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
KilterHowling	—	$223m	50	AAPL, BRK-B, LLY
JS Capital Management	—	$223m	1	PACK
Cohen Investment Advisors	—	$223m	81	LLY, AAPL, GOOGL
Vestment Financial	—	$223m	41	LOW, AAPL
Guinness Atkinson Asset Management	—	$223m	107	TSM, AVGO, AMAT
Brooks, Moore & Associates	—	$223m	114	JPM, JNJ, KO
MTC Wealth Management	—	$223m	14	—
Attessa Capital	—	$223m	51	AAPL, TSLA, MPLX
Andar Capital Management HK	—	$223m	13	VICR, MU, TSEM
Cromwell Holdings	—	$223m	1,108	NVDA, AAPL, MSFT
Socorro Asset Management LP	—	$223m	33	NextEra Energy, APD, SRE
Sterling Investment Advisors LLC /adv	—	$223m	38	AVGO, STM, WMT
Symphony Financial Services	—	$223m	105	AAPL, NVDA, V
Tudor Financial	—	$222m	152	CTAS, ALL, AMGN
Sage Private Wealth Group	—	$222m	100	NVDA, AAPL, MSFT
Siligmueller & Norvid Wealth Advisors	—	$222m	156	AAPL, OBDC, JPM
Whalen Wealth Management	—	$222m	195	NVDA, AMZN, AAPL
BankPlus Wealth Management	—	$222m	126	AAPL, JPM, MSFT
Mendel Capital Management	—	$222m	99	AAPL, WMT, MSFT
Coign Capital Advisors	—	$222m	88	GOOG, AMD, AAPL
PenderFund Capital Management	—	$222m	210	SANG, PAR, Esperion Therapeutics INC NE
PTM Wealth Management	—	$222m	61	AAPL, CEG, MSFT
Sylvest Advisors	—	$222m	78	MSFT, AAPL, MRK
Lionhunter Capital Management	—	$222m	109	LLY, AMZN, AAPL
Hyperion Capital Advisors LP	—	$222m	67	ICLR, FWONK, ELV
Pureheart Capital Pte	—	$222m	3	TSLA, BF-B, DEO
Ampersand Capital Group, L.P.	—	$222m	7	GLBE, MELI, DASH
First Community Trust NA	—	$221m	333	AMAT, AAPL, NVDA
American Financial & TAX Strategies	—	$221m	102	CSCO, XOM, AAPL
MWA Asset Management	—	$221m	129	STX, CAT, LRCX
Wimmer Associates 1	—	$221m	113	AAPL, NVDA, GOOGL
Estate Planners Group	—	$221m	70	ARCC, AMZN, AAPL
Ausbil Investment Management	—	$221m	65	ETR, CSX, HTO
Ryan Investment Management	—	$221m	30	LLY, EPD, ET
Ameraudi Asset Management	—	$221m	45	NVDA, GOOG, MSFT
R2 Capital Strategies	—	$221m	115	AAPL, NVDA, AMZN
17 Capital Partners	—	$220m	172	META, GOOGL, GOOG
Downshift Financial	—	$220m	660	NVDA, GOOGL, AAPL
EJMK Ventures	—	$220m	162	AAPL, NVDA, MSFT
Citadel Investment Advisory	—	$220m	76	BRK-B, MKL, GOOGL
Prospect Capital Advisors	—	$220m	30	ENVA, PJT, SGHC
Deepwater Asset Management	—	$220m	35	RBLX, CRDO, AXON
Yardley Wealth Management	—	$220m	37	LMT, AAPL, AMZN
Lake Hills Wealth Management	—	$220m	62	AAPL, AMZN, NVDA
W Advisors	—	$220m	153	AAPL, MRK, MSFT
Infusive Asset Management	—	$220m	30	MSFT, WMT, AMZN
Solano Wealth Investment Advisors	—	$220m	35	NTRA, GOOGL, AAPL
Boomfish Wealth Group	—	$220m	95	NVDA, AAPL, AMAT
Orion Resource Partners LP	—	$219m	24	SKE, SLSR, DC
Exit Wealth Advisors, LLC.	—	$219m	149	TSLA, NVDA, AAPL

Showing 6301 to 6350 of 9384

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Show only the long-term investors we follow