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.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| 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.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| 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.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| 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.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| 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.
- Mueller Wealth—
- Value
- $147m
- Stocks
- 18
- Top holdings
- NVDA, BFC
- Nitorum Capital, L.P.—
- Value
- $147m
- Stocks
- 23
- Top holdings
- DELL, MLM, RBA
- Wiregrass Investment Management—
- Value
- $147m
- Stocks
- 113
- Top holdings
- AAPL, NVDA, FLO
- Hidden Lake Asset Management LP—
- Value
- $147m
- Stocks
- 15
- Top holdings
- AMD, STX, AMAT
- Lauer Wealth—
- Value
- $147m
- Stocks
- 58
- Top holdings
- TSLA, BMNR, MSTR
- Fjell Capital—
- Value
- $147m
- Stocks
- 66
- Top holdings
- NVDA, GOOGL, KLAC
- LB Partners—
- Value
- $147m
- Stocks
- 33
- Top holdings
- RELY, NIQ, Open Lending
- Sun Group Wealth Partners—
- Value
- $147m
- Stocks
- 81
- Top holdings
- AAPL, NVDA, COST
- Camelot Technology Advisors—
- Value
- $147m
- Stocks
- 59
- Top holdings
- BROS, TRGP, FANG
- Guild Investment Management—
- Value
- $146m
- Stocks
- 59
- Top holdings
- NVDA, DELL, GOOG
- Midwest Financial Network—
- Value
- $146m
- Stocks
- 105
- Top holdings
- MSFT, NVDA, CTVA
- Intrinsic Value Partners—
- Value
- $146m
- Stocks
- 73
- Top holdings
- GOOG, BRK-B, TSM
- Cygnus Capital Advisors—
- Value
- $146m
- Stocks
- 111
- Top holdings
- HUSQF, NONOF, TGT
- Susquehanna Capital Management—
- Value
- $146m
- Stocks
- 1
- Top holdings
- PAYO
- Luminus Management—
- Value
- $146m
- Stocks
- 30
- Top holdings
- AVNT, OI, CC
- AHL Investment Management—
- Value
- $146m
- Stocks
- 68
- Top holdings
- MSFT, KO, JPM
- Fairway Financial—
- Value
- $146m
- Stocks
- 23
- Top holdings
- AMAT, NVDA
- Cyrus Capital Partners, L.P.—
- Value
- $146m
- Stocks
- 3
- Top holdings
- ECHO, CZR
- Collier Financial—
- Value
- $146m
- Stocks
- 141
- Top holdings
- SPGI, BRK-A, AAPL
- Seneschal Advisors—
- Value
- $146m
- Stocks
- 596
- Top holdings
- AMZN, MSFT, COST
- Clear Retirement Advice—
- Value
- $146m
- Stocks
- 54
- Top holdings
- AAPL, V, GOOGL
- Bridgelight Financial Advisors—
- Value
- $146m
- Stocks
- 49
- Top holdings
- CAT, GS, AMGN
- Elm3 Financial Group—
- Value
- $146m
- Stocks
- 135
- Top holdings
- AMZN, NVDA, AVGO
- DMC Group—
- Value
- $146m
- Stocks
- 128
- Top holdings
- AAPL, AMD, INTC
- Antonelli Financial Advisors—
- Value
- $146m
- Stocks
- 53
- Top holdings
- AAPL, GOOG, JPM
- Split Rock Private Trading & Wealth Management—
- Value
- $146m
- Stocks
- 49
- Top holdings
- AAPL, AMZN, NVDA
- JM2 Capital—
- Value
- $146m
- Stocks
- 121
- Top holdings
- NVDA, AAPL, GOOGL
- Tenzing Financial—
- Value
- $146m
- Stocks
- 84
- Top holdings
- AAPL, NVDA, GOOGL
- Dentgroup—
- Value
- $146m
- Stocks
- 93
- Top holdings
- XOM, HWC, Ishares 25 Year Treasury Strips Bond ETF
- Enhancing Capital—
- Value
- $145m
- Stocks
- 90
- Top holdings
- LLY, MSFT, NVDA
- Wynnefield Capital—
- Value
- $145m
- Stocks
- 8
- Top holdings
- NATR, CDRE, LFCR
- Bingham Private Wealth—
- Value
- $145m
- Stocks
- 178
- Top holdings
- AAPL, AMZN, NVDA
- Hegarty Advisors—
- Value
- $145m
- Stocks
- 66
- Top holdings
- AAPL, GS, MSFT
- RMR Capital Management—
- Value
- $145m
- Stocks
- 76
- Top holdings
- BRK-B, GOOGL, TSLX
- Corus Family Wealth Advisors—
- Value
- $145m
- Stocks
- 82
- Top holdings
- FISV, AAPL, DHR
- Cushing Capital Partners—
- Value
- $145m
- Stocks
- 99
- Top holdings
- AAPL, JNJ, KKR
- McLaughlin Asset Management—
- Value
- $145m
- Stocks
- 96
- Top holdings
- NVDA, CAT, KLAC
- Global Trust Wealth Management—
- Value
- $145m
- Stocks
- 75
- Top holdings
- WEC, AAPL, AVGO
- Anchor Capital Management Group—
- Value
- $145m
- Stocks
- 15
- Top holdings
- —
- LightSquare Wealth Management—
- Value
- $145m
- Stocks
- 104
- Top holdings
- NVDA, AAPL, MSFT
- Dara Capital US—
- Value
- $145m
- Stocks
- 110
- Top holdings
- MU, TSM, GOOGL
- VUB Generali dochodkova spravcovska spolocnost, a.s.—
- Value
- $145m
- Stocks
- 91
- Top holdings
- NVDA, AAPL, AMZN
- Extract Advisors—
- Value
- $145m
- Stocks
- 22
- Top holdings
- RGLD, ELE, IAG
- Magnolia Capital Management—
- Value
- $145m
- Stocks
- 75
- Top holdings
- AAPL, GOOG, BRK-B
- SWP Investment Management—
- Value
- $145m
- Stocks
- 43
- Top holdings
- MSFT, AAPL, AVGO
- Elizabeth Park Capital Advisors—
- Value
- $145m
- Stocks
- 44
- Top holdings
- QCRH, OBK, BCAL
- Jacobs Equity—
- Value
- $145m
- Stocks
- 121
- Top holdings
- JPM, GOOGL, NVDA
- Pinnacle West Asset Management—
- Value
- $145m
- Stocks
- 104
- Top holdings
- AAPL, STX, NVDA
- Pangea Capital Gestao de Recursos Ltda.—
- Value
- $145m
- Stocks
- 10
- Top holdings
- BRK-B, AMZN, BRK-A
- Clarity Retirement & Wealth—
- Value
- $145m
- Stocks
- 32
- Top holdings
- —
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Mueller Wealth | — | $147m | 18 | NVDA, BFC |
| Nitorum Capital, L.P. | — | $147m | 23 | DELL, MLM, RBA |
| Wiregrass Investment Management | — | $147m | 113 | AAPL, NVDA, FLO |
| Hidden Lake Asset Management LP | — | $147m | 15 | AMD, STX, AMAT |
| Lauer Wealth | — | $147m | 58 | TSLA, BMNR, MSTR |
| Fjell Capital | — | $147m | 66 | NVDA, GOOGL, KLAC |
| LB Partners | — | $147m | 33 | RELY, NIQ, Open Lending |
| Sun Group Wealth Partners | — | $147m | 81 | AAPL, NVDA, COST |
| Camelot Technology Advisors | — | $147m | 59 | BROS, TRGP, FANG |
| Guild Investment Management | — | $146m | 59 | NVDA, DELL, GOOG |
| Midwest Financial Network | — | $146m | 105 | MSFT, NVDA, CTVA |
| Intrinsic Value Partners | — | $146m | 73 | GOOG, BRK-B, TSM |
| Cygnus Capital Advisors | — | $146m | 111 | HUSQF, NONOF, TGT |
| Susquehanna Capital Management | — | $146m | 1 | PAYO |
| Luminus Management | — | $146m | 30 | AVNT, OI, CC |
| AHL Investment Management | — | $146m | 68 | MSFT, KO, JPM |
| Fairway Financial | — | $146m | 23 | AMAT, NVDA |
| Cyrus Capital Partners, L.P. | — | $146m | 3 | ECHO, CZR |
| Collier Financial | — | $146m | 141 | SPGI, BRK-A, AAPL |
| Seneschal Advisors | — | $146m | 596 | AMZN, MSFT, COST |
| Clear Retirement Advice | — | $146m | 54 | AAPL, V, GOOGL |
| Bridgelight Financial Advisors | — | $146m | 49 | CAT, GS, AMGN |
| Elm3 Financial Group | — | $146m | 135 | AMZN, NVDA, AVGO |
| DMC Group | — | $146m | 128 | AAPL, AMD, INTC |
| Antonelli Financial Advisors | — | $146m | 53 | AAPL, GOOG, JPM |
| Split Rock Private Trading & Wealth Management | — | $146m | 49 | AAPL, AMZN, NVDA |
| JM2 Capital | — | $146m | 121 | NVDA, AAPL, GOOGL |
| Tenzing Financial | — | $146m | 84 | AAPL, NVDA, GOOGL |
| Dentgroup | — | $146m | 93 | XOM, HWC, Ishares 25 Year Treasury Strips Bond ETF |
| Enhancing Capital | — | $145m | 90 | LLY, MSFT, NVDA |
| Wynnefield Capital | — | $145m | 8 | NATR, CDRE, LFCR |
| Bingham Private Wealth | — | $145m | 178 | AAPL, AMZN, NVDA |
| Hegarty Advisors | — | $145m | 66 | AAPL, GS, MSFT |
| RMR Capital Management | — | $145m | 76 | BRK-B, GOOGL, TSLX |
| Corus Family Wealth Advisors | — | $145m | 82 | FISV, AAPL, DHR |
| Cushing Capital Partners | — | $145m | 99 | AAPL, JNJ, KKR |
| McLaughlin Asset Management | — | $145m | 96 | NVDA, CAT, KLAC |
| Global Trust Wealth Management | — | $145m | 75 | WEC, AAPL, AVGO |
| Anchor Capital Management Group | — | $145m | 15 | — |
| LightSquare Wealth Management | — | $145m | 104 | NVDA, AAPL, MSFT |
| Dara Capital US | — | $145m | 110 | MU, TSM, GOOGL |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | — | $145m | 91 | NVDA, AAPL, AMZN |
| Extract Advisors | — | $145m | 22 | RGLD, ELE, IAG |
| Magnolia Capital Management | — | $145m | 75 | AAPL, GOOG, BRK-B |
| SWP Investment Management | — | $145m | 43 | MSFT, AAPL, AVGO |
| Elizabeth Park Capital Advisors | — | $145m | 44 | QCRH, OBK, BCAL |
| Jacobs Equity | — | $145m | 121 | JPM, GOOGL, NVDA |
| Pinnacle West Asset Management | — | $145m | 104 | AAPL, STX, NVDA |
| Pangea Capital Gestao de Recursos Ltda. | — | $145m | 10 | BRK-B, AMZN, BRK-A |
| Clarity Retirement & Wealth | — | $145m | 32 | — |