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.

See all

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.

See all

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.

See all

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.

See all

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
Hahn Capital Management	—	$165m	31	KEYS, VIRT, WAB
Hickory Point Bank & Trust	—	$165m	442	NVDA, AAPL, GOOGL
Capital & Planning	—	$165m	172	GOOGL, AMZN, MSFT
Tower Trust & Investment	—	$165m	247	AAPL, NVDA, MSFT
Laraway Financial Advisors	—	$165m	140	AAPL, GOOGL, NVDA
Charter Research & Investment Group	—	$165m	92	AAPL, GOOGL, JNJ
HC Advisors	—	$165m	62	GRND, AAPL, NVDA
Vann Equity Management	—	$165m	168	NVDA, GOOGL, AAPL
Pandora Wealth	—	$165m	224	AAPL, META, AMZN
Atala Financial	—	$165m	121	GOOGL, DE, MAR
Forerunner Ventures Management	—	$164m	1	CHYM
McGinn Penninger Investment Management	—	$164m	38	AAPL, JPM, META
Cannon Advisors	—	$164m	93	GOOGL, NVDA, AAPL
Bullseye Investment Management	—	$164m	91	U.S. Bancorp, Innovator Etfs Trust, MSFT
JDH Wealth Management	—	$164m	61	NVDA, AAPL, AMZN
Hemming& Wealth Management	—	$164m	16	KO, MSFT, SYK
Winebrenner Capital Management	—	$164m	153	NVDA, AAPL, CVX
Paradigm, Strategies in Wealth Management	—	$164m	61	AAPL, PG, AMZN
Gaddis Premier Wealth Advisors	—	$164m	98	NVDA, AAPL, OGE
Interactive Financial Advisors	—	$164m	74	USB, GATX, ALL
Simcoe Capital	—	$164m	36	PGNY, CBRL, PUBM
Family Legacy Financial Solutions	—	$164m	65	AMD, LLY, RVTY
Sippican Capital Advisors	—	$164m	111	TBBK, GE, TFIN
Breakout Capital Partners, LP	—	$164m	8	MMYT, ITUB, ACN
Campion Asset Management	—	$164m	83	LMT, AAPL, LLY
OceanIQ Capital	—	$164m	99	NVDA, MSFT, AAPL
Piedmont Capital Management	—	$164m	123	BRK-A, AAPL, NVDA
S&A Financial Services	—	$164m	88	AAPL, CPRT, COST
Meadow Creek Wealth Advisors	—	$164m	139	SON, KO, NVDA
Broadview Financial Management	—	$164m	43	AAPL, AEP
Apex Wealth Management	—	$164m	63	TSLA, AMZN, AAPL
Holistic Financial Partners	—	$164m	120	LLY, JPM, AAPL
Arbor Wealth Advisors	—	$164m	60	BWA, CAT, LEA
Aurora Investment Managers, LLC.	—	$164m	52	AAPL, META, MOH
Climber Capital SA	—	$164m	64	GOOGL, AAPL, TTE
Reflection Asset Management	—	$163m	127	AAPL, NVDA, MSFT
Totem Point Management	—	$163m	18	CBRS, TSM, LRCX
Petros Family Wealth	—	$163m	133	AAPL, KLAC, NVDA
Terra Nova Asset Management	—	$163m	93	GOOGL, GEV, MU
Yorktown Management & Research	—	$163m	249	FIX, IESC, KLAC
Potrero Capital Research	—	$163m	44	GMTL, STX, GEV
Velan Capital Investment Management LP	—	$163m	50	PRAX, MPLT, STRO
Kopp Family Office	—	$163m	29	XMTR, ATEC, WK
Nabity-Jensen Investment Management	—	$163m	70	NVDA, AAPL, BRK-B
Atlantic Private Wealth	—	$163m	298	AAPL, GOOG, EW
Catalina Capital Group	—	$163m	173	AAPL, NVDA, AMZN
Rexford Capital	—	$163m	300	KLAC, CAT, NVDA
Mercuria Capital Strategies	—	$163m	23	SHAZ, BCSS, FCX
Gem Investment Advisors	—	$163m	35	GTX, ABSI, DRTS
Generation Capital Management	—	$163m	83	GOOG, AAPL, SNDK

Showing 7301 to 7350 of 9384

Previous Next

Show only the long-term investors we follow