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
Orser Capital Management	—	$202m	65	NVDA, CRS, GOOGL
Harvest Investment Advisors	—	$202m	58	MS, CSCO, STT
Align Financial	—	$202m	360	AAPL, NVDA, AMZN
Scratch Capital	—	$201m	44	BROS, MU, NVDA
Nierenberg Investment Management Company	—	$201m	35	EQT, CRTO, LYFT
Williamson Legacy Group	—	$201m	75	SNDK, WDC, STX
Lam Group	—	$201m	139	Gldm, AMPH, AAPL
Beacon Financial Strategies	—	$201m	208	AMZN, LLY, AAPL
Two West Capital Advisors	—	$201m	101	BRK-B, AAPL, NVDA
CoreFirst Bank & Trust	—	$201m	279	AAPL, CL, JNJ
Element Squared	—	$201m	49	NVDA, GOOG, MSFT
Dutch Asset	—	$201m	115	AMD, GOOG, TSM
Vitruvian Partners LLP	—	$201m	8	MQ, HNGE, XMTR
Wealthstar Advisors	—	$201m	113	TXN, MU, GLW
Marest Capital	—	$201m	30	AAPL, JPM, GS
Wealth Forward	—	$201m	49	AAPL, USB, ALRS
Capelight Capital Asset Management LP	—	$201m	35	SNDK, CORZ, LGN
Heritage Wealth Management	—	$201m	98	AAPL, AVGO, PLTR
Greater Midwest Financial Group	—	$201m	65	GOOGL, MSFT, MU
Counterweight Ventures	—	$201m	81	NVDA, AAPL, RY
J. H. Whitney Equity Partners VI	—	$201m	1	CAI
Capasso Planning Partners	—	$201m	86	AAPL, BRK-B, ABBV
Delphi Financial Group	—	$200m	25	ET, EFC, TSM
Marathon Mission	—	$200m	57	AVGO, NVDA, LRCX
Fortress Financial Group	—	$200m	79	NVDA, ALRS, IBM
McDonough Capital Management	—	$200m	52	AMZN, GOOG, NVDA
Thompson David Blair	—	$200m	212	NVDA, BRK-A, AMZN
Scholtz & Company	—	$200m	47	GOOGL, AMZN, MSFT
Brindle & Bay Financial Advisors	—	$200m	86	PGR, JNJ, AOS
Disciplined Investors, L.L.C.	—	$200m	145	INTC, AAPL, HBAN
Principia Wealth Advisory	—	$200m	1,064	EYPT, OCUL, MP
Hilltop Wealth Advisors	—	$200m	73	NVDA, NTAP, IBM
Guardian Wealth Advisors	—	$200m	66	CHRW, JNJ, ABBV
Battery Global Advisors	—	$200m	157	PAYO, INTU, AAPL
Genoa Capital Gestora de Recursos Ltda.	—	$200m	8	NVDA, AMAT, TSM
Castlekeep Investment Advisors	—	$200m	76	BRK-B, BRK-A, C
Sharpepoint	—	$200m	89	LLY, WDC, GEV
Limestone Investment Advisors LP	—	$199m	152	NXT, GOOGL, NKE
Independence Wealth Advisors	—	$199m	85	AAPL, TSM, MSFT
Cetera Trust Company, N.A	—	$199m	345	LRCX, AAPL, GOOGL
SEG Family	—	$199m	1	TRI
Strategic Planning	—	$199m	54	AMZN, DOW, AAPL
All-Stars Investment	—	$199m	11	YMM, GOOG, AVGO
Patrick Mauro Investment Advisor	—	$199m	38	WSO, CME, MSFT
DBA Trading	—	$199m	39	APLD, RILY, GOOG
McBroom & Associates	—	$199m	37	LRCX, NVDA, JPM
Viawealth	—	$199m	167	NVDA, MSFT, AAPL
Park Avenue Institutional Advisers	—	$199m	2	—
Milestone Asset Management Group	—	$199m	133	GLXY, AAPL, RTX
Aozora Bank	—	$199m	1	—

Showing 6651 to 6700 of 9384

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Show only the long-term investors we follow