Aerarium

SEC EDGAR Form 13F

Harris Associates

Harris Associates is an institutional investment manager identified in SEC EDGAR Form 13F data.

Latest Form 13F: 156 long U.S. equity positions, $75.0B reported value for the period ended Mar 31, 2026, led by SALESFORCE INC, INTERCONTINENTAL EXCHANGE IN, and KEURIG DR PEPPER INC.

CIK: 813917 · Filed: May 15, 2026 · Period: Mar 31, 2026

Reported value
$75.0B
Positions
156
Key person
13F reporting manager
Style
Institutional 13F
Top holding
CRM · SALESFORCE INC
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
813917

What a 13F does not show

Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.

Read the 13F guide →
CRM
SALESFORCE INC
Portfolio weight
3.71%
ICE
INTERCONTINENTAL EXCHANGE IN
Portfolio weight
3.43%
KDP
KEURIG DR PEPPER INC
Portfolio weight
3.27%
ABNB
AIRBNB INC
Portfolio weight
3.23%
GOOGL
ALPHABET INC
Portfolio weight
3.22%

Top reported holdings

Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.

#TickerCompanySharesValuePortfolio %QoQ change
1CRMSALESFORCE INC14.9M$2.8B3.71%+52.4%
2ICEINTERCONTINENTAL EXCHANGE IN16.3M$2.6B3.43%+4.9%
3KDPKEURIG DR PEPPER INC93.1M$2.5B3.27%+7.9%
4ABNBAIRBNB INC19.2M$2.4B3.23%+2.5%
5GOOGLALPHABET INC8.4M$2.4B3.22%-5.9%
6COPCONOCOPHILLIPS17.4M$2.3B3.07%-27.4%
7TRGPTARGA RES CORP8.7M$2.2B2.92%-10.3%
8IQVIQVIA HLDGS INC12.2M$2.1B2.77%+7.6%
9SCHWSCHWAB CHARLES CORP21.8M$2.0B2.73%-1.0%
10COFCAPITAL ONE FINL CORP10.4M$1.9B2.52%-4.3%
11FCNCAFIRST CTZNS BANCSHARES INC D948.1K$1.8B2.38%+2.1%
12WTWWILLIS TOWERS WATSON PLC LTD6.0M$1.7B2.33%+7.2%
13PSXPHILLIPS 669.1M$1.7B2.22%-34.6%
14AIGAMERICAN INTL GROUP INC20.6M$1.5B2.07%-7.0%
15ELVELEVANCE HEALTH INC FORMERLY5.1M$1.5B2.00%+7.1%
16MRKMERCK & CO INC12.4M$1.5B1.98%-12.2%
17CTVACORTEVA INC16.7M$1.4B1.86%-2.2%
18EFXEQUIFAX INC7.5M$1.4B1.81%-0.4%
19DALDELTA AIR LINES INC18.0M$1.2B1.60%-8.5%
20ZBHZIMMER BIOMET HOLDINGS INC13.0M$1.2B1.56%+5.7%
21FISVFISERV INC20.7M$1.2B1.54%+2.6%
22GEHCGE HEALTHCARE TECHNOLOGIES I15.6M$1.1B1.48%-1.6%
23CCITIGROUP INC9.3M$1.1B1.40%-7.7%
24ALLYALLY FINL INC26.4M$1.0B1.38%-2.4%
25GMGENERAL MTRS CO13.5M$1.0B1.34%-22.7%
26AMZNAMAZON COM INC4.8M$992M1.32%+6.7%
27RGAREINSURANCE GROUP AMER INC4.9M$990M1.32%+13.8%
28NFLXNETFLIX INC.9.9M$948M1.26%+30200.5%
29BACBANK AMERICA CORP18.9M$922M1.23%-4.8%
30UNPUNION PAC CORP3.8M$918M1.22%+3.4%
31WBDWARNER BROS DISCOVERY INC32.9M$903M1.20%-58.3%
32MRSHMARSH & MCLENNAN COS INC5.2M$897M1.19%--
33WFCWELLS FARGO & CO11.0M$874M1.17%-14.9%
34CBRECBRE GROUP INC6.4M$870M1.16%-7.3%
35CHTRCHARTER COMMUNICATIONS INC4.0M$861M1.15%-8.2%
36AERAERCAP HOLDINGS NV5.9M$810M1.08%+1.1%
37CGCARLYLE GROUP INC16.6M$802M1.07%+9.1%
38GPNGLOBAL PMTS INC11.9M$798M1.06%+4.5%
39SYYSYSCO CORP11.0M$785M1.05%+39.1%
40NKENIKE INC14.8M$780M1.04%-1.2%
41STTSTATE STR CORP6.1M$778M1.04%-2.5%
42CMCSACOMCAST CORP NEW26.4M$759M1.01%-3.7%
43--SUNBELT RENTALS HOLDINGS INC11.7M$759M1.01%--
44MPCMARATHON PETE CORP2.8M$685M0.91%-30.4%
45NDAQNASDAQ INC8.0M$680M0.91%-7.1%
46CDWCDW CORP5.4M$651M0.87%+18.9%
47CNHCNH INDL N V58.1M$639M0.85%-20.8%
48AMRZAMRIZE LTD11.3M$636M0.85%-0.3%
49ROPROPER TECHNOLOGIES INC1.7M$612M0.82%--
50EOGEOG RES INC4.1M$597M0.80%-44.0%

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