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
UMB Bank, n.a.	—	$7.9bn	2,303	UMBF, AAPL, NVDA
Lyrical Asset ManagementAndrew Wellington	Value	$7.9bn	41	FLEX, JCI, NRG
Groupama Asset Managment	—	$7.9bn	372	NVDA, MU, GOOGL
Pure Financial Advisors	—	$7.9bn	635	AAPL, NVDA, MSFT
Bleakley Financial Group	—	$7.9bn	944	AAPL, NVDA, MSFT
Manning & Napier Advisors	—	$7.8bn	860	NVDA, MSFT, TSM
Forum Financial Management, LP	—	$7.8bn	352	AMGN, AAPL, GOOG
HBK Investments L P	—	$7.8bn	173	Topbuild COR, EA, PEN
Elo Mutual Pension Insurance	—	$7.8bn	593	NVDA, AAPL, MSFT
ABN AMRO Bank	—	$7.7bn	231	NVDA, MSFT, AAPL
Amova Asset Management Americas	—	$7.7bn	276	HOOD, AMD, TSLA
XTX Topco	—	$7.7bn	4,087	CVX, BRK-B, CME
Engineers Gate Manager LP	—	$7.7bn	2,192	BKH, FWONK, GM
Crossmark Global Holdings	—	$7.7bn	1,261	NVDA, AAPL, MSFT
Carmignac Gestion	—	$7.7bn	94	NVDA, AVGO, COR
SB Investment Advisers (uk)	—	$7.7bn	9	CPNG, GRAB, RLAY
Sapient Capital	—	$7.6bn	396	LLY, APP, AAPL
Saudi Central Bank	—	$7.6bn	505	MU, NVDA, META
Cliftonlarsonallen Wealth Advisors	—	$7.6bn	253	AAPL, MSFT, NVDA
Edmond de Rothschild Holding	—	$7.6bn	603	GOOGL, NVDA, AMZN
Capital Investment Advisors	—	$7.6bn	786	GOOGL, AAPL, JNJ
RiverFront Investment Group	—	$7.6bn	427	AAPL, NVDA, GOOG
Tocqueville Asset Management L.P.	—	$7.6bn	550	HD, NVDA, AMAT
HM Payson	—	$7.5bn	1,137	AAPL, AVGO, GOOG
Ossiam	—	$7.5bn	680	NVDA, AMD, TSLA
Peconic Partners	—	$7.5bn	7	PWR, DY, MTZ
Signaturefd	—	$7.5bn	3,471	AAPL, NVDA, GOOGL
Eventide Asset Management	—	$7.5bn	301	GH, LRCX, XMTR
AppaloosaDavid Tepper	Opportunistic	$7.5bn	25	AMZN, MU, TSM
Harbour Investments	—	$7.4bn	4,761	AAPL, NVDA, PG
Findlay Park PartnersFindlay Park team	Quality	$7.4bn	49	TDY, ITT, APG
Hantz Financial Services	—	$7.4bn	2,562	NVDA, AAPL, GOOGL
Douglas Lane & Associates	—	$7.4bn	250	NVDA, GOOG, JPM
Thoma Bravo, L.P.	—	$7.3bn	3	SAIL, NABL, TTAN
Bokf, NA	—	$7.3bn	1,160	XOM, AAPL, NVDA
Gradient Investments	—	$7.2bn	448	NVDA, AAPL, AMZN
Glenview Trust	—	$7.2bn	517	NVDA, AAPL, GOOGL
Slate Path Capital LP	—	$7.2bn	40	UNP, U, UAL
Cbre Investment Management Listed Real Assets	—	$7.2bn	101	WELL, EQIX, PLD
Defiance ETFs	—	$7.2bn	384	HQ, ARQQ, AVGO
Walleye Trading	—	$7.2bn	946	GOOGL, TSM, INTC
Capital Group Private Client Services	—	$7.1bn	260	GOOG, GOOGL, AVGO
Cubist Systematic Strategies	—	$7.1bn	1,456	BSX, ADSK, KDP
Harvest Portfolios Group	—	$7.1bn	267	LLY, NVDA, MSTR
Simplify Asset Management	—	$7.1bn	136	PAGP, PCT, UTHR
Apella Capital	—	$7.1bn	693	AAPL, MSFT, GOOG
Evercore Wealth Management	—	$7.1bn	433	NVDA, AAPL, MSFT
Bradley Foster & Sargent	—	$7.1bn	535	GOOGL, JPM, AAPL
Capital International Sarl	—	$7.1bn	286	AVGO, NVDA, META
Aware Super Pty Ltd as trustee of Aware Super	—	$7.1bn	236	NVDA, AAPL, MSFT

Showing 651 to 700 of 9384

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Show only the long-term investors we follow