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| Harris Associates LP
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|---|---|
| CRD # | 106960 |
| SEC # | 801-50333 |
| CIK # | |
| AUM | 109.48 B (2026-03-31) |
| Employees | 217 (21% Investors, 20% Brokers) |
| Phone | 312-646-3600 |
| Address | 111 S Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 22 Jul 2026 | Tracking William Nygren’s Harris Associates Portfolio – Q1 2026 Update (MUTF:OAKMX) — Seeking Alpha |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Oakmark Global Equity LP | [2012-03-29] | 819.0 M | 356.2 M |
| Filed 2025-09-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| HF | Oakmark International Equity LP | 2012-03-29 | 113.9 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,874 | 6.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 30 | 60.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 34 | 8.2 |
| (g) Pension and profit sharing plans | 46 | 4.4 |
| (h) Charitable organizations | 139 | 1.7 |
| (i) State or municipal government entities | 15 | 8.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 1.0 |
| (m) Corporations or other businesses not listed above | 209 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,354 | 93.8 |
| By Discretionary | ||
| Discretionary | 2,278 | 93.8 |
| Non-Discretionary | 76 | 0.0 |
| Total | 2,354 | 93.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.3 | |
| United States Persons | 77.5 | |
| Total | 2,354 | 93.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Heidi Hardin | Executive Officer | 53 | 6 | |
| Young Lee | Executive Officer | 50 | 6 | |
| Thomas Murray | Executive Officer | 17 | 4 | |
| Timothy Ryan | Director | 16 | 4 | |
| Thomas Herman | Executive Officer | 15 | 4 | |
| Robert Taylor | Executive Officer | 67 | 3 | |
| Robert Levy | Executive Officer | 28 | 3 | |
| David Giunta | Director | 17 | 3 | |
| John Hailer | Director | 15 | 3 | |
| Jean Raby | Director | 13 | 3 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $51.7B |
| Clients | 14 (3 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | YVC19L6NOWRA51XIKW06 |
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