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
Hopwood Financial Services	—	$173m	92	XOM, MSFT, AAPL
Grantvest Financial Group	—	$173m	189	AAPL, AMZN, NVDA
Charter Oak Advisors LP	—	$172m	13	TLN, MOD, SON
DeLarme Wealth Management	—	$172m	68	AAPL, MSFT, GOOGL
Doheny Asset Management	—	$172m	61	AAPL, NVDA, AVGO
Fundamenta Capital	—	$172m	14	BAP, ENIC, PAM
Sanders Morris Harris	—	$172m	75	MSIF, CSWC, AAPL
Pacific Park Financial	—	$172m	77	MSFT, LLY, MU
Innovative Wealth Building	—	$172m	84	AAPL, D, MSFT
Aspire Growth Partners	—	$172m	128	AAPL, MSFT, JPM
Networth Advisors	—	$172m	381	BNY, ATI, LLY
HG Vora Capital Management	—	$172m	4	PENN, FAF, FOSL
Coastwise Capital Group	—	$172m	143	AAPL, GOOGL, AMZN
Paladin Wealth	—	$172m	134	NVDA, AAPL, AMZN
Stonekeep Investments	—	$172m	81	TSLA, NVDA, AMZN
Graphene Investments SAS	—	$172m	42	GOOGL, NVDA, MSFT
Collaborative Fund Advisors	—	$172m	182	NVDA, AAPL, GOOGL
Shade Tree Advisors	—	$172m	29	SNDK, USAR, QCOM
Northland Securities	—	$172m	117	AMAT, AAPL, AMZN
Welch Financial Planning	—	$172m	71	BA, AAPL, BRK-B
Gambit Capital Management	—	$171m	102	LLY, AAPL, BRK-B
Brian LOW Financial Group	—	$171m	116	XOM, AAPL, MSFT
Lifetime Wealth Management P.C.	—	$171m	90	KSPI, PBR-A, VALE
Bannerman Wealth Management Group	—	$171m	37	NVDA, AMZN, AAPL
Pingora Partners	—	$171m	182	FTAI, CRGY, FIP
Del-Sette Capital Management	—	$171m	50	SPG, BEN, IVZ
Fidato Wealth	—	$171m	14	SHW, AMZN, PGR
Guided Capital Wealth Management	—	$171m	35	CRS, PWR, GOOGL
Alexis Investment Partners	—	$171m	38	AMAT, CAT, NVDA
Longview Financial Advisors	—	$171m	43	LLY, SO, AJG
Ridgeline Wealth	—	$171m	60	MSFT, GOOGL, AAPL
FIG Financial Advisory Services INC /adv	—	$171m	74	WELL, CM, RPRX
Strategic Value Partners	—	$171m	1	AERO
Invariant Investment Management	—	$171m	68	AAPL, MO, V
Cathy Pareto & Associates	—	$171m	102	AAPL, BRK-B, AMZN
Wilson & Boucher Capital Management	—	$170m	121	AAPL, CAT, AMAT
Banco de Sabadell, S.A	—	$170m	61	AVGO, GOOGL, MSFT
Pfizer	—	$170m	17	ALLO, CELC, ARVN
Continental Advisors	—	$170m	40	VTRS, PFE, WU
Ndwm	—	$170m	38	BRK-B, TSLA, AAPL
WPG Advisers	—	$170m	1,549	NVDA, AAPL, AMZN
Evolution Wealth Management	—	$170m	935	NVDA, AAPL, MSFT
HarbourVest Partners	—	$170m	6	KLAR, GENB, XNDU
Gordian Advisors	—	$170m	65	MSFT, AAPL, JNJ
OEP Capital Advisors, L.P.	—	$170m	1	AHCO
Chatterton & Associates	—	$170m	101	KLAC, AAPL, BA
Binnacle Investments	—	$170m	940	TSCO, AAPL, MSFT
Aspetuck Financial Management	—	$170m	79	NVDA, LRCX, GOOGL
Jackson Wealth Management	—	$170m	86	Jp Morgan Enhanced Index, Scudder Vit Equity 500 Index, KLAC
Park Capital Management	—	$170m	161	NVDA, AAPL, SNDK

Showing 7151 to 7200 of 9384

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Show only the long-term investors we follow