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
Hilton Head Capital Partners	—	$198m	912	LLY, LRCX, NVDA
Arrien Investments	—	$198m	44	AAPL, MU, MCD
Walker Asset Management	—	$198m	152	JKHY, WMT, ORLY
Oceanside Advisors	—	$198m	57	AAPL, MU, AMZN
OneAscent Family Office	—	$198m	250	NVDA, TSM, MSFT
Frazier Financial Advisors	—	$198m	618	ABBV, AAPL, ABT
Piedmont Capital Management	—	$198m	58	Ishares TR, CSCO, KO
Steadtrust	—	$198m	132	AEM, GLW, XOM
Cornerstone Wealth	—	$198m	102	AAPL, NVDA, HD
Alamar Capital Management	—	$198m	88	SNDK, DELL, FTNT
Draper Asset Management	—	$198m	16	AAPL, GOOGL, NVDA
Vermillion & White Wealth Management Group	—	$198m	69	AAPL, MSFT, AVGO
Instrumental Wealth	—	$198m	89	NVDA, AAPL, MSFT
Prospect Financial Services	—	$197m	115	SLG, GOOG, BA
LRZ Capital	—	$197m	18	AMZN, TSM, SPGI
Point Nemo Capital	—	$197m	178	ASML, CRDO, MU
Jackson Hill Advisors	—	$197m	13	MA, SPGI, AMZN
Gildi - lifeyrissjodur	—	$197m	2	JBTM, OCS
Affinity Investment Advisors	—	$197m	140	MU, DELL, AAPL
United Financial Planning Group	—	$197m	465	ABBV, AAPL, NVDA
Optivise Advisory Services	—	$197m	227	NVDA, AAPL, MSFT
Bullseye Asset Management	—	$197m	56	ZETA, CLH, HNGE
Torren Management	—	$197m	948	NVDA, MU, AAPL
Riverbend Wealth Management	—	$197m	173	AAPL, NVDA, MSFT
Lavelle Capital LP	—	$197m	75	TSLA, META, GOOGL
Marnell Management	—	$197m	65	SBLK, CNR, DHT
Radcliff Management	—	$197m	1	SRAD
Rings Capital Management	—	$197m	7	MCO, KMX, RTX
Rubicon Founders	—	$196m	3	PRVA, EVH, AGL
Global Wealth Management	—	$196m	47	JNJ, AAPL, AMZN
Viewpoint Capital Management	—	$196m	120	AMZN, NVDA, CAT
Bridge Generations Wealth Management	—	$196m	34	NOW
Crystal Rock Capital Management	—	$196m	34	GOOGL, META, VRT
LBJ Family Wealth Advisors	—	$196m	28	XOM, TCBI, STTK
NRI Wealth Management LC	—	$196m	31	NVDA, AAPL, GOOG
Carlson Financial	—	$196m	195	NVDA, AXON, TSLA
Lunate Capital	—	$196m	10	SAIL, BIRK, LINE
Echo Wealth Management	—	$196m	47	AAPL, AMZN, GIS
Twin Securities	—	$196m	11	EA, WBD, APGE
McHugh Group	—	$196m	86	NVDA, BRK-B, AAPL
Quantum Financial Partners	—	$196m	153	AAPL, NVDA, GOOGL
Kent Lake PR	—	$195m	40	PNTG, IART, NPCE
Octahedron Capital Management L.P.	—	$195m	15	NU, GOOGL, CVNA
AYAL Capital Advisors	—	$195m	39	PUMP, CLS, PRCH
Revere Asset Management	—	$195m	27	NVDA, TER, AAPL
Momentous Wealth Management	—	$195m	48	AAPL, NVDA, MSFT
WestCap Management	—	$195m	2	STUB, KLAR
SFM	—	$195m	69	AMZN, MSFT, GOOGL
Trust Co of Kansas	—	$195m	59	TSM, GOOGL, ASML
Finivi	—	$195m	111	GOOG, AVGO, AAPL

Showing 6701 to 6750 of 9384

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Show only the long-term investors we follow