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
Traction Financial Partners	—	$188m	61	NVDA, AAPL, TSLA
Ategra Capital Management	—	$188m	20	FISI, TFC, CFG
R.m.sincerbeaux Capital Management	—	$188m	39	WMB, V, MSFT
Inman Jager Wealth Management	—	$188m	90	MSFT, CAT, CVX
PSP Research	—	$188m	75	RPRX, NRIX, INCY
Trivant Custom Portfolio Group	—	$188m	82	AAPL, NVDA, GOOGL
Kingstone Capital Partners Texas	—	$188m	60	NVDA, GOOG, AAPL
Dynamic Wealth Strategies	—	$188m	291	GOOGL, AAPL, NVDA
Ables, Iannone, Moore & Associates	—	$188m	62	AAPL, NVDA, GOOGL
Comprehensive Financial Planning	—	$188m	427	NVDA, AAPL, MU
St. Louis Financial Planners Asset Management	—	$188m	30	MU, WDC, AMD
Thoma Capital Management	—	$188m	53	AAPL, MRVL, AMZN
AI-Squared Management	—	$187m	19	PDD, BIDU, SNDK
Innealta Capital	—	$187m	91	BHF, WAL, CRGY
Farrow Financial	—	$187m	55	AAPL, NVDA, GOOGL
C V Starr	—	$187m	5	CELU
JCP Investment Management	—	$187m	26	UNFI, HHH, FNF
McAlister, Sweet & Associates	—	$187m	41	AAPL, AMZN, BA
Meadowbrook Advisors Group	—	$187m	168	AAPL, GOOGL, MSFT
Wall Street Financial Group	—	$187m	120	NVDA, AAPL, MSFT
Obsido Oy	—	$187m	20	—
Warburg Pincus	—	$187m	1	OCFC
Hudson Canyon Capital Management	—	$187m	50	NVDA, AAPL, GOOGL
LTS Liquid Investments	—	$187m	8	PSKY, NU
Pier 88 Investment Partners	—	$187m	92	NextEra Energy, Bank of Amer, Alphabet
Ponta Wealth Partners	—	$187m	199	NVDA, AAPL, GOOG
Opinicus Capital	—	$187m	105	PB, AAPL, NVDA
Robinson Value Management	—	$187m	75	AMD, MTB, RHI
Solas Capital Management	—	$187m	21	FENC, EPSN, ACOG
Fee-Only Financial Planning, L.C.	—	$187m	45	BAC, PM, AAPL
Erickson Financial Group	—	$187m	25	JNJ, AAPL, NVDA
SummerHaven Investment Management	—	$187m	192	VSXY, AMKR, NWPX
Financial Designs	—	$187m	41	TSLA, NVDA, AAPL
Bay Capital Advisors	—	$187m	108	AAPL, JPM, GOOGL
Vantus Wealth	—	$187m	236	AAPL, NVDA, MSFT
Rose Capital Advisors	—	$186m	107	AAPL, BAC, GOOG
Widmann Financial Services	—	$186m	123	AAPL, MSFT, CAT
Adirondack Capital Advisors	—	$186m	45	BRK-B, AAPL, COF
Financial Planning Hawaii	—	$186m	134	AAPL, MSFT, GOOG
Invera Wealth Advisors	—	$186m	132	AAPL, GOOGL, MSFT
Forbes Financial Planning	—	$186m	38	AAPL, MSFT, PM
Brookmont Capital Management	—	$186m	61	HD, JPM, ADI
Oakum Bay Capital	—	$186m	87	MU, TSLA, ZG
Affinity Wealth	—	$186m	27	NVR, XOM, TKR
South Plains Financial	—	$186m	209	AAPL, GOOGL, NVDA
Optimus Capital Advisors	—	$186m	43	ASYS, AAPL, OSS
Columbia River Financial Group	—	$186m	58	AMZN, UNP, MSFT
Paragon Financial Partners	—	$186m	77	NVDA, AAPL, MSFT
Marin Bay Wealth Advisors	—	$186m	129	AAPL, CVX, NVDA
Palliser Capital (UK)	—	$186m	23	RIO, HONA, NSC

Showing 6851 to 6900 of 9384

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Show only the long-term investors we follow