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
Christensen, King & Associates Investment Services	—	$252m	108	AAPL, NVDA, LLY
Regency Capital Management	—	$251m	64	BRK-B, MKL, APH
Norris Financial Group	—	$251m	82	DOCN, AAPL, TTMI
Tandem Wealth Advisors	—	$251m	48	KLAC, AMZN, PANW
Boyum Wealth Architects	—	$251m	72	AAPL, FAST, PII
MOR Wealth Management	—	$251m	122	AAPL, NVDA, TPL
Aufman Associates	—	$251m	67	STX, MRNA, GOOG
Compass Wealth Management	—	$251m	74	NVDA, SNDK, SO
Abound Financial	—	$251m	297	AAPL, GOOGL, MSFT
Latitude Advisors	—	$251m	239	NVDA, AMZN, AAPL
Ballast Asset Management, LP	—	$251m	53	AZZ, BELFB, AGM
Keyes, Stange & Wooten Wealth Management	—	$251m	74	AAPL, JPM, AVGO
Sherborne Investors Management LP	—	$251m	1	NAVI
Alliance Wealth Advisors	—	$250m	165	AAPL, GOOGL, MSFT
Pflug Koory	—	$250m	426	BRK-A, CAT, AAPL
MW Advisory	—	$250m	139	KO, JBI, NVDA
Quadratic Capital Management	—	$250m	2	—
Granite Harbor Advisors	—	$250m	130	NVDA, AAPL, GOOGL
Jupiter Wealth Management	—	$250m	93	GOOGL, AAPL, NVDA
Bernzott Capital Advisors	—	$250m	35	VSH, CVBF, MP
Matisse Capital	—	$250m	158	AAPL, LRCX, ASND
Level Wealth Management	—	$250m	70	MSFT, V, ALB
Game Plan Financial Advisors	—	$250m	435	GOOG, AAPL, NVDA
Brogan Financial	—	$250m	64	AAPL, AMZN, TXN
Fox Hill Wealth Management	—	$249m	120	MSFT, NVDA, AAPL
Mirabaud & Cie SA	—	$249m	53	NVDA, GOOG, MSFT
Rockingstone Advisors	—	$249m	115	TSEM, GOOGL, NVDA
VPR Management	—	$249m	66	MELI, FCX, NU
Rising Stella Capital Pte.	—	$249m	3	—
Generali Investments Towarzystwo Funduszy Inwestycyjnych	—	$249m	151	NVDA, MSFT, AMZN
Cane Capital Partners	—	$249m	115	GOOGL, AMZN, AMD
Independent Family Office	—	$249m	85	PTC, TOST, BRK-B
Union Savings Bank	—	$249m	322	BRK-A, MSFT, AAPL
Cascade Wealth Advisors	—	$249m	61	MSFT, NVDA, AAPL
Windle Wealth	—	$249m	35	NVDA, AAPL, WELL
Schulhoff	—	$249m	133	PG, JPM, XOM
Fogel Capital Management	—	$249m	57	GOOGL, MSFT, CB
Stuart Investment Advisors	—	$249m	21	BRK-B, RJF, XOM
Alpha Family Trust	—	$249m	200	NVDA, GOOGL, AAPL
JIM Saulnier & Associates	—	$249m	152	AAPL, AMZN, MSFT
Pennsylvania State University	—	$249m	3	—
Finley Financial	—	$248m	110	AMZN, CRDO, UPS
Pavion Blue Capital	—	$248m	111	MSFT, GOOG, WMT
Steelhead Wealth Management	—	$248m	96	BOW, AAPL, RTX
Two Point Capital Management	—	$248m	30	GOOGL, DHI, CMI
Arbor Trust Wealth Advisors	—	$248m	96	ABBV, AAPL, GOOGL
Seamount Financial Group	—	$248m	141	AAPL, AMZN, BRK-B
RHS Financial	—	$248m	165	AAPL, CRWV, NVDA
Dilation Capital Management LP	—	$248m	20	BA, SNDK, TKR
Client First Capital	—	$248m	26	LLY, HD, AAPL

Showing 5901 to 5950 of 9384

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Show only the long-term investors we follow