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.
- Royal Capital Wealth Management—
- Value
- $178m
- Stocks
- 101
- Top holdings
- NVDA, MA, BRK-B
- Newport Capital Group—
- Value
- $178m
- Stocks
- 58
- Top holdings
- AJG, AAPL, GOOGL
- Southern Capital Services INC /adv—
- Value
- $178m
- Stocks
- 29
- Top holdings
- AAPL, XOM, MSFT
- Shenkman Capital Management—
- Value
- $178m
- Stocks
- 14
- Top holdings
- WBD, Tetra Tech INC New, ECHO
- FACT Capital, LP—
- Value
- $178m
- Stocks
- 17
- Top holdings
- TSM, MYRG, ATI
- Sarissa CapitalActivist
Alex Denner
- Value
- $178m
- Stocks
- 10
- Top holdings
- INVA, IRWD, AMRN
- Financial Advocates Investment Management—
- Value
- $178m
- Stocks
- 104
- Top holdings
- AAPL, MSFT, META
- Ownership Capital B.V.—
- Value
- $178m
- Stocks
- 21
- Top holdings
- MA, EW, PTC
- North Ridge Wealth Advisors—
- Value
- $178m
- Stocks
- 193
- Top holdings
- MSFT, BRK-B, BA
- RIHO Partners—
- Value
- $178m
- Stocks
- 14
- Top holdings
- PGR, MUSA, ORLY
- Bulwark Capital—
- Value
- $178m
- Stocks
- 105
- Top holdings
- AAPL, MSFT, IVT
- Montaka Global Pty—
- Value
- $178m
- Stocks
- 20
- Top holdings
- AMZN, MSFT, META
- Cross Staff Investments—
- Value
- $178m
- Stocks
- 133
- Top holdings
- AAPL, BRK-B, CAT
- Rydar Equities—
- Value
- $178m
- Stocks
- 107
- Top holdings
- AAPL, AMZN, GOOGL
- Objectivity Squared—
- Value
- $178m
- Stocks
- 56
- Top holdings
- GOOG, USAC, MPLX
- J.E. Simmons & Co., P.C.—
- Value
- $177m
- Stocks
- 72
- Top holdings
- ELMD, JPM, NVDA
- Christine Messmer PC—
- Value
- $177m
- Stocks
- 86
- Top holdings
- GOOGL, TSM, AMZN
- Medicxi Ventures Management (Jersey)—
- Value
- $177m
- Stocks
- 3
- Top holdings
- PHAT, NAMS, AURA
- Blackston Financial Advisory Group—
- Value
- $177m
- Stocks
- 106
- Top holdings
- AAPL, MSFT, NVDA
- Regeneron Pharmaceuticals—
- Value
- $177m
- Stocks
- 3
- Top holdings
- PBLS, NTLA, ACET
- Marathon Strategic Advisors—
- Value
- $177m
- Stocks
- 50
- Top holdings
- INTC, XOM, LIN
- Holcombe Financial—
- Value
- $177m
- Stocks
- 51
- Top holdings
- AAPL, BRK-A, WMT
- Clark Wealth Partners—
- Value
- $177m
- Stocks
- 568
- Top holdings
- AVGO, AAPL, MSFT
- Wormser Freres Gestion—
- Value
- $177m
- Stocks
- 66
- Top holdings
- GOOGL, AMZN, PANW
- AdviceOne Advisory Services—
- Value
- $177m
- Stocks
- 45
- Top holdings
- RTX, CARR, OTIS
- Accredited Investor Services—
- Value
- $177m
- Stocks
- 81
- Top holdings
- Cbre GBL Real Estate INC FD
- Asahi Life Asset Management—
- Value
- $177m
- Stocks
- 158
- Top holdings
- CAT, AAPL, NVDA
- Vannoy Advisory Group—
- Value
- $177m
- Stocks
- 30
- Top holdings
- GOOGL, AAPL, GOOG
- IvyRock Asset Management (HK)—
- Value
- $177m
- Stocks
- 25
- Top holdings
- PDD, BABA, LEGN
- W.H. Cornerstone Investments—
- Value
- $177m
- Stocks
- 141
- Top holdings
- AAPL, GOOGL, MSFT
- Jacksonville Wealth Management—
- Value
- $177m
- Stocks
- 76
- Top holdings
- NVDA, AAPL, DE
- Five Pine Wealth Management—
- Value
- $177m
- Stocks
- 51
- Top holdings
- COST, AVGO, MU
- Forthright Family Wealth Advisory—
- Value
- $177m
- Stocks
- 57
- Top holdings
- AAPL, PM, MSFT
- TLW Wealth Management—
- Value
- $177m
- Stocks
- 20
- Top holdings
- GOOG, BRK-B, DE
- Mountain Hill Investment Partners—
- Value
- $177m
- Stocks
- 194
- Top holdings
- VST, NVDA, UPS
- Impala Asset Management—
- Value
- $176m
- Stocks
- 20
- Top holdings
- CENX, ERO, BKE
- Wealthgarden F.S.—
- Value
- $176m
- Stocks
- 187
- Top holdings
- NVDA, AAPL, META
- Richardson Financial Services—
- Value
- $176m
- Stocks
- 607
- Top holdings
- AAPL, NVDA, GOOGL
- Valley Brook Capital Group—
- Value
- $176m
- Stocks
- 120
- Top holdings
- AAPL, MSFT, CAT
- Peak XV Partners Operations—
- Value
- $176m
- Stocks
- 1
- Top holdings
- HQ
- CYBER HORNET ETFs—
- Value
- $176m
- Stocks
- 508
- Top holdings
- NVDA, AAPL, MSFT
- B Group—
- Value
- $176m
- Stocks
- 18
- Top holdings
- ADMA, PALI, NRXP
- Caspian Capital LP—
- Value
- $176m
- Stocks
- 13
- Top holdings
- BLCO, FIP, ATRO
- Legend Financial Advisors—
- Value
- $176m
- Stocks
- 40
- Top holdings
- INTC, AAPL, CRDO
- Karnit Road Accident Victims Compensation Fund—
- Value
- $176m
- Stocks
- 17
- Top holdings
- —
- Albert D Mason—
- Value
- $176m
- Stocks
- 139
- Top holdings
- LRCX, KLAC, GOOG
- Dedeker Financial—
- Value
- $176m
- Stocks
- 55
- Top holdings
- MU, STX, ALAB
- Marcho Partners LLP—
- Value
- $176m
- Stocks
- 6
- Top holdings
- TSM, MELI, SE
- Providence Financial Advisors—
- Value
- $176m
- Stocks
- 60
- Top holdings
- CAT, MSFT, LLY
- Stone Loft Wealth Management—
- Value
- $176m
- Stocks
- 31
- Top holdings
- MSFT, MSI, MRK