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
Pinnacle Wealth Management Group	—	$214m	128	MS, MSFT, AEM
RH Tailwind Management	—	$214m	23	GEV, GS, HWM
Bayshore Capital Advisors	—	$214m	42	USAR, OTF, OBDC
Kearns & Associates	—	$214m	41	AAPL, RPRX, GOOGL
Holos Integrated Wealth	—	$214m	376	LGCY, AAPL, AMZN
Fort Vancouver Investment Management	—	$214m	62	GEV, RIVN, HUT
Starwood Capital Group Management, L.L.C.	—	$214m	6	CPT, FR, MAA
Successful Portfolios	—	$214m	199	AAPL, NVDA, WMT
Broadway Wealth Solutions	—	$214m	92	NVDA, AAPL, MSFT
Mader & Shannon Wealth Management	—	$214m	21	KNX, TMO, MLM
Econ Financial Services	—	$214m	72	HSY, AMZN, BA
Cladis Investment Advisory	—	$214m	173	AAPL, NVDA, GEV
Eliot Finkel Investment Counsel	—	$214m	33	GLW, AMAT, ETN
Birchview Capital, LP	—	$214m	72	KLAC, BMY, LRCX
Tassel Capital Management	—	$214m	45	GOOGL
Taylor Frigon Capital Management	—	$214m	93	ALAB, CRDO, CDNL
Kingsman Wealth Management	—	$214m	76	NVDA, AMZN, GE
Fortis Advisors	—	$214m	122	STX, GOOG, GOOGL
Keynote Financial Services	—	$214m	185	AAPL, ABBV, INTC
Ayrshire Capital Management	—	$214m	50	APH, KLAC, AAPL
Ararat Capital Management LP	—	$213m	17	FLYW, RELY, BY
Stephenson & Company	—	$213m	50	BRK-B, AAPL, BRK-A
Alchemi Wealth	—	$213m	167	AAPL, NVDA, AMZN
Griffith & Werner	—	$213m	71	AMZN, AAPL, C
Napa Wealth Management	—	$213m	148	NVDA, HTGC, AAPL
Horizon Bancorp	—	$213m	197	HBNC, NVDA, PFE
Evergreen Wealth Management	—	$213m	55	PBI, BRK-B, AMZN
LFG Wealth Partners	—	$213m	98	GOOGL, NVDA, AMZN
Birchbrook	—	$213m	304	AAPL, GOOGL, AMZN
WIT Partners Advisory Pte.	—	$213m	16	CROX, PBR-A, XOM
Islay Capital Management	—	$213m	228	AAPL, BRK-B, MSFT
SBE LLC DBA Cedar Cove Wealth Partners	—	$213m	91	GSBD, BBDC, AAPL
4Thought Financial Group	—	$213m	99	AAPL, MDLZ, RSSS
KM Capital Management	—	$213m	48	—
Aegis Wealth Management	—	$213m	160	DYN, AAPL, BRK-A
Gerber	—	$213m	96	NVDA, AON, AAPL
Legacy Financial Independent Advisors	—	$213m	124	AAPL, SPG, MSFT
Industrial Alliance Investment Management	—	$212m	8	—
Equinox Partners Investment Management	—	$212m	12	KOS, GTE, YPF
Cape ANN Savings Bank	—	$212m	113	AAPL, GOOGL, MSFT
Afbi LP	—	$212m	1	—
Novak & Powell Financial Services	—	$212m	171	AAPL, BRK-B, MSFT
Insight Inv	—	$212m	109	MRVL, AMAT, GLW
Straightline Group	—	$212m	19	IBKR, ALLY, UPWK
GSI Capital Advisors	—	$212m	29	WELL, EQIX, PLD
Banque de Luxembourg	—	$212m	78	GOOGL, MSFT, TTE
Sun Financial	—	$212m	161	NVDA, GOOGL, AAPL
FPC Investment Advisory	—	$212m	36	AAPL, GOOG, NVDA
Clark Financial Services Group	—	$212m	96	AAPL, RTX, MU
Addison Advisors	—	$212m	690	AAPL, NVDA, MSFT

Showing 6451 to 6500 of 9384

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Show only the long-term investors we follow