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
Palmer Knight	—	$260m	36	AMAT, CAT, FTNT
MY.Alpha Management HK Advisors	—	$260m	9	FUTU, JOYY, ACMR
Clarus Wealth Advisors	—	$260m	86	AAPL, NVDA, MSFT
WJ Interests	—	$259m	22	JPM, IBM, ZION
Diesslin Group	—	$259m	59	BRK-B, AAPL, WMT
Optimist Retirement Group	—	$259m	118	PCAR, KLAC, LLY
Cherokee Insurance	—	$259m	124	AAPL, LLY, CSX
Elevation Capital Advisory	—	$259m	63	AMZN
Private Wealth Group	—	$259m	76	BRK-B, AAPL, GOOG
Heritage Family Offices, LLP	—	$259m	233	AAPL, NVDA, MSFT
Alternative Investment Advisors, LLC.	—	$259m	69	LRCX, NVDA, IBM
Endowment Wealth Management	—	$259m	181	NVDA, WST, CRCL
Cottage Street Advisors	—	$259m	149	NVDA, AAPL, GOOG
Pacific Excel Wealth Advisors	—	$258m	228	AAPL, NVDA, MSFT
5th Street Advisors	—	$258m	54	AAPL, JPM, GOOGL
Resolute Wealth Strategies	—	$258m	132	AAPL, CAT, AMZN
Mach-1 Financial Group	—	$258m	131	NVDA, AAPL, AMZN
Darrow Company	—	$258m	58	OKLO, AAPL, AMZN
Lloyd Advisory Services, LLC.	—	$258m	627	Capitol SER TR, HD, AAPL
Family Capital Management	—	$258m	115	AMZN, AAPL, GOOGL
Great Hill Partners, L.P.	—	$258m	1	W
First Affirmative Financial Network	—	$258m	325	NVDA, AAPL, MSFT
Robertson Opportunity Capital	—	$258m	29	SGI, WMB, GOOG
Inherent Management	—	$258m	11	PAX, SHC, NEE
Ergawealth Advisors	—	$258m	54	AAPL, SHW, ABBV
Prospect Hill Management	—	$257m	14	AAPL, TSLA, AMZN
Beaumont Asset Management, L.L.C.	—	$257m	79	GOOGL, MSFT, AMZN
Metavasi Capital LP	—	$257m	22	APP, DAVE, HOOD
Transcendent Capital Group	—	$257m	128	AAPL, MSFT, NVDA
Untitled Investments LP	—	$257m	18	TSM, NU, JCI
New England Research & Management	—	$257m	134	GOOGL, AAPL, URI
Guardian Financial Partners	—	$257m	69	BRK-A, MRVL, BRK-B
HMV Wealth Advisors	—	$257m	89	MIAX, LRCX, JPM
Leslie Global Wealth	—	$257m	85	AAPL, O, NVDA
Virtus Advisers	—	$257m	446	CGAU, BAP, SSRM
Birchcreek Wealth Management	—	$257m	134	INTC, AAPL, NVDA
Daily JournalCharlie Munger (legacy portfolio)	Value	$257m	4	WFC, BAC, BABA
CNB Bank	—	$257m	518	NVDA, AAPL, MSFT
Beach Point Capital Management LP	—	$256m	10	VEL, DBD, CTEV
IVC Wealth Advisors	—	$256m	177	AAPL, NVDA, CAT
Davidson Trust	—	$256m	190	AAPL, MSFT, ABBV
Kiker Wealth Management	—	$256m	161	ENVA, FRO, EQNR
My Personal CFO	—	$256m	91	MSFT, AAPL, OKTA
Sage Capital Management	—	$256m	167	NVDA, AMD, IBM
Byrne Financial Freedom	—	$256m	119	MU, GOOG, AMZN
Meritas Wealth Management	—	$256m	63	AAPL, S, MSFT
Vestia Personal Wealth Advisors	—	$256m	112	AAPL, NVDA, AMZN
NBZ Investment Advisors	—	$256m	80	AAPL, GOOG, NVDA
Punch Card ManagementNorbert Lou	Value	$256m	5	BRK-A, CROX, PDD
Grunden Financial Advisory	—	$256m	35	TXN, AAPL, PCAR

Showing 5801 to 5850 of 9384

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Show only the long-term investors we follow