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.
- Snowwater Investment Partners—
- Value
- $145m
- Stocks
- 98
- Top holdings
- UDR, GOOGL, AMZN
- Clifford Group—
- Value
- $145m
- Stocks
- 86
- Top holdings
- NVDA, GOOGL, AMZN
- Post Resch Tallon Group—
- Value
- $145m
- Stocks
- 138
- Top holdings
- BNL, EXEL, BRK-B
- Gilpin Wealth Management—
- Value
- $145m
- Stocks
- 1,062
- Top holdings
- NVDA, FTNT, AAPL
- Warm Springs Advisors—
- Value
- $145m
- Stocks
- 45
- Top holdings
- NVDA, AMD, AVGO
- NorthLanding Financial Partners—
- Value
- $145m
- Stocks
- 45
- Top holdings
- BRK-A, BRK-B, AAPL
- LM Asset Management—
- Value
- $144m
- Stocks
- 9
- Top holdings
- VET, LUMN, GTE
- Sierra Ocean—
- Value
- $144m
- Stocks
- 72
- Top holdings
- AAPL, NVDA, MSFT
- Robert B. Daugherty Foundation—
- Value
- $144m
- Stocks
- 1
- Top holdings
- VMI
- Blueline Advisors—
- Value
- $144m
- Stocks
- 258
- Top holdings
- SHW, MRSH, AAPL
- Beacon Hill Wealth Management—
- Value
- $144m
- Stocks
- 27
- Top holdings
- CINT, AAPL, MSFT
- Boyce & Associates Wealth Consulting—
- Value
- $144m
- Stocks
- 82
- Top holdings
- NVDA, AAPL, GOOGL
- Marble Bar Asset Management LLP—
- Value
- $144m
- Stocks
- 42
- Top holdings
- WBD, ECHO, MPT
- Oakmont Investment Advisors—
- Value
- $144m
- Stocks
- 115
- Top holdings
- MU, GOOGL, AAPL
- Aquamarine CapitalValue
Guy Spier
- Value
- $144m
- Stocks
- 7
- Top holdings
- BRK-B, BRK-A, AXP
- Sharp Capital Gestora de Recursos Ltda.—
- Value
- $144m
- Stocks
- 6
- Top holdings
- NU, MELI, INTR
- Carbahal Olsen Financial Services Group—
- Value
- $144m
- Stocks
- 40
- Top holdings
- AAPL, FNRN, BRK-B
- Planwiser Financial—
- Value
- $144m
- Stocks
- 50
- Top holdings
- LLY, STX
- Yahav Achim Ve Achayot - Provident Funds Management—
- Value
- $144m
- Stocks
- 40
- Top holdings
- INTC, PANW, GOOG
- Blue Jean Financial—
- Value
- $144m
- Stocks
- 70
- Top holdings
- XYZ, TSLA, FSLR
- Fox Financial—
- Value
- $144m
- Stocks
- 12
- Top holdings
- —
- Woodside Wealth Management—
- Value
- $144m
- Stocks
- 45
- Top holdings
- GOOG, GOOGL, MSFT
- Acuta Capital Partners—
- Value
- $143m
- Stocks
- 23
- Top holdings
- PRAX, WHWK, TNGX
- Atlas Venture Advisors—
- Value
- $143m
- Stocks
- 3
- Top holdings
- DKNG, ROKU, SNAP
- Bank of Marin—
- Value
- $143m
- Stocks
- 133
- Top holdings
- MSFT, GOOGL, AAPL
- LongView Asset Management—
- Value
- $143m
- Stocks
- 51
- Top holdings
- Ssga Active TR, AAPL, BRK-A
- Pathway Wealth Management—
- Value
- $143m
- Stocks
- 31
- Top holdings
- NVDA, AMD, AVGO
- Jordan Park Trust—
- Value
- $143m
- Stocks
- 15
- Top holdings
- IOT, NVDA, AAPL
- Integrated Capital Management—
- Value
- $143m
- Stocks
- 57
- Top holdings
- —
- Sectoral Asset Management—
- Value
- $143m
- Stocks
- 82
- Top holdings
- CTNM, SI, LLY
- Cannell CapitalDeep value
J. Carlo Cannell
- Value
- $143m
- Stocks
- 34
- Top holdings
- ASIC, SNDL, NOA
- Sonnipe—
- Value
- $143m
- Stocks
- 1
- Top holdings
- MNDY
- Maxele Advisors—
- Value
- $143m
- Stocks
- 98
- Top holdings
- NVDA, SPCX, AAPL
- Grizzlyrock Capital—
- Value
- $143m
- Stocks
- 20
- Top holdings
- MGNI, EEFT, AMN
- Matters Capital—
- Value
- $143m
- Stocks
- 75
- Top holdings
- AMD, TSM, ASML
- Commons Capital—
- Value
- $143m
- Stocks
- 95
- Top holdings
- NVDA, GOOGL, AVGO
- Midwestern Financial—
- Value
- $143m
- Stocks
- 54
- Top holdings
- META, NVDA, AAPL
- Strategic Value Bank Partners—
- Value
- $143m
- Stocks
- 10
- Top holdings
- FSUN, BBT, PGC
- White Knight Strategic Wealth Advisors—
- Value
- $143m
- Stocks
- 89
- Top holdings
- BRK-B, NVDA, TSLA
- LifePlan Financial—
- Value
- $143m
- Stocks
- 89
- Top holdings
- AMD, NXPI, MSFT
- Gilbert Capital Group—
- Value
- $143m
- Stocks
- 56
- Top holdings
- AAPL, ABBV, AVGO
- Guardsman Private Capital Management—
- Value
- $143m
- Stocks
- 44
- Top holdings
- BRK-B, AAPL, BRK-A
- Twin City Private Wealth—
- Value
- $143m
- Stocks
- 104
- Top holdings
- AMAT, JPM, PM
- Outfitters Financial—
- Value
- $143m
- Stocks
- 80
- Top holdings
- AMAT, EPD, NVT
- Emmett Investment Management, LP—
- Value
- $143m
- Stocks
- 28
- Top holdings
- L, SNDA, LRCX
- Rye Brook Capital—
- Value
- $143m
- Stocks
- 40
- Top holdings
- NXE, JOE, BE
- Clearfield Capital Management LP—
- Value
- $143m
- Stocks
- 5
- Top holdings
- BTDR, WULF, KEEL
- Peak Wealth Management—
- Value
- $143m
- Stocks
- 59
- Top holdings
- REGN, AAPL, XOM
- Somerset Group—
- Value
- $142m
- Stocks
- 58
- Top holdings
- CHRW, MMM, AAPL
- 1858 Wealth Management—
- Value
- $142m
- Stocks
- 113
- Top holdings
- MSFT, NVDA, AAPL