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.

See all

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.

See all

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.

See all

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.

See all

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
NewEdge Wealth	—	$9.9bn	1,215	AAPL, NVDA, GOOGL
Longview Asset Management	—	$9.9bn	4	GD, ALG, PCT
Stratos Wealth Partners	—	$9.9bn	1,688	AAPL, NVDA, AMZN
Tortoise Capital Advisors, L.L.C.	—	$9.8bn	91	TRGP, WMB, ET
Altimeter Capital Management, LP	—	$9.8bn	20	NVDA, CBRS, META
Hershey Trust	—	$9.8bn	2	Hershey Company Class B, HSY
Partners Value Investments L.P.	—	$9.8bn	7	BN, BAM, BNT
LBP AM SA	—	$9.8bn	392	NVDA, MSFT, AMZN
Banque Pictet & CIE SA	—	$9.7bn	319	AMZN, MSFT, GOOGL
Foundations Investment Advisors	—	$9.7bn	1,197	NVDA, AAPL, GOOGL
ASR Vermogensbeheer	—	$9.7bn	460	NVDA, AAPL, MSFT
Edgewood Management	—	$9.7bn	90	NVDA, ASML, AVGO
Gilder Gagnon Howe	—	$9.7bn	274	NVDA, NET, AMZN
Oppenheimer Asset Management	—	$9.6bn	1,134	MSFT, NVDA, JNJ
Blue Trust	—	$9.5bn	2,444	LLY, KO, AAPL
MUFG Securities EMEA	—	$9.5bn	575	AAPL, META, MSFT
Vest Financial	—	$9.5bn	420	AMAT, LRCX, KLAC
Allianz SE	—	$9.5bn	519	NVDA, GOOGL, NEM
Advisors Capital Management	—	$9.4bn	634	AAPL, AVGO, NVDA
Valmark Advisers	—	$9.4bn	724	AAPL, BRK-B, MSFT
Aegon Asset Management UK	—	$9.4bn	172	NVDA, AAPL, MSFT
OP Asset Management	—	$9.4bn	765	NVDA, AAPL, MSFT
Modera Wealth Management	—	$9.4bn	650	AAPL, MSFT, TSM
Oppenheimer	—	$9.4bn	1,759	AAPL, MSFT, NVDA
Castle Hook Partners LP	—	$9.3bn	66	NTRA, WDC, LLY
Stephens Investment Management Group	—	$9.3bn	176	RBC, FCFS, LGND
Mirova US	—	$9.3bn	45	NVDA, TSM, MA
Oregon Public Employees Retirement Fund	—	$9.3bn	1,509	NVDA, AAPL, MSFT
Compagnie Lombard Odier SCmA	—	$9.2bn	460	GOOGL, NVDA, AAPL
Causeway Capital ManagementSarah Ketterer	Value	$9.2bn	122	AZN, CCL, DB
Fiduciary Trust	—	$9.2bn	892	BRK-A, TJX, AAPL
Pinnacle Associates	—	$9.2bn	967	JNJ, AAPL, MU
Horizon Investments	—	$9.1bn	1,386	NVDA, AAPL, GOOGL
Summit Financial	—	$9.1bn	1,578	AAPL, NVDA, AMZN
Choreo	—	$9.1bn	1,690	AAPL, NVDA, MSFT
Union Bancaire Privee, UBP SA	—	$9.1bn	474	MSFT, AMAT, GOOGL
Kestra Private Wealth Services	—	$9.1bn	1,814	AAPL, NVDA, AMZN
Municipal Employees' Retirement System of Michigan	—	$9.1bn	30	COIN, FIGR
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	—	$9.0bn	20	V, AAPL, AMZN
River Road Asset Management	—	$9.0bn	175	BJ, MGRC, WTM
Platinum Equity Advisors	—	$9.0bn	6	INGM, CTOS, MH
Yousif Capital Management	—	$8.9bn	1,665	NVDA, AAPL, MSFT
Stephens	—	$8.9bn	1,332	AAPL, WMT, NVDA
Gardner Russo & QuinnTom Russo	Quality	$8.9bn	85	GOOG, BRK-A, PM
Aspex Management (HK)	—	$8.9bn	25	SNPS, QCOM, MKSI
Illinois Municipal Retirement Fund	—	$8.9bn	1,120	NVDA, AAPL, MSFT
Williams Jones Wealth Management, LLC.	—	$8.9bn	547	AAPL, GOOGL, NVDA
LGT Group Foundation	—	$8.8bn	284	GOOGL, MSFT, AAPL
Vise Technologies	—	$8.8bn	1,774	NVDA, MSFT, GOOGL
Midwest Trust	—	$8.8bn	606	AAPL, NVDA, MSFT

Showing 551 to 600 of 9384

Previous Next

Show only the long-term investors we follow