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
Redstone Wealth Management	—	$153m	31	NVDA, AMD, AVGO
Brooktree Capital Management	—	$153m	44	IBKR, RMNI, PAR
Muirfield Wealth Advisors	—	$153m	87	BRK-B, NVDA, RY
Floyd Financial Group	—	$153m	65	NVDA, AMZN, GOOGL
Prosperity Bancshares	—	$153m	450	AAPL, NVDA, BRK-A
DiPaolo Financial Group	—	$153m	47	AAPL, TSLA, NEE
ACT Capital Management	—	$153m	62	KRYS, TGTX, ABVX
SageOak Financial	—	$153m	36	XOM, OKE, SO
DKM Wealth Management	—	$153m	74	AAPL, AMZN, TSLA
Capital Squared Financial	—	$153m	87	AAPL, NVDA, MSFT
Goldenstone Wealth Management	—	$153m	76	AAPL, MSFT, AMAT
Lane Brothers	—	$153m	95	NVDA, AAPL, MSFT
Trace Wealth Advisors	—	$153m	69	PG, AAPL, CAT
Anchorage Capital Advisors, L.P.	—	$153m	2	XIFR, EQPT
Allium Financial Advisors	—	$153m	80	BRK-A, NVDA, AAPL
State of Wisconsin - Board of Commissioners of Public Lands	—	$153m	6	—
Crestwood Capital Management, L.P.	—	$153m	16	VIK, BROS, IBN
Durante & Waters	—	$153m	31	BRK-A, GOOGL, AMZN
Oracle Investment Management	—	$153m	17	WGS, ARDX, BHVN
Rockbridge Asset Management	—	$153m	30	MKL, AMZN, ORLY
Stoneridge Investment Partners	—	$152m	146	MSFT, AAPL, NVDA
Towerview	—	$152m	16	TRC, GASS, ACI
Hedges Asset Management	—	$152m	108	GBCI, GE, BA
Madrid Wealth Management	—	$152m	70	AAPL, MSFT, AMZN
Caldwell Investment Management	—	$152m	33	CBOE, MIAX, BAC
Phoenix Asset Management Partners	—	$152m	12	W, MICC, NFLX
Clayton Partners	—	$152m	44	SNDA, VTOL, TAC
Tannin Capital	—	$152m	169	BRK-A, JPM, AAPL
IF Advisors	—	$152m	60	BRK-B, XOM, TSLA
Moulton Wealth Management	—	$152m	66	XOM, CVX, COST
Chung Wu Investment Group	—	$152m	283	MU, MSFT, AAPL
WealthTrak Capital Management	—	$152m	77	AAPL, AVGO, NVDA
Hummer Financial Advisory Services	—	$152m	129	AMZN, ACN, GWW
Lederer & Associates Investment Counsel	—	$152m	84	AAPL, NVDA, MSFT
Prota Financial	—	$152m	70	BXSL, OBDC, AAPL
Advaya LLP	—	$152m	6	AMZN, WWD, MA
True Light Capital Pte.	—	$152m	8	PDD, HTHT, BABA
U S Wealth Group, Llc.	—	$152m	42	GOOGL, NVDA, AAPL
TTRF Capital	—	$152m	13	NBIS, PLTR, ASTS
Teilinger Capital	—	$151m	6	XEL, DTE, PCG
Longitude (Cayman)	—	$151m	27	AMD, SOFI, TSLA
Meritech Capital Associates V L.L.C.	—	$151m	2	DDOG, RBLX
RPS Advisory Solutions	—	$151m	104	AAPL, NVDA, GOOG
Washington Capital Management	—	$151m	111	GOOG, JPM, CIEN
Paladin Partners	—	$151m	214	NVDA, AAPL, BLK
Mittelman Wealth Management	—	$151m	53	EVLV, NVDA, AAPL
MJT & Associates Financial Advisory Group	—	$151m	465	NVDA, MU, WMT
Womack Financial	—	$151m	70	BRK-B, CSWC, TFIN
Northern Financial Advisors	—	$151m	100	AVGO, CAT, AAPL
Neumann Capital Management	—	$151m	58	GILD, CVS, JNJ

Showing 7551 to 7600 of 9384

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Show only the long-term investors we follow