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
Pine Haven Investment Counsel	—	$149m	116	AAPL, MSFT, GOOGL
J2 Capital Management	—	$149m	123	ABBV, PANW, LLY
Sage Investment Advisers	—	$149m	98	V, JPM, CVX
Forty-three Eighteen Advisors	—	$149m	74	WMT, CAT, AAPL
Fiduciary Advisors	—	$149m	154	BAC, USB, AAPL
Stewardship Concepts Financial Services	—	$149m	70	ROK, MSFT, JPM
Hamilton Lane Advisors	—	$149m	14	CBRS, OBDC, GRNT
Whipplewood Advisors	—	$149m	636	ARCC, BXSL, AAPL
swisspartners Advisors	—	$148m	23	APA, DHI, SIRI
Northstar Financial Companies	—	$148m	117	V, AAPL, MU
Morgan Creek Capital Management	—	$148m	15	FIGR, UBER, GEMI
Tuttle Capital Management	—	$148m	116	IPGP, LITE, CIEN
Monetta Financial Services	—	$148m	59	GOOG, AMZN, NVDA
Ivory Union Consulting	—	$148m	3	NVDA, GOOGL, GOOG
Phil A. Younker & Associates	—	$148m	29	BTI, BA, XOM
Accordant Advisory Group	—	$148m	242	FPI, UROY, JOE
Perissos Private Wealth Management	—	$148m	78	BXSL, GOOG, GOOGL
A4 Wealth Advisors	—	$148m	89	JPM, TT, AMZN
Sacks & Associates	—	$148m	80	BRK-B, GOOGL, MCO
Vertex Investment Solutions	—	$148m	26	—
Peapod Lane Capital	—	$148m	61	HURC, CLDT, ALCO
Nitor Capital Management	—	$148m	24	TRC, JOE, CF
Piscataqua Savings Bank	—	$148m	412	AAPL, MSFT, GOOGL
Tribune Investment Group LP	—	$148m	32	AME, CSX, Q
9823 Capital, L.P.	—	$148m	33	AAPL, AMZN, MSFT
Moon Capital Management LP	—	$148m	14	IAUX, BWA, APTV
Harbour Wealth Management Group	—	$148m	89	INTC, BRK-B, AAPL
Partnership Wealth Management	—	$148m	67	LLY, TT, JNJ
Blake Schutter Theil Wealth Advisors	—	$148m	110	AAPL, BRK-B, GOOGL
Alcosta Capital Management	—	$148m	22	NVDA, AVGO, GOOG
Rf&l Wealth Management	—	$148m	50	LLY, NVDA, ABBV
Lawood	—	$148m	95	GLW, CSCO, CAT
Bislett Management	—	$148m	18	WSC, BRK-A, SIRI
Vanguard Capital Wealth Advisors	—	$148m	132	AAPL, MU, NVDA
LiftPoint Family Wealth Advisors	—	$148m	68	AAPL, NVDA, XOM
Tepp RIA	—	$147m	49	AAPL, HSBC, C
Q Global Advisors	—	$147m	47	ASND, MSFT, BX
Dorato Capital Management	—	$147m	254	AFL, CSCO, AMAT
Summit Financial Consulting	—	$147m	49	AAPL, MSFT, AMZN
Red Tree Management	—	$147m	3	BCAX, CBLL, CTNM
IDG China Venture Capital Fund IV Associates L.P.	—	$147m	4	PDD, PONY, LITB
Coquina Private Wealth	—	$147m	101	NVDA, AAPL, AMZN
Castlefield Investment Partners LLP	—	$147m	35	NVDA, KLAC, GOOGL
Sincerus Advisory	—	$147m	81	DOCN, AAPL, META
Madson Wealth Advisors	—	$147m	97	AMAT, TSM, AVGO
Diamant Asset Management	—	$147m	81	AAPL, GOOGL, V
Winnacle Wealth	—	$147m	137	MU, FLEX, XOM
Koa Wealth Management	—	$147m	54	BRK-B, AAPL, GOOGL
Crocodile Capital Partners GmbH	—	$147m	12	UBS, AMR, IBKR
Reliant Investment Partners	—	$147m	126	NVDA, DUK, TFC

Showing 7651 to 7700 of 9384

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Show only the long-term investors we follow