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| Happy Holidays!! thanks for using AUM13F!! |
| Harris Associates LP
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| CRD # | 106960 |
| SEC # | 801-50333 |
| CIK # | |
| AUM | $93.8 B (2025-07-14) |
| Employees | 217 (21% Investors, 20% Brokers) |
| Phone | 312-646-3600 |
| Address | 111 S Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Oakmark Global Equity LP | [2012-03-29] | 817.7 | 356.2 |
| HF | Oakmark International Equity LP | 2012-03-29 | 113.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,874 | 6.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 30 | 60.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 34 | 8.2 |
| (g) Pension and profit sharing plans | 46 | 4.4 |
| (h) Charitable organizations | 139 | 1.7 |
| (i) State or municipal government entities | 15 | 8.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 1.0 |
| (m) Corporations or other businesses not listed above | 209 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,354 | 93.8 |
| By Discretionary | ||
| Discretionary | 2,278 | 93.8 |
| Non-Discretionary | 76 | 0.0 |
| Total | 2,354 | 93.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.3 | |
| United States Persons | 77.5 | |
| Total | 2,354 | 93.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Heidi Hardin | 53 | |||
| Thomas Murray | 17 | |||
| Thomas Herman | 15 | |||
| Robert Taylor | 67 | |||
| Robert Levy | 27 | |||
| Timothy Ryan | 15 | |||
| John Hailer | 15 | |||
| David Giunta | 14 | |||
| Jean Raby | 13 | |||
| Pierre Servant | 13 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Amundi Asset Management US Inc
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|
MA | 122.1 |
|
MFS Institutional Advisors Inc
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|
MA | 111.8 |
|
Boston Partners Global Investors Inc
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|
MA | 98.3 |
|
LSV Asset Management
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|
IL | 91.1 |
|
DoubleLine Capital LP
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|
FL | 90.1 |
|
Eaton Vance Management
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|
MA | 84.9 |
|
RBC Global Asset Management US Inc
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|
MN | 76.5 |
|
William Blair Investment Management LLC
✚
|
IL | 71.6 |
|
City National Rochdale LLC
✚
|
NY | 68.2 |
|
Brandywine Global Investment Management LLC
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|
PA | 66.4 |