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
Brown Financial Advisors	—	$286m	212	NVDA, AMZN, GOOG
Edenbrook Capital	—	$286m	6	FEIM, MGNI, CGNT
Luken Investment Analytics	—	$286m	169	LPX, EMR, CTAS
Penney Financial	—	$286m	53	AAPL, LNG, AMZN
Palisades Hudson Asset Management, L.P.	—	$286m	108	JP Morgan Exchange Traded Fund, NVDA, AAPL
One Fin Capital Management LP	—	$286m	22	NXT, DRVN, SOLS
ICW Investment Advisors	—	$286m	144	AAPL, AVGO, CASY
Bluestem Financial Advisors	—	$286m	34	AAPL, MSFT, APH
Adaptive Financial Consulting	—	$285m	20	—
Lewis Asset Management	—	$285m	219	NVDA, AAPL, AMZN
Alexander Labrunerie	—	$285m	125	AAPL, WMT, JPM
HFM Investment Advisors	—	$285m	1,293	JNJ, CSCO, GE
Legal Advantage Investments	—	$285m	77	CBRS, ASML, ESLT
Sphera Management Technology Funds	—	$285m	83	AMD, GOOG, AMZN
Midwest Financial Group	—	$285m	136	AMD, MU, AAPL
Choice Wealth Advisors	—	$285m	35	AAPL, AMZN, NVDA
MBE Wealth Management	—	$284m	170	ASTS, NVDA, AAPL
Strait & Sound Wealth Management	—	$284m	163	AAPL, MSFT, NVDA
Formula Growth	—	$284m	145	MU, SWIM, SSYS
Advantage Trust	—	$284m	197	WMT, BRK-A, BRK-B
Vivid Wealth Management	—	$284m	73	TSLA, DE, GEV
Fullcircle Wealth	—	$284m	262	UPS, MSFT, SNOW
Bandera Partners	—	$284m	19	SGU, JYNT, SPCX
Cumberland Advisors	—	$284m	49	BRK-B, CAT, URI
1776 Wealth	—	$284m	152	AAPL, AMZN, PLTR
William Mack & Associates	—	$284m	108	AAPL, MSFT, AMZN
FreeGulliver	—	$284m	123	JPM, AAPL, NVDA
American Financial Group	—	$284m	73	C, NXST, KMB
Sellwood Investment Partners	—	$284m	59	BRK-A, VIA, BRK-B
Lodestone Wealth Management	—	$283m	779	AAPL, GOOG, NVDA
Capstone Wealth Management Group	—	$283m	94	AVGO, KLAC, NVDA
Mendon Capital Advisors	—	$283m	46	ABX, VBNK, EQBK
Seneca House Advisors	—	$283m	103	GOOGL, MKL, MSFT
Thomas Story & SON	—	$283m	53	AMD, WSM, V
Flagship Private Wealth	—	$283m	115	ASTS, GOOG, GOOGL
O'Connor Financial Group	—	$283m	69	NVDA, AAPL, MSFT
Shariaportfolio	—	$283m	43	TSLA, MSTR, MU
Hillman	—	$283m	14	MTZ, UNP, DASH
Hendley	—	$283m	47	BRK-B, V, APH
BKM Wealth Management	—	$282m	148	AAPL, MSFT, AVGO
Selby Wealth Management	—	$282m	83	PG, AAPL, WFC
Keeler Thomas Management	—	$282m	135	NVDA, MSFT, GNRC
Juno Financial Group	—	$282m	73	DE, MSFT, PANW
Chicago Wealth Management	—	$282m	63	AAPL, MAR, ALL
N10 Wealth	—	$282m	43	VRT, TSM, NVDA
McNaughton Wealth Management	—	$282m	75	NVDA, AAPL, GOOGL
Southern Michigan Bank & Trust	—	$281m	422	NVDA, AAPL, Armstrong Global Holding Inc. Series A
Montz Harcus Wealth Management	—	$281m	100	AAPL, HBCP, AMZN
Abich Financial Wealth Management	—	$281m	655	MCD, MSFT, NVDA
Mount Lucas Management LP	—	$281m	166	NBIS, IREN, ADBE

Showing 5501 to 5550 of 9384

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Show only the long-term investors we follow