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
Orographic Financial Advisors	—	$151m	105	AAPL, MSFT, XOM
ATX Financial Planning	—	$151m	83	NVDA, AAPL, AVGO
Hartmann Taylor Wealth Management	—	$151m	54	AAPL, NVDA, MSFT
Black Diamond Capital Management I, LLLP	—	$151m	8	CPSS, KVHI, VZ
RIK Saylor Financial	—	$151m	89	TSLA, WMS, AAPL
Themes Management	—	$151m	120	GE, BA, LMT
Signal Tree Financial Partners	—	$151m	53	AAPL, AMZN, ABBV
Sage Advisors	—	$151m	48	OBDC, LLY, ARCC
Hamrick Investment Counsel	—	$151m	182	AMGN, AAPL, MSFT
Adelphi Trust	—	$151m	114	AAPL, MSFT, NVDA
Paladin Advisory Group	—	$151m	243	AAPL, MU, GOOGL
Slocum, Gordon & Co LLP	—	$151m	70	MRK, JNJ, XOM
Chapman Financial Group	—	$150m	260	GOOG, AAPL, BRK-B
Richard Young Associates	—	$150m	29	NVDA, AAPL, TSLA
Stonebridge Financial Group	—	$150m	170	NVDA, AAPL, MU
Leibman Financial Services	—	$150m	46	BRK-B, GOOG, SFM
Horizons Wealth Management	—	$150m	166	AAPL, GOOGL, PRIM
Quattro Advisors	—	$150m	58	BRK-B, AAPL, NVDA
Spartan Planning & Wealth Management	—	$150m	75	NVDA, AAPL, GOOGL
AmeriServ Wealth Advisors	—	$150m	54	ASRV, LLY, AAPL
PB Investment Partners, L.P.	—	$150m	9	HGV, COF, APO
Index Venture Growth Associates III	—	$150m	2	HOOD, AUR
Nicholson Meyer Capital Management	—	$150m	45	BRK-B, AAPL, LLY
Bridger Management	—	$150m	24	MS, AMZN, TEVA
Kennondale Capital Management	—	$150m	80	MPC, IBKR, DK
Turn8 Private Wealth	—	$150m	54	MSFT, GOOGL, TSM
PW Advisors	—	$150m	36	—
Sankala Group	—	$150m	631	MSFT, Ishares 25 Year Treasury Strips Bond ETF, GOOGL
Sovereign's Capital Management	—	$150m	70	MOH, RPAY, NSP
PlanVest Financial	—	$150m	595	AAPL, MSFT, AMAT
Safe Harbor Family Capital	—	$150m	57	NVDA, EQIX, AAPL
Axiom Investment Management	—	$150m	528	UNP, AAPL, MU
Applied Capital	—	$150m	92	GOOG, MSFT, TRV
Phillip James Consulting	—	$150m	332	WT, IVZ, AAPL
Black Cypress Capital Management	—	$150m	29	FND, USB, META
Compass Financial Group, Inc. (Ohio)	—	$150m	48	NVDA, AAPL, WSM
Williams & Novak	—	$150m	145	SYPR, AAPL, MU
LTG Capital	—	$150m	24	AAPL
EJF Capital LP	—	$150m	72	COSO, SFNC, BUSE
South Shore Capital Advisors	—	$149m	154	GOOGL, AAPL, MSFT
Platt Investment Counsel	—	$149m	14	TSLA, BMY, GOOGL
Blodgett Wealth Advisors	—	$149m	72	NVDA, AAPL, GOOGL
Hoertkorn Richard Charles	—	$149m	71	Marvell Technology Group, GOOGL, AAPL
Vennlight Capital Management, LP	—	$149m	32	BKV, FER, PAM
Black Maple Capital Management LP	—	$149m	82	EXE, PNFP, HBAN
Green Alpha Advisors	—	$149m	113	LRCX, AMAT, MU
Cravens & Co Advisors	—	$149m	67	SMBK, CBK, AVGO
Seven Mile Advisory	—	$149m	158	NVDA, AAPL, AMZN
Vested Financial Planning	—	$149m	29	AAPL
Oder Investment Management	—	$149m	113	AAPL, AMZN, GOOGL

Showing 7601 to 7650 of 9384

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Show only the long-term investors we follow