Institution · CIK 0000813917 · 2026 Q2 · vs 2026 Q1 · Filed 14 Aug 2026 (9 days ago)
HARRIS ASSOCIATES L P
- Reported book
- $75.2B
- Positions
- 143
+0.4% · +$282.0M
No change · 6 opened · 6 closed
Added · cut
Reported book trail
53 quarters on file · 2013 Q2 to 2026 Q2
2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2
The book
Top 143 of 143 positions · 100% of the book
CutAdded· vs 2026 Q1
KDP$3.0B▲ +$588.3MABNB$2.7B▲ +$279.3MCRM$2.5B▼ -$254.5MIQV$2.4B▲ +$276.4MCOF$2.3B▲ +$416.0MGOOGL$2.2B▼ -$174.8MSCHW$2.2B▲ +$183.1MICE$2.2B▼ -$348.1MTRGP$2.1B▼ -$58.8MFCNCA$1.9B▲ +$126.1MELV$1.9B▲ +$500.3MDAL$1.6B▲ +$426.3MCOP$1.6B▼ -$722.6MMRK$1.6B▲ +$63.8MWTW$1.5B▼ -$205.2MAIG$1.5B▼ -$32.7MMRSH$1.4B▲ +$551.4MCTVA$1.4B· -$11.0MSYY$1.4B▲ +$576.4MBAC$1.3B▲ +$394.0MC$1.2B▲ +$173.5MALLY$1.2B▲ +$163.5MEFX$1.2B▼ -$173.7MAMZN$1.1B▲ +$117.6MZBH$1.1B▼ -$75.2MFISV$1.1B· -$11.9MUNP$1.0B▲ +$128.0MGM$1.0B· +$14.8MRGA$996.1M· +$5.9MGEHC$981.3M▼ -$128.8MAER$941.8MGPN$937.0MWFC$900.2MCBRE$810.0MSTT$808.2MNFLX$786.5MSUNB$782.6MCDW$779.6MICLR$776.2MAMRZ$745.7MCG$743.7MCRBG$719.5MCNC$714.1MGOOG$684.5MMAS$676.9MROP$668.1MCNH$663.3MNDAQ$637.9MTEL$614.5MNKE$591.3MADBE$580.0MSYF$566.3MRJF$561.6MLAD$556.4MCRL$508.3MGPCSTZPAYCFBINEQHITBDXACNMDLZPSXBKNGCPNGVMOHDEFMXCMCSAOCBCHLN
Shares added · vs 2026 Q1
Ranked by dollar move
SYY$1.4B held · +48% of shares · +$576.4M value+5.28M sh
MRSH$1.4B held · +68% of shares · +$551.4M value+3.52M sh
ELV$1.9B held · +3% of shares · +$500.3M value+128.0K sh
GOOG$684.5M held · +118% of shares · +$430.0M value+1.05M sh
COF$2.3B held · +11% of shares · +$416.0M value+1.13M sh
EQH$416.4M held · +33495% of shares · +$415.3M value+9.46M sh
BAC$1.3B held · +22% of shares · +$394.0M value+4.18M sh
ICE$2.2B held · +10% of shares · -$348.1M value+1.71M sh
ICLR$776.2M held · +3% of shares · +$294.6M value+116.8K sh
IQV$2.4B held · +0% of shares · +$276.4M value+555 sh
CRM$2.5B held · +8% of shares · -$254.5M value+1.23M sh
SYF$566.3M held · +60% of shares · +$249.4M value+2.79M sh
SCHW$2.2B held · +11% of shares · +$183.1M value+2.39M sh
NFLX$786.5M held · +12% of shares · -$161.6M value+1.16M sh
GPN$937.0M held · +9% of shares · +$139.1M value+1.06M sh
CRL$508.3M held · +4% of shares · +$136.8M value+87.8K sh
AER$941.8M held · +9% of shares · +$132.2M value+558.5K sh
FBIN$418.9M held · +3% of shares · +$131.3M value+250.8K sh
CDW$779.6M held · +3% of shares · +$128.2M value+160.4K sh
UNP$1.0B held · +2% of shares · +$128.0M value+62.1K sh
CRBG$719.5M held · +1% of shares · +$123.9M value+167.9K sh
AMRZ$745.7M held · +23% of shares · +$110.2M value+2.65M sh
OC$174.1M held · +20% of shares · +$75.1M value+180.1K sh
RJF$561.6M held · +8% of shares · +$65.6M value+268.5K sh
CPNG$248.3M held · +43% of shares · +$59.9M value+4.31M sh
CG$743.7M held · +6% of shares · -$58.8M value+1.08M sh
ROP$668.1M held · +14% of shares · +$56.1M value+244.8K sh
NDAQ$637.9M held · +1% of shares · -$42.1M value+82.5K sh
PAYC$427.0M held · +4% of shares · +$31.0M value+139.7K sh
TEL$614.5M held · +8% of shares · +$25.9M value+231.8K sh
CNH$663.3M held · +2% of shares · +$23.9M value+941.9K sh
MSFT$25.6M held · +915% of shares · +$23.1M value+61.9K sh
ADBE$580.0M held · +23% of shares · +$22.4M value+535.2K sh
WDAY$23.6M held · +1552% of shares · +$22.1M value+181.1K sh
ABM$128.8M held · +1% of shares · +$17.8M value+30.2K sh
FISV$1.1B held · +13% of shares · -$11.9M value+2.47M sh
MTN$104.1M held · +3% of shares · +$8.4M value+18.8K sh
HLN$157.1M held · +12% of shares · +$6.6M value+1.80M sh
BDX$355.8M held · +6% of shares · +$6.4M value+128.9K sh
WMG$43.6M held · +0% of shares · +$2.5M value+105 sh
VTV$957.0K held · +71% of shares · +$452.0K value+1.8K sh
JPM$2.0M held · +7% of shares · +$323.0K value+400 sh
NVDA$2.5M held · +0% of shares · +$322.0K value+7 sh
CIGI$33.2M held · +13% of shares · -$298.0K value+40.9K sh
PM$1.1M held · +19% of shares · +$259.0K value+994 sh
BABA$1.5M held · +15% of shares · -$207.0K value+2.0K sh
WMT$335.0K held · +42% of shares · +$76.0K value+882 sh
META$2.6M held · +4% of shares · +$70.0K value+194 sh
PEP$273.0K held · +21% of shares · +$14.0K value+350 sh
Options
$263.8M notional1 option position
Notional. Not counted in the book above.
ACNC$263.8M
AMD
UL
SAP
KB
CVX
IDXX