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.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| 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.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| 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.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| 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.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| 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.
- ACR Alpine Capital Research—
- Value
- $7.0bn
- Stocks
- 38
- Top holdings
- JNJ, CVX, LEN
- Fiduciary Management (FMI)Value
Pat English
- Value
- $7.0bn
- Stocks
- 56
- Top holdings
- ARMK, BKNG, NSIT
- Perpetual—
- Value
- $7.0bn
- Stocks
- 419
- Top holdings
- SRE, TEL, FLUT
- Briar Hall Management—
- Value
- $7.0bn
- Stocks
- 1
- Top holdings
- ITW
- Optiver Holding B.V.—
- Value
- $7.0bn
- Stocks
- 2,337
- Top holdings
- MU, TSM, NVDA
- Facet Wealth—
- Value
- $7.0bn
- Stocks
- 411
- Top holdings
- AAPL, NVDA, MSFT
- J. Safra Sarasin Holding AG—
- Value
- $7.0bn
- Stocks
- 799
- Top holdings
- NVDA, MSFT, GOOGL
- Sculptor Capital LP—
- Value
- $7.0bn
- Stocks
- 258
- Top holdings
- TSM, SHC, FWONK
- Cincinnati Insurance—
- Value
- $6.9bn
- Stocks
- 64
- Top holdings
- Lam Research ORD, MSFT, JPM
- Cambridge Associates LLC /ma/ /adv—
- Value
- $6.9bn
- Stocks
- 56
- Top holdings
- KRMN
- Rothschild & Co Wealth Management UK—
- Value
- $6.9bn
- Stocks
- 25
- Top holdings
- AXP, BKNG, DE
- National Philanthropic Trust—
- Value
- $6.9bn
- Stocks
- 409
- Top holdings
- APO, GOOGL, GOOG
- NorthRock Partners—
- Value
- $6.9bn
- Stocks
- 669
- Top holdings
- AAPL, NVDA, MSFT
- Prospera Financial Services—
- Value
- $6.9bn
- Stocks
- 1,466
- Top holdings
- AAPL, NVDA, MSFT
- Weiss Asset Management LP—
- Value
- $6.9bn
- Stocks
- 574
- Top holdings
- NVDA, MU, Super Micro Computer
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management—
- Value
- $6.8bn
- Stocks
- 1,046
- Top holdings
- NVDA, AAPL, MSFT
- Liontrust Investment Partners LLP—
- Value
- $6.8bn
- Stocks
- 194
- Top holdings
- AZN, TSM, GOOGL
- TimesSquare Capital Management—
- Value
- $6.8bn
- Stocks
- 158
- Top holdings
- CRS, LSCC, EME
- Capital Advisors—
- Value
- $6.8bn
- Stocks
- 374
- Top holdings
- PEP, NVDA, AAPL
- Deep Track Capital, LP—
- Value
- $6.8bn
- Stocks
- 66
- Top holdings
- GH, IMVT, GPCR
- Border to Coast Pensions Partnership—
- Value
- $6.8bn
- Stocks
- 90
- Top holdings
- NVDA, GOOGL, AZN
- Letko BrosseauValue
Letko Brosseau team
- Value
- $6.8bn
- Stocks
- 112
- Top holdings
- BNS, TD, GOOG
- Brevan Howard Capital Management LP—
- Value
- $6.8bn
- Stocks
- 1,889
- Top holdings
- AAPL, MSFT, NVDA
- Bristol John W—
- Value
- $6.8bn
- Stocks
- 62
- Top holdings
- ANET, AMZN, AAPL
- Crestwood Advisors Group—
- Value
- $6.7bn
- Stocks
- 877
- Top holdings
- AAPL, GOOGL, NVDA
- Louisiana State Employees Retirement System—
- Value
- $6.7bn
- Stocks
- 1,523
- Top holdings
- NVDA, AAPL, MSFT
- Ritholtz Wealth Management—
- Value
- $6.7bn
- Stocks
- 1,290
- Top holdings
- AAPL, NVDA, MSFT
- First Citizens Bank & Trust—
- Value
- $6.7bn
- Stocks
- 644
- Top holdings
- AAPL, FCNCA, NVDA
- Quilter—
- Value
- $6.6bn
- Stocks
- 131
- Top holdings
- NVDA, AMD, MSFT
- Reaves W H—
- Value
- $6.6bn
- Stocks
- 94
- Top holdings
- TLN, ETR, VST
- K5 Global Advisor—
- Value
- $6.6bn
- Stocks
- 3
- Top holdings
- SPCX, ODD, RBOT
- Advisors Asset Management—
- Value
- $6.6bn
- Stocks
- 1,408
- Top holdings
- GOOGL, AMZN, AAPL
- Parallel Advisors—
- Value
- $6.5bn
- Stocks
- 3,893
- Top holdings
- CORT, AAPL, NVDA
- Global Retirement Partners—
- Value
- $6.5bn
- Stocks
- 4,499
- Top holdings
- AAPL, NVDA, AJG
- Eastern Bank—
- Value
- $6.5bn
- Stocks
- 1,037
- Top holdings
- AAPL, NVDA, GOOGL
- Arkadios Wealth Advisors—
- Value
- $6.5bn
- Stocks
- 1,680
- Top holdings
- AAPL, NVDA, AMZN
- Sagespring Wealth Partners—
- Value
- $6.5bn
- Stocks
- 846
- Top holdings
- AAPL, NVDA, MSFT
- Mondrian Investment PartnersValue
Mondrian team
- Value
- $6.5bn
- Stocks
- 111
- Top holdings
- YUMC, LYG, SAN
- Curi Capital—
- Value
- $6.5bn
- Stocks
- 888
- Top holdings
- AAPL, MSFT, NVDA
- Montrusco Bolton Investments—
- Value
- $6.5bn
- Stocks
- 80
- Top holdings
- NVDA, GOOGL, MSFT
- Ruane Cunniff & Goldfarb (Sequoia Fund)Quality
John Harris
- Value
- $6.4bn
- Stocks
- 54
- Top holdings
- GOOGL, TSM, FWONK
- Perceptive Advisors—
- Value
- $6.4bn
- Stocks
- 101
- Top holdings
- PRAX, SYRE, CELC
- Confluence Investment Management—
- Value
- $6.4bn
- Stocks
- 290
- Top holdings
- SNA, CB, LIN
- RFG Advisory—
- Value
- $6.4bn
- Stocks
- 1,103
- Top holdings
- AAPL, NVDA, SCI
- Mesirow Financial Investment Management—
- Value
- $6.4bn
- Stocks
- 529
- Top holdings
- BRK-B, AAPL, GOOG
- Energy Income Partners—
- Value
- $6.4bn
- Stocks
- 88
- Top holdings
- EPD, ET, MPLX
- Davis R M—
- Value
- $6.3bn
- Stocks
- 280
- Top holdings
- AAPL, GOOGL, NVDA
- Great Valley Advisor Group—
- Value
- $6.3bn
- Stocks
- 1,040
- Top holdings
- NVDA, AAPL, AMZN
- Perigon Wealth Management—
- Value
- $6.3bn
- Stocks
- 1,411
- Top holdings
- NVDA, AAPL, AMZN
- Axxcess Wealth Management—
- Value
- $6.3bn
- Stocks
- 1,051
- Top holdings
- AAPL, NVDA, MSFT
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| ACR Alpine Capital Research | — | $7.0bn | 38 | JNJ, CVX, LEN |
| Fiduciary Management (FMI)Pat English | Value | $7.0bn | 56 | ARMK, BKNG, NSIT |
| Perpetual | — | $7.0bn | 419 | SRE, TEL, FLUT |
| Briar Hall Management | — | $7.0bn | 1 | ITW |
| Optiver Holding B.V. | — | $7.0bn | 2,337 | MU, TSM, NVDA |
| Facet Wealth | — | $7.0bn | 411 | AAPL, NVDA, MSFT |
| J. Safra Sarasin Holding AG | — | $7.0bn | 799 | NVDA, MSFT, GOOGL |
| Sculptor Capital LP | — | $7.0bn | 258 | TSM, SHC, FWONK |
| Cincinnati Insurance | — | $6.9bn | 64 | Lam Research ORD, MSFT, JPM |
| Cambridge Associates LLC /ma/ /adv | — | $6.9bn | 56 | KRMN |
| Rothschild & Co Wealth Management UK | — | $6.9bn | 25 | AXP, BKNG, DE |
| National Philanthropic Trust | — | $6.9bn | 409 | APO, GOOGL, GOOG |
| NorthRock Partners | — | $6.9bn | 669 | AAPL, NVDA, MSFT |
| Prospera Financial Services | — | $6.9bn | 1,466 | AAPL, NVDA, MSFT |
| Weiss Asset Management LP | — | $6.9bn | 574 | NVDA, MU, Super Micro Computer |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | — | $6.8bn | 1,046 | NVDA, AAPL, MSFT |
| Liontrust Investment Partners LLP | — | $6.8bn | 194 | AZN, TSM, GOOGL |
| TimesSquare Capital Management | — | $6.8bn | 158 | CRS, LSCC, EME |
| Capital Advisors | — | $6.8bn | 374 | PEP, NVDA, AAPL |
| Deep Track Capital, LP | — | $6.8bn | 66 | GH, IMVT, GPCR |
| Border to Coast Pensions Partnership | — | $6.8bn | 90 | NVDA, GOOGL, AZN |
| Letko BrosseauLetko Brosseau team | Value | $6.8bn | 112 | BNS, TD, GOOG |
| Brevan Howard Capital Management LP | — | $6.8bn | 1,889 | AAPL, MSFT, NVDA |
| Bristol John W | — | $6.8bn | 62 | ANET, AMZN, AAPL |
| Crestwood Advisors Group | — | $6.7bn | 877 | AAPL, GOOGL, NVDA |
| Louisiana State Employees Retirement System | — | $6.7bn | 1,523 | NVDA, AAPL, MSFT |
| Ritholtz Wealth Management | — | $6.7bn | 1,290 | AAPL, NVDA, MSFT |
| First Citizens Bank & Trust | — | $6.7bn | 644 | AAPL, FCNCA, NVDA |
| Quilter | — | $6.6bn | 131 | NVDA, AMD, MSFT |
| Reaves W H | — | $6.6bn | 94 | TLN, ETR, VST |
| K5 Global Advisor | — | $6.6bn | 3 | SPCX, ODD, RBOT |
| Advisors Asset Management | — | $6.6bn | 1,408 | GOOGL, AMZN, AAPL |
| Parallel Advisors | — | $6.5bn | 3,893 | CORT, AAPL, NVDA |
| Global Retirement Partners | — | $6.5bn | 4,499 | AAPL, NVDA, AJG |
| Eastern Bank | — | $6.5bn | 1,037 | AAPL, NVDA, GOOGL |
| Arkadios Wealth Advisors | — | $6.5bn | 1,680 | AAPL, NVDA, AMZN |
| Sagespring Wealth Partners | — | $6.5bn | 846 | AAPL, NVDA, MSFT |
| Mondrian Investment PartnersMondrian team | Value | $6.5bn | 111 | YUMC, LYG, SAN |
| Curi Capital | — | $6.5bn | 888 | AAPL, MSFT, NVDA |
| Montrusco Bolton Investments | — | $6.5bn | 80 | NVDA, GOOGL, MSFT |
| Ruane Cunniff & Goldfarb (Sequoia Fund)John Harris | Quality | $6.4bn | 54 | GOOGL, TSM, FWONK |
| Perceptive Advisors | — | $6.4bn | 101 | PRAX, SYRE, CELC |
| Confluence Investment Management | — | $6.4bn | 290 | SNA, CB, LIN |
| RFG Advisory | — | $6.4bn | 1,103 | AAPL, NVDA, SCI |
| Mesirow Financial Investment Management | — | $6.4bn | 529 | BRK-B, AAPL, GOOG |
| Energy Income Partners | — | $6.4bn | 88 | EPD, ET, MPLX |
| Davis R M | — | $6.3bn | 280 | AAPL, GOOGL, NVDA |
| Great Valley Advisor Group | — | $6.3bn | 1,040 | NVDA, AAPL, AMZN |
| Perigon Wealth Management | — | $6.3bn | 1,411 | NVDA, AAPL, AMZN |
| Axxcess Wealth Management | — | $6.3bn | 1,051 | AAPL, NVDA, MSFT |