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
Aft, Forsyth & Company	—	$208m	108	NVDA, AAPL, LLY
Intelligent Financial Strategies	—	$208m	60	BRK-B, BRK-A, AAPL
Sheridan Capital Management	—	$208m	31	AAPL, GOOGL, WSM
Kintayl Capital LP	—	$208m	57	WTRG, NATL, SLAB
William B. Walkup & Associates	—	$208m	257	AZO, VLO, INTC
Stonebridge Capital Management	—	$208m	70	GPC, AAPL, MSFT
Security National Bank of SO DAK	—	$207m	119	AAPL, GOOGL, MSFT
Babb Wealth Advisors	—	$207m	19	GBCI, PNW
BCK Partners	—	$207m	28	GLW, AAPL, BRK-B
Seven Bridges Advisors	—	$207m	16	HG
RWQ Financial Management Services	—	$207m	24	TSM, BRK-B, NVDA
Everstar Asset Management	—	$207m	202	AAPL, AQST, MSFT
Topel & Distasi Wealth Management	—	$207m	57	ECL, AAPL, MSFT
Ridgecrest Wealth Partners	—	$207m	111	GOOGL, AAPL, NVDA
CIBRA Capital	—	$207m	25	Amicus Therapeutics, Sealed Air Corp New, TXNM
Lynwood Price Capital Management LP	—	$207m	13	TSM, APH, TDG
Catalyst Private Wealth	—	$207m	82	AFRM, TEAM, DASH
Tenret	—	$207m	33	BRK-A, XOM
Semus Wealth Partners	—	$207m	111	AAPL, GOOGL, NVDA
Hofer & Associates.	—	$207m	70	AMGN, AAPL, NVDA
Mullaney, Keating & Wright	—	$207m	74	AAPL, SHW, COKE
Great Hill Capital	—	$207m	29	PYPL, XRAY, PZZA
Aspen Wealth Strategies	—	$207m	89	AVGO, GOOGL, AAPL
GordonMD Global Investments LP	—	$207m	16	KYTX, PYXS, TSHA
Old Peak Finance	—	$207m	102	NVDA, JPM, AAPL
Avid Wealth Partners	—	$207m	77	NVDA, AAPL, GOOGL
Sutton Place Investors	—	$207m	148	BRK-A, AAPL, NVDA
Andera Partners	—	$206m	8	KMTS, MLYS, AVLN
Harrington Investments	—	$206m	82	AAPL, GOOGL, MSFT
Corsicana	—	$206m	309	NVDA, AAPL, MSFT
Stephens Group	—	$206m	4	ET, WEST, LAW
Cassia Capital Partners	—	$206m	69	AAPL, CSCO, NVDA
Lexington Hill Partners	—	$206m	77	AAPL, KO, BRK-B
Golden Road Advisors	—	$206m	67	AAPL, NVDA, RJF
Soviero Asset Management, LP	—	$206m	55	FLEX, AMZN, IBM
Flight Deck Capital, LP	—	$206m	11	BE, U, NET
Lalia Capital	—	$206m	15	OBDC, GBDC, OWL
Sachetta	—	$206m	1,022	TER, AAPL, ECBK
Foresight Capital Management Advisors	—	$206m	80	GLW, IRM, ARCC
First City Capital Management	—	$206m	164	LLY, MSFT, NVDA
Allen Wealth Management	—	$205m	60	CSCO, XOM, CVX
Spring Capital Management	—	$205m	55	AAPL, ETN, DE
WESPAC Advisors	—	$205m	200	MU, MRK, AAPL
Treasure Coast Financial Planning	—	$205m	48	Ssga Active TR, AAPL, XOM
American Airlines Group	—	$205m	1	RJET
Lowery Thomas	—	$205m	57	GOOG, AAPL, KLAC
Sagil Capital LLP	—	$205m	19	VIST, GGAL, ZIM
Birch Capital Management	—	$205m	79	GWW, AAPL, MSFT
Orcam Financial Group	—	$205m	105	AAPL, NVDA, AMZN
11.2 Capital Management	—	$205m	1	HNGE

Showing 6551 to 6600 of 9384

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Show only the long-term investors we follow