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
Carnegie Lake Advisors	—	$268m	167	AAPL, BRK-B, MSFT
Moneywise	—	$268m	86	GOOG, MSFT, GEF
Aspect Partners	—	$268m	678	AMZN, NVDA, BRK-B
ANB Bank	—	$268m	127	AAPL, GOOG, MSFT
Everest Private Wealth	—	$268m	85	GOOG, GOOGL, NVDA
Empower Annuity Insurance	—	$268m	1	—
New England Professional Planning Group	—	$268m	50	RJF, AAPL, UNP
Washington State Investment Board	—	$268m	2	FTAI, FIP
Compass Financial Services	—	$268m	57	CASY, AAPL, BRK-B
Tcfg Wealth Management	—	$267m	274	AAPL, NVDA, FNV
MAD River Investors	—	$267m	29	TPL, PBT, LB
Packer	—	$267m	10	PBR-A, CNC, NXE
HMS Capital Management	—	$267m	120	MU, NVDA, AVGO
Johnson & White Wealth Management	—	$267m	117	NVDA, AAPL, AVGO
Financial Guidance Group	—	$267m	91	AAPL, AMZN, MSFT
Paces Ferry Wealth Advisors	—	$267m	136	NVDA, AAPL, AFL
Financial Planning Navigators	—	$267m	70	AAPL, NVDA, AMZN
Ridgewood Investments	—	$267m	208	BRK-B, GOOGL, GOOG
FF Advisors,LLC	—	$267m	123	AAPL, BRK-B, MSFT
Troluce Capital Advisors	—	$267m	12	AMTM, ECHO, MLYS
Dupree Financial Group	—	$267m	81	AGNC, ENB, M
Beta Wealth Group	—	$267m	114	WMT, AAPL, GOOG
Family Office Research	—	$267m	85	MAR, DAL, RTX
Howard Bailey Securities	—	$267m	121	Capitol SER TR, AAPL, MSFT
Smith Shellnut Wilson LLC /adv	—	$267m	160	ORCL, AAPL, STX
SSA Swiss Advisors AG	—	$266m	107	AMAT, TSM, GOOGL
Rosalind Advisors	—	$266m	29	DCTH, FENC, XERS
Mishpacha Holdings	—	$266m	4	MU, NVDA, SNDK
Forager Capital Management	—	$266m	10	RPAY, RM, MCFT
Element Wealth	—	$266m	212	JPM, AAPL, TEVA
Retirement Guys Formula	—	$266m	158	AAPL, AMAT, JNJ
Vawter Financial	—	$266m	131	BRK-A, AAPL, LLY
IMPACTfolio	—	$266m	37	AAPL, AMAT, MSFT
Ballentine Capital Advisors	—	$265m	26	NVDA
WMG Financial Advisors	—	$265m	105	AAPL, NVDA, WMT
Caldwell Sutter Capital	—	$265m	929	AAPL, CAT, PPIH
Strategic Financial Partners	—	$265m	88	MSFT, AAPL, GOOGL
Hippocratic Financial Advisors	—	$265m	39	NVDA, AAPL, AMZN
Pachira Investments	—	$265m	78	LMT, GOOGL, NVDA
Mount Capital	—	$265m	17	SCHW, WFC, MRNA
Myecfo	—	$265m	73	GOOGL, GOOG, AMZN
GHE	—	$265m	57	NVDA, MPC, MCO
Beddow Capital Management	—	$265m	55	Texas, Investor AB, DG
Raelipskie Partnership	—	$265m	124	AAPL, MSFT, JPM
Washington University	—	$265m	3	NU, CBRS, RBRK
Diadema Partners LP	—	$265m	77	UTHR, RVMD, ABVX
St. Johns Investment Management Company	—	$264m	201	AAPL, MSFT, GOOGL
Verity Asset Management	—	$264m	223	IBM, AMD, HALO
Keyvantage Wealth	—	$264m	95	AAPL, NVDA, IBM
Boyd Wealth Management	—	$264m	47	NVDA, AAPL, DE

Showing 5701 to 5750 of 9384

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Show only the long-term investors we follow