Home / Families / Harris Associates and Oakmark
Harris Associates and Oakmark
Fund registrants and adviser entities grouped under Harris Associates and Oakmark by this site's alias table
- Vote records reported
- 5,454year to 30 June 2026
- Against management
- 2.1%112 of 5,361 marked votes
- Say-on-pay support
- 95.2%for, of for + against + abstain
- Shareholder-proposal support
- 5.9%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
In its Form N-PX for the year to 30 June 2026, Harris Associates and Oakmark listed 5,454 vote records. Votes against management made up 2.1% of those marked either way (112 of 5,361); the median of the fund families tracked here stood at 7.8%.
Weighted by the number of shares voted, the against-management share is 7.1%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 95.2% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 88.2%) and it voted for 5.9% of the proposals put forward by security holders (the median of the fund families tracked here: 30.7%).
By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (17.9% of 28), SECTION 14A SAY-ON-PAY VOTES (4.9% of 530) and COMPENSATION (3.9% of 491).
It reported 454.7 million shares out on loan at record dates, 1.49% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 60 families with at least 25 vote records in the season.
| year to 30 June 2026 | This family | Median family | All filers pooled |
|---|---|---|---|
| Against-management share | 2.1% | 7.8% | 10.6% |
| Say-on-pay support rate | 95.2% | 88.2% | 86.0% |
| Shareholder-proposal support rate | 5.9% | 30.7% | 33.9% |
| Shares on loan, share of shares held | 1.49% | 1.53% | 3.12% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Of the 5,454 vote records in this filing, 432 carry something the form does not expect: a missing vote source or category, a record with no vote line, a meeting date that cannot be read, or a security identifier this site could not use. They are counted as filed. What is checked
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 2,495 | 2,450 | 31 | 1.6% | |
| SECTION 14A SAY-ON-PAY VOTES | 530 | 477 | 24 | 4.9% | |
| AUDIT-RELATED | 354 | 349 | 5 | 1.4% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 29 | 15 | 14 | 17.9% | |
| EXTRAORDINARY TRANSACTIONS | 35 | 33 | 2 | 0.0% | |
| CAPITAL STRUCTURE | 545 | 538 | 7 | 1.7% | |
| COMPENSATION | 492 | 466 | 26 | 3.9% | |
| CORPORATE GOVERNANCE | 849 | 761 | 88 | 1.8% | |
| ENVIRONMENT OR CLIMATE | 48 | 8 | 40 | 0.0% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 10 | 8 | 2 | 0.0% | |
| DIVERSITY, EQUITY, AND INCLUSION | 30 | 8 | 22 | 0.0% | |
| OTHER SOCIAL ISSUES | 111 | 30 | 81 | 0.0% | |
| OTHER | 18 | 11 | 7 | 0.0% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 5,821 | 2.7% | 99.6% | 8.5% | |
| year to 30 June 2025 | 5,605 | 2.7% | 98.8% | 20.2% | |
| year to 30 June 2026 | 5,454 | 2.1% | 95.2% | 5.9% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Harris Associates and Oakmark voted against management on 18 of the 325 it marked either way (5.5%) in the year to 30 June 2026.
- Broadcom Inc. 20 Apr 2026
- Berkshire Hathaway Inc. 2 May 2026
- Thermo Fisher Scientific Inc. 20 May 2026
- PALANTIR TECHNOLOGIES INC. 3 Jun 2026
- Prologis, Inc. 28 Apr 2026
- The Bank of New York Mellon Corporation 14 Apr 2026
- Simon Property Group, Inc. 13 May 2026
- Aon Plc 26 Jun 2026
- Omnicom Group Inc. 5 May 2026
- Fidelity National Information Services, Inc. 10 Jun 2026
- The Trade Desk, Inc. 4 May 2026
- Moderna, Inc. 6 May 2026
- GXO Logistics, Inc. 20 May 2026
- Chemed Corporation 18 May 2026
- Lucid Group, Inc. 4 Jun 2026
- Archer Aviation Inc. 26 Jun 2026
- Editas Medicine, Inc. 17 Jun 2026
- Humacyte, Inc. 9 Jun 2026
Shareholder proposals it supported
Of 75 proposals from security holders that could be told apart in the filings and on which it cast a vote, Harris Associates and Oakmark voted for 7 (9.3%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding equal shareholder voting |
| Fortune Brands Innovations, Inc. | 5 May 2026 | Advisory vote to approve named executive officer compensation |
| The Wendy's Company | 20 May 2026 | S/h proposal - corporate governance |
| PT Bank Mandiri (Persero) Tbk | 19 Dec 2025 | Amend Articles of Association |
| PT Bank Mandiri (Persero) Tbk | 19 Dec 2025 | Approve Delegation of Authority for Approval of the 2026 Company Work Plan and Budget |
| Pirelli & C. SpA | 25 Jun 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
| Pirelli & C. SpA | 25 Jun 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
Shares on loan
Harris Associates and Oakmark reported 454.7 million shares on loan at record dates against 30.12 billion shares voted: 1.49% of the two together. Median family: 1.53%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
Filers grouped under this family
Grouping is by registrant and manager name, from a hand-maintained table. See the methodology.
| Filer | Type | Vote records, year to 30 June 2026 |
|---|---|---|
| HARRIS ASSOCIATES INVESTMENT TRUST | fund registrant | 5,105 |
| HARRIS ASSOCIATES L P | institutional manager | 349 |
Questions
How did Harris Associates and Oakmark vote on executive pay?
In the year to 30 June 2026 Harris Associates and Oakmark reported 501 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 477 were for (95.2%), 24 against and 0 abstentions. Counting one item per company meeting, it voted against management on 18 of the 325 say-on-pay items it marked either way.
How often does Harris Associates and Oakmark vote against management?
2.1% of the time in the year to 30 June 2026: 112 of the 5,361 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Did Harris Associates and Oakmark support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 40 votes on proposals from security holders in the year to 30 June 2026 and voted for 0 of them (0.0%). Across every category it voted for 5.9% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of the registrants and managers grouped under this family on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings of the filers listed above, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.