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.
- Scalar Gauge Management—
- Value
- $181m
- Stocks
- 26
- Top holdings
- FN, CLS, FIX
- Ariston Services Group—
- Value
- $181m
- Stocks
- 70
- Top holdings
- TSLA, SPCX, GOOGL
- Integras Partners—
- Value
- $181m
- Stocks
- 100
- Top holdings
- CSCO, CMI, BHP
- Argo Wealth Advisory—
- Value
- $181m
- Stocks
- 50
- Top holdings
- ABBV, CSCO, XOM
- Nova Wealth Management—
- Value
- $181m
- Stocks
- 569
- Top holdings
- NVDA, PLTR, GOOGL
- Daviman Financial—
- Value
- $181m
- Stocks
- 92
- Top holdings
- NVDA, AAPL, CAT
- Grafton Street Partners Management Company—
- Value
- $181m
- Stocks
- 10
- Top holdings
- TSM, GOOGL, TPG
- Nolet Wealth Management—
- Value
- $181m
- Stocks
- 112
- Top holdings
- DHR, NVDA, AAPL
- Baring Financial—
- Value
- $181m
- Stocks
- 83
- Top holdings
- BRK-B, MSFT, AAPL
- Meixler Investment Management—
- Value
- $181m
- Stocks
- 89
- Top holdings
- BRK-B, NRP, DMLP
- Clayton Financial Group—
- Value
- $181m
- Stocks
- 65
- Top holdings
- BRK-B, BRK-A, ABBV
- Axecap Investments—
- Value
- $181m
- Stocks
- 73
- Top holdings
- AAPL, PANW, KLAC
- My Portfolio Guide—
- Value
- $181m
- Stocks
- 166
- Top holdings
- AAPL, COP, QCOM
- Asset Management Advisors—
- Value
- $181m
- Stocks
- 17
- Top holdings
- BRK-B, MU, BN
- SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY—
- Value
- $181m
- Stocks
- 57
- Top holdings
- NVDA, PLTR, CRWD
- Rochester Wealth Strategies—
- Value
- $181m
- Stocks
- 27
- Top holdings
- CVX, XOM, BN
- Elevate Capital Advisors—
- Value
- $181m
- Stocks
- 76
- Top holdings
- PNC, FNV, AXS
- Arrow Capital Management—
- Value
- $181m
- Stocks
- 21
- Top holdings
- GOOG, AMZN, GEV
- Upper Left Wealth Management—
- Value
- $180m
- Stocks
- 73
- Top holdings
- MU, DE, TT
- Redwood Financial Network—
- Value
- $180m
- Stocks
- 192
- Top holdings
- NVDA, AMZN, AAPL
- Clarity Wealth Development—
- Value
- $180m
- Stocks
- 59
- Top holdings
- AAPL, MSFT, GOOG
- Washington Growth Strategies—
- Value
- $180m
- Stocks
- 62
- Top holdings
- OPK, BAC, AMZN
- Amiral Gestion—
- Value
- $180m
- Stocks
- 16
- Top holdings
- MSFT, VRSN, ADBE
- Haveli Investment Management—
- Value
- $180m
- Stocks
- 4
- Top holdings
- FRSH, CERT, BLND
- URS Advisory—
- Value
- $180m
- Stocks
- 61
- Top holdings
- NEE, JNJ, RTX
- Cox Capital Mgt—
- Value
- $180m
- Stocks
- 81
- Top holdings
- GOOGL, ASML, MSFT
- Watchtower Advisors, LP—
- Value
- $180m
- Stocks
- 11
- Top holdings
- ASML, OHI, CVS
- Astra Wealth Partners—
- Value
- $180m
- Stocks
- 95
- Top holdings
- AAPL, NVDA, GOOG
- IMG Wealth Management—
- Value
- $180m
- Stocks
- 612
- Top holdings
- AAPL, JNJ, NVDA
- Three Magnolias Financial Advisors—
- Value
- $179m
- Stocks
- 112
- Top holdings
- AAPL, NVDA, AMZN
- Gould Capital—
- Value
- $179m
- Stocks
- 217
- Top holdings
- AAPL, MSFT, VZ
- Knoll Capital Management—
- Value
- $179m
- Stocks
- 37
- Top holdings
- MGTX, ALDX, OCUL
- Guerra PAN Advisors—
- Value
- $179m
- Stocks
- 118
- Top holdings
- NVDA, AVGO, GOOGL
- Braun-Bostich & Associates—
- Value
- $179m
- Stocks
- 135
- Top holdings
- NVR, AAPL, MSFT
- Investment Partners Asset Management—
- Value
- $179m
- Stocks
- 168
- Top holdings
- AAPL, GOOGL, MSFT
- Sanchez Gaunt Capital Management—
- Value
- $179m
- Stocks
- 189
- Top holdings
- NVDA, GOOGL, AAPL
- Vista Finance—
- Value
- $179m
- Stocks
- 69
- Top holdings
- QXO, AAPL, AMZN
- Langdon Equity Partners—
- Value
- $179m
- Stocks
- 9
- Top holdings
- GSHD, YETI, CSW
- Thryve Wealth Management—
- Value
- $179m
- Stocks
- 38
- Top holdings
- NVDA, AAPL, AMZN
- Rareview Capital—
- Value
- $179m
- Stocks
- 51
- Top holdings
- AVGO, AFRM, MSFT
- Immersion—
- Value
- $179m
- Stocks
- 7
- Top holdings
- BNED, FPH, UEIC
- DecisionMap Wealth Management—
- Value
- $179m
- Stocks
- 145
- Top holdings
- NVDA, AAPL, MSFT
- Kamunting Street Capital Management, L.P.—
- Value
- $179m
- Stocks
- 25
- Top holdings
- EPD, ET, BX
- Pursue Wealth Partners—
- Value
- $179m
- Stocks
- 91
- Top holdings
- NVDA, CRWD, AMZN
- Rolek Wealth Management—
- Value
- $179m
- Stocks
- 23
- Top holdings
- AAPL, JNJ, META
- Reyes Financial Architecture—
- Value
- $179m
- Stocks
- 317
- Top holdings
- META, AAPL, TSLA
- Salvus Wealth Management—
- Value
- $178m
- Stocks
- 125
- Top holdings
- BRK-B, GOOG, ASTS
- Cascade Investment Group—
- Value
- $178m
- Stocks
- 156
- Top holdings
- AAPL, AMZN, GOOG
- Gallacher Capital Management—
- Value
- $178m
- Stocks
- 258
- Top holdings
- BRK-B, AAPL, MU
- Bullish—
- Value
- $178m
- Stocks
- 3
- Top holdings
- —
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Scalar Gauge Management | — | $181m | 26 | FN, CLS, FIX |
| Ariston Services Group | — | $181m | 70 | TSLA, SPCX, GOOGL |
| Integras Partners | — | $181m | 100 | CSCO, CMI, BHP |
| Argo Wealth Advisory | — | $181m | 50 | ABBV, CSCO, XOM |
| Nova Wealth Management | — | $181m | 569 | NVDA, PLTR, GOOGL |
| Daviman Financial | — | $181m | 92 | NVDA, AAPL, CAT |
| Grafton Street Partners Management Company | — | $181m | 10 | TSM, GOOGL, TPG |
| Nolet Wealth Management | — | $181m | 112 | DHR, NVDA, AAPL |
| Baring Financial | — | $181m | 83 | BRK-B, MSFT, AAPL |
| Meixler Investment Management | — | $181m | 89 | BRK-B, NRP, DMLP |
| Clayton Financial Group | — | $181m | 65 | BRK-B, BRK-A, ABBV |
| Axecap Investments | — | $181m | 73 | AAPL, PANW, KLAC |
| My Portfolio Guide | — | $181m | 166 | AAPL, COP, QCOM |
| Asset Management Advisors | — | $181m | 17 | BRK-B, MU, BN |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY | — | $181m | 57 | NVDA, PLTR, CRWD |
| Rochester Wealth Strategies | — | $181m | 27 | CVX, XOM, BN |
| Elevate Capital Advisors | — | $181m | 76 | PNC, FNV, AXS |
| Arrow Capital Management | — | $181m | 21 | GOOG, AMZN, GEV |
| Upper Left Wealth Management | — | $180m | 73 | MU, DE, TT |
| Redwood Financial Network | — | $180m | 192 | NVDA, AMZN, AAPL |
| Clarity Wealth Development | — | $180m | 59 | AAPL, MSFT, GOOG |
| Washington Growth Strategies | — | $180m | 62 | OPK, BAC, AMZN |
| Amiral Gestion | — | $180m | 16 | MSFT, VRSN, ADBE |
| Haveli Investment Management | — | $180m | 4 | FRSH, CERT, BLND |
| URS Advisory | — | $180m | 61 | NEE, JNJ, RTX |
| Cox Capital Mgt | — | $180m | 81 | GOOGL, ASML, MSFT |
| Watchtower Advisors, LP | — | $180m | 11 | ASML, OHI, CVS |
| Astra Wealth Partners | — | $180m | 95 | AAPL, NVDA, GOOG |
| IMG Wealth Management | — | $180m | 612 | AAPL, JNJ, NVDA |
| Three Magnolias Financial Advisors | — | $179m | 112 | AAPL, NVDA, AMZN |
| Gould Capital | — | $179m | 217 | AAPL, MSFT, VZ |
| Knoll Capital Management | — | $179m | 37 | MGTX, ALDX, OCUL |
| Guerra PAN Advisors | — | $179m | 118 | NVDA, AVGO, GOOGL |
| Braun-Bostich & Associates | — | $179m | 135 | NVR, AAPL, MSFT |
| Investment Partners Asset Management | — | $179m | 168 | AAPL, GOOGL, MSFT |
| Sanchez Gaunt Capital Management | — | $179m | 189 | NVDA, GOOGL, AAPL |
| Vista Finance | — | $179m | 69 | QXO, AAPL, AMZN |
| Langdon Equity Partners | — | $179m | 9 | GSHD, YETI, CSW |
| Thryve Wealth Management | — | $179m | 38 | NVDA, AAPL, AMZN |
| Rareview Capital | — | $179m | 51 | AVGO, AFRM, MSFT |
| Immersion | — | $179m | 7 | BNED, FPH, UEIC |
| DecisionMap Wealth Management | — | $179m | 145 | NVDA, AAPL, MSFT |
| Kamunting Street Capital Management, L.P. | — | $179m | 25 | EPD, ET, BX |
| Pursue Wealth Partners | — | $179m | 91 | NVDA, CRWD, AMZN |
| Rolek Wealth Management | — | $179m | 23 | AAPL, JNJ, META |
| Reyes Financial Architecture | — | $179m | 317 | META, AAPL, TSLA |
| Salvus Wealth Management | — | $178m | 125 | BRK-B, GOOG, ASTS |
| Cascade Investment Group | — | $178m | 156 | AAPL, AMZN, GOOG |
| Gallacher Capital Management | — | $178m | 258 | BRK-B, AAPL, MU |
| Bullish | — | $178m | 3 | — |