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
Providence Wealth Advisors	—	$170m	84	LLY, AAPL, CAT
Community Bank of Raymore	—	$170m	76	CAT, JPM, O
Christian Investment Advisors	—	$170m	14	LUV, MU, MRK
Nautilus Advisors	—	$170m	179	AMZN, AAPL, GOOGL
Collar Capital Management	—	$170m	73	MU, INTC, TSLA
Arsenal Capital Advisors	—	$169m	107	NVDA, AMZN, AAPL
Ripple Effect Asset Management LP	—	$169m	18	XIFR, KGS, WMB
EnCap Energy Capital Fund XII, L.P.	—	$169m	1	FANG
RiverTree Advisors	—	$169m	72	ET, CAT, JPM
Sandler Capital Management	—	$169m	112	KEYS, MSGS, EGP
Ellerson Group INC /adv	—	$169m	64	NVDA, AAPL, PLTR
Hoffman, Alan N Investment Management	—	$169m	14	AAPL, AMZN, MSFT
Tailwinds Wealth	—	$169m	89	NVDA, AAPL, MSFT
Palacios Wealth Management	—	$169m	76	NVDA, AVGO, AAPL
CFC Planning	—	$169m	70	AAPL, CSCO, SCCO
Security National Bank of Sioux City Iowa	—	$169m	104	AAPL, BRK-B, GOOGL
Nicholson Wealth Management Group	—	$169m	109	CATX, UBSI, AAPL
J Digital 6	—	$169m	3	FIGR, MIAX, Forward Industries
American Alpha Advisors	—	$169m	91	AMD, ELF, GSAT
Davis Capital Management	—	$169m	1,270	GOOG, AAPL, AMZN
Daniel Investment Group	—	$169m	33	BRK-B, BN, JPM
Fairbanks Capital Management	—	$169m	48	ORCL, TDG, TSM
Marshall & Sterling Wealth Advisors	—	$169m	339	AAPL, IBM, NSC
Processus Wealth & Capital Management	—	$169m	35	NVDA, AMAT, AAPL
Somnio Financial Group	—	$169m	14	HD
Sjbenen Advisory	—	$169m	29	COIN, AAPL, PLTR
North Dallas Bank & Trust	—	$169m	113	AAPL, GOOGL, MSFT
Granite Group Advisors	—	$169m	84	DIS, MSFT, AAPL
Athena Investment Management	—	$169m	132	JPM, INTC, UNH
Bravias Capital Group	—	$168m	97	BRK-B, AAPL, NVDA
Sunrise Financial Services	—	$168m	587	NVDA, MSFT, AMZN
P Schoenfeld Asset Management LP	—	$168m	25	WBD, GSAT, WULF
Eight 31 Financial	—	$168m	66	XOM, AAPL, TFIN
KG Capital Management	—	$168m	142	JPM, XOM, GOOGL
CBM Financial	—	$168m	16	AAPL, ORCL
Sentry Investment Management	—	$168m	1	—
UP Strategic Wealth Investment Advisors	—	$168m	104	NVDA, AAPL, MSFT
Valpey Financial Services	—	$168m	76	AAPL, MSFT, IBM
Karl Kapital	—	$168m	25	COMP, ECPG, FLYW
Runnymede Capital Advisors	—	$168m	77	MU, LRCX, GOOGL
Sarver Vrooman Wealth Advisors	—	$168m	145	AAPL, WMT, GD
Income Insurance	—	$168m	184	NVDA, AAPL, MSFT
Pincus Capital Management, LP	—	$168m	52	PG, AAPL, LRCX
Evansbrook	—	$168m	127	NVDA, GOOGL, XOM
Boxwood Ventures	—	$168m	37	AAPL, NVDA, GOOGL
Investidor Profissional Gestao de Recursos Ltda.	—	$168m	18	MA, TSM, V
General Equity Holdings LP	—	$167m	13	CVNA, SE, APP
Index Venture Growth Associates IV	—	$167m	2	TTAN, FIG
MFA Wealth Services	—	$167m	134	AAPL, AMGN, MSFT
Fairscale Capital	—	$167m	441	NVDA, AAPL, GOOGL

Showing 7201 to 7250 of 9384

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Show only the long-term investors we follow