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
Corecam Pte.	—	$264m	82	MSFT, PFE, VG
Wayfinding Financial	—	$264m	171	MSFT, NVDA, AAPL
Aragon Global Management, LP	—	$264m	23	SNDK, STX, INTC
Alpha Zero	—	$264m	107	AMZN, NVDA, AAPL
BlueChip Wealth Advisors	—	$264m	172	AAPL, NVDA, TFC
Physician Wealth Solutions	—	$264m	45	AMD, VMC, AMZN
Navis Wealth Advisors	—	$264m	175	SYM, KLAC, NVDA
GGM Financial	—	$264m	265	NVDA, AAPL, JPM
Wela Strategies	—	$264m	55	LMT, NEM, CSCO
Greenfield Savings Bank	—	$264m	148	AAPL, MSFT, GOOG
Varcov	—	$263m	352	KMX, NTST, WMS
Signature Wealth Management Group	—	$263m	128	SO, KMB, VLO
Investmark Advisory Group	—	$263m	148	AAPL, PM, MO
Krensavage Asset Management	—	$263m	18	ENTA, JAZZ, UTHR
Keystone Global Partners	—	$263m	54	NVDA, AAPL, GOOG
Cambridge Capital Management	—	$263m	47	AAPL, AEE, AMZN
Haven Private	—	$263m	171	AAPL, KLAC, WMT
Birmingham Capital Management	—	$263m	90	CAT, DE, LLY
Purkiss Capital Advisors	—	$263m	189	BRK-B, AAPL, MSFT
Financial Futures Ltd Liability	—	$263m	80	DDOG, GOOG, GOOGL
Melone Private Wealth	—	$263m	58	BRK-A, HBAN, BRK-B
Massachusetts Wealth Management	—	$262m	98	MU, GEV, C
GatePass Capital	—	$262m	188	CINF, VICR, CBZ
MOKAN Wealth Management	—	$262m	95	BRK-B, WMT, AVGO
Eagle Wealth Strategies	—	$262m	118	LLY, AMZN, XOM
Werlinich Asset Management	—	$262m	58	NVDA, AMD, GLW
Fortitude Advisory Group L.L.C.	—	$262m	237	NVDA, MSFT, AAPL
Twin Lakes Capital Management	—	$262m	208	STX, AAPL, NVDA
Alkeme Wealth	—	$261m	101	AAPL, CSCO, MSFT
Silverberg Bernstein Capital Management	—	$261m	70	MTSI, PDFS, HLIT
DG Capital Management	—	$261m	18	MCY, TLN, XE
Skaana Management L.P.	—	$261m	70	Shift4 Pmts, Super Micro Computer, Alphabet
Fairtree Asset Management (Pty)	—	$261m	96	MSFT, NVDA, AMZN
NYL Investors	—	$261m	29	DBD, PTEN, FET
Horizon Financial Services	—	$261m	605	Gldm, AAPL, LLY
Bravera Wealth	—	$261m	352	MSFT, AAPL, CAT
Tealwood Asset Management	—	$261m	121	DELL, KLAC, LLY
Robbins Farley	—	$260m	157	NVDA, CAT, AVGO
4D Advisors	—	$260m	37	KNX, JBHT, ARCB
Northbridge Financial Group	—	$260m	183	NVDA, AAPL, GOOGL
Weik Capital Management	—	$260m	93	GOOG, BRK-B, PGR
Quarry Hill Advisors	—	$260m	53	AAPL, JNJ, TT
Patron Partners	—	$260m	193	PB, NVDA, AAPL
PFC Capital Group	—	$260m	89	AAPL, NVDA, MSFT
Family CFO	—	$260m	47	BE, AVGO, BRK-B
InvesTrust	—	$260m	95	AAPL, MSFT, LLY
Altus Wealth Management	—	$260m	26	GOOG, PG, AAPL
Kite Lake Capital Management (UK) LLP	—	$260m	5	CZR, ABVX, OPTU
Heritage Wealth Management, Inc./Texas	—	$260m	44	AAPL, TRGP, XOM
Porter White Investment Advisors	—	$260m	40	—

Showing 5751 to 5800 of 9384

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Show only the long-term investors we follow