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.
- Financial Symmetry—
- Value
- $300m
- Stocks
- 68
- Top holdings
- AAPL, NVDA, CSCO
- Sculati Wealth Management—
- Value
- $300m
- Stocks
- 122
- Top holdings
- BRK-B, AAPL, AMZN
- Martin Investment Management—
- Value
- $300m
- Stocks
- 47
- Top holdings
- NVS, AZN, AAPL
- Eagle Bluffs Wealth Management—
- Value
- $299m
- Stocks
- 86
- Top holdings
- KLAC, VRT, MRVL
- Acorn Creek Capital—
- Value
- $299m
- Stocks
- 87
- Top holdings
- AAPL, NVDA, GOOG
- Kondo Wealth Advisors—
- Value
- $299m
- Stocks
- 75
- Top holdings
- AAPL, CATY, CVNA
- Woodward Financial Advisors—
- Value
- $299m
- Stocks
- 66
- Top holdings
- AAPL, JPM, MSFT
- Maltin Wealth Management—
- Value
- $299m
- Stocks
- 146
- Top holdings
- GOOGL, AAPL, GOOG
- Schear Investment Advisers—
- Value
- $299m
- Stocks
- 83
- Top holdings
- MU, NVDA, AMD
- Glass Wealth Management—
- Value
- $299m
- Stocks
- 69
- Top holdings
- AVGO, LRCX, GOOGL
- HighMark Wealth Management—
- Value
- $299m
- Stocks
- 559
- Top holdings
- AXGN, NEO, SIBN
- Highlander Partners, L.P.—
- Value
- $298m
- Stocks
- 44
- Top holdings
- VRT, BX, KEYS
- Searcy Financial Services INC /adv—
- Value
- $298m
- Stocks
- 27
- Top holdings
- GOOG, AAPL, AMZN
- Sawyer & Company—
- Value
- $298m
- Stocks
- 202
- Top holdings
- MU, GOOGL, NVDA
- Strategic Equity Management—
- Value
- $298m
- Stocks
- 65
- Top holdings
- MSFT, GOOG, PG
- Sinvest Investments II—
- Value
- $298m
- Stocks
- 1
- Top holdings
- ONON
- Bluescape Energy Partners—
- Value
- $297m
- Stocks
- 4
- Top holdings
- EVRG, NRG, FEAM
- Barbara Oil—
- Value
- $297m
- Stocks
- 73
- Top holdings
- JNJ, JPM, CAT
- Vertrix Wealth Management—
- Value
- $297m
- Stocks
- 103
- Top holdings
- AAPL, JPM, AXP
- TCFG Investment Advisors—
- Value
- $297m
- Stocks
- 299
- Top holdings
- AAPL, NVDA, AMZN
- HF Capital—
- Value
- $297m
- Stocks
- 5
- Top holdings
- WEST, KBDC, APD
- Silphium Asset Management—
- Value
- $297m
- Stocks
- 55
- Top holdings
- NVDA, GOOGL, AMZN
- Phoenix Wealth Advisors—
- Value
- $297m
- Stocks
- 129
- Top holdings
- AAPL, MSFT, BRK-B
- Foundry Financial—
- Value
- $297m
- Stocks
- 85
- Top holdings
- NVDA, LRCX, META
- Altura Wealth Advisors—
- Value
- $297m
- Stocks
- 84
- Top holdings
- NVDA, AAPL, NFLX
- Caerus Investment Advisors—
- Value
- $297m
- Stocks
- 330
- Top holdings
- GOOG, AAPL, NVDA
- Powszechne Towarzystwo Emerytalne Allianz Polska—
- Value
- $297m
- Stocks
- 10
- Top holdings
- AMZN, GOOG, FCX
- Shrier Wealth Management—
- Value
- $296m
- Stocks
- 134
- Top holdings
- JPM, WMB, ENB
- Continuum Wealth Advisors—
- Value
- $296m
- Stocks
- 82
- Top holdings
- MSFT, MU, GEV
- MorganRosel Wealth Management—
- Value
- $296m
- Stocks
- 104
- Top holdings
- AAPL, KLAC, RKLB
- Vernal Point Advisors—
- Value
- $296m
- Stocks
- 20
- Top holdings
- —
- Wind River Trust—
- Value
- $296m
- Stocks
- 12
- Top holdings
- —
- Wrenne Financial Planning—
- Value
- $296m
- Stocks
- 60
- Top holdings
- AAPL, MSFT, PM
- Ahara Advisors—
- Value
- $296m
- Stocks
- 56
- Top holdings
- MSFT, DIS, GOOG
- Cornerstone National Bank & Trust—
- Value
- $296m
- Stocks
- 216
- Top holdings
- CSCO, ADI, NVDA
- PJT Investments—
- Value
- $296m
- Stocks
- 10
- Top holdings
- TRI, ENB, SPCX
- Aerodigm Wealth—
- Value
- $296m
- Stocks
- 89
- Top holdings
- AAPL, MSFT, WMT
- Investment Research Partners—
- Value
- $295m
- Stocks
- 278
- Top holdings
- NVDA, CIEN, AAPL
- Singapore Technologies Telemedia Pte—
- Value
- $295m
- Stocks
- 1
- Top holdings
- GDS
- Colrain Capital—
- Value
- $295m
- Stocks
- 25
- Top holdings
- VICR, CVX, NEM
- Western Standard—
- Value
- $295m
- Stocks
- 27
- Top holdings
- GDOT, GLAS, CODI
- Towle—
- Value
- $295m
- Stocks
- 59
- Top holdings
- MEI, SNX, COMP
- Clarus Group—
- Value
- $295m
- Stocks
- 127
- Top holdings
- XOM, AAPL, NVDA
- Union Heritage Capital—
- Value
- $295m
- Stocks
- 63
- Top holdings
- APH, NVDA, TSM
- Decatur Capital Management—
- Value
- $295m
- Stocks
- 53
- Top holdings
- NVDA, AAPL, GOOGL
- Nepsis—
- Value
- $295m
- Stocks
- 28
- Top holdings
- AMD, AMGN, RLI
- Bastion Asset Management—
- Value
- $295m
- Stocks
- 54
- Top holdings
- HPE, VTRS, RNG
- Kennedy Investment Group—
- Value
- $295m
- Stocks
- 146
- Top holdings
- AVGO, AAPL, AMZN
- TrustBank—
- Value
- $295m
- Stocks
- 175
- Top holdings
- AAPL, ABBV, MSFT
- Riposte Capital—
- Value
- $295m
- Stocks
- 21
- Top holdings
- MU, RACE, CIEN
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Financial Symmetry | — | $300m | 68 | AAPL, NVDA, CSCO |
| Sculati Wealth Management | — | $300m | 122 | BRK-B, AAPL, AMZN |
| Martin Investment Management | — | $300m | 47 | NVS, AZN, AAPL |
| Eagle Bluffs Wealth Management | — | $299m | 86 | KLAC, VRT, MRVL |
| Acorn Creek Capital | — | $299m | 87 | AAPL, NVDA, GOOG |
| Kondo Wealth Advisors | — | $299m | 75 | AAPL, CATY, CVNA |
| Woodward Financial Advisors | — | $299m | 66 | AAPL, JPM, MSFT |
| Maltin Wealth Management | — | $299m | 146 | GOOGL, AAPL, GOOG |
| Schear Investment Advisers | — | $299m | 83 | MU, NVDA, AMD |
| Glass Wealth Management | — | $299m | 69 | AVGO, LRCX, GOOGL |
| HighMark Wealth Management | — | $299m | 559 | AXGN, NEO, SIBN |
| Highlander Partners, L.P. | — | $298m | 44 | VRT, BX, KEYS |
| Searcy Financial Services INC /adv | — | $298m | 27 | GOOG, AAPL, AMZN |
| Sawyer & Company | — | $298m | 202 | MU, GOOGL, NVDA |
| Strategic Equity Management | — | $298m | 65 | MSFT, GOOG, PG |
| Sinvest Investments II | — | $298m | 1 | ONON |
| Bluescape Energy Partners | — | $297m | 4 | EVRG, NRG, FEAM |
| Barbara Oil | — | $297m | 73 | JNJ, JPM, CAT |
| Vertrix Wealth Management | — | $297m | 103 | AAPL, JPM, AXP |
| TCFG Investment Advisors | — | $297m | 299 | AAPL, NVDA, AMZN |
| HF Capital | — | $297m | 5 | WEST, KBDC, APD |
| Silphium Asset Management | — | $297m | 55 | NVDA, GOOGL, AMZN |
| Phoenix Wealth Advisors | — | $297m | 129 | AAPL, MSFT, BRK-B |
| Foundry Financial | — | $297m | 85 | NVDA, LRCX, META |
| Altura Wealth Advisors | — | $297m | 84 | NVDA, AAPL, NFLX |
| Caerus Investment Advisors | — | $297m | 330 | GOOG, AAPL, NVDA |
| Powszechne Towarzystwo Emerytalne Allianz Polska | — | $297m | 10 | AMZN, GOOG, FCX |
| Shrier Wealth Management | — | $296m | 134 | JPM, WMB, ENB |
| Continuum Wealth Advisors | — | $296m | 82 | MSFT, MU, GEV |
| MorganRosel Wealth Management | — | $296m | 104 | AAPL, KLAC, RKLB |
| Vernal Point Advisors | — | $296m | 20 | — |
| Wind River Trust | — | $296m | 12 | — |
| Wrenne Financial Planning | — | $296m | 60 | AAPL, MSFT, PM |
| Ahara Advisors | — | $296m | 56 | MSFT, DIS, GOOG |
| Cornerstone National Bank & Trust | — | $296m | 216 | CSCO, ADI, NVDA |
| PJT Investments | — | $296m | 10 | TRI, ENB, SPCX |
| Aerodigm Wealth | — | $296m | 89 | AAPL, MSFT, WMT |
| Investment Research Partners | — | $295m | 278 | NVDA, CIEN, AAPL |
| Singapore Technologies Telemedia Pte | — | $295m | 1 | GDS |
| Colrain Capital | — | $295m | 25 | VICR, CVX, NEM |
| Western Standard | — | $295m | 27 | GDOT, GLAS, CODI |
| Towle | — | $295m | 59 | MEI, SNX, COMP |
| Clarus Group | — | $295m | 127 | XOM, AAPL, NVDA |
| Union Heritage Capital | — | $295m | 63 | APH, NVDA, TSM |
| Decatur Capital Management | — | $295m | 53 | NVDA, AAPL, GOOGL |
| Nepsis | — | $295m | 28 | AMD, AMGN, RLI |
| Bastion Asset Management | — | $295m | 54 | HPE, VTRS, RNG |
| Kennedy Investment Group | — | $295m | 146 | AVGO, AAPL, AMZN |
| TrustBank | — | $295m | 175 | AAPL, ABBV, MSFT |
| Riposte Capital | — | $295m | 21 | MU, RACE, CIEN |