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
Lindenwold Advisors	—	$212m	110	NVDA, MSFT, AAPL
StoryOne	—	$212m	79	NVDA, AAPL, MSFT
Panoramic Capital Partners	—	$212m	72	AAPL, NVDA, MSFT
First County Bank	—	$212m	160	NVDA, AAPL, MSFT
Merrion Investment Management	—	$211m	106	GOOG, NVDA, AAPL
Henderson Brothers Financial Partners	—	$211m	77	AVGO, DKS, MU
RCS Financial Planning	—	$211m	102	CRWD, AAPL, CSX
Investments & Financial Planning	—	$211m	40	NVDA, TSLA, MSFT
Kaufman Rossin Wealth	—	$211m	112	AAPL, NVDA, FIX
Tilia Fiduciary Partners	—	$211m	127	AMD, KLAC, AAPL
McCarthy Asset Management	—	$211m	29	JNJ, AMAT, AAPL
Kure Advisory	—	$211m	62	AAPL, NVDA, MSFT
Asset Planning	—	$211m	48	BRK-B, O, MSFT
Wisconsin Capital Management	—	$211m	47	NVDA, GOOGL, AMD
Wells Trecaso Financial Group	—	$210m	80	AAPL, MSFT, JPM
Stegner Investment Associates	—	$210m	31	MSFT, AAPL, MRVL
Aristotle Pacific Capital	—	$210m	5	—
Three Cord True Wealth Management	—	$210m	43	AAPL, MSFT, NVDA
Beckerman Institutional	—	$210m	124	BRK-B, GOOGL, AAPL
Bradley & Co. Private Wealth Management	—	$210m	221	GOOG, AAPL, AXP
Index Venture Growth Associates V	—	$210m	3	HOOD, FIG, TTAN
Baron Financial Group	—	$210m	56	AAPL, C, XOM
Fischer Investment Strategies	—	$210m	49	NVDA, AAPL, BRK-B
Arcadia Wealth Management	—	$210m	58	AAPL, UTI, TMCI
apricus wealth	—	$210m	129	ABBV, OC, CVX
English Capital Management	—	$209m	35	ARW, AER, AMAT
Shearwater Capital	—	$209m	65	BRK-B, DOCU, AMZN
Trust Investment Advisors	—	$209m	97	LLY, AAPL, TSM
Sherrill & Hutchins Financial Advisory	—	$209m	20	HD, GOOGL, MCBS
Sard Wealth Management Group	—	$209m	61	AAPL, AMZN, MSFT
Humankind Investments	—	$209m	22	MSFT, AAPL, CSCO
Integrity Financial	—	$209m	291	AAPL, JPM, MSFT
Panoramic Investment Advisors	—	$209m	141	GOOG, GOOGL, BRK-B
Dempze Nancy E	—	$209m	91	GOOGL, NVDA, AMD
Peninsula Asset Management	—	$209m	54	AAPL, GOOGL, GWW
Hoge Financial Services	—	$209m	83	NVDA, QCOM, MSFT
IFS Advisors	—	$209m	219	BRK-B, AAPL, CAH
RLH Capital	—	$209m	130	CEPO, Inflection PT Acquisition, D. Boral ARC ACQ I
Pacific Financial Group	—	$209m	85	—
Copperleaf Capital	—	$209m	114	EOSE, GOOGL, AMZN
Financial Architects	—	$209m	24	HD, AAPL
Oak Wealth Advisors	—	$208m	68	AAPL, MSFT, NVDA
Aberdeen Wealth Management	—	$208m	427	AMAT, AAPL, BRK-B
Promethium Advisors,llc	—	$208m	122	AAPL, TPL, GOOGL
Axis Wealth Partners	—	$208m	183	SLDE, NVDA, AAPL
Monument Group Wealth Advisors	—	$208m	44	AAPL, BRK-B, NVDA
BFI Infinity	—	$208m	62	ADI, GOOGL, MS
Meridian Financial Advisors	—	$208m	146	MSFT, AAPL, MRK
Andrews Advisory Associates	—	$208m	86	NVDA, AAPL, CVX
Kentucky Trust	—	$208m	316	USB, AAPL, JPM

Showing 6501 to 6550 of 9384

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Show only the long-term investors we follow