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
Mcguire Capital Advisors	—	$183m	910	NVDA, AAPL, MU
Cascade Investment Advisors	—	$183m	113	AMAT, AAPL, GOOGL
Crew Capital Management	—	$183m	112	AAPL, BRK-B, PG
Opus Investment Management	—	$183m	31	WMT, ABBV, AAPL
Bush Investment Group	—	$183m	38	SO, AAPL, AFL
BNB Wealth Management	—	$183m	94	AAPL, GOOGL, GOOG
Claris Financial	—	$183m	177	AAPL, NVDA, MSFT
Tevis Investment Management	—	$183m	104	BRK-B, CCEP, AAPL
Cannon Wealth Management Services	—	$183m	99	SHW, AAPL, DUK
Passumpsic Savings Bank	—	$183m	90	GE, TSM, NVDA
TB Capital Gestao de Recursos Ltda.	—	$183m	19	BKNG, ABNB, NU
XP Advisory US	—	$183m	81	GOOG, AMZN, BUD
Legacies Wealth	—	$183m	109	AAPL, GOOG, MSFT
Certior Financial Group	—	$183m	146	AAPL, MSFT, ARCC
Nicholas Wealth, LLC.	—	$182m	127	MU, TSLA, NVDA
Members Wealth	—	$182m	120	AAPL, MSFT, NVDA
Darwins River Capital, LP	—	$182m	26	AMZN, ASO, GPI
Caitlin John	—	$182m	989	NVDA, GOOGL, MU
Sterling Investment Management	—	$182m	66	BRK-B, GE, SPGI
Lakewood Asset Management	—	$182m	107	BRK-B, EBAY, WSM
TPG Advisors	—	$182m	115	AAPL, MSFT, AMZN
Prentiss Smith	—	$182m	67	GRC, GOOG, CSCO
NewGen Asset Management	—	$182m	29	MDA, HSLV, USAS
Magnolia Private Wealth	—	$182m	153	AAPL, TSLA, GOOG
Shotwell Rutter Baer	—	$182m	38	WMT, IBM, WTM
Brewster Financial Planning	—	$182m	30	L, MPC, GOOG
First National Bank of Hutchinson	—	$182m	90	AAPL, NVDA, GOOG
Crown Advisors Management	—	$182m	43	FIX, STRL, LRCX
PUREfi Wealth	—	$182m	208	WMT, SYK, AAPL
EQ Wealth Advisors	—	$182m	57	BRK-B, MSFT, CSX
Fosse Capital Partners LLP	—	$182m	3	FWONK, TT, HONA
Taylor Financial Group	—	$182m	103	NSC, AAPL, BRK-B
Lagoda Investment Management, L.P.	—	$182m	25	TPL, NTRA, TSM
Wilkins Miller Wealth Management	—	$182m	95	AAPL, JPM, GOOGL
Perspective Wealth Advisors	—	$182m	70	PNC, NVDA, TSLA
Ames National	—	$182m	69	MSFT, AAPL, Goeppinger Enterprises
Dean, Jacobson Financial Services	—	$182m	22	AAPL, XOM, AVGO
Fiduciary Wealth Partners	—	$182m	69	AAPL, MSFT, VOYG
Hidden Cove Wealth Management	—	$182m	133	AAPL, NVDA, U
Security Benefit Life Insurance	—	$182m	19	ARX, SEAT, GIFT
Fort Henry Capital	—	$182m	17	GEV, LLYVK, SIRI
Retirement Wealth Solutions	—	$181m	803	BRK-B, MSFT, NVDA
Dominguez Wealth Management Solutions	—	$181m	75	AAPL, JNJ, EMR
Addis & Hill	—	$181m	29	TRGP, ET, AROC
Rayburn West Financial Services	—	$181m	81	GOOGL, MSFT, SYY
New Vernon Capital Holdings II	—	$181m	73	TSM, IBN, HDB
Clearwave Capital	—	$181m	166	GOOGL, AVGO, NVDA
Occam Crest Management LP	—	$181m	25	TGTX, PGEN, NESR
Columbia Advisory Partners	—	$181m	111	MU, AAPL, AMZN
Renaissance Capital	—	$181m	52	ALAB, CRWV, ARM

Showing 6951 to 7000 of 9384

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Show only the long-term investors we follow