What the best investors bought
Every quarter, big US funds must list their stocks with the SEC. We read every list — 8,740 funds — and show what 153 long-term investors changed. The lists come out 45 days after the quarter ends.
Quarter ended 30 June 2026.
What changed this quarter
Most bought
Bought for the first time or added to.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| Company | Buyers | Value |
|---|---|---|
| Meta PlatformsMETA | 27 of 50 | $25.9bn |
| Amazon.comAMZN | 21 of 60 | $36.6bn |
| MicrosoftMSFT | 21 of 68 | $30.6bn |
| S&P GlobalSPGI | 18 of 35 | $12.3bn |
| Thermo Fisher ScientificTMO | 18 of 31 | $7.7bn |
| Walt DisneyDIS | 18 of 42 | $6.9bn |
| MastercardMA | 17 of 42 | $11.0bn |
| VisaV | 14 of 52 | $28.7bn |
| UnitedHealth GroupUNH | 13 of 43 | $15.1bn |
| NvidiaNVDA | 13 of 36 | $13.6bn |
Most sold
Sold some of their stake, or sold out completely.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| Company | Sellers | Value |
|---|---|---|
| AlphabetGOOGL | 47 of 66 | $49.9bn |
| MicrosoftMSFT | 33 of 68 | $30.6bn |
| AlphabetGOOG | 30 of 58 | $49.3bn |
| Taiwan Semiconductor ManufacturingTSM | 29 of 47 | $25.0bn |
| Amazon.comAMZN | 27 of 60 | $36.6bn |
| UnitedHealth GroupUNH | 24 of 43 | $15.1bn |
| Bank of AmericaBAC | 21 of 39 | $35.4bn |
| MastercardMA | 20 of 42 | $11.0bn |
| Texas InstrumentsTXN | 20 of 26 | $4.3bn |
| AppleAAPL | 19 of 44 | $82.3bn |
New positions
Bought it for the first time this quarter.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| Company | Buyers | Value |
|---|---|---|
| S&P GlobalSPGI | 18 of 35 | $12.3bn |
| Veeva SystemsVEEV | 10 of 12 | $405m |
| Celsius HoldingsCELH | 5 of 6 | $307m |
| Booking HoldingsBKNG | 13 of 26 | $11.5bn |
| MastercardMA | 17 of 42 | $11.0bn |
| WorkdayWDAY | 12 of 13 | $5.7bn |
| NetflixNFLX | 9 of 18 | $3.5bn |
| AccentureACN | 9 of 24 | $2.6bn |
| Devon EnergyDVN | 11 of 15 | $1.6bn |
| GE VernovaGEV | 5 of 15 | $1.2bn |
Most owned
Owned by the most long-term investors we follow.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| Company | Owners | Value |
|---|---|---|
| MicrosoftMSFT | 68 | $30.6bn |
| AlphabetGOOGL | 66 | $49.9bn |
| Amazon.comAMZN | 60 | $36.6bn |
| AlphabetGOOG | 58 | $49.3bn |
| VisaV | 52 | $28.7bn |
| Meta PlatformsMETA | 50 | $25.9bn |
| Berkshire HathawayBRK-B | 50 | $10.9bn |
| Taiwan Semiconductor ManufacturingTSM | 47 | $25.0bn |
| AppleAAPL | 44 | $82.3bn |
| UnitedHealth GroupUNH | 43 | $15.1bn |
Long-term investors we follow
Search the funds behind these numbers, or browse by investing style.
- Berkshire HathawayValue
Warren Buffett
- Value
- $299.3bn
- Stocks
- 29
- Top holdings
- AAPL, AXP, KO
- Dodge & CoxValue
Dodge & Cox investment committee
- Value
- $191.0bn
- Stocks
- 222
- Top holdings
- JCI, SCHW, RTX
- First Eagle Investment ManagementValue
Matthew McLennan
- Value
- $120.6bn
- Stocks
- 424
- Top holdings
- GOOG, BDX, META
- Boston PartnersValue
Boston Partners team
- Value
- $112.5bn
- Stocks
- 801
- Top holdings
- AMZN, JPM, USFD
- Sanders CapitalValue
Lew Sanders
- Value
- $99.8bn
- Stocks
- 47
- Top holdings
- TSM, GOOG, AMZN
- Harris Associates (Oakmark)Value
Bill Nygren
- Value
- $75.2bn
- Stocks
- 161
- Top holdings
- KDP, ABNB, CRM
- LSV Asset ManagementQuant value
Josef Lakonishok
- Value
- $55.1bn
- Stocks
- 889
- Top holdings
- GOOGL, DELL, CSCO
- TCI Fund ManagementQuality
Chris Hohn
- Value
- $52.8bn
- Stocks
- 11
- Top holdings
- GE, V, MCO
- Aristotle Capital ManagementValue
Howard Gleicher
- Value
- $47.7bn
- Stocks
- 212
- Top holdings
- WSM, PH, GOOG
- GMOValue
Jeremy Grantham
- Value
- $44.4bn
- Stocks
- 661
- Top holdings
- MSFT, LRCX, GOOGL
- Gotham Asset ManagementQuant value
Joel Greenblatt
- Value
- $43.0bn
- Stocks
- 1,791
- Top holdings
- AAPL, NVDA, SNOW
- First Manhattan Co.Value
First Manhattan partners
- Value
- $39.2bn
- Stocks
- 742
- Top holdings
- BRK-A, MSFT, ASML
- Viking Global InvestorsOpportunistic
Andreas Halvorsen
- Value
- $35.1bn
- Stocks
- 90
- Top holdings
- V, TSM, APD
- Hotchkis & WileyDeep value
Hotchkis & Wiley team
- Value
- $34.3bn
- Stocks
- 460
- Top holdings
- WDAY, APA, AIG
- Pzena Investment ManagementDeep value
Richard Pzena
- Value
- $34.1bn
- Stocks
- 161
- Top holdings
- MGA, HUM, BAX
- Barrow HanleyValue
Barrow Hanley team
- Value
- $33.0bn
- Stocks
- 369
- Top holdings
- HPE, MRK, GEHC
- Eagle Capital ManagementQuality
Boykin Curry
- Value
- $32.7bn
- Stocks
- 56
- Top holdings
- AMZN, UNH, MELI
- Orbis Investment ManagementValue
Orbis team (Allan Gray lineage)
- Value
- $29.1bn
- Stocks
- 97
- Top holdings
- CPAY, NBIS, BKNG
- Davis Selected AdvisersValue
Chris Davis
- Value
- $23.3bn
- Stocks
- 112
- Top holdings
- COF, USB, CVS
- Pershing SquareActivist
Bill Ackman
- Value
- $19.5bn
- Stocks
- 14
- Top holdings
- UBER, BN, MSFT
- H&H International InvestmentValue
Duan Yongping
- Value
- $19.1bn
- Stocks
- 18
- Top holdings
- AAPL, BRK-B, PDD
- Select Equity GroupQuality
George Loening
- Value
- $18.9bn
- Stocks
- 143
- Top holdings
- VIK, LYV, SGI
- Mawer Investment ManagementQuality
Mawer team
- Value
- $14.7bn
- Stocks
- 142
- Top holdings
- GOOG, AMZN, MSFT
- Elliott Investment ManagementActivist
Paul Singer
- Value
- $14.3bn
- Stocks
- 17
- Top holdings
- TFPM, PSX, SU
- Brandes Investment PartnersValue
Charles Brandes
- Value
- $14.3bn
- Stocks
- 193
- Top holdings
- CAE, EMBJ, MHK
- FundsmithQuality
Terry Smith
- Value
- $13.6bn
- Stocks
- 41
- Top holdings
- MAR, SYK, WAT
- Beutel GoodmanValue
Beutel Goodman team
- Value
- $13.6bn
- Stocks
- 163
- Top holdings
- TD, BMO, RY
- EdgePoint Investment GroupValue
Tye Bousada
- Value
- $13.2bn
- Stocks
- 39
- Top holdings
- QSR, DLTR, RBA
- Markel GroupQuality
Tom Gayner
- Value
- $13.1bn
- Stocks
- 130
- Top holdings
- GOOG, BRK-A, BRK-B
- Diamond Hill Capital ManagementValue
Ric Dillon (founder)
- Value
- $12.5bn
- Stocks
- 186
- Top holdings
- AIG, ABT, BRK-B
- Royce & AssociatesValue
Chuck Royce
- Value
- $12.4bn
- Stocks
- 747
- Top holdings
- ACA, KWR, MKSI
- Polen CapitalQuality
Dan Davidowitz
- Value
- $11.6bn
- Stocks
- 219
- Top holdings
- LLY, NVDA, MSFT
- GAMCO InvestorsValue
Mario Gabelli
- Value
- $11.1bn
- Stocks
- 919
- Top holdings
- MSGS, CR, MLI
- Mairs & PowerQuality
Andy Adams
- Value
- $10.9bn
- Stocks
- 254
- Top holdings
- NVDA, MSFT, AMZN
- Egerton CapitalQuality
John Armitage
- Value
- $10.4bn
- Stocks
- 23
- Top holdings
- V, GOOG, APH
- Cullen Capital ManagementValue
James Cullen
- Value
- $10.2bn
- Stocks
- 208
- Top holdings
- NVS, CSCO, MS
- Ariel InvestmentsValue
John Rogers Jr.
- Value
- $10.0bn
- Stocks
- 106
- Top holdings
- MSGE, OSW, CRL
- Causeway Capital ManagementValue
Sarah Ketterer
- Value
- $9.2bn
- Stocks
- 122
- Top holdings
- AZN, CCL, DB
- Gardner Russo & QuinnQuality
Tom Russo
- Value
- $8.9bn
- Stocks
- 85
- Top holdings
- GOOG, BRK-A, PM
- Horizon KineticsValue
Murray Stahl
- Value
- $8.8bn
- Stocks
- 350
- Top holdings
- TPL, LB, HE
- Greenhaven AssociatesValue
Edgar Wachenheim III
- Value
- $8.7bn
- Stocks
- 28
- Top holdings
- LEN, General Motors Co (GM), TOL
- Cooke & BielerValue
Cooke & Bieler partners
- Value
- $8.6bn
- Stocks
- 100
- Top holdings
- GIL, RBA, RNR
- Icahn Enterprises (Carl Icahn)Activist
Carl Icahn
- Value
- $8.3bn
- Stocks
- 12
- Top holdings
- IEP, CVI, UAN
- Yacktman Asset ManagementValue
Stephen Yacktman
- Value
- $8.1bn
- Stocks
- 74
- Top holdings
- CNQ, BRK-B, GOOG
- First Pacific Advisors (FPA)Value
Steven Romick
- Value
- $8.0bn
- Stocks
- 72
- Top holdings
- ADI, GOOGL, GOOG
- Lyrical Asset ManagementValue
Andrew Wellington
- Value
- $7.9bn
- Stocks
- 41
- Top holdings
- FLEX, JCI, NRG
- AppaloosaOpportunistic
David Tepper
- Value
- $7.5bn
- Stocks
- 25
- Top holdings
- AMZN, MU, TSM
- Findlay Park PartnersQuality
Findlay Park team
- Value
- $7.4bn
- Stocks
- 49
- Top holdings
- TDY, ITT, APG
- Fiduciary Management (FMI)Value
Pat English
- Value
- $7.0bn
- Stocks
- 56
- Top holdings
- ARMK, BKNG, NSIT
- Letko BrosseauValue
Letko Brosseau team
- Value
- $6.8bn
- Stocks
- 112
- Top holdings
- BNS, TD, GOOG
Showing 1 to 50 of 155
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