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
Virtue Asset Management	—	$142m	108	AAPL, GOOG, NVDA
Gunpowder Capital Management, LLC dba Oliver Wealth Management	—	$142m	408	AAPL, META, WMT
Greenhouse Wealth Management	—	$142m	52	AAPL, GOOG, GOOGL
Richwood Investment Advisors	—	$142m	106	LLY, CAT, V
Barington Companies Management	—	$142m	9	M, CHE, MATW
Seelaus Asset Management	—	$142m	203	AAPL, GOOG, CCJ
KHIS Custodian LP	—	$142m	1	KRMN
Legacy Advisory Services	—	$142m	54	MSFT, CROX, AVGO
Unifi Asset Management LP	—	$142m	61	MET, PRU, GM
MY Wealth Management	—	$142m	46	MAR, BSY, INDB
ASL Financial	—	$142m	99	AAPL, BRK-B, LLY
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.	—	$142m	11	MELI, XP, LTM
Hallstatt Advisors L.P.	—	$142m	13	GVA, CWST, TEL
Connective Capital Management	—	$142m	70	ISRG, AMD, TSM
Kropog Financial Group	—	$142m	39	AAPL, NVDA, AMZN
Sentinel Wealth Management	—	$142m	39	CSCO, EPD, OKE
K2 Financial	—	$142m	60	MCD, NOC, CVX
Travelers Companies	—	$142m	2	PLGO, METC
iSAM Funds (UK)	—	$142m	241	ATO, CFG, PPL
Keenan	—	$142m	45	AAPL, AMD, NVDA
PartnerRe Asset Management	—	$142m	2	—
Merited Wealth	—	$141m	73	LEN, AAPL, MU
Nestegg Advisors	—	$141m	53	AAPL, COST, HD
Veratis Advisors	—	$141m	84	LECO, WMT, AAPL
Alessandra Capital Management	—	$141m	127	LLY, NVDA, INTC
SIMA Wealth Partners	—	$141m	130	PM, AAPL, AUB
Strategic Advisory Partners	—	$141m	41	AAPL, AVGO, GOOG
Ball & Co Wealth Management	—	$141m	73	AMGN, AAPL, GILD
Avise Financial Cooperative	—	$141m	114	AAPL, MSFT, AMZN
Bantamac Capital	—	$141m	70	AMZN, CBOE, GS
Sound Portfolio Advisors	—	$141m	48	BRK-B, BRK-A, MSFT
Camelot Portfolios	—	$141m	196	GOOGL, AMZN, TSLA
marrick wealth	—	$141m	62	AAPL, NVDA, MSFT
Garda Capital Partners LP	—	$141m	7	AMZN, INTC
Campbell Deegan Wealth Management	—	$141m	52	AAPL, MSFT, NVDA
Nalls Sherbakoff Group	—	$141m	378	ONB, GOOGL, AAPL
PIN OAK Investment Advisors	—	$141m	563	AAPL, GOOGL, EPD
Vienna Asset Management	—	$141m	69	TSLA, BRK-B, NVDA
Pine Brook Road Advisors, L.P.	—	$140m	1	PLGO
Fourthstone	—	$140m	25	AVBH, FNRN, EFSI
Cobalt Capital Management	—	$140m	26	NSC, EXE, MU
Ethos Capital Management	—	$140m	59	MU, AVGO, NVDA
Graver Capital Management	—	$140m	26	PEBO, AAPL, PM
Madison Park Capital Advisors	—	$140m	65	AAPL, BRK-B, MSFT
Lesa Sroufe	—	$140m	67	MSFT, NEM, AU
Vigil Wealth Management	—	$140m	81	PM, TPR, GOOG
Delta Wealth Advisors	—	$140m	46	AAPL, JPM, LLY
Capital Markets Trading UK LLP	—	$140m	87	FCX, NVDA, MSFT
MFG Wealth Management	—	$140m	63	IBM, RKT, GLW
Stenham Asset Management	—	$140m	15	NAK, YSS, TSM

Showing 7801 to 7850 of 9384

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Show only the long-term investors we follow