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
Corigliano Investment Advisers	—	$256m	37	AR, FANG, SM
Wealth Management Strategies	—	$256m	45	AAPL, PNC, LLY
Yoder Wealth Management	—	$256m	129	AAPL, GOOG, ABNB
Causey Wealth	—	$256m	83	BRK-A, AAPL, BRK-B
1248 Management	—	$256m	149	PSBD, GOOGL, APO
626 Financial	—	$256m	126	SYK, AAPL, GOOGL
Tull Financial Group	—	$256m	35	NVDA, NSC, AAPL
Altrafin AG	—	$255m	44	GOOGL, MSFT, AMZN
Tribridge Partners Financial	—	$255m	82	MSFT, AAPL, INTU
Mainsail Asset Management	—	$255m	197	CTAS, AAPL, EPD
Carolina Wealth Advisors	—	$255m	278	CSCO, TXN, KO
Politan Capital ManagementQuentin Koffey	Activist	$255m	2	CNC, AZTA
Vista Investment Partners II	—	$255m	160	LLY, NVDA, KLAC
Sprinkle Financial Consultants	—	$255m	104	OKE, AAPL, AMZN
State Insurance Fund	—	$255m	1	—
Flatrock Wealth Partners	—	$255m	173	AAPL, CTRE, NVDA
Miller Capital Partners	—	$254m	255	LRCX, ASML, COST
Millington Financial Advisors	—	$254m	128	NVDA, SNEX, PWR
Essex Woodlands Management	—	$254m	5	BVS, MDXG, EYPT
Cherry Creek Investment Advisors	—	$254m	128	NVDA, AMZN, AAPL
Texas Capital Bancshares	—	$254m	416	NVDA, AAPL, GEL
Ransom Advisory	—	$254m	433	AAPL, MSFT, GOOGL
Eastover Investment Advisors	—	$254m	49	JBL, URI, AVGO
Aurelius Family Office	—	$254m	49	WRB, AAPL, AVGO
Stone RUN Capital	—	$254m	71	APH, HEI, BRK-B
GEM Asset Management	—	$254m	116	SYY, AAPL, MSFT
Fairfield Financial Advisors	—	$254m	66	GOOGL, LLY, AAPL
Gainplan	—	$254m	60	AVGO, AAPL, QXO
McKinney Capital Management	—	$254m	87	KLAC, ILMN, AMD
Oxinas Partners	—	$254m	149	AAPL, GOOG, TSLA
TRV GP IV	—	$254m	2	MAZE, TNGX
Signature Resources Capital Management	—	$254m	702	AMD, LRCX, GOOG
Silver Oak Advisory Group	—	$254m	86	MSFT, AAPL, INTC
First Bancorp	—	$253m	531	FNLC, AAPL, PG
WJ Wealth Management	—	$253m	80	NVDA, GOOG, AMZN
Optima Capital	—	$253m	165	GOOGL, AMD, XOM
Dogwood Wealth Management	—	$253m	848	NVDA, AAPL, AMZN
93 Financial Group	—	$253m	9	—
DCM Advisors	—	$253m	38	AAPL, MSFT, MS
EMC Capital Management	—	$253m	53	GOOG, AMZN, NVDA
Kaizen Financial Strategies	—	$253m	170	AAPL, NVDA, GOOG
Hiley Hunt Wealth Management	—	$253m	49	BRK-B, UNP, AAPL
SimpliFi	—	$253m	45	VZ, WMT, SRE
Brentview Investment Management	—	$253m	62	LRCX, MSFT, AAPL
Shelton Wealth Management	—	$253m	125	AMD, LRCX, GOOGL
Empire Financial Management Company	—	$253m	139	JPM, ABBV, GOOGL
Eos Management, L.P.	—	$252m	35	BRK-B, GOOGL, AMZN
Darden Wealth Group	—	$252m	155	NVDA, MU, GOOGL
Hutner Capital Management	—	$252m	43	BRK-A, BRK-B, GOOG
Optimum Investment Advisors	—	$252m	612	AAPL, NVDA, MSFT

Showing 5851 to 5900 of 9384

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Show only the long-term investors we follow