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
Stolz & Associates, PS	—	$160m	32	NVDA, AAPL, MSFT
Chartist	—	$160m	21	SHW, Powershares QQQ Trust SER 1, AMZN
Glenorchy Capital	—	$160m	59	FRO, PAM, YPF
Reicon Wealth Advisors	—	$160m	92	BRK-B, JPM, BXSL
Emory University	—	$160m	6	WBI, NVDA
Wallace Hart	—	$160m	45	TPL, LRCX, MU
Cogent Private Wealth	—	$160m	117	NVDA, AAPL, MSFT
Sellaronda Global Management LP	—	$160m	10	FWONK, AMZN, CPAY
Planning Strategies	—	$160m	1,065	NVDA, AAPL, EPD
Gladwyn Financial Advisors	—	$160m	82	GD, NEE, KO
Sterling Manor Financial	—	$160m	39	AAPL, AMZN, MSFT
BAM Wealth Management	—	$160m	166	AAPL, NVDA, GOOGL
Allianz Investment Management	—	$160m	29	—
Systrade AG	—	$160m	14	AMR, IBKR, UBS
Willner & Heller	—	$160m	165	NVDA, AAPL, AMD
AMG Asset Management Group	—	$160m	92	NVDA, AAPL, MSFT
Ldic	—	$160m	25	AAPL, GOOG, JPM
Aubrey Capital Management	—	$160m	39	EMBJ, BABA, LAUR
Avant Capital	—	$160m	86	TSLA, XOM, AAPL
Kagan Cocozza Asset Management	—	$160m	67	LLY, AAPL, META
waypoint wealth counsel	—	$159m	149	KO, AAPL, MSFT
Papamarkou Wellner Asset Management	—	$159m	75	AAPL, NVDA, GOOGL
Clark & Stuart	—	$159m	57	MRK, JNJ, NYT
Center for Wealth Management Advisory	—	$159m	62	AAPL, AVGO, MS
Round Hill Asset Management	—	$159m	62	AMGN, SPGI, MRK
ABS Direct Equity Fund	—	$159m	111	PDD, PAM, KSPI
ABS Investment Management	—	$159m	111	PDD, PAM, KSPI
Constant Guidance Financial	—	$159m	67	BRK-B, AAPL, AMZN
Argosy-Lionbridge Management	—	$159m	20	IRT, BN, FCPT
Nvest Wealth Strategies	—	$159m	351	UNP, NVDA, PPG
46 Peaks	—	$159m	30	NVDA, RVMD, CFG
Opulen Financial Group	—	$159m	116	AMZN, NVDA, AAPL
SpringVest Wealth Management	—	$159m	74	BRK-B, AEP, AAPL
Josh Arnold Investment Consultant	—	$159m	21	AAPL, AMZN, STLN
Marvin & Palmer Associates	—	$159m	28	NVDA, C, GS
JP Wealth Management	—	$159m	14	—
Comprehensive Money Management Services	—	$159m	200	GOOG, KMI, WY
Lakeside Advisors	—	$159m	65	MSFT, BRK-B, COST
Stanich Group	—	$159m	52	AAPL, MU, NVDA
Swisher Financial Concepts	—	$159m	107	ABBV, ABT, AAPL
Blue Water Life Science Advisors, LP	—	$159m	9	CDNA, TXG, PSNL
Argyle Capital Partners	—	$159m	177	AAPL, MSFT, AMZN
Trium Capital LLP	—	$159m	50	T, Esperion Therapeutics INC NE, ALMS
Cooksen Wealth	—	$159m	45	TRGP, AAPL, JNJ
Agman Capital	—	$159m	19	COHR, GHM, MRCY
Truffle Hound Capital	—	$159m	46	KSPI, EOG, PAGS
Overlook Investments LP	—	$159m	1	TME
Oppenheimer & Close	—	$159m	57	SMHI, HURC, AEM
AGH Wealth Advisors	—	$158m	129	AAPL, NVDA, MSFT
Bank & Trust	—	$158m	303	LLY, OTTR, MSFT

Showing 7401 to 7450 of 9384

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Show only the long-term investors we follow