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.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| 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.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| 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.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| 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.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| 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.
- Grove Street Fiduciary—
- Value
- $237m
- Stocks
- 75
- Top holdings
- AAPL, JPM, MSFT
- Trail Ridge Investment Advisors—
- Value
- $237m
- Stocks
- 93
- Top holdings
- AAPL, GOOG, NVDA
- Compass Financial Group—
- Value
- $237m
- Stocks
- 51
- Top holdings
- MSFT, GOOGL, AAPL
- ADE—
- Value
- $237m
- Stocks
- 93
- Top holdings
- AAPL, MSFT, XOM
- Miller Wealth Advisors—
- Value
- $237m
- Stocks
- 122
- Top holdings
- AMZN, AAPL, GOOG
- TAM Capital Management—
- Value
- $237m
- Stocks
- 9
- Top holdings
- the Cigna Group, CHKP, Check Point Software Tech LT
- Ironwood Wealth Management—
- Value
- $237m
- Stocks
- 21
- Top holdings
- VZ, DD, CTVA
- Deane Retirement Strategies—
- Value
- $236m
- Stocks
- 52
- Top holdings
- GOOGL, CF, XOM
- Chelsea Counsel—
- Value
- $236m
- Stocks
- 232
- Top holdings
- AAPL, GLW, GOOG
- Dynamo Internacional Gestao de Recursos Ltda.—
- Value
- $236m
- Stocks
- 4
- Top holdings
- MELI, NU, SUZ
- Johnson Wealth Management—
- Value
- $236m
- Stocks
- 58
- Top holdings
- AAPL, GILD, NVDA
- Plustick Management—
- Value
- $236m
- Stocks
- 23
- Top holdings
- ATEX, ECHO, NN
- Ceera Investments—
- Value
- $236m
- Stocks
- 101
- Top holdings
- GOOGL, META, AAPL
- ASO Group—
- Value
- $236m
- Stocks
- 56
- Top holdings
- BRK-A, GOOGL, BRK-B
- CMG Global Holdings—
- Value
- $236m
- Stocks
- 100
- Top holdings
- BA, AAPL, GE
- Epiq Partners—
- Value
- $236m
- Stocks
- 97
- Top holdings
- GOOGL, HBAN, HRL
- Frederick Financial Consultants—
- Value
- $236m
- Stocks
- 121
- Top holdings
- AAPL, SHW, NVDA
- R. W. Roge & Company—
- Value
- $236m
- Stocks
- 68
- Top holdings
- INTC, AAPL, AMAT
- Asset Planning Services INC /la/ /adv—
- Value
- $236m
- Stocks
- 36
- Top holdings
- NVDA, MSFT, JPM
- Latko Wealth Management—
- Value
- $236m
- Stocks
- 37
- Top holdings
- MRK, AAPL, MSFT
- Team Financial Group—
- Value
- $236m
- Stocks
- 56
- Top holdings
- AAPL, COST, AMZN
- BostonPremier Wealth—
- Value
- $235m
- Stocks
- 79
- Top holdings
- AAPL, NVDA, AMZN
- Allodium Investment Consultants—
- Value
- $235m
- Stocks
- 57
- Top holdings
- KLAC, AAPL, GOOG
- J. R. Prunier Capital Management—
- Value
- $235m
- Stocks
- 67
- Top holdings
- AAPL, NEE, MCO
- DLK Investment Management—
- Value
- $235m
- Stocks
- 96
- Top holdings
- MSFT, AAPL, GOOG
- Plan A Wealth—
- Value
- $235m
- Stocks
- 194
- Top holdings
- BRK-A, NVDA, AAPL
- Prepared Retirement Institute—
- Value
- $235m
- Stocks
- 94
- Top holdings
- MSFT, AAPL, Trust FOR Professional Manag
- MN Wealth Advisors—
- Value
- $235m
- Stocks
- 133
- Top holdings
- NVDA, AAPL, GOOGL
- Bontempo Ohly Capital Mgmt—
- Value
- $235m
- Stocks
- 33
- Top holdings
- TXN, MRK, TGT
- Amansa Capital Pte.—
- Value
- $235m
- Stocks
- 2
- Top holdings
- MMYT, IBN
- Crestview Partners II GP, L.P.—
- Value
- $235m
- Stocks
- 3
- Top holdings
- VCTR, WTTR, CWH
- Peregrine Investment Management—
- Value
- $235m
- Stocks
- 26
- Top holdings
- MU, AMD, XMTR
- Core Wealth Partners—
- Value
- $235m
- Stocks
- 189
- Top holdings
- ROK, AAPL, BRK-B
- Long Path Partners LP—
- Value
- $235m
- Stocks
- 10
- Top holdings
- NCNO, MLAB, ALKT
- Serenity Investment Advisors—
- Value
- $235m
- Stocks
- 76
- Top holdings
- SPCX, AAPL, JPM
- Trevian Wealth Management—
- Value
- $235m
- Stocks
- 45
- Top holdings
- NBN, GOOG, MSFT
- Kane Investment Management—
- Value
- $235m
- Stocks
- 100
- Top holdings
- NVDA, AAPL, LRCX
- Yiheng Capital Management, L.P.—
- Value
- $235m
- Stocks
- 25
- Top holdings
- NOAH, BILI, JD
- Northern Capital Management—
- Value
- $235m
- Stocks
- 55
- Top holdings
- JNJ, GBCI, AAPL
- NI Acquisitions Company—
- Value
- $234m
- Stocks
- 112
- Top holdings
- STBA, AAPL, MRK
- Cura Wealth Advisors—
- Value
- $234m
- Stocks
- 140
- Top holdings
- ABBV, FSK, ABT
- Kessler Investment Group—
- Value
- $234m
- Stocks
- 81
- Top holdings
- CRWD, GNRC, CRM
- Aletheian Wealth Advisors—
- Value
- $234m
- Stocks
- 109
- Top holdings
- AAPL, NVDA, MSFT
- Ariose Capital Management—
- Value
- $234m
- Stocks
- 19
- Top holdings
- SNDK, STX, AMD
- Resolute Capital Asset Partners—
- Value
- $234m
- Stocks
- 48
- Top holdings
- ASND, ANDE, AMZN
- Old North State Wealth Management—
- Value
- $234m
- Stocks
- 112
- Top holdings
- BRK-B, AAPL, GLW
- Fortune 45—
- Value
- $234m
- Stocks
- 36
- Top holdings
- NVDA, AAPL, GOOGL
- Richardson Capital Management—
- Value
- $234m
- Stocks
- 243
- Top holdings
- NVDA, JPM, IBM
- Carroll Investors—
- Value
- $234m
- Stocks
- 31
- Top holdings
- AMD, NVDA, PLTR
- First Sabrepoint Capital Management LP—
- Value
- $234m
- Stocks
- 20
- Top holdings
- TPB, FCFS, STRL
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Grove Street Fiduciary | — | $237m | 75 | AAPL, JPM, MSFT |
| Trail Ridge Investment Advisors | — | $237m | 93 | AAPL, GOOG, NVDA |
| Compass Financial Group | — | $237m | 51 | MSFT, GOOGL, AAPL |
| ADE | — | $237m | 93 | AAPL, MSFT, XOM |
| Miller Wealth Advisors | — | $237m | 122 | AMZN, AAPL, GOOG |
| TAM Capital Management | — | $237m | 9 | the Cigna Group, CHKP, Check Point Software Tech LT |
| Ironwood Wealth Management | — | $237m | 21 | VZ, DD, CTVA |
| Deane Retirement Strategies | — | $236m | 52 | GOOGL, CF, XOM |
| Chelsea Counsel | — | $236m | 232 | AAPL, GLW, GOOG |
| Dynamo Internacional Gestao de Recursos Ltda. | — | $236m | 4 | MELI, NU, SUZ |
| Johnson Wealth Management | — | $236m | 58 | AAPL, GILD, NVDA |
| Plustick Management | — | $236m | 23 | ATEX, ECHO, NN |
| Ceera Investments | — | $236m | 101 | GOOGL, META, AAPL |
| ASO Group | — | $236m | 56 | BRK-A, GOOGL, BRK-B |
| CMG Global Holdings | — | $236m | 100 | BA, AAPL, GE |
| Epiq Partners | — | $236m | 97 | GOOGL, HBAN, HRL |
| Frederick Financial Consultants | — | $236m | 121 | AAPL, SHW, NVDA |
| R. W. Roge & Company | — | $236m | 68 | INTC, AAPL, AMAT |
| Asset Planning Services INC /la/ /adv | — | $236m | 36 | NVDA, MSFT, JPM |
| Latko Wealth Management | — | $236m | 37 | MRK, AAPL, MSFT |
| Team Financial Group | — | $236m | 56 | AAPL, COST, AMZN |
| BostonPremier Wealth | — | $235m | 79 | AAPL, NVDA, AMZN |
| Allodium Investment Consultants | — | $235m | 57 | KLAC, AAPL, GOOG |
| J. R. Prunier Capital Management | — | $235m | 67 | AAPL, NEE, MCO |
| DLK Investment Management | — | $235m | 96 | MSFT, AAPL, GOOG |
| Plan A Wealth | — | $235m | 194 | BRK-A, NVDA, AAPL |
| Prepared Retirement Institute | — | $235m | 94 | MSFT, AAPL, Trust FOR Professional Manag |
| MN Wealth Advisors | — | $235m | 133 | NVDA, AAPL, GOOGL |
| Bontempo Ohly Capital Mgmt | — | $235m | 33 | TXN, MRK, TGT |
| Amansa Capital Pte. | — | $235m | 2 | MMYT, IBN |
| Crestview Partners II GP, L.P. | — | $235m | 3 | VCTR, WTTR, CWH |
| Peregrine Investment Management | — | $235m | 26 | MU, AMD, XMTR |
| Core Wealth Partners | — | $235m | 189 | ROK, AAPL, BRK-B |
| Long Path Partners LP | — | $235m | 10 | NCNO, MLAB, ALKT |
| Serenity Investment Advisors | — | $235m | 76 | SPCX, AAPL, JPM |
| Trevian Wealth Management | — | $235m | 45 | NBN, GOOG, MSFT |
| Kane Investment Management | — | $235m | 100 | NVDA, AAPL, LRCX |
| Yiheng Capital Management, L.P. | — | $235m | 25 | NOAH, BILI, JD |
| Northern Capital Management | — | $235m | 55 | JNJ, GBCI, AAPL |
| NI Acquisitions Company | — | $234m | 112 | STBA, AAPL, MRK |
| Cura Wealth Advisors | — | $234m | 140 | ABBV, FSK, ABT |
| Kessler Investment Group | — | $234m | 81 | CRWD, GNRC, CRM |
| Aletheian Wealth Advisors | — | $234m | 109 | AAPL, NVDA, MSFT |
| Ariose Capital Management | — | $234m | 19 | SNDK, STX, AMD |
| Resolute Capital Asset Partners | — | $234m | 48 | ASND, ANDE, AMZN |
| Old North State Wealth Management | — | $234m | 112 | BRK-B, AAPL, GLW |
| Fortune 45 | — | $234m | 36 | NVDA, AAPL, GOOGL |
| Richardson Capital Management | — | $234m | 243 | NVDA, JPM, IBM |
| Carroll Investors | — | $234m | 31 | AMD, NVDA, PLTR |
| First Sabrepoint Capital Management LP | — | $234m | 20 | TPB, FCFS, STRL |