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.

See all

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.

See all

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.

See all

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.

See all

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.

All Value Quality Activist Deep value

Fund	Style	Value	Stocks	Top holdings
Vanguard Group	—	$6.9tn	4,329	NVDA, AAPL, MSFT
BlackRock	—	$6.7tn	5,455	NVDA, AAPL, MSFT
Vanguard Capital Management	—	$4.7tn	4,092	NVDA, AAPL, MSFT
State Street	—	$3.4tn	4,031	NVDA, AAPL, MSFT
FMR	—	$2.3tn	5,360	NVDA, AAPL, GOOGL
Vanguard Portfolio Management	—	$2.2tn	3,141	NVDA, AAPL, MSFT
Morgan Stanley	—	$1.9tn	8,221	NVDA, AAPL, MSFT
Geode Capital Management	—	$1.9tn	4,445	NVDA, AAPL, MSFT
JPMorgan Chase	—	$1.7tn	6,522	NVDA, AAPL, MSFT
Bank of America	—	$1.6tn	5,544	NVDA, AAPL, MSFT
Invesco	—	$1.3tn	3,748	NVDA, AAPL, MU
Norges Bank	—	$1.0tn	1,617	NVDA, AAPL, MSFT
Price T Rowe Associates	—	$996.9bn	3,219	NVDA, AAPL, GOOGL
Goldman Sachs Group	—	$953.1bn	5,524	NVDA, AAPL, MSFT
Northern Trust	—	$859.8bn	4,440	NVDA, AAPL, MSFT
Capital World Investors	—	$846.1bn	626	AVGO, MU, GOOGL
Charles Schwab Investment Management	—	$751.3bn	3,438	NVDA, AAPL, MSFT
Banque Cantonale Vaudoise	—	$721.7bn	816	ALC, GOOGL, AVGO
Capital Research Global Investors	—	$716.8bn	424	AVGO, NVDA, MSFT
UBS Group AG	—	$628.8bn	8,929	NVDA, AAPL, MSFT
Bank of New York Mellon	—	$609.3bn	4,274	NVDA, AAPL, MSFT
Royal Bank of Canada	—	$590.3bn	6,970	AAPL, NVDA, RY
Wellington Management Group LLP	—	$579.4bn	1,823	NVDA, AVGO, MSFT
Wells Fargo & Company	—	$574.6bn	6,447	AAPL, MSFT, NVDA
Dimensional Fund Advisors LP	—	$551.8bn	3,221	NVDA, AAPL, MSFT
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS	—	$548.7bn	3,684	NVDA, AAPL, MSFT
Ameriprise Financial	—	$493.6bn	3,999	NVDA, AAPL, GOOGL
Capital International Investors	—	$483.6bn	445	AVGO, MSFT, NVDA
Legal & General Group	—	$479.5bn	3,391	NVDA, AAPL, MSFT
Franklin Resources	—	$459.3bn	3,098	AAPL, NVDA, MSFT
Vanguard Fiduciary Trust	—	$454.4bn	4,076	NVDA, AAPL, MSFT
LPL Financial	—	$444.6bn	5,958	AAPL, NVDA, AMZN
Envestnet Asset Management	—	$423.6bn	4,822	NVDA, MSFT, AAPL
Nuveen	—	$418.7bn	3,707	NVDA, AAPL, MSFT
Amundi	—	$414.7bn	1,988	NVDA, AAPL, MSFT
Raymond James Financial	—	$368.7bn	5,229	AAPL, NVDA, MSFT
Deutsche Bank AG	—	$343.9bn	3,585	NVDA, AAPL, MSFT
Fisher Asset Management	—	$335.8bn	1,037	NVDA, AAPL, GOOGL
Barclays	—	$316.6bn	4,562	NVDA, AAPL, MSFT
Massachusetts Financial Services	—	$314.7bn	997	NVDA, GOOGL, AAPL
Alliancebernstein L.P.	—	$302.3bn	3,315	NVDA, KLAC, AAPL
Berkshire HathawayWarren Buffett	Value	$299.3bn	29	AAPL, AXP, KO
AQR Capital Management	—	$286.8bn	3,900	NVDA, AAPL, MU
Bank of Montreal /can	—	$272.9bn	3,263	RY, NVDA, AAPL
Jones Financial Companies Lllp	—	$249.8bn	4,961	NVDA, AAPL, AMZN
Jupiter Topco	—	$245.4bn	2,461	NVDA, GOOG, AVGO
American Century Companies	—	$225.9bn	2,879	NVDA, GOOGL, AMZN
Arrowstreet Capital, Limited Partnership	—	$225.4bn	1,887	MSFT, AMZN, AAPL
Citigroup	—	$214.9bn	4,735	NVDA, AAPL, MSFT
Vanguard Global Advisers	—	$214.6bn	3,638	NVDA, AAPL, MSFT

Showing 1 to 50 of 9384

PreviousNext

Show only the long-term investors we follow