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.
- Goodlander Investment Management—
- Value
- $331m
- Stocks
- 15
- Top holdings
- MTZ, FIX, LGN
- Vista Investment Management—
- Value
- $331m
- Stocks
- 174
- Top holdings
- COHR, JPM, RUSHB
- Flagstar Securities—
- Value
- $331m
- Stocks
- 177
- Top holdings
- —
- Crow's Nest Holdings LP—
- Value
- $331m
- Stocks
- 11
- Top holdings
- TSM, AMZN, ENSG
- Cloverfields Capital Group, LP—
- Value
- $331m
- Stocks
- 90
- Top holdings
- TSM, GOOG, AMZN
- Camarda Financial Advisors—
- Value
- $331m
- Stocks
- 122
- Top holdings
- LRCX, KLAC, AMD
- Rhino Investment Partners—
- Value
- $331m
- Stocks
- 32
- Top holdings
- HBAN, AROW, FNB
- Laura & John Arnold Foundation—
- Value
- $330m
- Stocks
- 5
- Top holdings
- GOOG, AMZN, OTF
- Nkcfo—
- Value
- $330m
- Stocks
- 92
- Top holdings
- AEM, AGI, CSCO
- Bell & Brown Wealth Advisors—
- Value
- $330m
- Stocks
- 73
- Top holdings
- AVGO, GOOGL, AAPL
- Norman Fields, Gottscho Capital Management—
- Value
- $330m
- Stocks
- 64
- Top holdings
- COST, BRK-B, AAPL
- Lumbard & Kellner—
- Value
- $330m
- Stocks
- 108
- Top holdings
- GOOG, MTRN, HBM
- Hayek Kallen Investment Management—
- Value
- $330m
- Stocks
- 97
- Top holdings
- AAPL, MSFT, GOOGL
- Montgomery Investment Management—
- Value
- $330m
- Stocks
- 108
- Top holdings
- URI, VSEC, DE
- Iyo Bank—
- Value
- $329m
- Stocks
- 32
- Top holdings
- GOOGL, MSFT, AAPL
- Towne Trust Company, N.A—
- Value
- $329m
- Stocks
- 323
- Top holdings
- AAPL, MSFT, CSCO
- Tikvah Management—
- Value
- $329m
- Stocks
- 19
- Top holdings
- GOOGL, AMZN, RHLD
- Providence Equity Partners L.L.C.—
- Value
- $329m
- Stocks
- 3
- Top holdings
- DV, OUT, CALY
- United Bank—
- Value
- $329m
- Stocks
- 122
- Top holdings
- GOOGL, AAPL, NVDA
- Buttonwood Financial Advisors—
- Value
- $329m
- Stocks
- 110
- Top holdings
- GOOGL, MSFT, BRK-B
- Omega Financial Group—
- Value
- $329m
- Stocks
- 91
- Top holdings
- AFRM, AAPL, APH
- Edentree Asset Management—
- Value
- $328m
- Stocks
- 66
- Top holdings
- GOOGL, MSFT, AZN
- Encompass Wealth Advisors—
- Value
- $328m
- Stocks
- 109
- Top holdings
- AAPL, LRCX, ABNB
- Davis Investment Partners—
- Value
- $328m
- Stocks
- 172
- Top holdings
- APH, JNJ, AAPL
- Kercheville Advisors—
- Value
- $328m
- Stocks
- 108
- Top holdings
- NVDA, AMZN, AAPL
- Stance Capital—
- Value
- $328m
- Stocks
- 339
- Top holdings
- INTC, AMAT, WDC
- Pecaut—
- Value
- $328m
- Stocks
- 65
- Top holdings
- BRK-B, GOOG, AAPL
- NVP Associates—
- Value
- $328m
- Stocks
- 7
- Top holdings
- MBX, AVLN, OMDA
- Kaydan Wealth Management—
- Value
- $328m
- Stocks
- 115
- Top holdings
- RJF, AAPL, MSFT
- AlphaGrep UK—
- Value
- $328m
- Stocks
- 697
- Top holdings
- MSFT, MU, META
- C Partners Holding GmbH—
- Value
- $328m
- Stocks
- 9
- Top holdings
- TPR, MSFT, SPGI
- Vantage Point Financial—
- Value
- $327m
- Stocks
- 185
- Top holdings
- AAPL, CAT, NVDA
- Richard W. Paul & Associates—
- Value
- $327m
- Stocks
- 319
- Top holdings
- AAPL, MSFT, NVDA
- Wealth Advisors of Tampa Bay—
- Value
- $327m
- Stocks
- 94
- Top holdings
- GLW, AVGO, MSFT
- Dalal Street (Pabrai)Value
Mohnish Pabrai
- Value
- $327m
- Stocks
- 4
- Top holdings
- HCC, RIG, AMR
- Tred Avon Family Wealth—
- Value
- $327m
- Stocks
- 262
- Top holdings
- BAC, AAPL, MSFT
- Rogco, LP—
- Value
- $327m
- Stocks
- 224
- Top holdings
- AAPL, LECO, NVDA
- JCIC Asset Management—
- Value
- $326m
- Stocks
- 113
- Top holdings
- GOOG, JPM, AAPL
- Capital Investment Management—
- Value
- $326m
- Stocks
- 132
- Top holdings
- GOOG, NVDA, AAPL
- Tabor Asset Management, LP—
- Value
- $326m
- Stocks
- 46
- Top holdings
- ZGN, W, FND
- Vigilare Wealth Management—
- Value
- $326m
- Stocks
- 123
- Top holdings
- AAPL, GOOGL, AMZN
- Morris Financial Concepts—
- Value
- $326m
- Stocks
- 204
- Top holdings
- JPM, TSLA, LLY
- Register Financial Advisors—
- Value
- $326m
- Stocks
- 426
- Top holdings
- AAPL, MU, JPM
- Hassell Wealth Management—
- Value
- $326m
- Stocks
- 29
- Top holdings
- JPM, AAPL, CVX
- Aventura Private Wealth—
- Value
- $326m
- Stocks
- 982
- Top holdings
- AAPL, NVDA, AMZN
- Crawford Fund Management—
- Value
- $326m
- Stocks
- 32
- Top holdings
- TOST, UBER, TPL
- Lcnb—
- Value
- $326m
- Stocks
- 184
- Top holdings
- AAPL, MSFT, LCNB
- Forza Wealth Management—
- Value
- $326m
- Stocks
- 194
- Top holdings
- CSCO, JPM, GOOGL
- Snow Phipps Group—
- Value
- $326m
- Stocks
- 2
- Top holdings
- VEL, LAUR
- New Perspectives—
- Value
- $326m
- Stocks
- 49
- Top holdings
- AAPL, BRK-A, LLY
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Goodlander Investment Management | — | $331m | 15 | MTZ, FIX, LGN |
| Vista Investment Management | — | $331m | 174 | COHR, JPM, RUSHB |
| Flagstar Securities | — | $331m | 177 | — |
| Crow's Nest Holdings LP | — | $331m | 11 | TSM, AMZN, ENSG |
| Cloverfields Capital Group, LP | — | $331m | 90 | TSM, GOOG, AMZN |
| Camarda Financial Advisors | — | $331m | 122 | LRCX, KLAC, AMD |
| Rhino Investment Partners | — | $331m | 32 | HBAN, AROW, FNB |
| Laura & John Arnold Foundation | — | $330m | 5 | GOOG, AMZN, OTF |
| Nkcfo | — | $330m | 92 | AEM, AGI, CSCO |
| Bell & Brown Wealth Advisors | — | $330m | 73 | AVGO, GOOGL, AAPL |
| Norman Fields, Gottscho Capital Management | — | $330m | 64 | COST, BRK-B, AAPL |
| Lumbard & Kellner | — | $330m | 108 | GOOG, MTRN, HBM |
| Hayek Kallen Investment Management | — | $330m | 97 | AAPL, MSFT, GOOGL |
| Montgomery Investment Management | — | $330m | 108 | URI, VSEC, DE |
| Iyo Bank | — | $329m | 32 | GOOGL, MSFT, AAPL |
| Towne Trust Company, N.A | — | $329m | 323 | AAPL, MSFT, CSCO |
| Tikvah Management | — | $329m | 19 | GOOGL, AMZN, RHLD |
| Providence Equity Partners L.L.C. | — | $329m | 3 | DV, OUT, CALY |
| United Bank | — | $329m | 122 | GOOGL, AAPL, NVDA |
| Buttonwood Financial Advisors | — | $329m | 110 | GOOGL, MSFT, BRK-B |
| Omega Financial Group | — | $329m | 91 | AFRM, AAPL, APH |
| Edentree Asset Management | — | $328m | 66 | GOOGL, MSFT, AZN |
| Encompass Wealth Advisors | — | $328m | 109 | AAPL, LRCX, ABNB |
| Davis Investment Partners | — | $328m | 172 | APH, JNJ, AAPL |
| Kercheville Advisors | — | $328m | 108 | NVDA, AMZN, AAPL |
| Stance Capital | — | $328m | 339 | INTC, AMAT, WDC |
| Pecaut | — | $328m | 65 | BRK-B, GOOG, AAPL |
| NVP Associates | — | $328m | 7 | MBX, AVLN, OMDA |
| Kaydan Wealth Management | — | $328m | 115 | RJF, AAPL, MSFT |
| AlphaGrep UK | — | $328m | 697 | MSFT, MU, META |
| C Partners Holding GmbH | — | $328m | 9 | TPR, MSFT, SPGI |
| Vantage Point Financial | — | $327m | 185 | AAPL, CAT, NVDA |
| Richard W. Paul & Associates | — | $327m | 319 | AAPL, MSFT, NVDA |
| Wealth Advisors of Tampa Bay | — | $327m | 94 | GLW, AVGO, MSFT |
| Dalal Street (Pabrai)Mohnish Pabrai | Value | $327m | 4 | HCC, RIG, AMR |
| Tred Avon Family Wealth | — | $327m | 262 | BAC, AAPL, MSFT |
| Rogco, LP | — | $327m | 224 | AAPL, LECO, NVDA |
| JCIC Asset Management | — | $326m | 113 | GOOG, JPM, AAPL |
| Capital Investment Management | — | $326m | 132 | GOOG, NVDA, AAPL |
| Tabor Asset Management, LP | — | $326m | 46 | ZGN, W, FND |
| Vigilare Wealth Management | — | $326m | 123 | AAPL, GOOGL, AMZN |
| Morris Financial Concepts | — | $326m | 204 | JPM, TSLA, LLY |
| Register Financial Advisors | — | $326m | 426 | AAPL, MU, JPM |
| Hassell Wealth Management | — | $326m | 29 | JPM, AAPL, CVX |
| Aventura Private Wealth | — | $326m | 982 | AAPL, NVDA, AMZN |
| Crawford Fund Management | — | $326m | 32 | TOST, UBER, TPL |
| Lcnb | — | $326m | 184 | AAPL, MSFT, LCNB |
| Forza Wealth Management | — | $326m | 194 | CSCO, JPM, GOOGL |
| Snow Phipps Group | — | $326m | 2 | VEL, LAUR |
| New Perspectives | — | $326m | 49 | AAPL, BRK-A, LLY |