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.
- Mink Brook Asset Management—
- Value
- $227m
- Stocks
- 52
- Top holdings
- ELA, BSVN, AII
- Oak Barrel Wealth Advisory—
- Value
- $226m
- Stocks
- 86
- Top holdings
- AAPL, MSFT, AMZN
- FirstWave Capital Management—
- Value
- $226m
- Stocks
- 62
- Top holdings
- RDDT, APP, TMDX
- Gross & Hartman Investments—
- Value
- $226m
- Stocks
- 80
- Top holdings
- AAPL, EQIX, GOOGL
- Point Windward Advisors—
- Value
- $226m
- Stocks
- 97
- Top holdings
- AMAT, BX, GOOGL
- Ariadne Wealth Management, LP—
- Value
- $226m
- Stocks
- 254
- Top holdings
- NVDA, AAPL, GOOGL
- Baugh & Associates—
- Value
- $226m
- Stocks
- 42
- Top holdings
- INTC, AAPL, MSFT
- Arch Global Advisors—
- Value
- $226m
- Stocks
- 59
- Top holdings
- AAPL, NVDA, MSFT
- Laurel Wealth Planning—
- Value
- $226m
- Stocks
- 67
- Top holdings
- BRK-B, AAPL, ADM
- Charter Capital Management—
- Value
- $226m
- Stocks
- 75
- Top holdings
- GOOGL, CSX, GOOG
- Junk Investment Group—
- Value
- $226m
- Stocks
- 97
- Top holdings
- PNC, MSFT, BCPC
- True Wind Capital Management, L.P.—
- Value
- $226m
- Stocks
- 2
- Top holdings
- CLBT, Open Lending
- Disciplined Equity Management—
- Value
- $226m
- Stocks
- 45
- Top holdings
- MO, F, PRU
- Sitrin Capital Management—
- Value
- $226m
- Stocks
- 39
- Top holdings
- AAPL, LRCX, NVDA
- Pacific Wealth Management—
- Value
- $226m
- Stocks
- 19
- Top holdings
- ABBV, INTC, ABT
- Sea Cliff Partners Management, LP—
- Value
- $226m
- Stocks
- 14
- Top holdings
- BTSG, LTH, WCC
- Beartown Capital Management—
- Value
- $225m
- Stocks
- 40
- Top holdings
- WULF, ECHO, GLXY
- Hatch Cove Capital—
- Value
- $225m
- Stocks
- 24
- Top holdings
- COP, CVX, CGAU
- Chronos Wealth Management—
- Value
- $225m
- Stocks
- 38
- Top holdings
- LLY, GOOG, AAPL
- Center For Asset Management—
- Value
- $225m
- Stocks
- 151
- Top holdings
- MSFT, AAPL, NVDA
- Harvest Management—
- Value
- $225m
- Stocks
- 52
- Top holdings
- EA, Topbuild COR, Janus Henderson Group
- CWC Advisors, LLC.—
- Value
- $225m
- Stocks
- 152
- Top holdings
- AVGO, AAPL, NVDA
- CVS Health—
- Value
- $225m
- Stocks
- 21
- Top holdings
- PRU
- Brucke Financial—
- Value
- $225m
- Stocks
- 175
- Top holdings
- NVDA, AAPL, GOOGL
- Pennant Select—
- Value
- $225m
- Stocks
- 15
- Top holdings
- ECHO, AMZN, MSFT
- Wealth Science Advisors—
- Value
- $225m
- Stocks
- 97
- Top holdings
- NVDA, AVGO, GOOGL
- Colter Lewis Investment Partners—
- Value
- $225m
- Stocks
- 114
- Top holdings
- RIVN, AXP, AAPL
- Fortress Wealth Management—
- Value
- $225m
- Stocks
- 75
- Top holdings
- SPGI, BRK-A, AAPL
- Ciovacco Capital Management—
- Value
- $225m
- Stocks
- 35
- Top holdings
- NVDA, GOOGL, MU
- 10Elms LLP—
- Value
- $225m
- Stocks
- 255
- Top holdings
- CAT, GOOGL, EPD
- Conway Capital Management—
- Value
- $225m
- Stocks
- 39
- Top holdings
- AAPL, AMZN, NVDA
- Sycale Advisors (NY)—
- Value
- $224m
- Stocks
- 22
- Top holdings
- SPOT, TKO, MSFT
- Latigo Investments—
- Value
- $224m
- Stocks
- 14
- Top holdings
- —
- Moerus Capital ManagementDeep value
Amit Wadhwaney
- Value
- $224m
- Stocks
- 14
- Top holdings
- JEF, CNH, ARCO
- Wynn Capital—
- Value
- $224m
- Stocks
- 116
- Top holdings
- MSFT, TSLA, GOOG
- Spice Expeditions, LP—
- Value
- $224m
- Stocks
- 1
- Top holdings
- KSPI
- Life Line Wealth Management—
- Value
- $224m
- Stocks
- 35
- Top holdings
- RBRK, HIMS, NFLX
- Granville Capital—
- Value
- $224m
- Stocks
- 86
- Top holdings
- NVDA, AVGO, AAPL
- Finer Wealth Management—
- Value
- $224m
- Stocks
- 88
- Top holdings
- AAPL, NVDA, LLY
- Capstone Capital Management—
- Value
- $224m
- Stocks
- 160
- Top holdings
- Themes ETF TR, CRWV, ORCL
- Oxford Wealth Group—
- Value
- $224m
- Stocks
- 89
- Top holdings
- AAPL, META, NVDA
- Goanna Capital Management—
- Value
- $224m
- Stocks
- 2
- Top holdings
- SPCX, NTSK
- Catawba River Capital—
- Value
- $223m
- Stocks
- 24
- Top holdings
- PRM, QXO, CDRE
- Pointe Capital Management—
- Value
- $223m
- Stocks
- 157
- Top holdings
- AAPL, BRK-B, GOOG
- Spectrum Planning & Advisory Services—
- Value
- $223m
- Stocks
- 120
- Top holdings
- WWD, AMZN, BRK-B
- Robinson Capital Management—
- Value
- $223m
- Stocks
- 88
- Top holdings
- Abrdn Natl MUN Income FD, CHAR, NTWO
- State of New Jersey Common Pension Fund A—
- Value
- $223m
- Stocks
- 3
- Top holdings
- OBDC, OWL, TRTX
- Garnet Equity Capital Holdings—
- Value
- $223m
- Stocks
- 25
- Top holdings
- TLN, FTAI, GRPN
- Cadence Wealth Management—
- Value
- $223m
- Stocks
- 63
- Top holdings
- DINO, RIO, BHP
- RFP Financial Group—
- Value
- $223m
- Stocks
- 64
- Top holdings
- AAPL, KO, WMT
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Mink Brook Asset Management | — | $227m | 52 | ELA, BSVN, AII |
| Oak Barrel Wealth Advisory | — | $226m | 86 | AAPL, MSFT, AMZN |
| FirstWave Capital Management | — | $226m | 62 | RDDT, APP, TMDX |
| Gross & Hartman Investments | — | $226m | 80 | AAPL, EQIX, GOOGL |
| Point Windward Advisors | — | $226m | 97 | AMAT, BX, GOOGL |
| Ariadne Wealth Management, LP | — | $226m | 254 | NVDA, AAPL, GOOGL |
| Baugh & Associates | — | $226m | 42 | INTC, AAPL, MSFT |
| Arch Global Advisors | — | $226m | 59 | AAPL, NVDA, MSFT |
| Laurel Wealth Planning | — | $226m | 67 | BRK-B, AAPL, ADM |
| Charter Capital Management | — | $226m | 75 | GOOGL, CSX, GOOG |
| Junk Investment Group | — | $226m | 97 | PNC, MSFT, BCPC |
| True Wind Capital Management, L.P. | — | $226m | 2 | CLBT, Open Lending |
| Disciplined Equity Management | — | $226m | 45 | MO, F, PRU |
| Sitrin Capital Management | — | $226m | 39 | AAPL, LRCX, NVDA |
| Pacific Wealth Management | — | $226m | 19 | ABBV, INTC, ABT |
| Sea Cliff Partners Management, LP | — | $226m | 14 | BTSG, LTH, WCC |
| Beartown Capital Management | — | $225m | 40 | WULF, ECHO, GLXY |
| Hatch Cove Capital | — | $225m | 24 | COP, CVX, CGAU |
| Chronos Wealth Management | — | $225m | 38 | LLY, GOOG, AAPL |
| Center For Asset Management | — | $225m | 151 | MSFT, AAPL, NVDA |
| Harvest Management | — | $225m | 52 | EA, Topbuild COR, Janus Henderson Group |
| CWC Advisors, LLC. | — | $225m | 152 | AVGO, AAPL, NVDA |
| CVS Health | — | $225m | 21 | PRU |
| Brucke Financial | — | $225m | 175 | NVDA, AAPL, GOOGL |
| Pennant Select | — | $225m | 15 | ECHO, AMZN, MSFT |
| Wealth Science Advisors | — | $225m | 97 | NVDA, AVGO, GOOGL |
| Colter Lewis Investment Partners | — | $225m | 114 | RIVN, AXP, AAPL |
| Fortress Wealth Management | — | $225m | 75 | SPGI, BRK-A, AAPL |
| Ciovacco Capital Management | — | $225m | 35 | NVDA, GOOGL, MU |
| 10Elms LLP | — | $225m | 255 | CAT, GOOGL, EPD |
| Conway Capital Management | — | $225m | 39 | AAPL, AMZN, NVDA |
| Sycale Advisors (NY) | — | $224m | 22 | SPOT, TKO, MSFT |
| Latigo Investments | — | $224m | 14 | — |
| Moerus Capital ManagementAmit Wadhwaney | Deep value | $224m | 14 | JEF, CNH, ARCO |
| Wynn Capital | — | $224m | 116 | MSFT, TSLA, GOOG |
| Spice Expeditions, LP | — | $224m | 1 | KSPI |
| Life Line Wealth Management | — | $224m | 35 | RBRK, HIMS, NFLX |
| Granville Capital | — | $224m | 86 | NVDA, AVGO, AAPL |
| Finer Wealth Management | — | $224m | 88 | AAPL, NVDA, LLY |
| Capstone Capital Management | — | $224m | 160 | Themes ETF TR, CRWV, ORCL |
| Oxford Wealth Group | — | $224m | 89 | AAPL, META, NVDA |
| Goanna Capital Management | — | $224m | 2 | SPCX, NTSK |
| Catawba River Capital | — | $223m | 24 | PRM, QXO, CDRE |
| Pointe Capital Management | — | $223m | 157 | AAPL, BRK-B, GOOG |
| Spectrum Planning & Advisory Services | — | $223m | 120 | WWD, AMZN, BRK-B |
| Robinson Capital Management | — | $223m | 88 | Abrdn Natl MUN Income FD, CHAR, NTWO |
| State of New Jersey Common Pension Fund A | — | $223m | 3 | OBDC, OWL, TRTX |
| Garnet Equity Capital Holdings | — | $223m | 25 | TLN, FTAI, GRPN |
| Cadence Wealth Management | — | $223m | 63 | DINO, RIO, BHP |
| RFP Financial Group | — | $223m | 64 | AAPL, KO, WMT |