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
LuminArx Capital Management LP	—	$167m	40	TJX, SNDA, TGT
Eddie Patel	—	$167m	127	MU, NBIS, AMZN
Genesis Wealth Advisors	—	$167m	72	JNJ, AAPL, AMZN
Thompson Davis	—	$167m	168	SMID, CSL, DOV
Lummis Asset Management, LP	—	$167m	221	MTDR, AAPL, MSFT
Amara Financial, Llc.	—	$167m	48	AAPL, GOOGL, MSFT
Certus Wealth Management	—	$167m	58	AAPL, ORCL, TSLA
Silver OAK Wealth Advisors Services	—	$167m	40	AAPL, NVDA, MSFT
Robinson Smith Wealth Advisors	—	$167m	98	JNJ, AAPL, AMZN
Strong Retirement Solutions	—	$167m	82	NVDA, MSFT, AMD
Galaxy Digital Capital Management GP	—	$167m	51	V, RIOT, HOOD
Mcintyre Freedman & Flynn Investment Advisers	—	$167m	84	AMAT, MSFT, MPC
Ackerman Asset Management	—	$167m	38	AAPL, CBNK, V
Evergreen Wealth Partners	—	$167m	89	COST, V, AAPL
Orca Wealth Management	—	$167m	83	AAPL, MU, CSCO
Integrity Wealth Advisors	—	$167m	70	GNSS, GOOG, BRK-B
Grand Alliance Asset Management	—	$167m	15	LITE, SNDK, MU
Wright Wealth	—	$167m	54	AAPL, NLY, GOOG
IAT Reinsurance	—	$167m	77	NAM TAI G63907-10-2 Private, AMD, HLIO
Copia Wealth Management	—	$166m	563	AMZN, AAPL, UPS
Keystone Financial Services	—	$166m	61	NVDA, BRK-B, AAPL
Harber Asset Management	—	$166m	39	MRVL, V, NVDA
SeaTown Holdings Pte.	—	$166m	15	NVDA, AMD, TTWO
Custos Family Office	—	$166m	67	AAPL, CORZ, MSFT
Silvia Mccoll Wealth Management	—	$166m	122	AAPL, CVX, MSFT
LFA - Lugano Financial Advisors SA	—	$166m	274	AMZN, MSFT, CAT
Mainstream Capital Management	—	$166m	90	AAPL, AMZN, GOOG
Bitterroot Capital Advisors	—	$166m	53	TSLA, MSCI, PAGP
Taconic Capital Advisors LP	—	$166m	11	VTOL, CBL, Topbuild COR
Capstone Wealth Management Group	—	$166m	123	AAPL, XOM, LRCX
GEN Financial Management	—	$166m	41	BRK-B, TRIN, CSWC
Shum Financial Group	—	$166m	106	AAPL, MSFT, NVDA
Cottonwood Capital Advisors	—	$166m	88	AAPL, DE, UNP
Zeit Capital	—	$166m	52	MSFT, LLY, TSLA
Monolith Management	—	$166m	17	TSM, MU, LRCX
Refined Wealth Management	—	$166m	49	COIN, CVX, MPC
Westco Advisory Services INC /adv	—	$166m	99	AAPL, GS, JPM
S. R. Schill & Associates	—	$166m	25	MSFT, BA, SHW
Good Steward Wealth Advisors,LLC	—	$166m	71	XOM, UNP, NEE
VERITY Wealth Advisors	—	$166m	81	MSFT, JNJ, QCOM
TopTier Wealth Management	—	$166m	133	NVDA, AAPL, GWW
Robert Bosch GmbH	—	$166m	3	ADSE, WRD, VIA
KOM Wealth Management Group	—	$165m	96	WPM, MSFT, NEM
GK Wealth Management	—	$165m	225	MU, NVDA, CRDO
Lancaster Investment Management	—	$165m	9	LBTYA, ECHO, FLUT
Copley Financial Group	—	$165m	118	CAT, NREF, LMT
Lansing Management LP	—	$165m	13	IBKR, HEI-A, APG
Multicoin Capital Management	—	$165m	2	HOOD
Framtiden Holdings Management	—	$165m	6	HRB, KMX, STZ
Foresight Global Investors	—	$165m	32	NVS, AZN, HSBC

Showing 7251 to 7300 of 9384

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Show only the long-term investors we follow