Wealth Manager
    SEC Registered

    Harris | Oakmark

    Registered investment advisor · Chicago, Illinois · CRD #106960

    Assets Under Management
    $109.5B
    Client Accounts
    2,326
    Employees
    221
    CRD Number
    106960
    Registration
    SEC Registered
    Custodian
    Pershing Advisor Solutions, Northern Trust Corporation

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Harris | Oakmark

    Harris Associates L.P., known as Harris | Oakmark, is a global asset management firm based in Chicago, founded in 1976. The firm specializes in value investing and manages approximately $97 billion in assets as of September 30, 2025. Harris | Oakmark focuses on a disciplined, long-term investment approach, targeting companies that are trading at significant discounts to their intrinsic value. The firm emphasizes growing per-share value and alignment between management teams and shareholders. Ha

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Harris | Oakmark

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Harris | Oakmark's AUM?

    Harris | Oakmark reports approximately $109.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Harris | Oakmark headquartered?

    Harris | Oakmark is headquartered in Chicago, Illinois.

    What is Harris | Oakmark's CRD number?

    Harris | Oakmark's CRD number is 106960. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Harris | Oakmark manage?

    Harris | Oakmark manages approximately 2,326 client accounts according to its latest SEC filing.

    Is Harris | Oakmark SEC registered?

    Yes, Harris | Oakmark is registered with the SEC as an investment adviser with an approved registration status.

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