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.
- Tranquility Partners—
- Value
- $291m
- Stocks
- 232
- Top holdings
- MSFT, AAPL, BX
- Arch Capital Group—
- Value
- $291m
- Stocks
- 4
- Top holdings
- —
- AMS Capital Ltda—
- Value
- $291m
- Stocks
- 14
- Top holdings
- AMZN, NVDA, TSM
- Shared Vision Wealth Group—
- Value
- $291m
- Stocks
- 114
- Top holdings
- AAPL, AVGO, COST
- Power Wealth Management—
- Value
- $291m
- Stocks
- 117
- Top holdings
- GOOGL, AAPL, AMZN
- Evelyn Partners Investment Management (Europe)—
- Value
- $291m
- Stocks
- 187
- Top holdings
- CRH, BRK-B, GOOGL
- Strategic Investment Management—
- Value
- $291m
- Stocks
- 16
- Top holdings
- —
- LifePlan Investment Advisors—
- Value
- $291m
- Stocks
- 131
- Top holdings
- AAPL, WDC, SNDK
- Visualize Group LP—
- Value
- $291m
- Stocks
- 11
- Top holdings
- RBC, CW, PWR
- Bayberry Capital Partners LP—
- Value
- $290m
- Stocks
- 27
- Top holdings
- CSTM, SXT, GLNG
- NerdWallet Wealth Partners—
- Value
- $290m
- Stocks
- 69
- Top holdings
- AAPL, GOOG, MSFT
- Foresite Capital Management IV—
- Value
- $290m
- Stocks
- 6
- Top holdings
- PHVS, CYTK, EIKN
- Mccarter Private Wealth Services—
- Value
- $290m
- Stocks
- 179
- Top holdings
- AVGO, MSFT, TJX
- Resolute Capital—
- Value
- $290m
- Stocks
- 72
- Top holdings
- HD, ET, MPLX
- Viewpoint Investment Partners—
- Value
- $290m
- Stocks
- 127
- Top holdings
- RY, ENB, CNQ
- Bourne Lent Asset Management—
- Value
- $289m
- Stocks
- 65
- Top holdings
- AAPL, GOOG, GOOGL
- Ulysses Management—
- Value
- $289m
- Stocks
- 31
- Top holdings
- AMZN, HSIC, MSFT
- Ironwood Investment Management—
- Value
- $289m
- Stocks
- 177
- Top holdings
- VICR, MYRG, DY
- FCG Investment—
- Value
- $289m
- Stocks
- 118
- Top holdings
- NVDA, AAPL, GOOGL
- First Financial—
- Value
- $289m
- Stocks
- 295
- Top holdings
- THFF, MSFT, AAPL
- Lion Street Advisors—
- Value
- $289m
- Stocks
- 224
- Top holdings
- GIS, DRI, AAPL
- Dravo Bay—
- Value
- $289m
- Stocks
- 51
- Top holdings
- AAPL, DRI, NVDA
- Codex Capital Asset Management L.L.C.—
- Value
- $289m
- Stocks
- 33
- Top holdings
- NVDA, GEV, GE
- Wetzel Investment Advisors—
- Value
- $289m
- Stocks
- 139
- Top holdings
- LLY, JPM, C
- Stableford Capital II—
- Value
- $289m
- Stocks
- 147
- Top holdings
- GOOGL, MSFT, AMZN
- Crux Wealth Advisors—
- Value
- $289m
- Stocks
- 192
- Top holdings
- NVDA, AMZN, MSFT
- AWH Capital, L.P.—
- Value
- $288m
- Stocks
- 22
- Top holdings
- GTX, GOOG, FCFS
- Selkirk Management—
- Value
- $288m
- Stocks
- 13
- Top holdings
- CVNA, AMZN, GOOGL
- Obsidian Personal Planning Solutions—
- Value
- $288m
- Stocks
- 119
- Top holdings
- AAPL, MSFT, IBM
- FWG Holdings—
- Value
- $288m
- Stocks
- 127
- Top holdings
- NVDA, AAPL, JPM
- Retirement Capital Strategies—
- Value
- $288m
- Stocks
- 68
- Top holdings
- AAPL, ANET, MMM
- 5AM Venture Management—
- Value
- $288m
- Stocks
- 16
- Top holdings
- MPLT, TYRA, TRDA
- TKG Advisors—
- Value
- $288m
- Stocks
- 94
- Top holdings
- C, NVDA, GEV
- Towerpoint Wealth—
- Value
- $288m
- Stocks
- 113
- Top holdings
- LLY, NVDA, AAPL
- Alliance Private Wealth—
- Value
- $288m
- Stocks
- 82
- Top holdings
- NVDA, AMD, BRK-B
- First International Bank & Trust—
- Value
- $288m
- Stocks
- 56
- Top holdings
- TWO RDS Shared TR, TWO RDS Shared TR, BRK-A
- Investors Asset Management of Georgia INC /ga/ /adv—
- Value
- $288m
- Stocks
- 195
- Top holdings
- AMD, EFX, JPM
- Financial Connections Group—
- Value
- $288m
- Stocks
- 251
- Top holdings
- AAPL, BRK-B, GOOGL
- Maestria Partners—
- Value
- $288m
- Stocks
- 14
- Top holdings
- TSM, AMZN, BN
- SGL Investment Advisors—
- Value
- $287m
- Stocks
- 129
- Top holdings
- MSFT, AAPL, NVDA
- Cambridge Financial Group—
- Value
- $287m
- Stocks
- 33
- Top holdings
- AVGO, TXN, R
- Murphy Pohlad Asset Management—
- Value
- $287m
- Stocks
- 135
- Top holdings
- TRV, INTC, BRK-B
- Owen LaRue—
- Value
- $287m
- Stocks
- 139
- Top holdings
- AAPL, NVDA, PLTR
- QTR Family Wealth—
- Value
- $287m
- Stocks
- 337
- Top holdings
- NVDA, AAPL, BXSL
- Veridan Wealth—
- Value
- $287m
- Stocks
- 84
- Top holdings
- RKT, WFC, AAPL
- Red Spruce Capital—
- Value
- $287m
- Stocks
- 94
- Top holdings
- GOOGL, AMAT, ABBV
- Shira Ridge Wealth Management—
- Value
- $287m
- Stocks
- 83
- Top holdings
- AAPL, GOOG, MSFT
- O'rourke & Company—
- Value
- $287m
- Stocks
- 177
- Top holdings
- AAPL, JPM, BX
- AAFMAA Wealth Management & Trust—
- Value
- $286m
- Stocks
- 95
- Top holdings
- NVDA, AAPL, GOOG
- Trueblood Wealth Management—
- Value
- $286m
- Stocks
- 261
- Top holdings
- JPM, AAPL, CAT
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Tranquility Partners | — | $291m | 232 | MSFT, AAPL, BX |
| Arch Capital Group | — | $291m | 4 | — |
| AMS Capital Ltda | — | $291m | 14 | AMZN, NVDA, TSM |
| Shared Vision Wealth Group | — | $291m | 114 | AAPL, AVGO, COST |
| Power Wealth Management | — | $291m | 117 | GOOGL, AAPL, AMZN |
| Evelyn Partners Investment Management (Europe) | — | $291m | 187 | CRH, BRK-B, GOOGL |
| Strategic Investment Management | — | $291m | 16 | — |
| LifePlan Investment Advisors | — | $291m | 131 | AAPL, WDC, SNDK |
| Visualize Group LP | — | $291m | 11 | RBC, CW, PWR |
| Bayberry Capital Partners LP | — | $290m | 27 | CSTM, SXT, GLNG |
| NerdWallet Wealth Partners | — | $290m | 69 | AAPL, GOOG, MSFT |
| Foresite Capital Management IV | — | $290m | 6 | PHVS, CYTK, EIKN |
| Mccarter Private Wealth Services | — | $290m | 179 | AVGO, MSFT, TJX |
| Resolute Capital | — | $290m | 72 | HD, ET, MPLX |
| Viewpoint Investment Partners | — | $290m | 127 | RY, ENB, CNQ |
| Bourne Lent Asset Management | — | $289m | 65 | AAPL, GOOG, GOOGL |
| Ulysses Management | — | $289m | 31 | AMZN, HSIC, MSFT |
| Ironwood Investment Management | — | $289m | 177 | VICR, MYRG, DY |
| FCG Investment | — | $289m | 118 | NVDA, AAPL, GOOGL |
| First Financial | — | $289m | 295 | THFF, MSFT, AAPL |
| Lion Street Advisors | — | $289m | 224 | GIS, DRI, AAPL |
| Dravo Bay | — | $289m | 51 | AAPL, DRI, NVDA |
| Codex Capital Asset Management L.L.C. | — | $289m | 33 | NVDA, GEV, GE |
| Wetzel Investment Advisors | — | $289m | 139 | LLY, JPM, C |
| Stableford Capital II | — | $289m | 147 | GOOGL, MSFT, AMZN |
| Crux Wealth Advisors | — | $289m | 192 | NVDA, AMZN, MSFT |
| AWH Capital, L.P. | — | $288m | 22 | GTX, GOOG, FCFS |
| Selkirk Management | — | $288m | 13 | CVNA, AMZN, GOOGL |
| Obsidian Personal Planning Solutions | — | $288m | 119 | AAPL, MSFT, IBM |
| FWG Holdings | — | $288m | 127 | NVDA, AAPL, JPM |
| Retirement Capital Strategies | — | $288m | 68 | AAPL, ANET, MMM |
| 5AM Venture Management | — | $288m | 16 | MPLT, TYRA, TRDA |
| TKG Advisors | — | $288m | 94 | C, NVDA, GEV |
| Towerpoint Wealth | — | $288m | 113 | LLY, NVDA, AAPL |
| Alliance Private Wealth | — | $288m | 82 | NVDA, AMD, BRK-B |
| First International Bank & Trust | — | $288m | 56 | TWO RDS Shared TR, TWO RDS Shared TR, BRK-A |
| Investors Asset Management of Georgia INC /ga/ /adv | — | $288m | 195 | AMD, EFX, JPM |
| Financial Connections Group | — | $288m | 251 | AAPL, BRK-B, GOOGL |
| Maestria Partners | — | $288m | 14 | TSM, AMZN, BN |
| SGL Investment Advisors | — | $287m | 129 | MSFT, AAPL, NVDA |
| Cambridge Financial Group | — | $287m | 33 | AVGO, TXN, R |
| Murphy Pohlad Asset Management | — | $287m | 135 | TRV, INTC, BRK-B |
| Owen LaRue | — | $287m | 139 | AAPL, NVDA, PLTR |
| QTR Family Wealth | — | $287m | 337 | NVDA, AAPL, BXSL |
| Veridan Wealth | — | $287m | 84 | RKT, WFC, AAPL |
| Red Spruce Capital | — | $287m | 94 | GOOGL, AMAT, ABBV |
| Shira Ridge Wealth Management | — | $287m | 83 | AAPL, GOOG, MSFT |
| O'rourke & Company | — | $287m | 177 | AAPL, JPM, BX |
| AAFMAA Wealth Management & Trust | — | $286m | 95 | NVDA, AAPL, GOOG |
| Trueblood Wealth Management | — | $286m | 261 | JPM, AAPL, CAT |