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
Ti-Trust	—	$186m	132	CAT, SNDK, MSFT
General Partner	—	$186m	167	BRK-A, AAPL, GOOG
Tranquilli Financial Advisor	—	$186m	135	AMZN, BRK-B, MSFT
Live Oak Investment Partners	—	$186m	93	STRL, AMZN, ALL
Fingerlakes Wealth Management	—	$186m	101	AAPL, AMAT, MSFT
Omega Fund Management	—	$186m	10	BCAX, NUVB, KMTS
Leigh Baldwin	—	$186m	182	NVDA, MU, AAPL
Grafton Street Partners Fund, LP	—	$186m	10	GOOGL, MSFT, ELV
Godshalk Welsh Capital Management	—	$186m	137	AAPL, MSFT, GOOGL
Northland Capital Management	—	$186m	30	CLF
Melfa Wealth Management	—	$185m	196	AAPL, GE, GEV
Santa Monica Partners LP	—	$185m	13	Texas, MA, BELFB
Anchor Bay Capital	—	$185m	339	MCK, AMZN, MSFT
Pps&v Asset Management Consultants	—	$185m	39	AAPL, NVDA, LLY
Wincap Financial	—	$185m	91	AAPL, GOOGL, NVDA
Integrated Financial Solutions	—	$185m	36	AAPL, NVDA, AVGO
Byrne Asset Management	—	$185m	591	Google Inc Class A, AAPL, MSFT
Walnut Private Equity Partners	—	$185m	15	BX, ET, WMB
Compass Planning Associates	—	$185m	33	GOOG, BRK-B, KEEL
Farrell Financial	—	$185m	83	AAPL, L, MSFT
Millstone Evans Group	—	$185m	877	NVDA, AAPL, MSFT
Chesapeake Capital	—	$185m	158	MU, WDC, LITE
Positano Wealth Management	—	$185m	24	GOOGL, MU, NVDA
Silver Grove Financial Group	—	$185m	2,450	NVDA, AAPL, MSFT
WealthTrust Asset Management	—	$185m	111	CHRW, AAPL, USB
TRU Independence Asset Management 2	—	$185m	97	AMZN, GOOGL, BRK-B
Hibernia Wealth Partners	—	$185m	82	XOM, AAPL, NVDA
Income Research & Management	—	$184m	30	Bofa FIN, Euronet Worldwide, Uber Technologies
Daner Wealth Management	—	$184m	96	AMZN, AAPL, VLO
Dale Q Rice Investment Management	—	$184m	68	AAPL, GOOGL, TSLA
ZynergyRetirementPlanningLLC	—	$184m	26	NVDA, AAPL, HD
Sanchez Levi Garrett	—	$184m	74	AAPL, MSFT, CAT
Sun Mountain Capital	—	$184m	2	—
Tacita Capital	—	$184m	214	BN, RY, TD
Ervin Investment Management	—	$184m	47	BRK-B, AAPL, MSFT
Commerce Advisors	—	$184m	128	KO, NVDA, AAPL
Sterling Wealth Advisors	—	$184m	20	—
WFA Asset Management	—	$184m	196	AAPL, T, C
Triavera Capital	—	$184m	15	TSM, AMZN, GOOGL
BXM Wealth	—	$184m	163	AAPL, AVGO, GOOGL
Legend Capital Advisors	—	$184m	62	SNOW, NU, META
Northern Lights Advisors	—	$184m	72	MSFT, AMZN, AAPL
Menard Financial Group	—	$184m	80	NVDA, AVGO, AMZN
Kestrel Investment Management	—	$184m	40	PHIN, AX, CNO
Retirement Planning Group	—	$184m	108	AAPL, GE, NVDA
LeConte Wealth Management	—	$184m	179	NVDA, AAPL, MSFT
Herbst Group	—	$183m	65	GOOGL, GEV, GE
Millennium Capital Advisors	—	$183m	137	AAPL, NVDA, WMT
BCO Wealth Management	—	$183m	45	BRK-A, IRM, NVDA
Motiv8 Investments	—	$183m	1,065	Cash USD, TDG, AAPL

Showing 6901 to 6950 of 9384

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Show only the long-term investors we follow