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.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| 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.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| 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.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| 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.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| 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.
- Cyr Financial—
- Value
- $192m
- Stocks
- 62
- Top holdings
- CSCO, GE, LLY
- Seros Financial—
- Value
- $192m
- Stocks
- 66
- Top holdings
- ORN, AAPL, JCI
- Atlantic Investment ManagementValue
Alex Roepers
- Value
- $192m
- Stocks
- 12
- Top holdings
- ASH, APTV, KEX
- Chico Wealth RIA—
- Value
- $192m
- Stocks
- 49
- Top holdings
- KLAC, TCBK, AAPL
- BayBridge Capital Group—
- Value
- $192m
- Stocks
- 96
- Top holdings
- NVDA, GOOGL, CAT
- Richmond Hill Investments—
- Value
- $192m
- Stocks
- 3
- Top holdings
- RSVR, GBLI, ACVA
- Granby Capital Management—
- Value
- $192m
- Stocks
- 14
- Top holdings
- AMZN, IHRT
- White Wing Wealth Management—
- Value
- $192m
- Stocks
- 40
- Top holdings
- AMD, AAPL, NVDA
- Presper Financial Architects—
- Value
- $192m
- Stocks
- 55
- Top holdings
- AAPL, IBM, HBAN
- Strategic Financial Planning—
- Value
- $192m
- Stocks
- 41
- Top holdings
- —
- H Partners Management—
- Value
- $191m
- Stocks
- 2
- Top holdings
- FUN, AAP
- Ewing Morris & Co. Investment Partners—
- Value
- $191m
- Stocks
- 89
- Top holdings
- CMP, SRI, Evolent Health
- Compass Rose Asset Management, LP—
- Value
- $191m
- Stocks
- 15
- Top holdings
- WBD, CMCSA, Oracle
- Atmos Advisory—
- Value
- $191m
- Stocks
- 20
- Top holdings
- —
- Navigoe—
- Value
- $191m
- Stocks
- 1,224
- Top holdings
- AAPL, BRK-A, META
- Lee, Kelleher & Klein Wealth Management—
- Value
- $191m
- Stocks
- 49
- Top holdings
- AAPL, CSX, CVX
- Pillar Financial Advisors—
- Value
- $191m
- Stocks
- 114
- Top holdings
- RBCAA, ABBV, SYBT
- Andrews, Lucia Wealth Management—
- Value
- $191m
- Stocks
- 39
- Top holdings
- —
- Propel Bio Management—
- Value
- $191m
- Stocks
- 29
- Top holdings
- PAGP, ACHV, CORT
- CMT Capital Markets Trading GmbH—
- Value
- $191m
- Stocks
- 103
- Top holdings
- META, AXP, MSFT
- Capital Financial Group Inc\co\ /adv—
- Value
- $191m
- Stocks
- 102
- Top holdings
- JPM, AAPL, JNJ
- Magnolia Wealth Management—
- Value
- $191m
- Stocks
- 17
- Top holdings
- MSFT, AAPL, FIX
- Martin Capital Advisors, LLP—
- Value
- $191m
- Stocks
- 77
- Top holdings
- AAPL, NVDA, LRCX
- Keystone Financial Group—
- Value
- $191m
- Stocks
- 121
- Top holdings
- FBK, TFC, NVDA
- Gridiron Partners—
- Value
- $191m
- Stocks
- 51
- Top holdings
- MSFT, KKR, BX
- R Squared—
- Value
- $190m
- Stocks
- 509
- Top holdings
- TXNM, PEN, NVDA
- ES4—
- Value
- $190m
- Stocks
- 32
- Top holdings
- —
- Beto Financial Group—
- Value
- $190m
- Stocks
- 154
- Top holdings
- MU, AAPL, BRK-A
- Alpha Financial Partners—
- Value
- $190m
- Stocks
- 118
- Top holdings
- JPM, PWR, AAPL
- Niatross Investments—
- Value
- $190m
- Stocks
- 1
- Top holdings
- KT
- King Street Capital Management, L.P.—
- Value
- $190m
- Stocks
- 6
- Top holdings
- SGRY, TLN, VST
- Dahring | Cusmano—
- Value
- $190m
- Stocks
- 62
- Top holdings
- AAPL, MSFT, LLY
- Hara Capital—
- Value
- $190m
- Stocks
- 303
- Top holdings
- PBF, NBR, VAL
- AllSquare Wealth Management—
- Value
- $189m
- Stocks
- 539
- Top holdings
- AAPL, MSFT, GOOGL
- Fearless Solutions, LLC dba Best Invest—
- Value
- $189m
- Stocks
- 139
- Top holdings
- AAPL, INTC, AMZN
- Knott David M Jr—
- Value
- $189m
- Stocks
- 84
- Top holdings
- GOOG, APO, SNDX
- Granite FO—
- Value
- $189m
- Stocks
- 171
- Top holdings
- MU, BRK-A, BRK-B
- Sander Capital Advisors—
- Value
- $189m
- Stocks
- 13
- Top holdings
- MSFT, Alphabet, AAPL
- FWG Investments, LLC.—
- Value
- $189m
- Stocks
- 116
- Top holdings
- Capitol SER TR, AAPL, NVDA
- Madrid Financial Services—
- Value
- $189m
- Stocks
- 26
- Top holdings
- NVDA, AMZN, WMT
- FFG Retirement Advisors—
- Value
- $189m
- Stocks
- 43
- Top holdings
- GHM, AAPL
- Councilmark Asset Management—
- Value
- $189m
- Stocks
- 84
- Top holdings
- AAPL, GOOGL, MSFT
- Bauman Advisory Group—
- Value
- $189m
- Stocks
- 81
- Top holdings
- AAPL, WMT, NVDA
- SALT Holding—
- Value
- $189m
- Stocks
- 25
- Top holdings
- VOD, RACE, AZN
- Virginia Wealth Management Group—
- Value
- $189m
- Stocks
- 55
- Top holdings
- BRK-A, CSCO, JPM
- VestGen Investment Management—
- Value
- $189m
- Stocks
- 218
- Top holdings
- NVDA, CRS, AVGO
- General Catalyst Group Management—
- Value
- $189m
- Stocks
- 14
- Top holdings
- AVBP, PBLS, CART
- Cincinnati Casualty—
- Value
- $188m
- Stocks
- 24
- Top holdings
- CMI, MSFT, DOV
- Mark Sheptoff Financial Planning—
- Value
- $188m
- Stocks
- 513
- Top holdings
- MSFT, NEE, CLS
- Ledgewood Wealth Advisors—
- Value
- $188m
- Stocks
- 77
- Top holdings
- PFS, MSEX, AAPL