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.
- Capital Planning—
- Value
- $343m
- Stocks
- 88
- Top holdings
- MSFT, BA, AAPL
- Alaethes Wealth—
- Value
- $343m
- Stocks
- 108
- Top holdings
- AAPL, NVDA, GOOG
- Key Client Fiduciary Advisors—
- Value
- $343m
- Stocks
- 219
- Top holdings
- GLXY, AAPL, AMZN
- Palo Alto Wealth Advisors—
- Value
- $343m
- Stocks
- 64
- Top holdings
- GOOG, GOOGL, NVDA
- PFW Advisors—
- Value
- $343m
- Stocks
- 124
- Top holdings
- KO, VMC, AAPL
- Orion Investment—
- Value
- $343m
- Stocks
- 73
- Top holdings
- MSFT, QCOM, INTC
- Nova R Wealth—
- Value
- $343m
- Stocks
- 85
- Top holdings
- ISRG, AAPL, BRK-B
- Idaho Trust—
- Value
- $342m
- Stocks
- 98
- Top holdings
- GBCI, BRK-B, MSFT
- Bcwm—
- Value
- $342m
- Stocks
- 57
- Top holdings
- DUK, HD, SRE
- Jacobsen Capital Management—
- Value
- $342m
- Stocks
- 126
- Top holdings
- AAPL, NVDA, GOOGL
- Owl Creek Wealth Partners—
- Value
- $342m
- Stocks
- 1,288
- Top holdings
- AAPL, NVDA, AMZN
- Western Financial—
- Value
- $341m
- Stocks
- 132
- Top holdings
- ARWR, EFSC, INTC
- Roberts Financial Services—
- Value
- $341m
- Stocks
- 33
- Top holdings
- B, AAPL, LLY
- 11 Capital Partners LP—
- Value
- $341m
- Stocks
- 20
- Top holdings
- LRCX, ASML, TSM
- Verger Capital Management—
- Value
- $341m
- Stocks
- 13
- Top holdings
- —
- Yeomans Consulting Group—
- Value
- $341m
- Stocks
- 113
- Top holdings
- KO, AAPL, MSFT
- Northstar Asset Management—
- Value
- $341m
- Stocks
- 91
- Top holdings
- GOOGL, AAPL, MSFT
- McCollum Christoferson Group—
- Value
- $341m
- Stocks
- 80
- Top holdings
- AAPL, COST, MSFT
- Hixon Zuercher—
- Value
- $341m
- Stocks
- 88
- Top holdings
- JNJ, NVDA, GOOGL
- Aikya Investment Management—
- Value
- $341m
- Stocks
- 5
- Top holdings
- RDY, EPAM, HDB
- Coalescence Partners Investment Management, LP—
- Value
- $341m
- Stocks
- 12
- Top holdings
- TSM, BX, NVDA
- ACT Wealth Management—
- Value
- $340m
- Stocks
- 64
- Top holdings
- AAPL, XOM, TSLA
- Avaii Wealth Management—
- Value
- $340m
- Stocks
- 175
- Top holdings
- GLW, TSLA, NVDA
- Warner Financial—
- Value
- $340m
- Stocks
- 145
- Top holdings
- AAPL, AMZN, IBM
- Greenbush Financial Group—
- Value
- $340m
- Stocks
- 35
- Top holdings
- PANW, TSLA, GOOG
- Arrowpoint Investment Partners (Singapore) Pte.—
- Value
- $340m
- Stocks
- 124
- Top holdings
- C, GS, GPN
- ODonnell Financial Services—
- Value
- $340m
- Stocks
- 74
- Top holdings
- AAPL, KLAC, NVDA
- Yakira Capital Management—
- Value
- $340m
- Stocks
- 201
- Top holdings
- Topbuild COR, KVUE, EA
- River Street Advisors—
- Value
- $340m
- Stocks
- 177
- Top holdings
- OSBC, NVDA, AAPL
- Jeppson Wealth Management—
- Value
- $339m
- Stocks
- 242
- Top holdings
- AAPL, NVDA, LMT
- Brilliance Asset Management—
- Value
- $339m
- Stocks
- 11
- Top holdings
- PDD, YMM, BZ
- Haverford Financial Services—
- Value
- $339m
- Stocks
- 49
- Top holdings
- AAPL, GOOGL, NVDA
- New Insight Wealth Advisors—
- Value
- $339m
- Stocks
- 120
- Top holdings
- AMZN, GOOGL, TSM
- East Coast Asset Management, LLC.—
- Value
- $339m
- Stocks
- 67
- Top holdings
- GOOG, TSLA, PRM
- 1492 Capital Management—
- Value
- $338m
- Stocks
- 131
- Top holdings
- MXL, CRS, ALHC
- Etesian Wealth Advisors—
- Value
- $338m
- Stocks
- 141
- Top holdings
- AAPL, COST, NVDA
- Ferguson Shapiro—
- Value
- $338m
- Stocks
- 87
- Top holdings
- AAPL, HD, LLY
- Heritage OAK Wealth Advisors—
- Value
- $338m
- Stocks
- 100
- Top holdings
- WMT, AAPL, AMD
- Castle Wealth Management—
- Value
- $338m
- Stocks
- 143
- Top holdings
- AAPL, MSFT, AVGO
- Elite Wealth Management—
- Value
- $337m
- Stocks
- 47
- Top holdings
- MSFT, NVDA, GOOGL
- Shayne & Jacobs—
- Value
- $337m
- Stocks
- 101
- Top holdings
- BRK-B, HCA, AXP
- Corundum Group—
- Value
- $337m
- Stocks
- 112
- Top holdings
- MMM, LMT, LIN
- Consilium Wealth Advisory—
- Value
- $337m
- Stocks
- 101
- Top holdings
- TT, AAPL, NVDA
- Northern Right Capital Management, L.P.—
- Value
- $337m
- Stocks
- 27
- Top holdings
- FTAI, NWSA, TKO
- Ameliora Wealth Management—
- Value
- $337m
- Stocks
- 229
- Top holdings
- NVDA, AVGO, AAPL
- Riverwater Partners—
- Value
- $337m
- Stocks
- 209
- Top holdings
- ADEA, NTCT, IDCC
- Bank OZK—
- Value
- $337m
- Stocks
- 159
- Top holdings
- AAPL, LLY, AMAT
- Roth Financial Partners—
- Value
- $336m
- Stocks
- 33
- Top holdings
- AAPL, CVX, NVDA
- Amtrust Financial Services—
- Value
- $336m
- Stocks
- 14
- Top holdings
- LMND, CRCL, CLPR
- Strategic Financial Concepts—
- Value
- $336m
- Stocks
- 239
- Top holdings
- AAPL, TSLA, AMZN
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Capital Planning | — | $343m | 88 | MSFT, BA, AAPL |
| Alaethes Wealth | — | $343m | 108 | AAPL, NVDA, GOOG |
| Key Client Fiduciary Advisors | — | $343m | 219 | GLXY, AAPL, AMZN |
| Palo Alto Wealth Advisors | — | $343m | 64 | GOOG, GOOGL, NVDA |
| PFW Advisors | — | $343m | 124 | KO, VMC, AAPL |
| Orion Investment | — | $343m | 73 | MSFT, QCOM, INTC |
| Nova R Wealth | — | $343m | 85 | ISRG, AAPL, BRK-B |
| Idaho Trust | — | $342m | 98 | GBCI, BRK-B, MSFT |
| Bcwm | — | $342m | 57 | DUK, HD, SRE |
| Jacobsen Capital Management | — | $342m | 126 | AAPL, NVDA, GOOGL |
| Owl Creek Wealth Partners | — | $342m | 1,288 | AAPL, NVDA, AMZN |
| Western Financial | — | $341m | 132 | ARWR, EFSC, INTC |
| Roberts Financial Services | — | $341m | 33 | B, AAPL, LLY |
| 11 Capital Partners LP | — | $341m | 20 | LRCX, ASML, TSM |
| Verger Capital Management | — | $341m | 13 | — |
| Yeomans Consulting Group | — | $341m | 113 | KO, AAPL, MSFT |
| Northstar Asset Management | — | $341m | 91 | GOOGL, AAPL, MSFT |
| McCollum Christoferson Group | — | $341m | 80 | AAPL, COST, MSFT |
| Hixon Zuercher | — | $341m | 88 | JNJ, NVDA, GOOGL |
| Aikya Investment Management | — | $341m | 5 | RDY, EPAM, HDB |
| Coalescence Partners Investment Management, LP | — | $341m | 12 | TSM, BX, NVDA |
| ACT Wealth Management | — | $340m | 64 | AAPL, XOM, TSLA |
| Avaii Wealth Management | — | $340m | 175 | GLW, TSLA, NVDA |
| Warner Financial | — | $340m | 145 | AAPL, AMZN, IBM |
| Greenbush Financial Group | — | $340m | 35 | PANW, TSLA, GOOG |
| Arrowpoint Investment Partners (Singapore) Pte. | — | $340m | 124 | C, GS, GPN |
| ODonnell Financial Services | — | $340m | 74 | AAPL, KLAC, NVDA |
| Yakira Capital Management | — | $340m | 201 | Topbuild COR, KVUE, EA |
| River Street Advisors | — | $340m | 177 | OSBC, NVDA, AAPL |
| Jeppson Wealth Management | — | $339m | 242 | AAPL, NVDA, LMT |
| Brilliance Asset Management | — | $339m | 11 | PDD, YMM, BZ |
| Haverford Financial Services | — | $339m | 49 | AAPL, GOOGL, NVDA |
| New Insight Wealth Advisors | — | $339m | 120 | AMZN, GOOGL, TSM |
| East Coast Asset Management, LLC. | — | $339m | 67 | GOOG, TSLA, PRM |
| 1492 Capital Management | — | $338m | 131 | MXL, CRS, ALHC |
| Etesian Wealth Advisors | — | $338m | 141 | AAPL, COST, NVDA |
| Ferguson Shapiro | — | $338m | 87 | AAPL, HD, LLY |
| Heritage OAK Wealth Advisors | — | $338m | 100 | WMT, AAPL, AMD |
| Castle Wealth Management | — | $338m | 143 | AAPL, MSFT, AVGO |
| Elite Wealth Management | — | $337m | 47 | MSFT, NVDA, GOOGL |
| Shayne & Jacobs | — | $337m | 101 | BRK-B, HCA, AXP |
| Corundum Group | — | $337m | 112 | MMM, LMT, LIN |
| Consilium Wealth Advisory | — | $337m | 101 | TT, AAPL, NVDA |
| Northern Right Capital Management, L.P. | — | $337m | 27 | FTAI, NWSA, TKO |
| Ameliora Wealth Management | — | $337m | 229 | NVDA, AVGO, AAPL |
| Riverwater Partners | — | $337m | 209 | ADEA, NTCT, IDCC |
| Bank OZK | — | $337m | 159 | AAPL, LLY, AMAT |
| Roth Financial Partners | — | $336m | 33 | AAPL, CVX, NVDA |
| Amtrust Financial Services | — | $336m | 14 | LMND, CRCL, CLPR |
| Strategic Financial Concepts | — | $336m | 239 | AAPL, TSLA, AMZN |