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.
- Nine Ten Capital Management—
- Value
- $321m
- Stocks
- 8
- Top holdings
- AGYS, MGNI, CLBT
- Hall Capital Management—
- Value
- $321m
- Stocks
- 107
- Top holdings
- MSFT, AAPL, JPM
- Town & Country Bank & Trust CO dba First Bankers Trust—
- Value
- $321m
- Stocks
- 153
- Top holdings
- AVGO, MSFT, LLY
- RJA Asset Management—
- Value
- $321m
- Stocks
- 4
- Top holdings
- AAPL, AFRM, TWLO
- Glass Jacobson Investment Advisors—
- Value
- $321m
- Stocks
- 618
- Top holdings
- AAPL, NVDA, AHR
- GE Investment Management—
- Value
- $321m
- Stocks
- 4
- Top holdings
- GE
- TMB Capital Partners—
- Value
- $321m
- Stocks
- 177
- Top holdings
- WMT, EXE, TPL
- Leisure Capital Management—
- Value
- $320m
- Stocks
- 157
- Top holdings
- AAPL, SBRA, STX
- Biltmore Wealth Management—
- Value
- $320m
- Stocks
- 58
- Top holdings
- NVDA, AAPL, ETN
- Aft, Forsyth & Sober—
- Value
- $320m
- Stocks
- 60
- Top holdings
- NVDA, AAPL, MSFT
- EWG Elevate—
- Value
- $320m
- Stocks
- 119
- Top holdings
- AAPL, ARCC, MSFT
- Investment Partners—
- Value
- $320m
- Stocks
- 167
- Top holdings
- AAPL, NVDA, MSFT
- JW Asset Management—
- Value
- $320m
- Stocks
- 21
- Top holdings
- ESTA, SNDK, COCO
- Passive Capital Management, LLC.—
- Value
- $320m
- Stocks
- 94
- Top holdings
- AAPL, CDP, MSFT
- Prospera Capital Management—
- Value
- $320m
- Stocks
- 63
- Top holdings
- NVDA, AAPL, GOOG
- LEE Johnson Capital Management—
- Value
- $320m
- Stocks
- 82
- Top holdings
- MU, GEV, AMD
- Global Trust Asset Management—
- Value
- $320m
- Stocks
- 462
- Top holdings
- LITE, AAOI, AAPL
- Seldon Capital LP—
- Value
- $320m
- Stocks
- 74
- Top holdings
- INTC, CLS, TLN
- Burkett Financial Services—
- Value
- $320m
- Stocks
- 264
- Top holdings
- LOAR, AAPL, MSFT
- Wrapmanager—
- Value
- $320m
- Stocks
- 150
- Top holdings
- NVDA, AAPL, AMZN
- Gunma Bank,Ltd.—
- Value
- $319m
- Stocks
- 31
- Top holdings
- —
- Charles-Lim Capital—
- Value
- $319m
- Stocks
- 6
- Top holdings
- SE, TSM, HDB
- Tiller Private Wealth—
- Value
- $319m
- Stocks
- 69
- Top holdings
- APD, AAPL, BRK-B
- Shaker Financial Services—
- Value
- $319m
- Stocks
- 148
- Top holdings
- —
- Barnes Pettey Financial Advisors—
- Value
- $319m
- Stocks
- 175
- Top holdings
- WMT, NVDA, BRK-B
- Centerline Wealth Advisors—
- Value
- $319m
- Stocks
- 79
- Top holdings
- AAPL, PEP, META
- Axiom Financial Strategies—
- Value
- $319m
- Stocks
- 34
- Top holdings
- BRK-B, GOOGL, COF
- Powers Advisory Group—
- Value
- $319m
- Stocks
- 130
- Top holdings
- MSFT, WMT, AAPL
- Transatlantique Private Wealth—
- Value
- $319m
- Stocks
- 206
- Top holdings
- MSFT, AAPL, GOOGL
- Thor Trading Advisors—
- Value
- $319m
- Stocks
- 39
- Top holdings
- NVDA, AVGO, WMT
- Skyline Advisors—
- Value
- $319m
- Stocks
- 123
- Top holdings
- MSFT, AAPL, BRK-B
- Berkeley—
- Value
- $319m
- Stocks
- 86
- Top holdings
- V, GOOGL, MKL
- Summa—
- Value
- $319m
- Stocks
- 83
- Top holdings
- NVDA, AMD, MRVL
- Arcadia Wealth Management—
- Value
- $319m
- Stocks
- 66
- Top holdings
- AMZN, TJX, AVGO
- Beacon Investment Advisors—
- Value
- $318m
- Stocks
- 178
- Top holdings
- AMAT, BRK-B, AAPL
- Chaney Capital Management—
- Value
- $318m
- Stocks
- 45
- Top holdings
- GOOGL, AAPL, MSFT
- ShoreHaven Wealth Partners—
- Value
- $318m
- Stocks
- 106
- Top holdings
- AAPL, VRT, GOOGL
- Sittner & Nelson—
- Value
- $318m
- Stocks
- 614
- Top holdings
- AAPL, NVDA, GOOG
- Cambridge Financial Group—
- Value
- $318m
- Stocks
- 155
- Top holdings
- AAPL, BRK-A, BRK-B
- Solari Capital Management—
- Value
- $318m
- Stocks
- 1
- Top holdings
- ABTC
- Mills Wealth Advisors—
- Value
- $318m
- Stocks
- 76
- Top holdings
- JOE, GM, WMB
- Boothe Investment Group—
- Value
- $317m
- Stocks
- 38
- Top holdings
- PINS, C, SN
- Genesee Capital Advisors—
- Value
- $317m
- Stocks
- 172
- Top holdings
- AAPL, AMD, NVDA
- Theory Financial—
- Value
- $317m
- Stocks
- 99
- Top holdings
- GOOGL, BRK-B, AAPL
- Wealthspan Partners—
- Value
- $317m
- Stocks
- 129
- Top holdings
- DE, AAPL, MSFT
- Medallion Wealth Advisors—
- Value
- $317m
- Stocks
- 1,219
- Top holdings
- NVDA, AMZN, AAPL
- Montanaro Asset Management—
- Value
- $317m
- Stocks
- 42
- Top holdings
- NVMI, WTS, EGP
- Ticino Wealth—
- Value
- $317m
- Stocks
- 135
- Top holdings
- STNG, ASC, COHR
- Persistent Asset Partners—
- Value
- $317m
- Stocks
- 713
- Top holdings
- INTC, HOOD, STM
- Powell Investment Advisors—
- Value
- $317m
- Stocks
- 167
- Top holdings
- AMZN, NVDA, GS
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Nine Ten Capital Management | — | $321m | 8 | AGYS, MGNI, CLBT |
| Hall Capital Management | — | $321m | 107 | MSFT, AAPL, JPM |
| Town & Country Bank & Trust CO dba First Bankers Trust | — | $321m | 153 | AVGO, MSFT, LLY |
| RJA Asset Management | — | $321m | 4 | AAPL, AFRM, TWLO |
| Glass Jacobson Investment Advisors | — | $321m | 618 | AAPL, NVDA, AHR |
| GE Investment Management | — | $321m | 4 | GE |
| TMB Capital Partners | — | $321m | 177 | WMT, EXE, TPL |
| Leisure Capital Management | — | $320m | 157 | AAPL, SBRA, STX |
| Biltmore Wealth Management | — | $320m | 58 | NVDA, AAPL, ETN |
| Aft, Forsyth & Sober | — | $320m | 60 | NVDA, AAPL, MSFT |
| EWG Elevate | — | $320m | 119 | AAPL, ARCC, MSFT |
| Investment Partners | — | $320m | 167 | AAPL, NVDA, MSFT |
| JW Asset Management | — | $320m | 21 | ESTA, SNDK, COCO |
| Passive Capital Management, LLC. | — | $320m | 94 | AAPL, CDP, MSFT |
| Prospera Capital Management | — | $320m | 63 | NVDA, AAPL, GOOG |
| LEE Johnson Capital Management | — | $320m | 82 | MU, GEV, AMD |
| Global Trust Asset Management | — | $320m | 462 | LITE, AAOI, AAPL |
| Seldon Capital LP | — | $320m | 74 | INTC, CLS, TLN |
| Burkett Financial Services | — | $320m | 264 | LOAR, AAPL, MSFT |
| Wrapmanager | — | $320m | 150 | NVDA, AAPL, AMZN |
| Gunma Bank,Ltd. | — | $319m | 31 | — |
| Charles-Lim Capital | — | $319m | 6 | SE, TSM, HDB |
| Tiller Private Wealth | — | $319m | 69 | APD, AAPL, BRK-B |
| Shaker Financial Services | — | $319m | 148 | — |
| Barnes Pettey Financial Advisors | — | $319m | 175 | WMT, NVDA, BRK-B |
| Centerline Wealth Advisors | — | $319m | 79 | AAPL, PEP, META |
| Axiom Financial Strategies | — | $319m | 34 | BRK-B, GOOGL, COF |
| Powers Advisory Group | — | $319m | 130 | MSFT, WMT, AAPL |
| Transatlantique Private Wealth | — | $319m | 206 | MSFT, AAPL, GOOGL |
| Thor Trading Advisors | — | $319m | 39 | NVDA, AVGO, WMT |
| Skyline Advisors | — | $319m | 123 | MSFT, AAPL, BRK-B |
| Berkeley | — | $319m | 86 | V, GOOGL, MKL |
| Summa | — | $319m | 83 | NVDA, AMD, MRVL |
| Arcadia Wealth Management | — | $319m | 66 | AMZN, TJX, AVGO |
| Beacon Investment Advisors | — | $318m | 178 | AMAT, BRK-B, AAPL |
| Chaney Capital Management | — | $318m | 45 | GOOGL, AAPL, MSFT |
| ShoreHaven Wealth Partners | — | $318m | 106 | AAPL, VRT, GOOGL |
| Sittner & Nelson | — | $318m | 614 | AAPL, NVDA, GOOG |
| Cambridge Financial Group | — | $318m | 155 | AAPL, BRK-A, BRK-B |
| Solari Capital Management | — | $318m | 1 | ABTC |
| Mills Wealth Advisors | — | $318m | 76 | JOE, GM, WMB |
| Boothe Investment Group | — | $317m | 38 | PINS, C, SN |
| Genesee Capital Advisors | — | $317m | 172 | AAPL, AMD, NVDA |
| Theory Financial | — | $317m | 99 | GOOGL, BRK-B, AAPL |
| Wealthspan Partners | — | $317m | 129 | DE, AAPL, MSFT |
| Medallion Wealth Advisors | — | $317m | 1,219 | NVDA, AMZN, AAPL |
| Montanaro Asset Management | — | $317m | 42 | NVMI, WTS, EGP |
| Ticino Wealth | — | $317m | 135 | STNG, ASC, COHR |
| Persistent Asset Partners | — | $317m | 713 | INTC, HOOD, STM |
| Powell Investment Advisors | — | $317m | 167 | AMZN, NVDA, GS |