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Also a shareholder of Harris Associates, Inc. in the 75% or more band and a control person, since January 2024."},{"label":"Natixis Investment Managers Participations 1","detail":"Indirect owner: a member of Natixis Investment Managers, LLC in the 75% or more band and a control person, since June 2005.","parent":"Natixis Investment Managers, LLC"},{"label":"Natixis Investment Managers","detail":"Indirect owner: a shareholder of Natixis Investment Managers Participations 1 in the 75% or more band and a control person, since August 2004.","parent":"Natixis Investment Managers Participations 1"},{"label":"Bpce","detail":"Indirect owner: a shareholder of Natixis in the 75% or more band and a control person, since July 2009.","parent":"Natixis"},{"label":"Natixis","detail":"Indirect owner: a shareholder of Natixis Investment Managers in the 75% or more band and a control person, since September 2011.","parent":"Natixis Investment Managers"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"111 S. 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They include 1,888 high-net-worth individuals, 203 corporations and other businesses and 133 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Harris Associates offer?","answer":"Harris Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Harris Associates use?","answer":"Harris Associates’ separately managed account assets are held at Pershing Advisor Solutions (Jersey City, NJ), with $6,549,003,984 and Northern Trust Corporation (Chicago, IL), with $3,669,289,354. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Harris Associates have?","answer":"Harris Associates has 4 investment adviser representatives registered with state securities authorities, out of 221 employees, and 43 perform investment advisory functions. 44 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Harris Associates invest in?","answer":"At the end of its last fiscal year, Harris Associates’ separately managed accounts held 92% exchange-traded equities, 4% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Harris Associates?","answer":"Harris Associates is owned through a chain of holding companies by Bpce. Its direct owner is Natixis Investment Managers, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Harris Associates get paid?","answer":"Harris Associates is paid through a percentage of assets under management, fixed fees and performance-based fees. 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