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.
- GoodHaven Capital ManagementValue
Larry Pitkowsky
- Value
- $317m
- Stocks
- 24
- Top holdings
- BRK-B, GOOG, BAC
- Fourth Dimension Wealth—
- Value
- $316m
- Stocks
- 678
- Top holdings
- AAPL, NVDA, AMZN
- Nvest Financial—
- Value
- $316m
- Stocks
- 150
- Top holdings
- AAPL, GOOGL, NVDA
- Balanced Wealth Group—
- Value
- $316m
- Stocks
- 78
- Top holdings
- AAPL, GOOGL, FE
- Lountzis Asset Management—
- Value
- $316m
- Stocks
- 55
- Top holdings
- AMAT, BRK-B, WFC
- Richmond Investment Services—
- Value
- $316m
- Stocks
- 145
- Top holdings
- BRK-B, AAPL, NVDA
- IMZ Advisory—
- Value
- $316m
- Stocks
- 38
- Top holdings
- AAPL, NVDA, MSFT
- Enzi Wealth—
- Value
- $316m
- Stocks
- 76
- Top holdings
- XOM, AAPL, NVDA
- Ranch Capital Advisors—
- Value
- $316m
- Stocks
- 157
- Top holdings
- AAPL, NVDA, AVGO
- Sterling Financial Group—
- Value
- $316m
- Stocks
- 73
- Top holdings
- AAPL, CI, NVDA
- Tencap Wealth Coaching—
- Value
- $315m
- Stocks
- 20
- Top holdings
- NVDA, AAPL, MSFT
- Meros Investment Management, LP—
- Value
- $315m
- Stocks
- 50
- Top holdings
- DCO, MGNI, WTTR
- Trinity Wealth Management—
- Value
- $315m
- Stocks
- 74
- Top holdings
- AAPL, JNJ, HUBB
- Richards, Merrill & Peterson—
- Value
- $315m
- Stocks
- 285
- Top holdings
- AAPL, MSFT, AMZN
- VMS Asset Management Limited—
- Value
- $315m
- Stocks
- 33
- Top holdings
- SNDK, WDC, MU
- Burns Matteson Capital Management—
- Value
- $315m
- Stocks
- 181
- Top holdings
- GLW, OHI, NVDA
- TAGStone Capital—
- Value
- $315m
- Stocks
- 139
- Top holdings
- AMZN, BRK-B, GOOGL
- Inlight Wealth Management—
- Value
- $315m
- Stocks
- 62
- Top holdings
- VOD, VZ, T
- MMA Asset Management—
- Value
- $314m
- Stocks
- 181
- Top holdings
- AAPL, MSFT, NVDA
- Mosley Wealth Management—
- Value
- $314m
- Stocks
- 781
- Top holdings
- AAPL, NVDA, MSFT
- American Financial Group INC 401(k) Retirement & Savings Plan—
- Value
- $314m
- Stocks
- 1
- Top holdings
- AFG
- Cypress Funds—
- Value
- $314m
- Stocks
- 14
- Top holdings
- AMZN, NVDA, MSFT
- Malaga Cove Capital—
- Value
- $314m
- Stocks
- 185
- Top holdings
- ON, CAT, AMZN
- Delaney Dennis R—
- Value
- $314m
- Stocks
- 61
- Top holdings
- GOOGL, AMD, NVDA
- Stonebridge Financial Planning Group—
- Value
- $314m
- Stocks
- 183
- Top holdings
- AMZN, NVDA, AAPL
- Praetorian PR—
- Value
- $314m
- Stocks
- 14
- Top holdings
- SII, UTI, JOE
- Macro Advisors—
- Value
- $314m
- Stocks
- 45
- Top holdings
- AAPL, FCX, NVDA
- Moseley Investment Management—
- Value
- $314m
- Stocks
- 162
- Top holdings
- AAPL, GOOGL, BRK-B
- Merk Investments—
- Value
- $314m
- Stocks
- 11
- Top holdings
- USAS, ORLA, EQX
- Nixon Capital—
- Value
- $314m
- Stocks
- 17
- Top holdings
- COMP, SN, UBER
- Kalehua Capital Management—
- Value
- $313m
- Stocks
- 26
- Top holdings
- MANE, XFOR, CMPS
- Raleigh Capital Management—
- Value
- $313m
- Stocks
- 526
- Top holdings
- NVDA, AAPL, GOOGL
- Plum Street Advisors—
- Value
- $313m
- Stocks
- 107
- Top holdings
- AAPL, GOOGL, MDB
- StoneCrest Wealth Management—
- Value
- $313m
- Stocks
- 73
- Top holdings
- NVDA, MU, GOOGL
- Bennett Selby Investments LP—
- Value
- $313m
- Stocks
- 85
- Top holdings
- GOOG, AAPL, V
- First Citizens Asset Management—
- Value
- $313m
- Stocks
- 30
- Top holdings
- —
- Ravenswood Partners LP—
- Value
- $313m
- Stocks
- 36
- Top holdings
- MU, NVDA, TSM
- Worth Asset Management—
- Value
- $313m
- Stocks
- 212
- Top holdings
- AAPL, MU, INTC
- Windward Private Wealth Management—
- Value
- $313m
- Stocks
- 43
- Top holdings
- EMR, RMD, FAST
- Samalin Investment Counsel—
- Value
- $313m
- Stocks
- 334
- Top holdings
- AAPL, NVDA, MSFT
- Prosperitas Financial—
- Value
- $312m
- Stocks
- 103
- Top holdings
- GOOGL, AAPL, NVDA
- Magarian Capital Management—
- Value
- $312m
- Stocks
- 11
- Top holdings
- GPN, CNC, CE
- Monte Financial Group—
- Value
- $312m
- Stocks
- 102
- Top holdings
- ADP, JNJ, RTX
- Pennington Partners—
- Value
- $312m
- Stocks
- 131
- Top holdings
- GOOG, AAPL, LINE
- Beacon Wealthcare—
- Value
- $312m
- Stocks
- 26
- Top holdings
- AAPL, MSFT, XOM
- Maryland Capital Advisors—
- Value
- $312m
- Stocks
- 1,043
- Top holdings
- AAPL, WMT, NVDA
- Peachtree Investment Partners—
- Value
- $312m
- Stocks
- 143
- Top holdings
- AAPL, LLY, MSFT
- Townsend Asset Management Corp /nc/ /adv—
- Value
- $312m
- Stocks
- 195
- Top holdings
- AMZN, JPM, V
- Weinberger Asset Management—
- Value
- $312m
- Stocks
- 101
- Top holdings
- PM, BAC, GE
- Armor Investment Advisors—
- Value
- $312m
- Stocks
- 155
- Top holdings
- META, GOOGL, MSFT