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HARRIS ASSOCIATES L P

13F filer · CIK 813917 · Chicago, IL

Summary
HARRIS ASSOCIATES L P reported $75.42B across 162 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are KDP (4.0%), ABNB (3.6%), CRM (3.4%). Versus 2026 Q1, leaving options aside, it opened 12 new positions, added to 51, trimmed 84 and sold out of 7.
Reported value$75.42B
Positions162incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions12
Added51
Trimmed84
Sold out7

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 4.0%Value $3.04BPrice $31.03Shares 92.85M -0.24%Since Jun 30 -5.19%
Weight 3.6%Value $2.70BPrice $156.96Shares 18.86M -1.57%Since Jun 30 +9.69%
Weight 3.4%Value $2.53BPrice $225.31Shares 16.15M +8.27%Since Jun 30 +43.82%
Weight 3.1%Value $2.35BPrice $268.99Shares 12.18M +0.00%Since Jun 30 +39.21%
Weight 3.1%Value $2.31BPrice $196.46Shares 11.49M +10.95%Since Jun 30 -2.07%
Weight 3.0%Value $2.24BPrice $340.92Shares 6.26M -25.36%Since Jun 30 -4.60%
Weight 3.0%Value $2.23BPrice $99.10Shares 24.20M +10.95%Since Jun 30 +7.40%
Weight 2.9%Value $2.22BPrice $152.19Shares 18.05M +10.45%Since Jun 30 +23.62%
Weight 2.8%Value $2.13BPrice $273.49Shares 7.94M -9.01%Since Jun 30 +2.00%
Weight 2.5%Value $1.91BPrice $2073Shares 919K -3.03%Since Jun 30 -0.35%
Weight 2.5%Value $1.90BPrice $392.73Shares 4.92M +2.67%Since Jun 30 +1.55%
Weight 2.2%Value $1.62BPrice $84.87Shares 17.33M -3.74%Since Jun 30 -9.39%
Weight 2.1%Value $1.58BPrice $125.44Shares 15.18M -12.91%Since Jun 30 +20.66%
Weight 2.1%Value $1.55BPrice $149.28Shares 12.07M -2.38%Since Jun 30 +16.17%
Weight 2.0%Value $1.54BPrice $288.57Shares 5.91M -1.82%Since Jun 30 +10.41%
Weight 2.0%Value $1.52BPrice $75.27Shares 20.36M -1.16%Since Jun 30 +0.99%
Weight 1.9%Value $1.45BPrice $170.42Shares 8.69M +68.07%Since Jun 30 +2.25%
Weight 1.8%Value $1.38BPrice $77.87Shares 16.33M -1.94%Since Jun 30 -8.05%
Weight 1.8%Value $1.36BPrice $78.49Shares 16.29M +47.99%Since Jun 30 -6.09%
Weight 1.7%Value $1.32BPrice $54.96Shares 23.09M +22.12%Since Jun 30 -3.55%
Weight 1.6%Value $1.22BPrice $130.80Shares 8.75M -5.60%Since Jun 30 -6.54%
Weight 1.6%Value $1.20BPrice $37.81Shares 26.11M -1.15%Since Jun 30 -17.71%
Weight 1.6%Value $1.18BPrice $140.83Shares 7.45M -1.09%Since Jun 30 -11.27%
Weight 1.5%Value $1.11BPrice $246.67Shares 4.65M -2.25%Since Jun 30 +3.50%
Weight 1.5%Value $1.10BPrice $91.34Shares 12.74M -1.71%Since Jun 30 +6.10%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

SYYSYYSYSCO CORP≈ $441.58MAdd
EQHEQHEQUITABLE HLDGS INC≈ $415.14MAdd
GOOGGOOGALPHABET INC≈ $371.05MAdd

Largest sells in 2026 Q2

PSXPSXPHILLIPS 66≈ $1.34BTrim
MPCMPCMARATHON PETE CORP≈ $629.24MTrim
GOOGLGOOGLALPHABET INC≈ $612.20MTrim

Options

Notional value, listed apart from stocks

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR