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
Family Wealth Partners	—	$326m	109	LPLA, FSK, GBDC
Thomas J. Herzfeld Advisors	—	$326m	129	NSLR, NFLX, TMC
Wilkerson Advisory Group	—	$326m	620	CAT, AMZN, WMT
Triton Wealth Management, PLLC	—	$326m	133	AAPL, NVDA, AMZN
S.A. Mason	—	$326m	282	NVDA, AAPL, MSFT
Mullooly Asset Management	—	$325m	60	ORLY, AAPL, HD
Sykon Capital	—	$325m	112	AAPL, BAC, NVDA
Step Capital Management Pte.	—	$325m	21	MU, MRNA, INTC
Bishop & Co Investment Management	—	$325m	26	ERIE, XOM, PG
Guardian Point Capital, LP	—	$325m	14	APO, TSM, ONTO
Lazari Capital Management	—	$325m	188	AAPL, NVDA, GOOGL
NCM Capital Management	—	$324m	194	NVDA, TPL, AAPL
NWK Group	—	$324m	71	NVDA, GOOGL, LLY
Wealth Management Resources	—	$324m	31	—
Silver Heights Capital Management	—	$324m	4	IRDM, HEI-A, KMX
Bluesphere Advisors	—	$324m	121	NVDA, GOOGL, MSFT
Investment Research & Advisory Group	—	$324m	314	AAPL, GOOGL, NVDA
Nicollet Investment Management	—	$324m	77	AMZN, GOOG, AAPL
Legacy Bridge	—	$324m	322	GEV, STRL, NVDA
Wealth Quarterback	—	$324m	171	AAPL, AMD, NVDA
HF Advisory Group	—	$323m	168	GOOG, MSFT, VZ
Sims Investment Management	—	$323m	184	UBER, TSLA, PRSU
National Wealth Management Group	—	$323m	226	NVDA, AAPL, LRCX
United Community Bank	—	$323m	534	BRK-B, MSFT, AAPL
Walker Financial Services	—	$323m	45	WMT, AAPL, MSFT
Kenora Financial	—	$323m	133	GOOG, AMZN, AAPL
Naman Capital Ltda	—	$323m	11	UGP, GOOGL, GOOG
Engaged CapitalGlenn Welling	Activist	$323m	9	VFC, YETI, GXO
Granger Management	—	$323m	15	AMZN, UNH, MELI
Forefront Wealth Partners	—	$323m	177	NVDA, AMZN, MSFT
Sharper & Granite	—	$323m	109	AAPL, COST, ANET
Royal Harbor Partners	—	$323m	56	AAPL, MSFT, GOOGL
Sophron Capital Management L.P.	—	$323m	43	ADC, HST, LEN
Prosperity Financial Group	—	$323m	184	AAPL, NVDA, GOOGL
Quantum Financial Planning Services	—	$323m	58	LLY, AAPL, COST
Curio Wealth	—	$322m	78	GOOG, AAPL, RY
S Squared Technology	—	$322m	33	LSCC, KRYS, PRLB
Westshore Wealth	—	$322m	107	AMRX, UPS, NVDA
Jackson, Grant Investment Advisers	—	$322m	421	ABBV, MSFT, AAPL
EnCap Investments L.P.	—	$322m	3	DVN, PR
Ketron Financial	—	$322m	64	NVDA, TSM, GOOGL
Orion Capital Management	—	$322m	504	AAPL, GOOG, AMZN
Mathes Company	—	$322m	129	GEV, GOOGL, CAT
AJ Advisors	—	$322m	37	JPM, AAPL, GOOGL
MKT Advisors	—	$322m	155	AAPL, MSFT, GOOGL
Sonoma Allocations	—	$322m	118	IVZ, AMD, AAPL
Realta Investment Advisors	—	$322m	375	AAPL, NVDA, AMZN
Northstar Advisory Group	—	$322m	118	NVDA, GOOGL, AAPL
Hall Laurie J Trustee	—	$322m	103	AMAT, MSFT, AAPL
Hapanowicz & Associates Financial Services	—	$321m	37	OSK, GOOG, AMZN

Showing 5101 to 5150 of 9384

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Show only the long-term investors we follow