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Investor profile

Bill Nygren

Oakmark Funds · Portfolio Manager · Net worth: —

Manager of the Oakmark Select Fund for 25+ years. Quiet, disciplined, famously patient. One of the most respected value managers who isn't a household name.

"Concentrated value. Buy good businesses at a discount to intrinsic value."

Data verified 2026-05-15 · sourced from SEC EDGAR · view filing

Informational only — not investment advice. HoldLens tracks institutional positioning from public 13F filings. We are not a registered investment advisor and do not provide recommendations to buy or sell securities. Our 2026 backtest over 221 ticker-quarter pairs found the ConvictionScore has no predictive signal for forward returns (Pearson r = −0.12). The rankings describe what tracked superinvestors were accumulating or selling at the latest 13F snapshot — useful as market intelligence, not as personal investment advice. 13F data is reported with a 45-day SEC filing lag.

See the backtest →

Latest 13F: Q1 2026(7d ago)Next due: Q2 2026by 2026-08-14View on SEC EDGAR →● RSS — move alerts

Tracked positions

Top concentration

30%

Longest holding

Capital One (since 2007)

Bill's portfolio concentration: top-1, top-5, top-10

Diversified

Top 1 · CRM

3.7%

Top 5 combined

16.8%

Top 10 combined

30.2%

Tracked positions

CRMTop-5 zoneTop-10

Bill's single largest bet is CRM at 3.7% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.

Realized 10-year track record

Oakmark Select Fund OAKLX (public mutual fund)

See leaderboard →

10y CAGR

10.9%

net of fees

Alpha vs S&P

-2.2%

vs 13.1% benchmark

Win rate

40%

years beating S&P

Quality score

4.5

computed 0–10

Best year

+36%

Worst year

-14%

Cumulative 10y

2.8×

Volatility

16%

Bill Nygren's recent 13F moves: buys, adds, trims, and exits

Manager quality score: 4.5/10

Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.

Q1 2026

23 buys · 30 sells

Ticker	Activity	Share change	% portfolio
NFLX	Add 30200%	+9.83M	1.30%
IT	Add 225%	+2.17M	0.70%
WDAY	Add 104%	+6K	0.00%
ACN	Buy (new)	+2.89M	0.80%
ROP	Buy (new)	+1.73M	0.80%
ADBE	Buy (new)	+2.29M	0.70%
CPNG	Buy (new)	+9.98M	0.30%
WAT	Buy (new)	+289K	0.10%
CNC	Add 56%	+5.04M	0.60%
ABT	Sell (exit)	-2K	0.00%
AMD	Sell (exit)	-2K	0.00%
ADP	Sell (exit)	-805	0.00%
HDB	Sell (exit)	-6K	0.00%
HHH	Sell (exit)	-38K	0.00%
KR	Sell (exit)	-42K	0.00%
TMO	Sell (exit)	-541	0.00%
UNH	Sell (exit)	-1K	0.00%
VTI	Reduce 84%	-17K	0.00%
RYAAY	Reduce 62%	-1.39M	0.10%
MOH	Reduce 58%	-1.37M	0.20%

Showing top 20 by position change · 33 smaller moves hidden

Q4 2025

30 buys · 30 sells

Ticker	Activity	Share change	% portfolio
VTI	Add 1320%	+19K	0.00%
BABA	Add 345%	+7K	0.00%
FE	Add 198%	+13.39M	1.70%
ZM	Add 158%	+7.51M	1.40%
SPG	Add 152%	+3K	0.00%
UNP	Add 149%	+2.19M	1.10%
AER	Buy (new)	+5.84M	1.10%
IT	Buy (new)	+964K	0.30%
NKE	Add 72%	+6.28M	1.20%
PAYC	Add 69%	+1.31M	0.60%
GPN	Add 66%	+4.53M	1.10%
FLUT	Add 59%	+377K	0.30%
STZ	Add 58%	+1.18M	0.60%
BKNG	Sell (exit)	-46	0.00%
KO	Sell (exit)	-3K	0.00%
MSI	Sell (exit)	-469	0.00%
QCOM	Sell (exit)	-1K	0.00%
NOW	Sell (exit)	-340	0.00%
TSM	Sell (exit)	-1K	0.00%
KR	Reduce 85%	-243K	0.00%

Showing top 20 by position change · 40 smaller moves hidden

Q3 2025

29 buys · 35 sells

Ticker	Activity	Share change	% portfolio
HDB	Add 192%	+6K	0.00%
CRM	Add 135%	+4.05M	2.70%
UNP	Buy (new)	+1.47M	0.60%
KO	Buy (new)	+3K	0.00%
IBKR	Buy (new)	+455	0.00%
MSI	Buy (new)	+469	0.00%
QCOM	Buy (new)	+1K	0.00%
NOW	Buy (new)	+340	0.00%
TSM	Buy (new)	+1K	0.00%
TMO	Buy (new)	+541	0.00%
UNH	Buy (new)	+1K	0.00%
MOH	Add 74%	+1.14M	0.80%
INTU	Sell (exit)	-264	0.00%
SYK	Sell (exit)	-571	0.00%
ZTS	Sell (exit)	-1K	0.00%
BLK	Reduce 74%	-194K	0.10%
XOM	Reduce 73%	-5K	0.00%
VTI	Reduce 61%	-2K	0.00%
DEO	Reduce 57%	-7K	0.00%
CNC	Reduce 55%	-11.29M	0.50%

Showing top 20 by position change · 44 smaller moves hidden

Q2 2025

38 buys · 31 sells

Ticker	Activity	Share change	% portfolio
CRM	Add 819%	+2.67M	1.30%
NVDA	Add 285%	+12K	0.00%
AMZN	Add 111%	+2.47M	1.70%
NKE	Buy (new)	+8.75M	1.00%
ZM	Buy (new)	+3.73M	0.60%
ABT	Buy (new)	+2K	0.00%
ABBV	Buy (new)	+3K	0.00%
AMD	Buy (new)	+2K	0.00%
AMAT	Buy (new)	+2K	0.00%
BN	Buy (new)	+2K	0.00%
LLY	Buy (new)	+414	0.00%
HDB	Buy (new)	+3K	0.00%
INTU	Buy (new)	+264	0.00%
PEP	Buy (new)	+2K	0.00%
PG	Buy (new)	+2K	0.00%
SYK	Buy (new)	+571	0.00%
ZTS	Buy (new)	+1K	0.00%
LPLA	Sell (exit)	-135K	0.00%
EQIX	Sell (exit)	-25K	0.00%
INTC	Sell (exit)	-29K	0.00%

Showing top 20 by position change · 49 smaller moves hidden

Bill's sector breakdown

How the top 10 positions are diversified across 3 sectors. Weighted by stated portfolio percentage.

Other

6 positions · CRM, KEYS, ABNB, COP, IQV, WTW

60.9%

18.4% of AUM

Financials

3 positions · ICE, SCHW, COF

28.5%

8.6% of AUM

Technology

1 position · GOOGL

10.6%

3.2% of AUM

Position intelligence · 13F-derived

How Nygren is sized + moving

Every position classified by both portfolio weight (size bucket) and recent move activity (trend bucket). A 22% Apple position building +5% this quarter signals different intent than a 1% starter trimmed in half. Descriptive analysis of 13F filings — not recommendation.

Core

≥10% positions

Significant

3–10%

Starter

1–3%

Small

<1%

Building

Steady

Trimming

New

Exit pending

Position	% portfolio	Size	Trend
CRM	3.7%	significant	↑ building
ICE	3.4%	significant	↑ building
KEYS	3.3%	significant	↑ building
ABNB	3.2%	significant	↑ building
GOOGL	3.2%	significant	↓ trimming
COP	3.1%	significant	→ steady
IQV	2.8%	starter	↑ building
SCHW	2.7%	starter	↓ trimming
COF	2.5%	starter	↑ building
WTW	2.3%	starter	↑ building
ELV	2.0%	starter	↑ building
MRK	2.0%	starter	↑ building
EFX	1.8%	starter	↑ building
DAL	1.6%	starter	↑ building
ZM	1.6%	starter	↑ building
Showing top 15 of 48 positions.

How to read: Size bucket from current 13F-filed portfolio weight. Trend bucket from the last 2 quarters of move activity (net delta >5% in either direction = building/trimming; new = first-appearance this quarter; exit pending = trimmed >50% last quarter). Data lag: SEC 13F filings are reported 45 days after quarter-end. This is descriptive intelligence — not investment advice.

Score explainability · 9-factor breakdown

What drives the ConvictionScore on Nygren's top positions

The HoldLens ConvictionScore combines 9 factors. This table shows the per-position breakdown — exactly which factors contribute and by how much for each of Nygren's top 8 holdings. Hover any header for factor definition. Empty cells (·) = neutral (no contribution).

Ticker	% port	Smart $	Insider	Track	Streak	Conc	Contra	Event	Dissent	Crowd
CRM	3.7	+11	·	-4	·	+2	·	·	+16	·
ICE	3.4	+6	·	-6	+1	+3	·	·	+5	·
KEYS	3.3	+5	·	-3	·	+2	·	·	+1	·
ABNB	3.2	+7	-5	-2	·	+2	·	·	+17	·
GOOGL	3.2	+21	-2	-2	+1	+4	·	·	+48	+2
COP	3.1	+2	·	-4	·	+2	·	·	+4	·
IQV	2.8	+6	+1	-3	·	+1	·	·	+18	·
SCHW	2.7	+8	+3	-1	+10	+10	·	·	+5	·

Factor definitions →

Smart $: Manager quality × consensus (0–30)
Insider: Form 4 net buy/sell (-15..+20)
Track: Buyer 10y CAGR × concentration (-10..+20)
Streak: Multi-quarter compounding (0–10)
Conc: Biggest position size as conviction (0–10)
Contra: Under-the-radar bonus (0–10)
Event: 8-K events last 90d (-15..+5)
Dissent: Sells subtract, weighted ×1.6 (0–60)
Crowd: Too many owners = priced in (0–10)

Factors are summed (positive add, penalties subtract), then clamped to the -100/+100 range. Each factor has a maximum contribution shown in parentheses next to its name. Read positive cells as bullish contributions, negative as bearish. See /learn/conviction-score-explained for the full methodology. ConvictionScore is descriptive synthesis of public filings — not investment advice.

Cross-portfolio overlap

Who else holds what Nygren holds

Top 6 highest-conviction overlap pairs containing Bill Nygren. Each page is the full intersection of two 13F-filed portfolios.

See all 435 overlap pairs →

Bill Nygren's top 10 disclosed holdings (Q1 2026)

Ticker	Company	% Portfolio	Shares (M)
CRM		3.7%	14.92
ICE		3.4%	16.34
KEYS		3.3%	93.08
ABNB		3.2%	19.16
GOOGL	Search franchise at reasonable multiple.	3.2%	8.39
COP		3.1%	17.43
IQV		2.8%	12.18
SCHW		2.7%	21.81
COF	17-year holding. Best-in-class credit underwriting.	2.5%	10.36
WTW		2.3%	6.02

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Dividend tax by country

Estimate your withholding on cross-border dividends

Your country of residenceCompany is domiciled inGross dividend (example)

Withholding rate

Domestic (no cross-border)

Tax withheld

$0.00

You'd receive

$1000.00

Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Want Bill move-alerts?

One email per 13F filing. Summarizes every new position, exit, and trim.

Investors with portfolios similar to Bill Nygren

Tracked managers whose top positions overlap with Bill's portfolio.

Lee Ainslie

Maverick Capital

2 shared positions: NFLX, GOOGL

John Armitage

Egerton Capital

2 shared positions: GOOGL, NFLX

Warren Buffett

Berkshire Hathaway

1 shared position: BAC

See all 29 investors ranked by portfolio similarity →

ETF replication

Which ETF replicates Bill's portfolio?

Closest match: XLF · overlap score 21.1 across 1 shared top-10 names. Full ranked list of 5 ETFs →

Investing style

Bill is a value investor

See 8 other value managers tracked. Patient capital. Concentrated portfolios. Long average holding period.

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Per-quarter digests

What Bill Nygren did, quarter by quarter

Full move-by-move breakdown for each of the last 8 filed quarters.

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024

Frequently asked questions

Who is Bill Nygren?

Bill Nygren runs Oakmark Funds as portfolio manager. Manager of the Oakmark Select Fund for 25+ years. Quiet, disciplined, famously patient. One of the most respected value managers who isn't a household name.

What fund does Bill Nygren run?

Bill Nygren is portfolio manager of Oakmark Funds. Oakmark Funds files SEC Form 13F-HR quarterly with the latest disclosure dated 2026-05-15 (Q1 2026). Full holdings, share counts, dollar values, and quarter-over-quarter changes are listed below.

What does Bill Nygren invest in?

Bill Nygren's Oakmark Funds portfolio is disclosed quarterly via SEC Form 13F-HR. Each position below shows the ticker, share count, dollar value, percentage of portfolio, and quarter-over-quarter change. Data is sourced directly from SEC filings (public-domain regulatory disclosure).

What is Bill Nygren's investment philosophy?

Bill Nygren's stated investment philosophy: "Concentrated value. Buy good businesses at a discount to intrinsic value.". Bill Nygren has been portfolio manager of Oakmark Funds; estimated net worth —.

What is Bill Nygren's net worth?

Bill Nygren's estimated net worth is —. Bill Nygren runs Oakmark Funds as portfolio manager; full 13F holdings disclosed quarterly with the SEC are listed below.

Data sourced from Oakmark Funds 13F filings with the SEC. Approximate snapshot. Not investment advice.

Sister property: SecFilingDex — the encyclopedic reference for Form 13F (HR / NT / HR/A variants) and the regulatory citation behind every position shown above.