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
West Bancorporation	—	$234m	95	WTBA, AAPL, BAM
Blue Sky Capital Consultants Group	—	$234m	74	TSLA, NVDA, PLTR
Tounjian Advisory Partners	—	$234m	777	AAPL, NVDA, AMZN
Olistico Wealth	—	$234m	334	AAPL, NVDA, AMZN
Fortune Financial Advisors	—	$234m	163	GRMN, AMAT, GOOGL
Arta Finance Wealth Management	—	$234m	105	AAPL, GOOG, META
Sterneck Capital Management	—	$233m	103	AAPL, GOOG, GOOGL
Morgan Dempsey Capital Management	—	$233m	122	C, CMI, ETR
MTM Financial Group	—	$233m	95	SIGI, PPL, AAPL
Lecap Asset Management	—	$233m	254	GDDY, IR, KR
Sustainable Insight Capital Management	—	$233m	78	AAPL, AVGO, NVDA
Braeburn Wealth Management	—	$233m	99	AAPL, GOOGL, NVDA
Ironclad Investments	—	$233m	3	—
TRB Advisors LP	—	$233m	6	KKR, Space Exploration Techn, AAPL
Brighton Securities	—	$233m	50	MSFT, AAPL, AMZN
Davidson Kahn Capital Management	—	$233m	72	AMZN, PRM, GOOGL
MKA Charitable Fund	—	$233m	1	ABNB
Turning Point Benefit Group	—	$232m	109	WPM, TSM, NVDA
Lauterbach Financial Advisors	—	$232m	87	JPM, NVDA, XOM
Panoramic Capital	—	$232m	43	STX, ATEX, NVDA
Cooper/haims Advisors	—	$232m	115	AAPL, PAYX, NVDA
2Xideas AG	—	$232m	48	FTNT, EW, ICE
TRV GP VI	—	$232m	4	SEPN, SPTX, RAPP
Elefante Mark B	—	$232m	60	AMD, GOOGL, NVDA
ShawSpring PartnersDennis Hong	Quality	$232m	11	BABA, AMZN, OKTA
J.H. Whitney Equity Partners VII	—	$232m	1	AVAH
ELCO Management	—	$232m	174	WMB, TRGP, LNG
Wishbone Management, LP	—	$232m	5	CPA, AVT, ROP
Steffes Financial	—	$232m	36	AAPL, GOOGL, AMZN
Game Creek Capital, LP	—	$232m	66	MU, GOOGL, AMZN
Accent Capital Management	—	$231m	299	AAPL, NVDA, GOOG
Notis-McConarty Edward	—	$231m	67	GOOGL, NVDA, AMD
Peoples Financial Services	—	$231m	270	LLY, AAPL, AMZN
Gray Private Wealth	—	$231m	58	AAPL, MSFT, AMZN
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce)	—	$231m	1	JBTM
N10 Assets	—	$231m	34	VRT, TSM, NVDA
Foundry Financial Group	—	$231m	80	CME, AAPL, NVDA
VVR Holdings	—	$231m	38	AHR, COP, NVDA
Founders Capital Management	—	$231m	420	GLW, AMAT, MSFT
Legacy Wealth Advisors	—	$231m	148	BRK-A, AAPL, NVDA
New Millennium Group	—	$231m	392	NVDA, MSFT, AVGO
PFG Private Wealth Management	—	$231m	75	Ishares TR, Ishares TR, BRK-A
CarsonAllaria Wealth Management	—	$231m	71	AAPL, MSFT, LLY
AGP Franklin	—	$231m	93	NVDA, AMZN, GOOGL
rebel Financial	—	$231m	65	UPS, AAPL, WIT
Cooper Capital Advisors	—	$231m	41	JPM, GOOG, AMZN
Harold Davidson & Associates	—	$231m	59	AAPL, CSCO, MSFT
Note Advisors	—	$231m	86	GOOG, AAPL, MCD
Bullock Wealth Management Group	—	$230m	607	NVDA, MSFT, AAPL
Burrus Financial Services	—	$230m	11	BRK-B, MSFT, BP

Showing 6151 to 6200 of 9384

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Show only the long-term investors we follow