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.
- Primoris Wealth Advisors—
- Value
- $219m
- Stocks
- 125
- Top holdings
- LRCX, AMD, MU
- Cornerstone Enterprises—
- Value
- $219m
- Stocks
- 42
- Top holdings
- NVDA, GOOGL, AMZN
- William Marsh Rice University—
- Value
- $219m
- Stocks
- 2
- Top holdings
- BSM
- Ogborne Capital Management—
- Value
- $219m
- Stocks
- 11
- Top holdings
- GOOGL, NVDA, AMZN
- Canerector—
- Value
- $219m
- Stocks
- 9
- Top holdings
- MFC, BNS, BRK-B
- Horizon Family Wealth—
- Value
- $219m
- Stocks
- 93
- Top holdings
- BRK-B, GOOGL, AAPL
- Noble Wealth Management PBC—
- Value
- $219m
- Stocks
- 771
- Top holdings
- AAPL, NVDA, AMZN
- Bull Street Advisors—
- Value
- $219m
- Stocks
- 95
- Top holdings
- JNJ, AAPL, TJX
- Values First Advisors—
- Value
- $219m
- Stocks
- 186
- Top holdings
- LRCX, AVGO, XMTR
- Pacific Point Advisors—
- Value
- $219m
- Stocks
- 129
- Top holdings
- TSLA, AAPL, GOOG
- Comprehensive Wealth Management—
- Value
- $219m
- Stocks
- 43
- Top holdings
- MSFT, AMZN
- Sunbeam Capital Management—
- Value
- $219m
- Stocks
- 124
- Top holdings
- AAPL, NVDA, PG
- Horrell Capital Management—
- Value
- $219m
- Stocks
- 196
- Top holdings
- ORLY, UNP, JBHT
- 7G Capital Management—
- Value
- $219m
- Stocks
- 10
- Top holdings
- GOOGL, TSM, AAPL
- LifeGoal Investments—
- Value
- $218m
- Stocks
- 155
- Top holdings
- AAPL, NVDA, AMZN
- Perry Creek Capital LP—
- Value
- $218m
- Stocks
- 11
- Top holdings
- ICLR, FAF, MSFT
- Mpwm Advisory Solutions—
- Value
- $218m
- Stocks
- 571
- Top holdings
- NVDA, AAPL, AMZN
- Lantern Wealth Advisors—
- Value
- $218m
- Stocks
- 184
- Top holdings
- AAPL, AMZN, GOOGL
- Saxony Capital Management—
- Value
- $218m
- Stocks
- 186
- Top holdings
- META, NVDA, AAPL
- OxenFree Capital—
- Value
- $218m
- Stocks
- 56
- Top holdings
- MSFT, NEE, MCK
- Main Line Retirement Advisors—
- Value
- $218m
- Stocks
- 49
- Top holdings
- XOM, TD, LLY
- FSA Advisors—
- Value
- $218m
- Stocks
- 261
- Top holdings
- NVDA, MSFT, AAPL
- RiverGlades Family Offices—
- Value
- $218m
- Stocks
- 108
- Top holdings
- AAPL, AMAT, MSFT
- Galilei Investment Office LLP—
- Value
- $218m
- Stocks
- 28
- Top holdings
- GOOGL, BRK-B, META
- Forge First Asset Management—
- Value
- $218m
- Stocks
- 38
- Top holdings
- GFL, CWST, GIL
- Juniper Capital Advisors, L.P.—
- Value
- $218m
- Stocks
- 2
- Top holdings
- BTE, PED
- Financial Freedom—
- Value
- $218m
- Stocks
- 107
- Top holdings
- PG, AAPL, MSFT
- Kultura Capital Management LP—
- Value
- $218m
- Stocks
- 31
- Top holdings
- INTC, AMAT, SNDK
- Cooper Investors PTY—
- Value
- $218m
- Stocks
- 39
- Top holdings
- SHEN, UBER, STVN
- Signature Equity Partners—
- Value
- $218m
- Stocks
- 1,571
- Top holdings
- AAPL, NVDA, AMZN
- Define Financial—
- Value
- $218m
- Stocks
- 47
- Top holdings
- AAPL, MSFT, NVDA
- Carson Advisory—
- Value
- $218m
- Stocks
- 204
- Top holdings
- HD, BRK-B, SO
- XXI Wealth—
- Value
- $218m
- Stocks
- 226
- Top holdings
- MU, AAPL, MSFT
- Turas Capital Management LP—
- Value
- $218m
- Stocks
- 59
- Top holdings
- CHRW, EQNR, CNI
- Wolff Wiese Magana—
- Value
- $217m
- Stocks
- 1,027
- Top holdings
- MU, NVDA, AAPL
- Pearl Planning—
- Value
- $217m
- Stocks
- 58
- Top holdings
- AAPL, IBM, ORCL
- Hager Investment Management Services—
- Value
- $217m
- Stocks
- 352
- Top holdings
- AVGO, AAPL, NVDA
- NEXTBio Capital Management LP—
- Value
- $217m
- Stocks
- 22
- Top holdings
- PTGX, STTK, CMPS
- Carolina Wealth Management—
- Value
- $217m
- Stocks
- 114
- Top holdings
- NVDA, TMO, GOOGL
- Corrado Advisors—
- Value
- $217m
- Stocks
- 120
- Top holdings
- GOOGL, INTC, GLW
- Envision Financial—
- Value
- $217m
- Stocks
- 48
- Top holdings
- AAPL
- OmniStar Financial Group—
- Value
- $217m
- Stocks
- 118
- Top holdings
- AAPL, TGT, DUK
- Central Asset Investments & Management Holdings (HK)—
- Value
- $217m
- Stocks
- 15
- Top holdings
- WDC, STX, MU
- Essential Partners—
- Value
- $217m
- Stocks
- 2,853
- Top holdings
- NVDA, AAPL, MU
- Jones Kertz & Associates—
- Value
- $217m
- Stocks
- 66
- Top holdings
- KLAC, AVGO, AAPL
- Guardian Asset Advisors—
- Value
- $217m
- Stocks
- 124
- Top holdings
- AAPL, NVDA, AMZN
- IMS Capital Management—
- Value
- $217m
- Stocks
- 147
- Top holdings
- AAPL, AMZN, MSFT
- Vision Capital—
- Value
- $217m
- Stocks
- 13
- Top holdings
- DLR, BKD, CUBE
- Bellevue Asset Management—
- Value
- $217m
- Stocks
- 578
- Top holdings
- MSFT, AAPL, AMZN
- Chou AssociatesDeep value
Francis Chou
- Value
- $217m
- Stocks
- 31
- Top holdings
- BRK-A, GOOG, SYF
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Primoris Wealth Advisors | — | $219m | 125 | LRCX, AMD, MU |
| Cornerstone Enterprises | — | $219m | 42 | NVDA, GOOGL, AMZN |
| William Marsh Rice University | — | $219m | 2 | BSM |
| Ogborne Capital Management | — | $219m | 11 | GOOGL, NVDA, AMZN |
| Canerector | — | $219m | 9 | MFC, BNS, BRK-B |
| Horizon Family Wealth | — | $219m | 93 | BRK-B, GOOGL, AAPL |
| Noble Wealth Management PBC | — | $219m | 771 | AAPL, NVDA, AMZN |
| Bull Street Advisors | — | $219m | 95 | JNJ, AAPL, TJX |
| Values First Advisors | — | $219m | 186 | LRCX, AVGO, XMTR |
| Pacific Point Advisors | — | $219m | 129 | TSLA, AAPL, GOOG |
| Comprehensive Wealth Management | — | $219m | 43 | MSFT, AMZN |
| Sunbeam Capital Management | — | $219m | 124 | AAPL, NVDA, PG |
| Horrell Capital Management | — | $219m | 196 | ORLY, UNP, JBHT |
| 7G Capital Management | — | $219m | 10 | GOOGL, TSM, AAPL |
| LifeGoal Investments | — | $218m | 155 | AAPL, NVDA, AMZN |
| Perry Creek Capital LP | — | $218m | 11 | ICLR, FAF, MSFT |
| Mpwm Advisory Solutions | — | $218m | 571 | NVDA, AAPL, AMZN |
| Lantern Wealth Advisors | — | $218m | 184 | AAPL, AMZN, GOOGL |
| Saxony Capital Management | — | $218m | 186 | META, NVDA, AAPL |
| OxenFree Capital | — | $218m | 56 | MSFT, NEE, MCK |
| Main Line Retirement Advisors | — | $218m | 49 | XOM, TD, LLY |
| FSA Advisors | — | $218m | 261 | NVDA, MSFT, AAPL |
| RiverGlades Family Offices | — | $218m | 108 | AAPL, AMAT, MSFT |
| Galilei Investment Office LLP | — | $218m | 28 | GOOGL, BRK-B, META |
| Forge First Asset Management | — | $218m | 38 | GFL, CWST, GIL |
| Juniper Capital Advisors, L.P. | — | $218m | 2 | BTE, PED |
| Financial Freedom | — | $218m | 107 | PG, AAPL, MSFT |
| Kultura Capital Management LP | — | $218m | 31 | INTC, AMAT, SNDK |
| Cooper Investors PTY | — | $218m | 39 | SHEN, UBER, STVN |
| Signature Equity Partners | — | $218m | 1,571 | AAPL, NVDA, AMZN |
| Define Financial | — | $218m | 47 | AAPL, MSFT, NVDA |
| Carson Advisory | — | $218m | 204 | HD, BRK-B, SO |
| XXI Wealth | — | $218m | 226 | MU, AAPL, MSFT |
| Turas Capital Management LP | — | $218m | 59 | CHRW, EQNR, CNI |
| Wolff Wiese Magana | — | $217m | 1,027 | MU, NVDA, AAPL |
| Pearl Planning | — | $217m | 58 | AAPL, IBM, ORCL |
| Hager Investment Management Services | — | $217m | 352 | AVGO, AAPL, NVDA |
| NEXTBio Capital Management LP | — | $217m | 22 | PTGX, STTK, CMPS |
| Carolina Wealth Management | — | $217m | 114 | NVDA, TMO, GOOGL |
| Corrado Advisors | — | $217m | 120 | GOOGL, INTC, GLW |
| Envision Financial | — | $217m | 48 | AAPL |
| OmniStar Financial Group | — | $217m | 118 | AAPL, TGT, DUK |
| Central Asset Investments & Management Holdings (HK) | — | $217m | 15 | WDC, STX, MU |
| Essential Partners | — | $217m | 2,853 | NVDA, AAPL, MU |
| Jones Kertz & Associates | — | $217m | 66 | KLAC, AVGO, AAPL |
| Guardian Asset Advisors | — | $217m | 124 | AAPL, NVDA, AMZN |
| IMS Capital Management | — | $217m | 147 | AAPL, AMZN, MSFT |
| Vision Capital | — | $217m | 13 | DLR, BKD, CUBE |
| Bellevue Asset Management | — | $217m | 578 | MSFT, AAPL, AMZN |
| Chou AssociatesFrancis Chou | Deep value | $217m | 31 | BRK-A, GOOG, SYF |