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
Aspect Management	—	$244m	1	CHYM
Potentia Wealth	—	$244m	60	AAPL, NVDA, GOOGL
Dover Advisors	—	$244m	153	MSFT, AAPL, BRK-A
8VC AI Fund I MM	—	$244m	1	SPCX
Trademark Financial Management	—	$244m	107	MSFT, AMZN, COST
Leicht Financial Planning & Wealth Management	—	$244m	16	AAPL, BRK-B, DVLT
Georgetown University	—	$244m	11	GOOGL, BRK-B, MSFT
Second Half Financial Partners	—	$244m	109	AAPL, NVDA, AMZN
Sterling Group Wealth Management	—	$244m	62	AAPL, MSFT, AMZN
Grey Rock Energy Management	—	$244m	1	GRNT
Powers Capital	—	$244m	2	—
MRWM Advisors	—	$243m	80	AAPL, LRCX, GOOGL
Tejara Capital	—	$243m	66	DEC, FIS, ESTA
JNE Partners LLP	—	$243m	6	LLYVK, LLYVA, NIQ
Motive Wealth Advisors	—	$243m	96	NVDA, AAPL, MSFT
Udine Wealth Management	—	$243m	40	GOOG, AAPL, MSFT
Greenberg Financial Group	—	$243m	111	AAPL, MSFT, NVDA
Threadgill Financial	—	$243m	36	V, AZO, MA
Legacy Wealth Managment	—	$243m	193	NEOV, STEX, PDC
Pacific Sun Financial	—	$242m	219	AAPL, BRK-B, TSLA
Sound Stewardship	—	$242m	73	AAPL, MSFT, EPR
Eukles Asset Management	—	$242m	228	NVDA, CAT, AAPL
Higgins & Schmidt Wealth Strategies	—	$242m	65	AAPL, NVDA, MSFT
IRON Financial	—	$242m	151	AAPL, CME, AMZN
Long Island Wealth Management	—	$242m	95	BRK-B, AAPL, LLY
DoubleLine ETF Adviser LP	—	$242m	170	LLY, META, JNJ
Wealthcare Capital Partners	—	$242m	179	AAPL, BRK-B, NVDA
TrueWealth Financial Partners	—	$242m	28	MSFT, GOOG, AMZN
Royalty Pharma Sub-Manager	—	$242m	4	CYTK, ZBIO, KLRA
Financial Harvest	—	$242m	67	AAPL, NVDA, MSFT
Sunesis Advisors	—	$242m	61	BRK-A, BUSE, PSBD
Unconventional Investor	—	$242m	49	BRK-B, BRK-A, NVDA
Arcus Capital Partners	—	$242m	108	OWL, DFH, KO
Thayer Partners	—	$242m	100	AAPL, JNJ, NVDA
Innova Wealth Partners	—	$242m	167	AAPL, MSFT, LLY
Peak Financial Advisors	—	$242m	78	AMZN, CIEN, JNJ
Curry Webb Wealth Management	—	$241m	67	HBAN, LLY, AAPL
PACK Private Wealth	—	$241m	61	GGG, UNH, AAPL
Alethea Capital Management	—	$241m	41	AXSM, KURA, IMRX
NIA Impact Advisors	—	$241m	72	TSM, FSLR, PANW
Riverstone Advisors	—	$241m	85	GOOGL, AMZN, TOL
Financial Avengers	—	$241m	155	NVDA, GOOG, AMZN
Westhampton Capital	—	$241m	131	AAPL, LRCX, ETN
Arwa	—	$241m	139	BRK-B, AAPL, MSFT
Plotkin Financial Advisors	—	$241m	110	AAPL, NVDA, GOOGL
Midwest Financial Partners Investments	—	$241m	80	AAPL, MSFT, NVDA
Marshall Investment Management	—	$241m	497	BRK-B, MSFT, AMZN
Avos Capital Management	—	$241m	22	BRK-B, ET, VLO
Walser Wealth Management Company, A Ltd Liability	—	$241m	215	CCJ, FCX, NVDA
Ardent Capital Management	—	$241m	47	BRK-B, JNJ, GOOG

Showing 6001 to 6050 of 9384

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Show only the long-term investors we follow