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
Pinney & Scofield	—	$205m	232	LLY, AAPL, NVDA
William Allan	—	$204m	62	AMAT, GOOGL, DELL
CAP Partners	—	$204m	155	TSLA, NVDA, AMZN
Westview Management dba Westview Investment Advisors	—	$204m	67	GLW, GOOG, AMD
Beacon Advisors Holdings	—	$204m	37	PCT
Metatron Capital SICAV plc - Metatron Long Term Equity Fund	—	$204m	63	NVDA, AMZN, AMD
Buckland Partners Management	—	$204m	97	CRS, SNPS, WRB
Mithaq Capital SPC	—	$204m	3	NEXN, PLCE, BUR
Eads & Heald Wealth Management	—	$204m	148	NVDA, LRCX, AMD
Clarity Asset Management	—	$204m	66	Invesco Exch Traded FD TR II, CASY, LII
Redpoint Management	—	$204m	3	S, BTGO, CYN
MB Generational Wealth	—	$204m	66	GOSS, GOOGL, MU
4J Wealth Management	—	$204m	111	BRK-B, NVDA, AAPL
Pacific Asset Management	—	$204m	76	MSFT, AAPL, GOOG
Donald L. Hagan	—	$204m	86	UPS, GOOGL, META
Loudon Investment Management	—	$204m	95	MSFT, CSCO, EPD
AF Advisors	—	$204m	30	FICO, WFC, CAT
Guardian Wealth Management	—	$204m	66	ANET, LLY, STRL
Murchinson	—	$204m	53	NNDM, Chart Inds, NWAX
Little Harbor Advisors	—	$203m	6	—
Fairfield, Bush	—	$203m	126	TSM, GOOG, ADM
David J Yvars Group	—	$203m	105	NVDA, AAPL, BAC
Oxford Asset Management LLP	—	$203m	364	TJX, PG, HLT
Clay Northam Wealth Management	—	$203m	109	AAPL, GOOG, AMZN
Sage Advisory Services, Ltd.Co.	—	$203m	46	FBP
Pettee Investors	—	$203m	115	JPM, JNJ, AAPL
Washburn Capital Management	—	$203m	56	GEV, NVDA, AAPL
AtlasMark Financial	—	$203m	48	LRCX, MSFT, AAPL
Rachor Investment Advisory Services	—	$203m	203	BRK-B, GOOG, BAC
Cornercap Investment Counsel	—	$203m	151	JNJ, WFC, CSCO
Bucket List Wealth Management	—	$203m	63	AAPL, TSLA, AMZN
Financial Alternatives	—	$203m	84	AAPL, HD, SRE
Flywheel Private Wealth	—	$203m	109	PWR, AAPL, C
Taylor & Morgan Wealth Management	—	$203m	89	AAPL, GOOGL, NVDA
Salus Financial Advisors	—	$203m	39	AAPL, TGT, CAT
Valley Financial Group	—	$203m	62	AAPL, VZ, NVDA
American Trust Investment Advisors	—	$203m	81	AAPL, LRCX, BRK-B
Tower Wealth Partners	—	$203m	101	AAPL, XOM, MSFT
Mill Road Capital Management	—	$203m	22	MG, ALTG, GO
EVR Research LP	—	$203m	28	WKC, GEF, MEC
Longview Financial Advisors	—	$202m	150	AAPL, CAT, META
Winthrop Partners - WNY	—	$202m	87	AVGO, AAPL, JPM
RiverPark Advisors	—	$202m	139	Inflection PT Acquisition, SOUL, SBXD
Brandywine Managers	—	$202m	46	CPB, CRWD, PATH
Orland Properties	—	$202m	10	CHYM, FIGR, LYEL
Marmo Financial Group	—	$202m	38	NVDA, FCNCA, AAPL
Farringdon Capital	—	$202m	184	LYG, NWG, BCS
Spectrum Strategic Capital Management	—	$202m	79	AAPL, NVDA, MSFT
Meriwether Wealth & Planning	—	$202m	122	XOM, JPM, GOOG
InTrack Investment Management	—	$202m	110	PANW, AAPL, NVDA

Showing 6601 to 6650 of 9384

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Show only the long-term investors we follow