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
Secured Retirement Advisors	—	$195m	134	NVDA, AAPL, MSFT
Constitution Capital	—	$195m	62	MSFT, JPM, LLY
Cosner Financial Group	—	$195m	37	CVX, DHR, GE
Delos Wealth Advisors	—	$195m	295	AAPL, WMT, AEM
Conscious Wealth Investments	—	$195m	67	AMD, PANW, AMAT
Peoples Bank	—	$195m	100	PEBO, AAPL, CVX
Birch Financial Group	—	$195m	135	AXP, BRK-A, AAPL
Old North State Trust	—	$194m	151	AAPL, NVDA, LLY
SVRN Asset Management	—	$194m	51	AAPL, BRK-B, HEI-A
Ehrlich Financial Group	—	$194m	119	AAPL, GKOS, JPM
Aurora Investment Counsel	—	$194m	113	ZTO, DORM, TILE
Pensionfund PDN	—	$194m	76	PLD, EQIX, WELL
Defined Wealth Management	—	$194m	115	AVGO, AAPL, JPM
Gentry Private Wealth	—	$194m	108	AAPL, GOOGL, AMZN
Blue Door Asset Management	—	$194m	18	FLEX, WAY, GXO
International Private Wealth Advisors	—	$194m	160	AAPL, AMZN, MSFT
Key Capital Management	—	$194m	725	Capitol SER TR, NVDA, AMZN
Ibex Investors	—	$194m	15	ITRN, MNDY, ETOR
Pioneer Family Office	—	$194m	129	AAPL, AMZN, V
True Vision MN	—	$194m	98	GGG, UNP, CRWD
TMT General Partner	—	$194m	3	XPEV, PONY, API
Schulz Wealth	—	$194m	70	PANW, TSM, AAPL
Orleans Capital Management	—	$194m	122	AAPL, MSFT, GOOGL
Harbour Investment Management	—	$194m	108	MSFT, COST, AAPL
Echo45 Advisors	—	$194m	78	AAPL, NVDA, MSFT
Ballew Advisors	—	$194m	129	AJG, Invesco QQQ TR, AAPL
Williams Financial	—	$194m	30	AAPL, CVS, XOM
McClarren Financial Advisors	—	$193m	85	AAPL, MSFT, BRK-B
Share Andrew L.	—	$193m	19	EQT, NPWR, CRK
Code Waechter	—	$193m	127	AAPL, MSFT, NVDA
ROI Financial Advisors	—	$193m	70	TSM, GOOGL, NVDA
Channing Global Advisors	—	$193m	41	AZN, UBS, TSM
Berbice Capital Management	—	$193m	87	NVDA, AVGO, META
Brown Shipley	—	$193m	75	NVDA, MSFT, GOOG
LeClair Wealth Partners	—	$193m	132	AAPL, WSM, GOOGL
Dickmeyer Boyce Financial Management	—	$193m	129	AAPL, MSFT, JNJ
Jericho Financial, LLP	—	$193m	41	GOOGL, CAT, JPM
Hurley Capital	—	$193m	641	EPD, GOOGL, MS
GeoSphere Capital Management	—	$193m	38	NESR, BKV, WULF
Carter Financial Group	—	$193m	134	BRK-B, AAPL, NVDA
QSM Asset Management	—	$193m	24	VTRS, PFE, MHK
M3 Advisory Group	—	$193m	156	NVDA, GOOGL, AAPL
Lighthouse Financial	—	$193m	76	NVDA, LLY, AMZN
Manuka Financial	—	$193m	55	NVDA, XOM, AAPL
Mustard Seed Financial	—	$192m	97	WMT, NVDA, XOM
Emergent Wealth Advisors	—	$192m	122	AMZN, NVDA, AVGO
Anderson Financial Strategies	—	$192m	36	BVS, CARS, DFIN
Richmond Brothers	—	$192m	96	AAPL, NVDA, MSFT
Klein Pavlis & Peasley Financial	—	$192m	89	AEM, TER, PM
Henson-Edgewater Management	—	$192m	66	AAPL, PLTR, BAC

Showing 6751 to 6800 of 9384

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Show only the long-term investors we follow