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
Bonfire Financial	—	$156m	60	BRK-B, AAPL, MSFT
Financial Life Planners	—	$156m	332	NVDA, AAPL, HOOD
Renasant Bank	—	$156m	141	NVDA, AVGO, MSFT
Clarendon Private	—	$156m	124	NVDA, AAPL, AMZN
Clearview Wealth Management	—	$156m	62	GOOG, AAPL, LOAR
GraniteShares Advisors	—	$156m	90	MSFT, GOOGL, TWO
Volterra Technologies LP	—	$156m	81	PEP, MCD, UAL
Ipsen Advisor Group	—	$155m	107	FLO, AAPL, WMT
Morey & Quinn Wealth Partners	—	$155m	143	BRK-B, NVDA, AAPL
Summit Portfolio Management	—	$155m	24	BRK-B, NVDA, MSFT
Spahn Wealth & Retirement	—	$155m	38	NVDA, GOOG, C
Expect Equity	—	$155m	65	MKSI, COLB, ATI
Lonestar Capital Management	—	$155m	26	GTX, ET, GSL
Cultivar Capital	—	$155m	40	WY, IBM, JPM
Visa Foundation	—	$155m	2	—
Sugar Maple Asset Management	—	$155m	81	ABBV, ABT, PANW
Guardian Investment Management	—	$155m	60	AAPL, DHR, BX
Aegis Wealth Management	—	$155m	119	LLY, ORLY, AAPL
WHI Trust	—	$155m	59	MSFT, TRV, AAPL
Bright Futures Wealth Management, LLC.	—	$155m	207	AAPL, BRK-B, AVGO
Diversified Investment Strategies	—	$155m	52	XOM, JOE, DKS
Tide Cove Capital Partners	—	$155m	13	—
Entruity Wealth	—	$155m	54	CVX, AAPL, XOM
Asset Planning,Inc	—	$154m	334	LLY, AMZN, TDG
Outbound Financial	—	$154m	45	PLTR, TSLA, GOOG
Blalock Williams	—	$154m	154	LLY, GOOGL, NVDA
Entrust Financial	—	$154m	445	AAPL, BRK-B, MSFT
Sheets Smith Investment Management	—	$154m	137	APP, NVDA, AMZN
M3 Wealth Management	—	$154m	35	GEV, GOOGL, AAPL
Oasis Advisors	—	$154m	54	ETN, AAPL, HD
Greenhaven Road CapitalScott Miller	Value	$154m	17	HGTY, CLBT, KWY
Lionshead Wealth Management	—	$154m	112	AAPL, AMD, PWR
Mustico Financial Group	—	$154m	49	NUE, NVDA, AAPL
LRT Capital Management	—	$154m	64	JNJ, MU, AAON
Maytree Asset Management	—	$154m	44	INTC, ARM, MRVL
Endure Capital Management	—	$154m	26	PAX, KMX, OWL
Creegan & Nassoura Financial Group	—	$154m	78	JPM, MSFT, BX
Macco Financial Group	—	$154m	22	BFC, WFC, BWEN
Hoese & Co LLP	—	$154m	183	BRK-A, AAPL, MSFT
Bluegrass Capital Partners LP	—	$154m	11	MA, TDG, AMZN
Safir Wealth Advisors	—	$154m	17	AAPL, MSFT, XOM
Allstreet Capital Advisors	—	$154m	68	BRK-A, AVGO, AAPL
Anson Capital	—	$154m	93	BRK-B, WMT, AHR
Genesis Financial Group	—	$154m	100	TSLA, GEV, PLTR
Illumine Investment Management	—	$154m	0	—
bLong Financial	—	$154m	80	NVDA, AAPL, AMD
Stillwater Private Wealth	—	$153m	83	AAPL, AMZN, MSFT
TFJ Management	—	$153m	10	APP, OPLN, WSE
Mount Vernon Associates	—	$153m	62	AAPL, GOOG, AMZN
Persium Advisors	—	$153m	69	DELL, AAPL, HD

Showing 7501 to 7550 of 9384

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Show only the long-term investors we follow