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
Houlihan Financial Resource Group	—	$281m	113	GOOGL, AMZN, MSFT
Reliant Investment Management	—	$281m	55	AVGO, PWR, GOOGL
WIN Advisors	—	$281m	75	SNDK, INTC, MU
Maripau Wealth Management	—	$280m	177	AAPL, NVDA, AMZN
Fluent Financial	—	$280m	57	MSFT, PAYX, UPS
TradeWell Securities, LLC.	—	$280m	52	AAPL, NVDA, META
Employees' Retirement Fund of the City of Fort Worth	—	$280m	21	—
Silver Lake Advisory	—	$280m	109	GLW, ABBV, CSCO
Bayshore Asset Management	—	$280m	52	PANW, AAPL, META
Orange County Employees Retirement System	—	$280m	2	OTF
Keener Financial Planning	—	$280m	61	AAPL, XOM, NVDA
Mechanics Financial	—	$280m	296	GRC, AAPL, JPM
Hillcrest Wealth Advisors - NY	—	$279m	56	BRK-B, GE, JPM
Invenio Wealth Partners	—	$279m	89	NVDA, AAPL, GOOGL
REDW Wealth	—	$279m	104	AAPL, CAT, BRK-B
Roubaix Capital	—	$279m	50	SXT, TKNO, BLFS
Madden Advisory Services	—	$279m	110	AAPL, WELL, IVT
YANKCOM Partnership	—	$279m	308	AAPL, AMZN, MSFT
Campbell Capital Management	—	$279m	37	GOOG, AAPL, MU
Ruggaard & Associates	—	$279m	128	AAPL, AEM, MSFT
Altman Advisors	—	$279m	93	NVDA, GOOGL, AAPL
Cresta Advisors	—	$279m	54	AAPL, NVDA, IBOC
Optimize Financial	—	$278m	294	SNDK, PENG, MU
Yarger Wealth Strategies	—	$278m	136	AORT, AAPL, AMZN
Athos Capital	—	$278m	37	WBD, MOMO, BEKE
Quantum Portfolio Management	—	$278m	522	AAPL, NVDA, GOOG
Shaker Investments	—	$278m	87	AX, MU, NVDA
Graney & King	—	$278m	382	AAPL, NVDA, GE
Quad-Cities Investment Group	—	$278m	209	AAPL, AMZN, NVDA
Equity Wealth Partners	—	$278m	109	NVDA, BRK-B, AAPL
Fearnley Asset Management AS	—	$278m	16	SM, AR, VTOL
SFG Wealth Management, LLC.	—	$278m	113	MU, AAPL, PH
Forum Finance Group	—	$278m	344	GOOGL, HRB, AAPL
Ananym Capital Management, LP	—	$278m	8	VAC, HSIC, BKR
Retirement Planning Co of New England	—	$278m	260	NVDA, AAPL, ZVRA
Vision One Management Partners, LP	—	$278m	8	HXL, VVV, NGVT
Hanover Advisors	—	$278m	122	TSLA, KO, PKG
Cordant	—	$278m	328	INTC, GOOG, AMZN
Integrated Capital Management	—	$278m	58	GOOGL, AAPL, SHW
Onyx Financial Advisors	—	$278m	18	GBCI, MSFT, RVTY
School Employees Retirement Board of Ohio	—	$278m	6	—
Prime Buchholz	—	$277m	40	—
Buska Wealth Management	—	$277m	81	NVT, UNH, NVDA
Hubbell Strickland Wealth Management	—	$277m	87	MSFT, XOM, AAPL
Palogic Value Management, L.P.	—	$277m	176	AAPL, GOOG, AVGO
Values Added Financial	—	$277m	147	AAPL, MSFT, GOOG
Gables Capital Management	—	$277m	508	NVDA, AAPL, Catalyst Pharmaceuticals
Altus Wealth Group	—	$277m	154	AAPL, NVDA, MSFT
Exane Asset Management	—	$277m	28	SW, FER, SPOT
Mid-American Wealth Advisory Group	—	$277m	66	NVDA, BMY, VZ

Showing 5551 to 5600 of 9384

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Show only the long-term investors we follow