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
Cunning Capital Partners, LP	—	$248m	55	KLAC, NVDA, AMD
True Blue (BVI)	—	$248m	3	GOOG, GOOGL, NVDA
Dudley Capital Management	—	$248m	145	AAPL, NVDA, MSFT
Corbyn Investment Management	—	$248m	53	MYRG, EME, RSG
Lynx Capital Group LTD /adv	—	$248m	91	AVGO, JNJ, AAPL
GoalFusion Wealth Management	—	$248m	32	NVDA, AMD, AAPL
William John Sempolinski	—	$248m	106	NVDA, AAPL, GOOGL
Elite Financial	—	$248m	55	AMZN, COST, PM
North Berkeley Wealth Management	—	$247m	77	SSD, AAPL, AMAT
BlackDiamond Wealth Management	—	$247m	225	AAPL, MSFT, NVDA
Councilor Wealth	—	$247m	88	AAPL, LRCX, AMZN
Gladius Capital Management LP	—	$247m	7	SAAQ, AEAQ, CHEC
Torque Asset Management	—	$247m	11	AMZN, META, DT
PFS Partners	—	$247m	599	MU, AIG, HEI
Fairfield University	—	$247m	4	—
Insight 2811	—	$247m	105	INTC, BRK-B, AAPL
Dixon Fnancial Services	—	$247m	48	AAPL, AMZN, BRK-A
Blue Square Asset Management	—	$247m	74	NVDA, TSM, GOOGL
Garrison Point Advisors	—	$247m	176	AAPL, MSFT, NVDA
TTP Investments	—	$247m	30	AAPL, AMD, NVDA
American State Bank (Iowa)	—	$247m	139	NVDA, INTC, AAPL
Archon Capital Management	—	$246m	43	BAND, OMDA, TDC
Unison Asset Management	—	$246m	32	GOOGL, BRK-B, META
Midwest Capital Advisors	—	$246m	210	NVDA, MU, DTE
Murphy, Middleton, Hinkle & Parker	—	$246m	140	CAT, CCBG, JNJ
NorthStar Asset Management	—	$246m	106	NVDA, AAPL, GOOG
Steinberganna Wealth Management	—	$246m	139	AAPL, PANW, NVDA
Taylor Securities Services	—	$246m	63	AAPL, WSO, NVDA
Postrock Partners	—	$246m	78	AAPL, BRK-A, GOOGL
Socha Financial Group	—	$246m	14	GLW
Kieckhefer Group	—	$246m	65	NVDA, PLTR, DELL
LCC Family	—	$246m	1	TRI
Fire Capital Management	—	$246m	122	NVDA, AAPL, MSFT
Warburton Capital Management	—	$246m	74	NVDA, AAPL, MSFT
P2 Capital Partners	—	$246m	12	ACHC, CBZ, JBTM
Beaton Management	—	$245m	157	NVDA, AAPL, TD
STAR Financial Bank	—	$245m	109	AAPL, STLD, MSFT
Avondale Wealth Management	—	$245m	66	AAPL, AMD, NVDA
Westbourne Investments	—	$245m	149	MU, NVDA, GE
I.G.Y.	—	$245m	3	AMZN, COST, BRK-A
GP Brinson Investments	—	$245m	14	AAPL, OBDC, EPD
Enterprise Financial Services	—	$245m	184	EFSC, AAPL, MSFT
Westport Asset Management	—	$245m	80	SNPS, WTW, CVSA
Sentinel Advisory Group	—	$245m	60	AAPL, MSFT, NTNX
Ameriflex Group	—	$245m	1,573	AAPL, NVDA, GOOG
Forte Asset Management	—	$245m	77	MSFT, AAPL, BRK-A
C M Bidwell & Associates	—	$245m	494	NVDA, GOOGL, AAPL
Spectrum Investment Advisors	—	$245m	76	AAPL, NVDA, ORCL
Ravenstone Capital Management	—	$244m	54	V, APH, GOOG
HRC Wealth Management	—	$244m	65	AAPL, NVDA, BRK-A

Showing 5951 to 6000 of 9384

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Show only the long-term investors we follow