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
Versant Venture Management	—	$163m	8	GLUE, IPSC, JBIO
Capstone Wealth Management Group	—	$163m	123	AAPL, XOM, WPM
Krane Financial Solutions	—	$162m	55	AAPL, AMAT, JPM
Value Base	—	$162m	6	CGNT, VLN, AUDC
Cornerstone Financial Group	—	$162m	75	BRK-B, NVDA, UNP
Cruiser Capital Advisors	—	$162m	51	Ishares TR, FTAI, APG
Exome Asset Management	—	$162m	52	GH, PRAX, TGTX
Sageworth Trust Co of South Dakota	—	$162m	61	AMZN, TJX, CMI
Foundation Wealth Management	—	$162m	49	AAPL, BRK-B, GOOGL
TME Financial	—	$162m	70	AAPL, GOOG, MSFT
Creek Drive Management Group	—	$162m	43	ABVX, NKTR, QURE
Tiptree Advisors	—	$162m	24	AMZN, GOOGL, LRCX
Stillwater Wealth Management Group	—	$162m	77	AAPL, AVGO, COST
PMG Wealth Management	—	$162m	61	MSFT, AAPL, AMZN
Randall & Associates Wealth Management	—	$162m	52	NVDA, AAPL, GOOG
Chancellor Financial Group WB LP	—	$162m	149	AAPL, MSFT, NVDA
Alpha Wealth Funds	—	$162m	60	FSK, ET, ROK
1620 Investment Advisors	—	$161m	677	JPM, AAPL, TSM
Pinnacle Wealth Management	—	$161m	31	NVDA, GOOG, ANET
White & Co Financial Planning	—	$161m	20	—
Navigate Wealth Management	—	$161m	79	AAPL, PG, MSFT
Mendota Financial Group	—	$161m	33	BRK-B, L, MSFT
Coastline Complete Wealth	—	$161m	55	AMZN, PLNT, GOOGL
Laurore	—	$161m	1	—
Piar	—	$161m	73	MU, BE, NVDA
Aureum Wealth Management	—	$161m	62	AAPL, MSFT, CBU
GreatBanc Trust	—	$161m	70	NVDA, AAPL, GOOG
Bosman Wealth Management	—	$161m	56	MU, MRVL, GOOGL
Merkkuri Wealth Advisors	—	$161m	81	AMZN, AAPL, GOOG
Murphy & Mullick Capital Management	—	$161m	666	NVDA, TSLA, AVGO
Burr Financial Services	—	$161m	26	NVDA, AMAT, TSM
Lighthouse Wealth Management	—	$161m	47	ABBV, NVDA, AAPL
Savoir Faire Capital Management, L.P.	—	$161m	43	BTI, PM, MCD
Summer Road	—	$161m	21	OCUL, IMKTA, LINE
Mascagni Wealth Management	—	$161m	142	NVDA, AAPL, MSFT
Macroview Investment Management	—	$161m	105	HD, AAPL, MSFT
MidAtlantic Capital Management	—	$161m	86	HUBB, DE, META
Arlington Capital Management	—	$161m	112	NVDA, WULF, ENS
Buckley Capital Advisors	—	$161m	13	LQDA, DAVE, SGHC
Steinberg Asset Management	—	$161m	44	GLNG, GOOG, ACGL
Exchange Bank	—	$161m	130	AAPL, CAT, JNJ
Mountain Lake Investment Management	—	$161m	31	BLDR, MOH, ALSN
Avant Financial Advisors	—	$161m	69	AAPL, MSFT, AMZN
Philadelphia Investment Partners	—	$161m	182	PLTR, NVDA, AAPL
Future Financial Wealth Managment	—	$160m	132	PG, GOOG, AAPL
Palouse Capital Management	—	$160m	124	NTAP, MSFT, QCOM
Corepath Wealth Partners	—	$160m	46	INTC, NVDA, MU
Balanced Rock Investment Advisors	—	$160m	102	AAPL, TD, GOOGL
Gibson Wealth Advisors	—	$160m	30	NSC, XOM, NVDA
HFG Advisors	—	$160m	117	PG, GOOGL, GE

Showing 7351 to 7400 of 9384

Previous Next

Show only the long-term investors we follow