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
Saranac Partners	—	$312m	112	GOOGL, AMZN, MSFT
Prosperity Planning	—	$312m	87	CBRE, AAPL, BRK-B
Five Oceans Advisors	—	$311m	204	AAPL, NVDA, MSFT
Hengistbury Investment Partners LLP	—	$311m	4	V, IBKR, MA
Oak Asset Management	—	$311m	115	AAPL, AMGN, NVDA
Tenon Financial	—	$311m	61	AAPL, LLY, AMZN
Tandem Financial	—	$311m	99	PWR, MSFT, PM
Centennial Bank	—	$311m	340	AVGO, AAPL, MSFT
Lakeshore Financial Planning	—	$311m	92	AAPL, MSFT, JPM
IES Holdings	—	$311m	17	CECO, RNGR, AMT
Pinnacle Holdings	—	$310m	228	CAT, GS, TRGP
Claar Advisors	—	$310m	17	GOOG, AMZN, MSFT
Applied Capital	—	$310m	53	CAT, AAPL, MSFT
Stash Investments	—	$310m	17	NVDA
Carlton Hofferkamp & Jenks Wealth Management	—	$310m	144	AAPL, XOM, GOOGL
Firethorn Wealth Partners	—	$310m	200	AAPL, GOOGL, AMZN
Bonness Enterprises	—	$310m	37	PGR, SYK, AMAT
GKV Capital Management	—	$310m	83	NVDA, AVGO, LLY
Sonata Capital Group	—	$310m	128	AAPL, MSFT, AMZN
Tanglewood Legacy Advisors	—	$310m	280	AAPL, CAT, LUV
Ratan Capital Management LP	—	$310m	47	SIMO, VST, INTC
Outlook Capital Management	—	$310m	42	MU, CAT, FCX
Blue Water Asset Management	—	$310m	108	BRK-A, JXN, ETN
Disciplined Investments	—	$310m	144	PSX, JBHT, COP
Blacksheep Fund Management	—	$310m	7	MA, V, TDG
Stephens Consulting	—	$309m	475	BRK-B, RJF, AAPL
Axis Capital Holdings	—	$309m	3	—
SmartHarvest Portfolios	—	$309m	461	NVDA, AAPL, GOOGL
Bawa N Mallick Trust	—	$309m	78	NVDA, AVGO, ASML
Eley Financial Management	—	$309m	72	AAPL, NVDA, CMI
Garner Asset Management	—	$308m	169	BRK-B, AAPL, NVDA
Financial Council	—	$308m	106	AAPL, NVDA, MSFT
Owls Nest Partners IA	—	$308m	17	TBBK, TKR, WMS
Ping Capital Management	—	$308m	69	YPF, GGAL, BBAR
ER Collective Holdings	—	$308m	1	BILL
Defender Capital, LLC.	—	$308m	37	BRK-B, AXON, PLTR
FSA Investment Group	—	$308m	47	NVDA, AAPL, AVGO
Pivotal bioVenture Partners Investment Advisor	—	$308m	13	PCVX, ARQT, TRVI
Lincoln Capital	—	$308m	99	MSFT, AAPL, GOOGL
Wealth Watch Advisors	—	$308m	123	AAPL, CAT, NVDA
Solus Alternative Asset Management LP	—	$308m	9	VTOL, VLO, VEON
Gemsstock	—	$307m	13	VIST, KSPI, GPOR
Family Capital Trust	—	$307m	83	ADBE, GOOGL, JPM
Envision Financial Planning	—	$307m	55	BRK-B, NUE, TSLA
Compass Capital Corp /ma/ /adv	—	$307m	205	NVDA, AAPL, BRK-B
Freedom Financial Partners	—	$307m	89	AAPL, ENTG, WPC
Asset Allocation & Management Company	—	$307m	67	GOOGL, BRK-A, Wells Fargo
SoundView Advisors	—	$307m	32	NVDA, AAPL, COST
Funde Sino Life Insurance	—	$307m	7	MU, AXTI, AAOI
Blackhawk Capital Partners	—	$306m	146	AAPL, NVDA, GOOGL

Showing 5251 to 5300 of 9384

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Show only the long-term investors we follow