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.
- Odyssey Capital Advisors—
- Value
- $140m
- Stocks
- 101
- Top holdings
- NVDA, AMZN, AAPL
- NorthAvenue—
- Value
- $140m
- Stocks
- 314
- Top holdings
- PG, JNJ, AAPL
- MIO Partners—
- Value
- $140m
- Stocks
- 1
- Top holdings
- —
- Sky-Mountain Capital Management—
- Value
- $140m
- Stocks
- 40
- Top holdings
- AAPL, NKE, NVDA
- Two Creeks Capital Management, LP—
- Value
- $140m
- Stocks
- 13
- Top holdings
- FND, V, TSM
- Stegent Equity Advisors—
- Value
- $140m
- Stocks
- 112
- Top holdings
- AAPL, TPL, ABBV
- PCG Asset Management—
- Value
- $140m
- Stocks
- 84
- Top holdings
- AAPL, JPM, MSFT
- Blue Investment Opportunities, LLC - Project Breeze Series 1—
- Value
- $140m
- Stocks
- 1
- Top holdings
- QXO
- Virtus Fixed Income Advisers—
- Value
- $139m
- Stocks
- 21
- Top holdings
- Alphabet, Alphabet
- Cadia Private Client—
- Value
- $139m
- Stocks
- 76
- Top holdings
- JPM, NVDA, AAPL
- Ares Financial Consulting—
- Value
- $139m
- Stocks
- 1,132
- Top holdings
- NVDA, GOOG, AAPL
- Forefront Wealth Management—
- Value
- $139m
- Stocks
- 71
- Top holdings
- MSFT, AMZN, TSM
- Balance Capital Partners L.P.—
- Value
- $139m
- Stocks
- 10
- Top holdings
- PRM, RHLD, TSM
- Hershey Financial Advisers—
- Value
- $139m
- Stocks
- 85
- Top holdings
- DELL, AMAT, WDC
- HBE Wealth Management—
- Value
- $139m
- Stocks
- 59
- Top holdings
- AME, BRK-B, AAPL
- Brickwood Asset Management LLP—
- Value
- $139m
- Stocks
- 10
- Top holdings
- AVTR, RHI, XRAY
- Petiole USA—
- Value
- $139m
- Stocks
- 31
- Top holdings
- CBK, FXNC, CBAN
- Saber Capital ManagementQuality
John Huber
- Value
- $139m
- Stocks
- 32
- Top holdings
- NRP, PBI, FCNCA
- Synergy Financial Group—
- Value
- $139m
- Stocks
- 119
- Top holdings
- NVDA, AMZN, MSFT
- Liberty Atlantic Advisors—
- Value
- $139m
- Stocks
- 86
- Top holdings
- GOOG, NVDA, AMZN
- SeedSafe Financial—
- Value
- $139m
- Stocks
- 39
- Top holdings
- ET, EPD, OKE
- BG Investment Services—
- Value
- $139m
- Stocks
- 52
- Top holdings
- NVDA, AAPL, AMZN
- New Mountain Capital, L.L.C.—
- Value
- $139m
- Stocks
- 1
- Top holdings
- AVTR
- Redwood Park Advisors—
- Value
- $139m
- Stocks
- 350
- Top holdings
- META, AAPL, AMZN
- Purewater Capital—
- Value
- $138m
- Stocks
- 56
- Top holdings
- LQDA, ORCL, MSFT
- GS Investments—
- Value
- $138m
- Stocks
- 133
- Top holdings
- NVDA, GOOGL, V
- Sandro Wealth Management—
- Value
- $138m
- Stocks
- 103
- Top holdings
- GOOGL, NVDA, AAPL
- First Financial Group—
- Value
- $138m
- Stocks
- 81
- Top holdings
- MSFT, AAPL, LH
- E-Wealth Partners—
- Value
- $138m
- Stocks
- 59
- Top holdings
- AAPL, NVDA, AMD
- Hillman Capital ManagementValue
Mark Hillman
- Value
- $138m
- Stocks
- 54
- Top holdings
- CVS, BIIB, DD
- Prosperity Advisers—
- Value
- $138m
- Stocks
- 44
- Top holdings
- NVDA, AAPL, ADP
- Wilmar Advisors—
- Value
- $138m
- Stocks
- 23
- Top holdings
- AAPL, AMD, GOOGL
- ArborFi Advisors—
- Value
- $138m
- Stocks
- 45
- Top holdings
- BRK-A, AAPL, BRK-B
- Total Wealth Planning & Management—
- Value
- $138m
- Stocks
- 189
- Top holdings
- MU, AAPL, AMZN
- Appalachian Capital Management—
- Value
- $138m
- Stocks
- 43
- Top holdings
- BA, AMZN, XOM
- Broadwater Capital Management—
- Value
- $138m
- Stocks
- 208
- Top holdings
- AAPL, MSFT, GOOGL
- Cassilly Financial Group—
- Value
- $138m
- Stocks
- 75
- Top holdings
- NOC, AAPL, NVDA
- Orca Investment Management—
- Value
- $138m
- Stocks
- 60
- Top holdings
- GOOG, AAPL, MSFT
- Karani Asset Management—
- Value
- $138m
- Stocks
- 56
- Top holdings
- NVDA, AAPL, GOOGL
- Approach Retirement Advisors—
- Value
- $138m
- Stocks
- 82
- Top holdings
- AFL, BRK-B, XOM
- Windsor Advisory Group—
- Value
- $138m
- Stocks
- 97
- Top holdings
- WOR, PAYX, NVDA
- Windward Management LP—
- Value
- $138m
- Stocks
- 7
- Top holdings
- GRPN, NTGR, BNED
- Littlejohn Financial Services—
- Value
- $138m
- Stocks
- 71
- Top holdings
- MRK, CB, V
- Soapstone Management L.P.—
- Value
- $138m
- Stocks
- 13
- Top holdings
- AGI, PSA, COO
- Mountaineer Partners Management—
- Value
- $137m
- Stocks
- 11
- Top holdings
- CENX, SXT, CSTM
- Union Square Park Capital Management—
- Value
- $137m
- Stocks
- 51
- Top holdings
- RH, PTON, ESTA
- Rubicon Advisors, GP—
- Value
- $137m
- Stocks
- 86
- Top holdings
- AAPL, TSLA, NVDA
- Pitti Group Wealth Management—
- Value
- $137m
- Stocks
- 84
- Top holdings
- JNJ, GOOGL, META
- GTS Financial—
- Value
- $137m
- Stocks
- 41
- Top holdings
- LLY, BRK-B, ADSK
- Marquette Associates—
- Value
- $137m
- Stocks
- 38
- Top holdings
- SXT