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.
- Vantagepoint Investment Advisers—
- Value
- $13.4bn
- Stocks
- 55
- Top holdings
- —
- Mn Services Vermogensbeheer B.V.—
- Value
- $13.4bn
- Stocks
- 444
- Top holdings
- AAPL, AMZN, AVGO
- Police & Firemen's Retirement System of New Jersey—
- Value
- $13.3bn
- Stocks
- 3,202
- Top holdings
- NVDA, AAPL, MSFT
- Westwood Holdings Group—
- Value
- $13.3bn
- Stocks
- 626
- Top holdings
- WMB, ET, KMI
- EdgePoint Investment GroupValue
Tye Bousada
- Value
- $13.2bn
- Stocks
- 39
- Top holdings
- QSR, DLTR, RBA
- Great Lakes Advisors—
- Value
- $13.1bn
- Stocks
- 825
- Top holdings
- AMZN, AAPL, MSFT
- Boston Trust Walden—
- Value
- $13.1bn
- Stocks
- 396
- Top holdings
- AAPL, MSFT, GOOGL
- Markel GroupQuality
Tom Gayner
- Value
- $13.1bn
- Stocks
- 130
- Top holdings
- GOOG, BRK-A, BRK-B
- Verition Fund Management—
- Value
- $13.1bn
- Stocks
- 1,381
- Top holdings
- WBD, NSC, EA
- VAN Lanschot Kempen Investment Management—
- Value
- $13.1bn
- Stocks
- 241
- Top holdings
- NXPI, GOOGL, MSFT
- Orion Porfolio Solutions—
- Value
- $13.1bn
- Stocks
- 1,864
- Top holdings
- AAPL, NVDA, MSFT
- Penserra Capital Management—
- Value
- $13.0bn
- Stocks
- 1,127
- Top holdings
- AVGO, CSCO, NET
- Cardano Risk Management B.V.—
- Value
- $13.0bn
- Stocks
- 52
- Top holdings
- NVDA, AAPL, MSFT
- Erste Asset Management GmbH—
- Value
- $12.9bn
- Stocks
- 603
- Top holdings
- NVDA, AAPL, MSFT
- GW&K Investment Management—
- Value
- $12.8bn
- Stocks
- 1,108
- Top holdings
- MTSI, AEIS, SPXC
- Farther Finance Advisors—
- Value
- $12.8bn
- Stocks
- 5,942
- Top holdings
- AAPL, NVDA, MSFT
- WealthNavi—
- Value
- $12.8bn
- Stocks
- 11
- Top holdings
- —
- BI Asset Management Fondsmaeglerselskab A/S—
- Value
- $12.6bn
- Stocks
- 706
- Top holdings
- NVDA, AAPL, GOOGL
- Loews—
- Value
- $12.5bn
- Stocks
- 28
- Top holdings
- CNA, BLDR, TEAM
- Pentwater Capital Management LP—
- Value
- $12.5bn
- Stocks
- 59
- Top holdings
- EA, BA, WBD
- Diamond Hill Capital ManagementValue
Ric Dillon (founder)
- Value
- $12.5bn
- Stocks
- 186
- Top holdings
- AIG, ABT, BRK-B
- Whale Rock Capital Management—
- Value
- $12.5bn
- Stocks
- 35
- Top holdings
- SNDK, AMD, GOOGL
- Royce & AssociatesValue
Chuck Royce
- Value
- $12.4bn
- Stocks
- 747
- Top holdings
- ACA, KWR, MKSI
- Vanguard Personalized Indexing Management—
- Value
- $12.2bn
- Stocks
- 2,242
- Top holdings
- NVDA, AAPL, GOOGL
- Pinebridge Investments—
- Value
- $12.1bn
- Stocks
- 524
- Top holdings
- NVDA, AAPL, MSFT
- Jericho Capital Asset Management L.P.—
- Value
- $12.1bn
- Stocks
- 29
- Top holdings
- FFIV, APP, LYV
- QRG Capital Management—
- Value
- $12.1bn
- Stocks
- 1,213
- Top holdings
- NVDA, AAPL, MSFT
- PensionDanmark Pensionsforsikringsaktieselskab—
- Value
- $12.0bn
- Stocks
- 590
- Top holdings
- NVDA, AAPL, MSFT
- OneDigital Investment Advisors—
- Value
- $11.8bn
- Stocks
- 1,562
- Top holdings
- AAPL, NVDA, MSFT
- Focus Partners Advisor Solutions—
- Value
- $11.8bn
- Stocks
- 1,243
- Top holdings
- AAPL, NVDA, MSFT
- Unisphere Establishment—
- Value
- $11.7bn
- Stocks
- 56
- Top holdings
- JPM, GOOGL, TMO
- Centersquare Investment Management—
- Value
- $11.7bn
- Stocks
- 80
- Top holdings
- WELL, EQIX, PLD
- RTW Investments, LP—
- Value
- $11.7bn
- Stocks
- 84
- Top holdings
- MDGL, ARGX, PTCT
- Concurrent Investment Advisors—
- Value
- $11.7bn
- Stocks
- 2,027
- Top holdings
- AAPL, NVDA, MSFT
- Mediolanum International Funds—
- Value
- $11.7bn
- Stocks
- 452
- Top holdings
- NVDA, AAPL, MSFT
- Quadrature Capital—
- Value
- $11.7bn
- Stocks
- 1,542
- Top holdings
- AMD, INTC, ASML
- Polen CapitalQuality
Dan Davidowitz
- Value
- $11.6bn
- Stocks
- 219
- Top holdings
- LLY, NVDA, MSFT
- Haverford Trust—
- Value
- $11.6bn
- Stocks
- 424
- Top holdings
- AAPL, JPM, MSFT
- B. Metzler seel. Sohn & Co. AG—
- Value
- $11.6bn
- Stocks
- 709
- Top holdings
- NVDA, AAPL, GOOGL
- Axiom Investors—
- Value
- $11.6bn
- Stocks
- 133
- Top holdings
- NVDA, GOOGL, ASML
- ABN Amro Investment Solutions—
- Value
- $11.5bn
- Stocks
- 616
- Top holdings
- NVDA, MSFT, AAPL
- RA Capital Management, L.P.—
- Value
- $11.5bn
- Stocks
- 84
- Top holdings
- ASND, PBLS, RYTM
- LMR Partners LLP—
- Value
- $11.5bn
- Stocks
- 1,132
- Top holdings
- WBD, NSC, SPCX
- Mather Group, Llc.—
- Value
- $11.5bn
- Stocks
- 1,890
- Top holdings
- AAPL, PG, NVDA
- Vaughan Nelson Investment Management, L.P.—
- Value
- $11.3bn
- Stocks
- 208
- Top holdings
- NVDA, LLY, GOOGL
- Artemis Investment Management LLP—
- Value
- $11.2bn
- Stocks
- 213
- Top holdings
- CSCO, LRCX, NVDA
- Atreides Management, LP—
- Value
- $11.1bn
- Stocks
- 46
- Top holdings
- SPCX, MU, CBRS
- GAMCO InvestorsValue
Mario Gabelli
- Value
- $11.1bn
- Stocks
- 919
- Top holdings
- MSGS, CR, MLI
- Avoro Capital Advisors—
- Value
- $11.1bn
- Stocks
- 26
- Top holdings
- UTHR, ASND, KRYS
- Maverick Capital—
- Value
- $11.1bn
- Stocks
- 177
- Top holdings
- NVDA, AMD, ALAB