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
Collaborative Capital Advisors	—	$158m	83	AAPL, GOOGL, GOOG
Seek First	—	$158m	67	AAPL, LRCX, TSLA
Flagship Capital Management	—	$158m	50	GOOGL, AAPL, V
Superstring Capital Management LP	—	$158m	32	COGT, AXSM, GMAB
AG Campbell Advisory	—	$158m	5	JPM, AAPL, SBCF
Schwallier Wealth Management	—	$158m	69	AAPL, NVDA, CAT
Minerva Advisors	—	$158m	46	EML, TG, INFU
Brightwater Advisory	—	$158m	59	AAPL, AFL, NVDA
Kopion Asset Management	—	$158m	21	VRNS, NICE, TRUP
Sagace Wealth Management	—	$158m	70	DLR, AAPL, AMZN
Kastel Capital Advisors	—	$158m	57	AAPL, BWXT
Seed Wealth Management	—	$158m	100	TSM, DELL, RPC
Clearview Wealth Advisors	—	$158m	103	APO, MSFT, CVX
Ridgeline Wealth Planning	—	$158m	53	LRCX, MTG, AAPL
Centerpoint Advisory Group	—	$158m	117	NVDA, AAPL, AVGO
Town Capital	—	$158m	75	CEG, AAPL, EXC
Aurora Private Wealth	—	$158m	177	AAPL, NVDA, ET
Lepercq De Neuflize Asset Management	—	$158m	37	QRVO, SVCO, ENPH
Blue Capital	—	$158m	122	LLY, PM, GOOG
ADG Wealth Management Group	—	$158m	41	AAPL, CVX, GOOG
Sound Financial Strategies Group	—	$157m	121	EGP, NVDA, AAPL
CM Management	—	$157m	71	RIGL, ALCO, RPRX
Pekao Towarzystwo Funduszy Inwestycyjnych	—	$157m	85	UBER, MSFT, META
Demming Financial Services Corp /adv	—	$157m	41	ECL, KEY, SHW
Gimbal Financial	—	$157m	54	LLY, TXN, AAPL
Gagnon Advisors	—	$157m	23	CDNA, AMRC, EPD
Abbington Investment Group	—	$157m	52	MOS, PBR, BHP
Bruce G. Allen Investments	—	$157m	1,036	AAPL, MSFT, GE
Penbrook Management	—	$157m	101	NVO, AMZN, GOOGL
Avantra Family Wealth	—	$157m	165	AAPL, NVDA, AMZN
Promus Capital	—	$157m	298	MSFT, GOOGL, V
SLT Holdings	—	$157m	146	NVDA, AAPL, AMZN
Authentikos Wealth Advisory	—	$157m	72	STX, AAPL, CSCO
Mosaic Financial Group	—	$156m	134	UNP, MSFT, AAPL
Bayesian Capital Management, LP	—	$156m	223	BABA, NVDA, MSFT
Mork Capital Management	—	$156m	104	ANF, MOH, DIN
Atlantic Family Wealth	—	$156m	64	BRK-B, AAPL, NVDA
A. D. Beadell Investment Counsel	—	$156m	104	TSM, VanEck Gold Miners ETF, EPD
H Squared Management LP	—	$156m	15	TSM, AMZN, TTWO
FMA Wealth Management	—	$156m	42	AAPL, NEE, XOM
Polaris Investment Advisors	—	$156m	78	GOOGL, GOOG, AAPL
WLTH Capital Management	—	$156m	29	—
Allied Private Wealth	—	$156m	903	AAPL, MSFT, AMZN
Michels Family Financial	—	$156m	148	XOM, CVX, GOOGL
Harpswell Capital Advisors	—	$156m	46	GOOG, AAPL, BRK-B
AlpenGlobal Capital	—	$156m	35	TSLA, GOOGL, AMZN
Joel Adams & Associates	—	$156m	68	LLY, AAPL, BRK-B
Apeiron Capital	—	$156m	14	ONON, ABVX, QFIN
Rare Wolf Capital	—	$156m	120	GOOG, MSFT, NVDA
Settian Capital LP	—	$156m	23	MA, AAPL, PWR

Showing 7451 to 7500 of 9384

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Show only the long-term investors we follow