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
Deseret Mutual Benefit Administrators	—	$306m	517	AAPL, CSCO, AMAT
Contrarian Capital Management, L.L.C.	—	$306m	19	RJET, GGB, TX
denkapparat Operations GmbH	—	$306m	383	ASML, AMAT, LRCX
1 North Wealth Services	—	$306m	308	AAPL, LLY, AVGO
Denver PWM	—	$306m	89	AAPL, CAT, MSFT
Adapt Wealth Advisors	—	$306m	94	NVDA, JNJ, MU
Ted Buchan	—	$306m	95	NVDA, ASML, TSM
Tekne Capital Management	—	$306m	6	GDS, ACMR, BTDR
PSquared Asset Management AG	—	$305m	15	WBD, IHS, SLSR
Quartz Partners	—	$305m	191	AVGO, AAPL, NVDA
WIM Investment Management	—	$305m	26	TSLA, META, UBER
Lynx Investment Advisory	—	$305m	230	AAPL, GOOGL, MSFT
Bond Capital Management, LP	—	$305m	5	SPCX, CRWV, HIPO
Texas Bank & Trust	—	$305m	185	AAPL, MSFT, GOOGL
Access Financial Services	—	$305m	103	MSFT, AAPL, VLO
Borer Denton & Associates	—	$305m	74	MSFT, BRK-B, COST
Allred Capital Management	—	$305m	162	MSFT, AAPL, NVDA
Carroll Advisory Group	—	$304m	73	NVDA, PG, IBM
IronBridge Private Wealth	—	$304m	47	NVDA, EZPW, CRWV
Crcm LP	—	$304m	14	RNA, AIFC, PLBY
Roehl & Yi Investment Advisors	—	$304m	194	AAPL, BRK-B, WDC
DSC Meridian Capital LP	—	$304m	11	AERO, AZUL, CORZ
Excalibur Management	—	$303m	175	CSL, AAPL, BRK-B
Four Tree Island Advisory	—	$303m	24	LRCX, AMAT, MLI
Brick & Kyle, Associates	—	$303m	96	AAPL, NVDA, MSFT
CAZ Investments LP	—	$303m	49	OTF, RPC, OBDC
David Kennon	—	$303m	45	AAPL, AMZN, MSFT
First Dallas Securities	—	$303m	125	NVDA, TPL, AAPL
Carmel Capital Partners	—	$302m	134	HD, AMZN, QCOM
Landmark Wealth Management	—	$302m	44	AAPL, BRK-B, BRK-A
44 Wealth Management	—	$302m	184	MSFT, NKE, AAPL
Rede Wealth	—	$302m	117	BRK-A, AAPL, JNJ
Armstrong, Fleming & Moore	—	$302m	115	CAVA, AAPL, NVDA
Jackson Creek Investment Advisors	—	$302m	312	VIRT, ENVA, CHEF
OMC Financial Services	—	$302m	61	NVDA, AAPL, AMD
Manatuck Hill Partners	—	$302m	129	APPS, ZETA, NHC
E Fund Management (Hong Kong)	—	$302m	549	PDD, NVDA, AAPL
BCU Wealth Advisors	—	$301m	63	ABBV, GE, CVS
ACT Advisors, LLC.	—	$301m	84	AAPL, NVDA, AVGO
Traveka Wealth	—	$301m	199	NVDA, AAPL, GOOGL
Valence8 US LP	—	$300m	15	—
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	—	$300m	199	NVDA, MSFT, GOOG
Rasp Wealth Solutions	—	$300m	97	LLY, META, XOM
Prosperity Wealth Management	—	$300m	251	MSFT, NVDA, AMZN
Bull Oak Capital	—	$300m	40	AAPL, QCOM, PG
Galibier Capital Management	—	$300m	38	AEM, RY, ENB
Rainwater Charitable Foundation	—	$300m	4	—
Breach Inlet Capital Management	—	$300m	10	PRG, LRN, BATRK
Nutshell Asset Management	—	$300m	45	NVDA, ADBE, TSM
Advisor Resource Council	—	$300m	260	AAPL, JPM, NVDA

Showing 5301 to 5350 of 9384

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Show only the long-term investors we follow