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
Kensington Investment Counsel	—	$230m	85	AAPL, MSFT, ABBV
Strive Financial Group ,LLC	—	$230m	849	GOOG, NVDA, GOOGL
Banyan Capital Management	—	$230m	55	MKL, BRK-B, CI
BDFS Capital	—	$230m	116	NVDA, AAPL, MSFT
International City Management Association Retirement	—	$230m	6	—
Matrix Private Capital Group	—	$230m	143	AAPL, NVDA, CVX
Azarias Capital Management, L.P.	—	$230m	23	URG, DNN, MTRX
Integrity Investment Advisors	—	$230m	72	AAPL, AVGO, INTC
Franchise Capital	—	$230m	30	NVDA, PDD, TSM
LCW Services	—	$230m	40	AMZN, TMCI, NVDA
A&I Financial Services	—	$230m	75	AAPL, NVDA, Litman Gregory FDS TR
Catalys Pacific	—	$229m	2	MLYS, PHAT
Highland Investment Advisors	—	$229m	734	MSFT, AAPL, CAT
Alhambra Investment Management	—	$229m	182	AAPL, GOOGL, COST
Catherine Avery Investment Management	—	$229m	166	STX, CSCO, MSFT
Paul R. Ried Financial Group	—	$229m	47	MSFT, AAPL, BA
Smallwood Wealth Investment Management	—	$229m	521	AAPL, ICE, PM
Painted Porch Advisors	—	$229m	75	BRK-B, AAPL, V
Asset Advisory Group	—	$229m	125	AAPL, BRK-B, KEY
tru Independence	—	$229m	108	AAPL, MSFT, BRK-B
Innovative Asset Advisors Group	—	$229m	287	NVDA, ASML, AAPL
One Plus One Wealth Management	—	$229m	89	NUTX, AAPL, JPM
Wildcat Capital Management	—	$229m	3	ULCC, ALLO, CHYM
DOW Chemical	—	$228m	4	XE, AI
LCM Capital Management	—	$228m	124	NVDA, AAPL, MSFT
Summit Place Financial Advisors	—	$228m	110	AAPL, NVDA, GEV
Benchmark Investment Advisors	—	$228m	70	NVDA, KLAC, MU
Intercapital	—	$228m	64	MSFT, RDDT, AMZN
Raffles Associates LP	—	$228m	48	SMBC, GLIBK, EBC
Adalta Capital Management	—	$228m	103	JPM, MSFT, GOOGL
Pilgrim Partners Asia Pte	—	$228m	105	IBKR, MSFT, GOOG
Mission Hills Financial Advisory	—	$228m	89	AAPL, INTC, O
ARP Global Capital	—	$228m	23	LLY, TSM, TSLA
Capital Square	—	$228m	241	LLY, MO, AMZN
Castleview Partners	—	$228m	223	TSLA, AAPL, HD
Tower View Wealth Management	—	$227m	205	TSM, LLY, NVDA
Signet Investment Advisory Group	—	$227m	73	AAPL, CSCO, CSX
KRM Wealth Management L.L.C.	—	$227m	46	CAT, AAPL, UPS
Beaconlight Capital	—	$227m	31	SXT, CSTM, NTRA
Next Level Wealth Planning	—	$227m	74	MU, AAPL, NVDA
Flower City Capital	—	$227m	49	AAPL, NVDA, MSFT
Wingate Wealth Advisors	—	$227m	127	BRK-B, GOOGL, AAPL
TFB Advisors	—	$227m	190	NVDA, AAPL, GOOGL
Smith Thornton Advisors	—	$227m	140	GOOGL, AAPL, GL
Croban	—	$227m	81	R, EVR, ABBV
Sassicaia Capital Advisers	—	$227m	32	SNDK, AMD, INTC
Cairn Investment Group	—	$227m	65	GS, AYI, AAPL
Wallace Foundation	—	$227m	1	—
Woodward Diversified Capital	—	$227m	181	RS, AAPL, CVX
Ridgepath Capital Management	—	$227m	54	VZ, PM, BRK-B

Showing 6201 to 6250 of 9384

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Show only the long-term investors we follow