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HARRIS | OAKMARK
Legal name: HARRIS ASSOCIATES LP
CRD 106960File 801-50333
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$109.48B
Top 10% of cohort (national)
Discretionary AUM
$109.45B
Non-discretionary $29.8M
Clients
2,320
2,326 accounts
Employees
221
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 29, 1995
- Principal office
- 111 S. WACKER DRIVE, SUITE 4600, CHICAGO, IL, 60606
- Phone
- 312-646-3600
- Website
- https://x.com/HarrisOakmark
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.48B
- Discretionary AUM
- $109.45B
- Non-discretionary AUM
- $29.8M
- Discretionary accounts
- 2,262
- Non-discretionary accounts
- 64
- Total accounts
- 2,326
- AUM per client
- $47.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 203 | $2.41B |
| Non-U.S. persons | Fewer than 5 | $584.3M |
| Insurance companies | Fewer than 5 | $25.5M |
| Investment companies | 19 | $78.67B |
| Charitable organizations | 133 | $1.67B |
| High net worth individuals | 1,888 | $7.20B |
| Pooled investment vehicles | 30 | $9.04B |
| Pension and profit sharing plans | 37 | $4.00B |
| State or municipal government entities | 10 | $5.88B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11A1
- Q11C2
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.