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
Ballast Rock Private Wealth	—	$217m	192	AAPL, LRCX, JPM
OMNI 360 Wealth	—	$216m	135	AAPL, TPR, GOOG
Enstar Group	—	$216m	9	KKR, APO, BX
Barnes Wealth Management Group	—	$216m	195	AAPL, CVX, MSFT
EnCap Energy Capital Fund X, L.P.	—	$216m	1	DVN
SWP Financial	—	$216m	78	AAPL, SRE, BRK-B
D. Scott Neal	—	$216m	58	UNM, AJG, FLEX
Friedenthal Financial	—	$216m	253	AAPL, ACHC, PPLI
MAC Alpha Capital Management, LP	—	$216m	22	BTG, CLX, AXTA
Paragon Capital Management	—	$216m	60	AAPL, CASY, MSFT
GuidedMoney	—	$216m	34	LNT, MSFT, AAPL
Pullen Investment Management	—	$216m	98	MSGS, KEX, FCFS
Brendel Financial Advisors	—	$216m	101	SHW, CAT, JNJ
Chokshi & Queen Wealth Advisors	—	$216m	60	AAPL, NVDA, COST
Planning Directions	—	$216m	110	AAPL, AMAT, NVDA
Delta Capital Management	—	$216m	107	MU, CAT, AAPL
Kennicott Capital Management	—	$216m	46	AAPL, NVDA, RBLX
Sharp Wealth Advisory	—	$216m	127	NVDA, GOOGL, AAPL
J Hagan Capital	—	$216m	92	NVDA, AAPL, MSFT
AUA Capital Management	—	$216m	84	AAPL, AMZN, MO
Petra Financial Advisors	—	$216m	168	NVDA, GLW, MU
FOCUS Wealth Advisors	—	$216m	61	Stellar Bancorp, NVDA, GE
Marshall & Sullivan	—	$216m	43	MSFT, GOOGL, LRCX
Capstone Wealth Management	—	$216m	188	AAPL, NVDA, MSFT
Capital Wealth Alliance	—	$215m	98	BRK-B, MSTR, AMZN
Hardin Capital Partners	—	$215m	141	LOW, BAC, BRK-B
Tiger Pacific Capital LP	—	$215m	9	TAL, CPNG, VNET
Wealth Intelligence	—	$215m	59	LOW, AAPL, AVGO
Mitsubishi UFJ Asset Management (UK)	—	$215m	95	NVDA, GOOGL, AAPL
Franchise GP	—	$215m	39	PDD, AMD, TSM
Cornerstone Wealth Partners	—	$215m	17	GE, ABT, GEV
Lipe & Dalton	—	$215m	94	AAPL, GOOG, GS
Cassady Wealth & Retirement Planning	—	$215m	104	AAPL, MSFT, NVDA
Destiny Capital	—	$215m	58	NVDA, COST, UAL
Legacy Capital Wealth Management	—	$215m	72	NVDA, KLAC, AAPL
Base Wealth Management	—	$215m	66	HCI, AAPL, CAT
Gouws Capital	—	$215m	55	LLY, GOOG, CAT
Kellett Wealth Advisors	—	$215m	97	PG, AAPL, MSFT
KRS Capital Management	—	$215m	124	NVDA, AAPL, AMD
GLR Partners	—	$215m	111	AAPL, KLAC, GOOG
Crown Oak Advisors	—	$215m	23	SCHW, HEI-A, V
Peterson Wealth Management	—	$215m	183	AMZN, MSFT, COST
Riverchase Wealth Management	—	$215m	79	WFC, ABBV, BRK-B
Nipun Capital, L.P.	—	$215m	8	TSM, PDD, CMRE
LifeSteps Financial	—	$215m	792	NVDA, AAPL, MSFT
Sowa Financial Group	—	$215m	29	AAPL, NVDA, V
Signature Wealth Management Partners	—	$214m	121	AAPL, AME, AMZN
Praesidium Investment Management Company	—	$214m	12	FROG, JBL, CLBT
VAUGHAN & Co SECURITIES	—	$214m	61	AAPL, VLO, BMO
One Wealth Map	—	$214m	90	GOOGL, AMZN, IQV

Showing 6401 to 6450 of 9384

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Show only the long-term investors we follow