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.
- Rainier Family Wealth—
- Value
- $176m
- Stocks
- 102
- Top holdings
- NVDA, MSFT, AAPL
- Millbank Dartmoor Portsmouth—
- Value
- $176m
- Stocks
- 2
- Top holdings
- —
- Resolute Wealth Advisor—
- Value
- $176m
- Stocks
- 78
- Top holdings
- HD, AAPL, NVDA
- Pelham Capital—
- Value
- $176m
- Stocks
- 12
- Top holdings
- HLT, TSM, LIN
- Thor Investment Management INC /oh/ /adv—
- Value
- $176m
- Stocks
- 48
- Top holdings
- VRT, APLD, PUMP
- Pavaki Capital Management—
- Value
- $176m
- Stocks
- 132
- Top holdings
- CVX, MIST, INTU
- Flavin Financial Services—
- Value
- $175m
- Stocks
- 81
- Top holdings
- AAPL, GOOG, MSFT
- Wealth Preservation Advisors—
- Value
- $175m
- Stocks
- 88
- Top holdings
- GOOG, NVDA, AMZN
- BML Capital Management—
- Value
- $175m
- Stocks
- 15
- Top holdings
- ACRS, AVIR, ENGN
- Capstone Capital—
- Value
- $175m
- Stocks
- 26
- Top holdings
- AAPL, NVDA, MSFT
- Elevate Wealth Advisory—
- Value
- $175m
- Stocks
- 127
- Top holdings
- FTNT, SO, MSFT
- Buttonwood Financial Group—
- Value
- $175m
- Stocks
- 33
- Top holdings
- SHW
- Basepoint Wealth—
- Value
- $175m
- Stocks
- 630
- Top holdings
- DE, BRK-B, AAPL
- J. M. Brown & Associates—
- Value
- $175m
- Stocks
- 167
- Top holdings
- AAPL, NVDA, GOOGL
- CNO Financial Group—
- Value
- $175m
- Stocks
- 8
- Top holdings
- —
- Credit Capital Investments—
- Value
- $175m
- Stocks
- 42
- Top holdings
- MU, TSM, WBD
- Pring Turner Capital Group—
- Value
- $175m
- Stocks
- 73
- Top holdings
- SCHW, MSFT, PLD
- CogentBlue Wealth Advisors—
- Value
- $175m
- Stocks
- 103
- Top holdings
- NVDA, TSM, AAPL
- Hansen & Associates Financial Group—
- Value
- $174m
- Stocks
- 45
- Top holdings
- GOOG, NVDA, AAPL
- Boyar Asset ManagementValue
Mark Boyar
- Value
- $174m
- Stocks
- 77
- Top holdings
- MSFT, JPM, AMP
- Gallagher Capital Advisors—
- Value
- $174m
- Stocks
- 70
- Top holdings
- AAPL, NVDA, AMZN
- Stilwell ValueDeep value
Joseph Stilwell
- Value
- $174m
- Stocks
- 24
- Top holdings
- Wheeler Real Estate Invt TR, KWY, SFBC
- Alterna Wealth Management—
- Value
- $174m
- Stocks
- 109
- Top holdings
- AAPL, AMZN, GOOG
- Accelerate Investment Advisors—
- Value
- $174m
- Stocks
- 149
- Top holdings
- AAPL, AMZN, NVDA
- Patrick M Sweeney & Associates—
- Value
- $174m
- Stocks
- 172
- Top holdings
- AAPL, BAC, ABT
- Northwest Wealth Advisors—
- Value
- $174m
- Stocks
- 66
- Top holdings
- BRK-B, MSFT, AAPL
- 6th Street Advisors—
- Value
- $174m
- Stocks
- 61
- Top holdings
- VMC, TSN, PG
- Pacific Wealth Strategies Group—
- Value
- $174m
- Stocks
- 59
- Top holdings
- GOOGL, AMZN, AAPL
- MontVue Capital Management—
- Value
- $174m
- Stocks
- 78
- Top holdings
- TFC, AAPL, TSLA
- M.E. Allison—
- Value
- $174m
- Stocks
- 195
- Top holdings
- AAPL, BE, AVGO
- Cedar Point Capital Partners—
- Value
- $174m
- Stocks
- 76
- Top holdings
- AAPL, BRK-B, NVDA
- Triton Financial Group—
- Value
- $174m
- Stocks
- 99
- Top holdings
- AAPL, AMAT, GOOG
- Clutterbuck Capital Management—
- Value
- $174m
- Stocks
- 4
- Top holdings
- NN, Omeros, OMER
- Melia Wealth—
- Value
- $174m
- Stocks
- 23
- Top holdings
- TRIN, BCSF, GAIN
- Strategent Financial—
- Value
- $174m
- Stocks
- 41
- Top holdings
- MKL, BRK-B, MSFT
- Livet Wealth—
- Value
- $173m
- Stocks
- 122
- Top holdings
- NET, NVDA, MSFT
- Coordinated Financial Services—
- Value
- $173m
- Stocks
- 175
- Top holdings
- NVDA, WMT, AMZN
- Ehrenkranz Partners L.P.—
- Value
- $173m
- Stocks
- 49
- Top holdings
- NVDA, BRK-B, GOOG
- Natixis Investment Managers—
- Value
- $173m
- Stocks
- 4
- Top holdings
- —
- SwitchPoint Financial Planning—
- Value
- $173m
- Stocks
- 71
- Top holdings
- GOOG, CDNS, AAPL
- Covestor—
- Value
- $173m
- Stocks
- 2,816
- Top holdings
- WULF, NVDA, FRMI
- Stage Harbor Financial—
- Value
- $173m
- Stocks
- 64
- Top holdings
- NVDA, GOOG, AMZN
- American Institute for Advanced Investment Management, LLP—
- Value
- $173m
- Stocks
- 159
- Top holdings
- AAPL, MSFT, AMZN
- Gutierrez Wealth Advisory—
- Value
- $173m
- Stocks
- 70
- Top holdings
- META, WMT, AAPL
- Kuhn & Co Investment Counsel—
- Value
- $173m
- Stocks
- 149
- Top holdings
- LRCX, AAPL, NVDA
- Teton Advisors—
- Value
- $173m
- Stocks
- 157
- Top holdings
- MYE, PKOH, UCTT
- Alpine Fox Capital—
- Value
- $173m
- Stocks
- 18
- Top holdings
- CIFR, IREN, OPEN
- Concorde Asset Management—
- Value
- $173m
- Stocks
- 152
- Top holdings
- NVDA, AAPL, VRT
- Archvest Wealth Advisors—
- Value
- $173m
- Stocks
- 73
- Top holdings
- AAPL, NVDA, MSFT
- PVG Asset Management—
- Value
- $173m
- Stocks
- 129
- Top holdings
- AMD, MRVL, GEV