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.

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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.

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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.

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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.

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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
Forum Private Client Group	—	$336m	86	LLY, AAPL, T
Silver Coast Investments	—	$336m	121	LRCX, AMAT, MSFT
Oldfather Financial Services	—	$336m	98	BRK-A, BRK-B, WFC
Greenfield Seitz Capital Management	—	$336m	107	CVE, NVDA, AR
Red Lighthouse Investment Management	—	$336m	85	AAPL, MSFT, TSM
Adirondack Trust	—	$336m	558	AAPL, NVDA, MSFT
OneAscent Wealth Management	—	$336m	169	USB, SO, AAPL
Jessup Wealth Management	—	$335m	81	AMZN, NVDA, AAPL
Pennant Investors, LP	—	$335m	16	SOLS, AMZN, MSFT
TPG Financial Advisors	—	$335m	81	AAPL, NU, NVDA
Seaview Investment Managers	—	$335m	93	AMD, MU, TSM
Spinecap SAS	—	$335m	16	MA, APO, GOOGL
BHK Investment Advisors	—	$335m	79	AAPL, AMAT, BRK-B
Private Wealth Advisors	—	$335m	81	MSFT, ADM, AMAT
Trustees of Dartmouth College	—	$335m	11	XOM
Arkfeld Wealth Strategies, L.L.C.	—	$334m	119	BRK-B, AMZN, AAPL
Wealth High Governance Capital Ltda	—	$334m	35	GNRC, GLW, PH
Core Alternative Capital	—	$334m	201	AAPL, GOOG, MSFT
Saiph Capital	—	$334m	131	AAPL, AVGO, GPN
Shengqi Capital (Hong Kong)	—	$334m	7	MU, QCOM, GOOG
Slagle Financial	—	$334m	127	NVDA, AAPL, MSFT
Henry James International Management	—	$334m	91	TSM, NBIS, ASML
Elevation Wealth Partners	—	$334m	1,305	AAPL, GOOGL, GOOG
Gimbel Daniel Scott	—	$333m	2	CRC, TCBI
Costello Asset Management	—	$333m	710	AMZN, AAPL, NVDA
S&T Bank	—	$333m	445	SNDK, WDC, FLEX
Goepper Burkhardt	—	$333m	99	AAPL, MSFT, NVDA
Ducere Wealth Management	—	$333m	135	GOOG, BE, MSFT
Joseph P. Lucia & Associates	—	$333m	188	AAPL, NVDA, AMZN
Steadview Capital Management	—	$333m	14	HOOD, CVNA, HUT
Canopy Partners	—	$332m	256	AAPL, GOOGL, NVDA
Master's Wealth Management	—	$332m	91	AAPL, PNC, LRCX
Gallatin Point Capital	—	$332m	3	BOW, FRBT, JRVR
American Assets	—	$332m	12	AAT, WFC, BAC
Iams Wealth Management	—	$332m	190	MSFT, NVDA, AAPL
Court Place Advisors	—	$332m	147	MSFT, URI, ADP
Pure Portfolios Holdings	—	$332m	104	NVDA, AAPL, CATY
Prodigy Asset Management	—	$332m	29	BRK-A, BRK-B, MSFT
BCS Private Wealth Management	—	$332m	187	BRK-B, JPM, MSFT
Precision Wealth Strategies	—	$332m	170	MU, MAR, OZ
Cutler Capital Management	—	$332m	105	AEM, MET, CTO
Mayfair Advisory Group	—	$332m	185	AAPL, NVDA, XOM
FDx Advisors	—	$332m	179	NVDA, TSM, MSFT
Left Brain Wealth Management	—	$332m	99	NVDA, TSM, MU
Argentarii	—	$332m	213	NVDA, AAPL, GOOGL
Serenity Capital Management Pte.	—	$332m	11	ZTO, TAL, EDU
Pacifica Partners	—	$332m	424	GOOG, AMAT, AAPL
L.K. Benson & Company, P.C.	—	$332m	115	TROW, WMT, AAPL
Legacy Capital Group California	—	$332m	297	AAPL, GOOGL, NVDA
Foundation Wealth Management	—	$331m	105	AZN, AAPL, V

Showing 5001 to 5050 of 9384

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Show only the long-term investors we follow