings current value
$653.70M
Avg closing price
$279.68
-1.2%
Last action
Trimmed 0.8%
2025Q4
Current $276.39
49
C
CDWCDW CORP
Technology·Information Technology Services
0.78%
of portfolio
Number of shares
4,525,812 sh
Holdings current value
$616.42M
Avg closing price
$135.08
+1.0%
Last action
Added 1548.4%
2025Q4
Current $136.47
50
H
H2927K103AMRIZE LTD
0.78%
of portfolio
Number of shares
11,379,547 sh
Holdings current value
$615.41M
Avg closing price
$54.08
Last action
New holding
2025Q4
Current —
51
S
SYYSYSCO CORP
Consumer Defensive·Food Distribution
0.74%
of portfolio
Number of shares
7,913,611 sh
Holdings current value
$583.15M
Avg closing price
$75.76
+0.1%
Last action
Trimmed 4.7%
2025Q4
Current $75.81
52
B
BDXBECTON DICKINSON & CO
Healthcare·Medical Instruments & Supplies
0.70%
of portfolio
Number of shares
2,841,721 sh
Holdings current value
$551.49M
Avg closing price
$196.13
-21.0%
Last action
Trimmed 8.8%
2025Q4
Current $154.85
53
G
GPCGENUINE PARTS CO
Consumer Cyclical·Auto Parts
0.68%
of portfolio
Number of shares
4,347,003 sh
Holdings current value
$534.51M
Avg closing price
$131.26
-16.4%
Last action
Added 49.3%
2025Q4
Current $109.79
54
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
0.65%
of portfolio
Number of shares
3,209,759 sh
Holdings current value
$511.51M
Avg closing price
$178.64
-29.7%
Last action
Added 68.5%
2025Q4
Current $125.50
55
G
G4705A100ICON PLC
0.58%
of portfolio
Number of shares
2,510,166 sh
Holdings current value
$457.40M
Avg closing price
$156.20
Last action
Added 7.2%
2025Q4
Current —
56
S
STZCONSTELLATION BRANDS INC
Consumer Defensive·Beverages - Brewers
0.56%
of portfolio
Number of shares
3,234,152 sh
Holdings current value
$446.18M
Avg closing price
$162.18
-1.8%
Last action
Added 57.8%
2025Q4
Current $159.31
57
M
MOHMOLINA HEALTHCARE INC
Healthcare·Healthcare Plans
0.51%
of portfolio
Number of shares
2,346,437 sh
Holdings current value
$407.20M
Avg closing price
$264.88
-34.0%
Last action
Trimmed 12.5%
2025Q4
Current $174.70
58
F
FBINFORTUNE BRANDS HOME & SEC IN
Industrials·Building Products & Equipment
0.48%
of portfolio
Number of shares
7,641,019 sh
Holdings current value
$382.20M
Avg closing price
$59.63
-30.6%
Last action
Trimmed 1.4%
2025Q4
Current $41.40
59
C
CNCCENTENE CORP DEL
Healthcare·Healthcare Plans
0.47%
of portfolio
Number of shares
9,050,554 sh
Holdings current value
$372.43M
Avg closing price
$71.53
-42.6%
Last action
Trimmed 0.8%
2025Q4
Current $41.09
60
A
AZNASTRAZENECA PLCADR
Healthcare·Drug Manufacturers - General
0.43%
of portfolio
Number of shares
3,729,731 sh
Holdings current value
$342.87M
Avg closing price
$91.93
+109.2%
Last action
New holding
2025Q4
Current $192.30
61
C
CRLCHARLES RIV LABS INTL INC
Healthcare·Diagnostics & Research
0.42%
of portfolio
Number of shares
1,677,606 sh
Holdings current value
$334.65M
Avg closing price
$158.43
+5.9%
Last action
Added 13.9%
2025Q4
Current $167.74
62
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
0.38%
of portfolio
Number of shares
961,570 sh
Holdings current value
$301.74M
Avg closing price
$130.00
+159.8%
Last action
Trimmed 18.9%
2025Q4
Current $337.75
63
A
APAAPA CORPORATION
Energy·Oil & Gas E&P
0.36%
of portfolio
Number of shares
11,644,670 sh
Holdings current value
$284.83M
Avg closing price
$25.69
+50.5%
Last action
Trimmed 53.4%
2025Q4
Current $38.66
64
F
FMXFOMENTO ECONOMICO MEXICANO SADR
Consumer Defensive·Beverages - Brewers
0.35%
of portfolio
Number of shares
2,704,716 sh
Holdings current value
$273.37M
Avg closing price
$98.63
+15.2%
Last action
Trimmed 0.1%
2025Q4
Current $113.62
65
V
VVISA INC
Financial Services·Credit Services
0.33%
of portfolio
Number of shares
735,344 sh
Holdings current value
$257.89M
Avg closing price
$132.21
+133.6%
Last action
Trimmed 2.9%
2025Q4
Current $308.88
66
M
MDLZMONDELEZ INTL INC
Consumer Defensive·Confectioners
0.31%
of portfolio
Number of shares
4,619,758 sh
Holdings current value
$248.68M
Avg closing price
$58.10
-0.7%
Last action
Added 221.9%
2025Q4
Current $57.71
67
I
ITGARTNER INC
Technology·Information Technology Services
0.31%
of portfolio
Number of shares
963,984 sh
Holdings current value
$243.19M
Avg closing price
$252.22
-41.1%
Last action
New holding
2025Q4
Current $148.60
68
G
G3643J108FLUTTER ENTMT PLC
0.28%
of portfolio
Number of shares
1,016,963 sh
Holdings current value
$218.69M
Avg closing price
$230.89
Last action
Added 58.9%
2025Q4
Current —
69
L
LBRDKLIBERTY BROADBAND CORP
Communication Services·Telecom Services
0.25%
of portfolio
Number of shares
4,148,894 sh
Holdings current value
$201.64M
Avg closing price
$76.26
-25.9%
Last action
Trimmed 35.2%
2025Q4
Current $56.47
70
B
BCBRUNSWICK CORP
Consumer Cyclical·Recreational Vehicles
0.23%
of portfolio
Number of shares
2,435,469 sh
Holdings current value
$180.81M
Avg closing price
$70.08
+14.1%
Last action
Trimmed 28.2%
2025Q4
Current $79.98
71
B
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
0.20%
of portfolio
Number of shares
8,445,832 sh
Holdings current value
$161.40M
Avg closing price
$39.23
-53.1%
Last action
Trimmed 0.3%
2025Q4
Current $18.41
72
R
RYAAYRYANAIR HOLDINGS PLCADR
Industrials·Airlines
0.20%
of portfolio
Number of shares
2,233,754 sh
Holdings current value
$161.25M
Avg closing price
$64.49
-11.8%
Last action
Trimmed 27.0%
2025Q4
Current $56.88
73
S
SDASEALED AIR CORP NEW
Consumer Cyclical·Auto & Truck Dealerships
0.20%
of portfolio
Number of shares
3,805,827 sh
Holdings current value
$157.68M
Avg closing price
$38.54
-96.1%
Last action
Trimmed 28.3%
2025Q4
Current $1.49
74
O
ORCLORACLE CORP
Technology·Software - Infrastructure
0.19%
of portfolio
Number of shares
760,995 sh
Holdings current value
$148.33M
Avg closing price
$61.86
+184.9%
Last action
Trimmed 5.0%
2025Q4
Current $176.28
75
C
CECELANESE CORP DEL
Basic Materials·Chemicals
0.18%
of portfolio
Number of shares
3,401,656 sh
Holdings current value
$143.82M
Avg closing price
$96.08
-32.1%
Last action
Trimmed 1.0%
2025Q4
Current $65.23

Portfolio heatmap

Box size = % of portfolio · color = return since filing
GOOGL
3.53% · +8.3%
COF
3.32% · -18.9%
CRM
3.28% · -34.6%
IQV
3.22% · -28.7%
ABNB
3.21% · +4.5%
ICE
3.19% · -2.8%
KDP
3.05% · +1.9%
WBD
2.87% · -6.7%
COP
2.84% · +32.9%
SCHW
2.78% · -11.0%
FCNCA
2.52% · -7.9%
AIG
2.39% · -10.8%
WILLIS TOWERS WATSON PLC LTD
2.33%
PSX
2.28% · +23.6%
TRGP
2.27% · +30.0%
ELV
2.12% · -1.2%
EFX
2.07% · -19.4%
MRK
1.87% · +8.9%
DE
1.84% · +27.1%
GM
1.79% · -3.4%
DAL
1.73% · -1.5%
GEHC
1.64% · -14.8%
ALLY
1.55% · -0.6%
WFC
1.52% · -13.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services28 pos$20.63B28.5%
  • Healthcare23 pos$10.54B14.6%
  • Consumer Cyclical22 pos$8.02B11.1%
  • Industrials17 pos$7.62B10.5%
  • Energy8 pos$7.56B10.5%
  • Communication Services12 pos$7.36B10.2%
  • Technology15 pos$4.17B5.8%
  • Consumer Defensive12 pos$3.97B5.5%
  • Basic Materials2 pos$1.29B1.8%
  • Real Estate3 pos$1.13B1.6%
(8.3% unclassified, excluded from %)