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
Privium Fund Management (UK)	—	$240m	29	ALK, MSFT, AMZN
Masso Torrence Wealth Management	—	$240m	108	NVDA, AAPL, AVGO
Koesten, Hirschmann & Crabtree	—	$240m	52	AAPL, ADTN, NFLX
Mitchell Sinkler & Starr	—	$240m	155	AAPL, NVDA, MSFT
Worth Financial Advisory Group	—	$240m	202	AAPL, AMZN, NVDA
Grand Wealth Management	—	$240m	49	MSFT, CAT, GLW
Cobblestone Asset Management	—	$240m	74	PM, CSX, INTC
Wasserstein Management, L.P.	—	$240m	5	CLMT, AEVA, WULF
GPM Growth Investors	—	$239m	43	GOOGL, MSFT, AMZN
Southern Capital Advisors	—	$239m	84	UPS, AAPL, PG
Brown Financial Advisory	—	$239m	49	BRK-B, AAPL, MSFT
Cerity Partners Retirement Plan Advisors	—	$239m	34	—
Visionary Horizons	—	$239m	145	NVDA, MSFT, BRK-B
First Citizens Financial	—	$239m	139	AAPL, BRK-B, CMI
Aull & Monroe Investment Management	—	$239m	126	CAT, LLY, STX
WealthCare Asset Management	—	$239m	73	ORLY, AAPL, AMZN
CNA Financial	—	$239m	18	EPD, ET, COF
Saraza Management, LP	—	$239m	18	V, TSM, COF
Bright Financial Advisors	—	$239m	72	NVDA, SYK, AAPL
Kapstone Financial Advisors	—	$239m	175	AAPL, GOOGL, PG
Carl P. Sherr	—	$239m	134	AAPL, LLY, MSFT
Victrix Investment Advisors	—	$239m	75	GOOGL, NVDA, AAPL
Clarity Capital Advisors	—	$239m	95	BRK-B, AAPL, MSFT
Norway Savings Bank	—	$239m	104	GOOGL, AAPL, PANW
City National Bank of Florida /msd	—	$238m	150	NVDA, AAPL, MSFT
Pinnacle Family Advisors	—	$238m	155	ORLY, NVDA, AAPL
Ring Mountain Capital	—	$238m	107	AAPL, NVDA, GOOGL
Red Tortoise	—	$238m	587	AEM, AAPL, MSFT
SMA Capital	—	$238m	121	AME, IEX, PH
Tandem Capital Management Corp /adv	—	$238m	118	GE, GOOGL, AMAT
Intrepid Capital Management	—	$238m	105	GOOGL, BRK-B, LIEN
Green Ridge Wealth Planning	—	$238m	93	AAPL, GOOGL, AMD
Collaborative Wealth Managment	—	$238m	167	AAPL, MCD, TSLA
Edge Financial Advisors	—	$238m	135	AAPL, JPM, NVDA
Boit C F David	—	$238m	85	BRK-B, CAT, GOOGL
Cornerstone Select Advisors	—	$238m	149	MU, LRCX, AVGO
Tableaux	—	$238m	120	AAPL, GEV, TD
NBH Bank	—	$237m	552	AAPL, NVDA, GOOGL
Sender Co & Partners	—	$237m	61	BA, KVUE, ASTS
Client First Investment Management	—	$237m	28	LLY, MSFT, V
Bluedoor Private Wealth	—	$237m	160	AAPL, SBCF, BRK-B
Grant Private Wealth Management	—	$237m	164	NVDA, META, AAPL
Crestview Partners III GP, L.P.	—	$237m	1	PLGO
Sequent Asset Management	—	$237m	89	SLB, AMZN, CAT
Bowman & Co S.C.	—	$237m	117	JPM, AAPL, AVGO
Arcadia Investment Advisors	—	$237m	79	NVDA, PH, TSLA
Horizon Advisory Services	—	$237m	49	NBTB, QXO, DAL
Retiremitten Financial	—	$237m	41	CAT, AAPL, CMI
BancFirst Trust & Investment Management	—	$237m	65	BANF, XOM, LEVI
True Blue Financial	—	$237m	61	ABBV, RKLB, LLY

Showing 6051 to 6100 of 9384

Previous Next

Show only the long-term investors we follow