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.
- Horizon KineticsValue
Murray Stahl
- Value
- $8.8bn
- Stocks
- 350
- Top holdings
- TPL, LB, HE
- Advisory Services Network—
- Value
- $8.8bn
- Stocks
- 2,019
- Top holdings
- AAPL, NVDA, PWR
- Synovus Financial—
- Value
- $8.7bn
- Stocks
- 937
- Top holdings
- GPN, KO, Synovus Finl
- Peapack Gladstone Financial—
- Value
- $8.7bn
- Stocks
- 679
- Top holdings
- AAPL, GOOGL, MSFT
- Greenhaven AssociatesValue
Edgar Wachenheim III
- Value
- $8.7bn
- Stocks
- 28
- Top holdings
- LEN, General Motors Co (GM), TOL
- Cooke & BielerValue
Cooke & Bieler partners
- Value
- $8.6bn
- Stocks
- 100
- Top holdings
- GIL, RBA, RNR
- Sarasin & Partners LLP—
- Value
- $8.5bn
- Stocks
- 94
- Top holdings
- NVDA, GOOGL, MSFT
- Northwestern Mutual Investment Management Company—
- Value
- $8.5bn
- Stocks
- 880
- Top holdings
- NVDA, AAPL, MSFT
- Composition Wealth—
- Value
- $8.5bn
- Stocks
- 995
- Top holdings
- AAPL, MSFT, GOOG
- Raiffeisen Bank International AG—
- Value
- $8.5bn
- Stocks
- 592
- Top holdings
- NVDA, GOOGL, AAPL
- Algert Global—
- Value
- $8.4bn
- Stocks
- 1,234
- Top holdings
- SNDK, WWD, MOG-A
- Segall Bryant & Hamill—
- Value
- $8.4bn
- Stocks
- 590
- Top holdings
- NVDA, MRCY, AAPL
- Allen Investment Management—
- Value
- $8.4bn
- Stocks
- 227
- Top holdings
- AMZN, GOOG, UNH
- iA Global Asset Management—
- Value
- $8.4bn
- Stocks
- 465
- Top holdings
- NVDA, AAPL, MSFT
- OpenArc Corporate Advisory—
- Value
- $8.4bn
- Stocks
- 789
- Top holdings
- NVDA, HD, AAPL
- Howard Capital Management—
- Value
- $8.4bn
- Stocks
- 423
- Top holdings
- NVDA, AAPL, MSFT
- Andra AP-fonden—
- Value
- $8.4bn
- Stocks
- 396
- Top holdings
- NVDA, AAPL, MSFT
- Flputnam Investment Management—
- Value
- $8.4bn
- Stocks
- 655
- Top holdings
- NVDA, AAPL, GOOGL
- Madison Asset Management—
- Value
- $8.4bn
- Stocks
- 347
- Top holdings
- ACGL, GOOG, APH
- Modern Wealth Management—
- Value
- $8.4bn
- Stocks
- 1,101
- Top holdings
- AAPL, MSFT, JPM
- GF Fund Management—
- Value
- $8.3bn
- Stocks
- 587
- Top holdings
- SNDK, MU, NVDA
- Principal Securities—
- Value
- $8.3bn
- Stocks
- 1,538
- Top holdings
- NVDA, AAPL, MSFT
- Citizens Financial Group—
- Value
- $8.3bn
- Stocks
- 1,047
- Top holdings
- AAPL, NVDA, GOOGL
- Icahn Enterprises (Carl Icahn)Activist
Carl Icahn
- Value
- $8.3bn
- Stocks
- 12
- Top holdings
- IEP, CVI, UAN
- Kingsview Wealth Management—
- Value
- $8.2bn
- Stocks
- 1,409
- Top holdings
- NVDA, AAPL, AVGO
- Welch & Forbes—
- Value
- $8.2bn
- Stocks
- 388
- Top holdings
- NVDA, AAPL, GOOG
- Bridges Investment Management—
- Value
- $8.2bn
- Stocks
- 401
- Top holdings
- GOOGL, AAPL, MSFT
- Apollon Wealth Management—
- Value
- $8.2bn
- Stocks
- 1,577
- Top holdings
- NVDA, AAPL, AMZN
- Saturna Capital—
- Value
- $8.2bn
- Stocks
- 140
- Top holdings
- TSM, AVGO, AAPL
- Ferguson Wellman Capital Management—
- Value
- $8.2bn
- Stocks
- 442
- Top holdings
- GOOGL, AAPL, NVDA
- Ballentine Partners—
- Value
- $8.2bn
- Stocks
- 1,078
- Top holdings
- AAPL, NVDA, FMBH
- Everett Harris—
- Value
- $8.1bn
- Stocks
- 292
- Top holdings
- AAPL, BRK-A, COST
- Groupe la Francaise—
- Value
- $8.1bn
- Stocks
- 446
- Top holdings
- NVDA, TTE, MSFT
- Yacktman Asset ManagementValue
Stephen Yacktman
- Value
- $8.1bn
- Stocks
- 74
- Top holdings
- CNQ, BRK-B, GOOG
- Canoe Financial LP—
- Value
- $8.1bn
- Stocks
- 110
- Top holdings
- CNI, SLB, TSM
- Deerfield Management Company, L.P.—
- Value
- $8.0bn
- Stocks
- 72
- Top holdings
- Nuvalent, RVMD, PRAX
- Mission Wealth Management, LP—
- Value
- $8.0bn
- Stocks
- 1,016
- Top holdings
- AAPL, NVDA, MSFT
- Ethic—
- Value
- $8.0bn
- Stocks
- 1,358
- Top holdings
- NVDA, AAPL, MSFT
- Altshuler Shaham—
- Value
- $8.0bn
- Stocks
- 456
- Top holdings
- TSM, TEVA, AAPL
- Bartlett & CO. Wealth Management—
- Value
- $8.0bn
- Stocks
- 1,328
- Top holdings
- AAPL, GOOG, MSFT
- PGIM Custom Harvest—
- Value
- $8.0bn
- Stocks
- 305
- Top holdings
- AAPL, MSFT, LLY
- First Pacific Advisors (FPA)Value
Steven Romick
- Value
- $8.0bn
- Stocks
- 72
- Top holdings
- ADI, GOOGL, GOOG
- Rokos Capital Management LLP—
- Value
- $8.0bn
- Stocks
- 134
- Top holdings
- GOOGL, NVDA, SNDK
- Circle Wealth Management—
- Value
- $8.0bn
- Stocks
- 256
- Top holdings
- AAPL, LLY, AMZN
- Railway Pension Investments—
- Value
- $8.0bn
- Stocks
- 102
- Top holdings
- NVDA, AAPL, GOOGL
- AIA Group—
- Value
- $8.0bn
- Stocks
- 324
- Top holdings
- MSFT, NVDA, GOOGL
- Summit Trail Advisors—
- Value
- $7.9bn
- Stocks
- 1,471
- Top holdings
- AVGO, AAPL, NVDA
- Coldstream Capital Management—
- Value
- $7.9bn
- Stocks
- 1,219
- Top holdings
- MSFT, AAPL, NVDA
- Jain Global—
- Value
- $7.9bn
- Stocks
- 1,397
- Top holdings
- NVDA, MSFT, BE
- Investment Management Corp of Ontario—
- Value
- $7.9bn
- Stocks
- 657
- Top holdings
- NVDA, AAPL, MSFT
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Horizon KineticsMurray Stahl | Value | $8.8bn | 350 | TPL, LB, HE |
| Advisory Services Network | — | $8.8bn | 2,019 | AAPL, NVDA, PWR |
| Synovus Financial | — | $8.7bn | 937 | GPN, KO, Synovus Finl |
| Peapack Gladstone Financial | — | $8.7bn | 679 | AAPL, GOOGL, MSFT |
| Greenhaven AssociatesEdgar Wachenheim III | Value | $8.7bn | 28 | LEN, General Motors Co (GM), TOL |
| Cooke & BielerCooke & Bieler partners | Value | $8.6bn | 100 | GIL, RBA, RNR |
| Sarasin & Partners LLP | — | $8.5bn | 94 | NVDA, GOOGL, MSFT |
| Northwestern Mutual Investment Management Company | — | $8.5bn | 880 | NVDA, AAPL, MSFT |
| Composition Wealth | — | $8.5bn | 995 | AAPL, MSFT, GOOG |
| Raiffeisen Bank International AG | — | $8.5bn | 592 | NVDA, GOOGL, AAPL |
| Algert Global | — | $8.4bn | 1,234 | SNDK, WWD, MOG-A |
| Segall Bryant & Hamill | — | $8.4bn | 590 | NVDA, MRCY, AAPL |
| Allen Investment Management | — | $8.4bn | 227 | AMZN, GOOG, UNH |
| iA Global Asset Management | — | $8.4bn | 465 | NVDA, AAPL, MSFT |
| OpenArc Corporate Advisory | — | $8.4bn | 789 | NVDA, HD, AAPL |
| Howard Capital Management | — | $8.4bn | 423 | NVDA, AAPL, MSFT |
| Andra AP-fonden | — | $8.4bn | 396 | NVDA, AAPL, MSFT |
| Flputnam Investment Management | — | $8.4bn | 655 | NVDA, AAPL, GOOGL |
| Madison Asset Management | — | $8.4bn | 347 | ACGL, GOOG, APH |
| Modern Wealth Management | — | $8.4bn | 1,101 | AAPL, MSFT, JPM |
| GF Fund Management | — | $8.3bn | 587 | SNDK, MU, NVDA |
| Principal Securities | — | $8.3bn | 1,538 | NVDA, AAPL, MSFT |
| Citizens Financial Group | — | $8.3bn | 1,047 | AAPL, NVDA, GOOGL |
| Icahn Enterprises (Carl Icahn)Carl Icahn | Activist | $8.3bn | 12 | IEP, CVI, UAN |
| Kingsview Wealth Management | — | $8.2bn | 1,409 | NVDA, AAPL, AVGO |
| Welch & Forbes | — | $8.2bn | 388 | NVDA, AAPL, GOOG |
| Bridges Investment Management | — | $8.2bn | 401 | GOOGL, AAPL, MSFT |
| Apollon Wealth Management | — | $8.2bn | 1,577 | NVDA, AAPL, AMZN |
| Saturna Capital | — | $8.2bn | 140 | TSM, AVGO, AAPL |
| Ferguson Wellman Capital Management | — | $8.2bn | 442 | GOOGL, AAPL, NVDA |
| Ballentine Partners | — | $8.2bn | 1,078 | AAPL, NVDA, FMBH |
| Everett Harris | — | $8.1bn | 292 | AAPL, BRK-A, COST |
| Groupe la Francaise | — | $8.1bn | 446 | NVDA, TTE, MSFT |
| Yacktman Asset ManagementStephen Yacktman | Value | $8.1bn | 74 | CNQ, BRK-B, GOOG |
| Canoe Financial LP | — | $8.1bn | 110 | CNI, SLB, TSM |
| Deerfield Management Company, L.P. | — | $8.0bn | 72 | Nuvalent, RVMD, PRAX |
| Mission Wealth Management, LP | — | $8.0bn | 1,016 | AAPL, NVDA, MSFT |
| Ethic | — | $8.0bn | 1,358 | NVDA, AAPL, MSFT |
| Altshuler Shaham | — | $8.0bn | 456 | TSM, TEVA, AAPL |
| Bartlett & CO. Wealth Management | — | $8.0bn | 1,328 | AAPL, GOOG, MSFT |
| PGIM Custom Harvest | — | $8.0bn | 305 | AAPL, MSFT, LLY |
| First Pacific Advisors (FPA)Steven Romick | Value | $8.0bn | 72 | ADI, GOOGL, GOOG |
| Rokos Capital Management LLP | — | $8.0bn | 134 | GOOGL, NVDA, SNDK |
| Circle Wealth Management | — | $8.0bn | 256 | AAPL, LLY, AMZN |
| Railway Pension Investments | — | $8.0bn | 102 | NVDA, AAPL, GOOGL |
| AIA Group | — | $8.0bn | 324 | MSFT, NVDA, GOOGL |
| Summit Trail Advisors | — | $7.9bn | 1,471 | AVGO, AAPL, NVDA |
| Coldstream Capital Management | — | $7.9bn | 1,219 | MSFT, AAPL, NVDA |
| Jain Global | — | $7.9bn | 1,397 | NVDA, MSFT, BE |
| Investment Management Corp of Ontario | — | $7.9bn | 657 | NVDA, AAPL, MSFT |