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
FNY Investment Advisers	—	$277m	833	Nuvalent, NEE, CDRO
Tumwater Wealth Management	—	$277m	33	CVX, CAT, AAPL
Alta Fundamental Advisers	—	$276m	23	TDAY, LILAK, PUMP
WD Rutherford	—	$276m	75	NVDA, AMD, GOOGL
Bigelow Investment Advisors	—	$276m	157	AAPL, NVDA, GOOGL
Dean Capital Management	—	$276m	112	JAZZ, AWR, HTLD
Creekside Partners	—	$276m	193	AAPL, CAT, NVDA
Kilter Group	—	$276m	1,575	AAPL, IBM, GOOG
Long Corridor Asset Management	—	$276m	32	AMZN, GOOGL, AXP
WealthCollab	—	$276m	969	SSRM, AMZN, AAPL
Tiemann Investment Advisors	—	$276m	207	AAPL, MSFT, NVDA
Mine & Arao Wealth Creation & Management, LLC.	—	$276m	78	AAPL, NVDA, AMZN
ParaFi Capital LP	—	$276m	19	HOOD, BMNR, CRCL
Islander Capital Partners, L.P.	—	$276m	13	SPOT, AFRM, SPHR
Wealth Analytics Partners	—	$276m	50	NVDA, GOOG, AMZN
MRA Advisory Group	—	$275m	157	AAPL, AMZN, BE
Greykasell Wealth Strategies	—	$275m	483	AAPL, GOOGL, AMZN
Dopkins Wealth Management	—	$275m	90	AAPL, AMZN, MSFT
Valued Wealth Advisors	—	$275m	909	AAPL, AMZN, NVDA
Spreng Capital Management	—	$275m	77	MSFT, AAPL, NVDA
Thurston, Springer, Miller, Herd & Titak	—	$275m	1,236	AAPL, MSFT, NVDA
Wills Financial Group	—	$275m	82	BRK-B, AAPL, PANW
Westfuller Advisors	—	$275m	752	AAPL, NVDA, AMZN
SOF	—	$274m	1	NWS
CPV Partners	—	$274m	5	LAUR, SPCX, CTEV
Kerusso Capital Management	—	$274m	58	AAPL, MU, AXP
Boulder Wealth Advisors	—	$274m	35	AVGO, AAPL, BRK-B
Cloud Capital Management	—	$274m	126	AAPL, GOOG, MSFT
JBR Co Financial Management	—	$274m	133	NVDA, AAPL, CAT
Lowe Wealth Advisors	—	$274m	395	MSFT, AAPL, MKC
ADW Capital Management	—	$274m	8	DRVN, APG, CODI
American Capital Advisory	—	$274m	1,163	AAPL, CSCO, LH
Unique Wealth Strategies	—	$274m	214	GOOGL, AMZN, NVDA
Chris Bulman	—	$274m	165	AAPL, TSLA, NVDA
Meramec Financial Planners	—	$274m	550	AAPL, SF, MSFT
Kinloch Capital	—	$274m	79	ABBV, CAT, BEN
Parker Financial	—	$273m	37	AAPL, MSFT, AMZN
FSA Wealth Management	—	$273m	574	AAPL, TSLA, MSFT
Missouri Education Pension Trust	—	$273m	2	—
Sightline Wealth Advisors	—	$273m	93	SKT, AAPL, ABG
LGL Partners	—	$273m	62	BRK-A, MSFT, PTCT
Platform Wealth Management	—	$273m	57	AAPL, GOOGL, GOOG
Arohi Asset Management PTE	—	$273m	7	SE, GLBE, U
Mendel Money Management	—	$273m	127	PANW, MSFT, AMZN
Verde Servicos Internacionais	—	$273m	48	NVDA, AMZN, NU
Rubicon Global Capital	—	$273m	12	MNDY, GOOG, META
SB Capital Management	—	$273m	93	CAPR, ORMP, AAPL
Peirce Capital Management	—	$273m	45	MSFT, NVDA, TSLA
TL Private Wealth	—	$273m	54	AAPL, LMT, LLY
Lunt Capital Management	—	$273m	90	TPL, RCL, METC

Showing 5601 to 5650 of 9384

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Show only the long-term investors we follow