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
Beacon Financial Planning	—	$295m	85	BRK-B, WELL, TSLA
Torrey Growth & Income Advisors	—	$294m	108	QCOM, AMD, NOW
Investor's Fiduciary Advisor Network	—	$294m	219	AAPL, MSFT, CAT
Mainsail Financial Group	—	$294m	72	MU, MSFT, GOOG
Intrepid Financial Planning Group	—	$294m	135	AAPL, LLY, MRVL
Landing Point Financial Group	—	$294m	99	AAPL, NVDA, AMZN
Weitzel Financial Services	—	$294m	51	DE, ETN, USB
Wealthedge Investment Advisors	—	$294m	143	MSFT, AAPL, NVDA
Summit Creek Advisors	—	$294m	64	LFUS, VCEL, CWST
Breakwater Investment Management	—	$294m	600	MSFT, AMZN, GOOGL
MBA Advisors	—	$294m	164	AAPL, GOOGL, MSFT
Decker Retirement Planning	—	$294m	440	MRVL, ARM, CEVA
Aviso Wealth Management	—	$294m	144	JNJ, AAPL, GOOGL
Meridian Financial Partners	—	$293m	119	AAPL, AMD, VABK
DC Investments Management	—	$293m	55	ASML, UNH, INTU
Wealth Advisors Northwest	—	$293m	65	AMZN, AAPL, TSLA
FIDELIS iM	—	$293m	27	TSLA, MSFT, HD
Prudent Man Investment Management	—	$293m	169	AAPL, PNC, NVDA
Zullo Investment Group	—	$293m	157	AAPL, NVDA, MSFT
LHM	—	$293m	24	MRVL, KRNT, TTWO
Colorado Capital Management	—	$293m	101	GOOG, AAPL, Claymore Exchange TRD FD TR
Stonehearth Capital Management	—	$293m	94	AAPL, RTX, XOM
Samjo Management	—	$293m	58	PDFS, GENI, AIOT
Pacifica Capital Investments	—	$293m	15	BRK-B, FIVE, BBW
Eagle Capital Management	—	$293m	50	AVGO, GOOGL, AMAT
JDM Financial Group	—	$293m	332	AAPL, NVDA, SPG
Muzinich	—	$293m	38	ARCC, BXSL, OBDC
Archer Investment Management	—	$293m	110	SUNB, AAPL, NVDA
Bay Rivers Group	—	$293m	125	AAPL, NVDA, AVGO
Wittenberg Investment Management	—	$292m	78	BRK-B, AAPL, SIRI
Pinebridge Investments Asia	—	$292m	7	YUMC, VNET, SE
Heathbridge Capital Management	—	$292m	28	TD, VZ, TRP
Shore Point Advisors	—	$292m	77	XOM, AAPL, MRK
Advisortrust Partners	—	$292m	199	AVGO, TSM, JPM
Freshford Capital Management	—	$292m	22	FICO, TXG, TWST
SWAN Capital	—	$292m	580	BRK-B, AAPL, SO
Advisory Solutions Group	—	$292m	202	LLY, AAPL, V
Squadron Capital Management	—	$292m	34	RLMD, CCCC, COGT
Solstein Capital	—	$292m	434	AAPL, MSFT, GOOGL
Matthews International Capital Management	—	$292m	32	UMC, TSM, LEGN
Buckhead Capital Management	—	$292m	146	AAPL, MSFT, GOOGL
Fidelity D & D Bancorp	—	$291m	116	IBM, FDBC, MSFT
Massar Capital Management, LP	—	$291m	246	MELI, VIAV, ONTO
Spear Advisors	—	$291m	28	ALAB, KLAC, COHR
Trellis Wealth Advisors	—	$291m	49	AMZN, MSFT, AAPL
Lokken Investment Group	—	$291m	148	AAPL, MSFT, BRK-B
Napean Trading & Investment Co (Singapore) PTE	—	$291m	16	NAVN, HOOD, BLLN
HS Management Partners	—	$291m	24	GOOG, AMZN, MSFT
Iridian Asset Management	—	$291m	41	ACVA, HLF, HGV
Maloon Powers Pitre Higgins & Dennehy	—	$291m	147	AAPL, ORCL, MSFT

Showing 5401 to 5450 of 9384

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Show only the long-term investors we follow