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
WealthPoint Financial	—	$137m	126	AAPL, LPLA, NVDA
Ferguson Johnson Wealth Management	—	$137m	38	AAPL, BRK-A, AMZN
Farnam Financial	—	$137m	53	INTC, AAPL, BRK-B
Trustco Bank Corp N Y	—	$137m	77	AMAT, GE, GEV
Elwood Capital Partners LP	—	$137m	27	AMZN, TSM, UNH
Stephen J. Garry & Associates	—	$137m	55	AAPL, BRK-B, NVDA
Templeton & Phillips Capital Management	—	$137m	52	BRK-B, CNI, AMZN
Daytona Street Capital	—	$137m	277	GOOG, AMZN, CFBK
Crabel Capital Management	—	$137m	51	ORCL, MSFT, PFE
Syntax Research	—	$137m	178	AAPL, GOOG, JPM
Impact Investors	—	$137m	88	ANET, PWR, AAPL
Stone Wealth Partners	—	$137m	63	MU, GOOG, AAPL
Barrier Capital Management	—	$137m	18	GOOGL, QXO, NVDA
Timmons Wealth Management	—	$137m	73	JNJ, GOOGL, COST
Potomac Capital Management	—	$137m	62	ECHO, ATEX, LSAK
Investment Advisory Services Group	—	$137m	37	GOOGL, AAPL, AMZN
Axos Invest	—	$137m	20	—
Latash Investments	—	$136m	20	WFC, GOOGL, GOOG
Aventus Investment Advisors	—	$136m	157	AMZN, AVGO, GOOGL
Uptown Financial Advisors	—	$136m	77	ET, NVDA, EPD
Vesey Street Capital Partners, L.L.C.	—	$136m	1	AIRS
Sidoxia Capital Management	—	$136m	88	STRL, GOOGL, FIX
Transmarket Holdings LP	—	$136m	33	GSK, Nuvalent, ING
KVP Capital Advisors, LP	—	$136m	35	PRAX, WHWK, ERAS
Rahlfs Capital	—	$136m	86	AAPL, BRK-B, GOOGL
Candelo Capital Management LP	—	$136m	27	TDY, GVA, CTRI
Semitam Bonam	—	$136m	50	AAPL, AMZN, MSFT
Ishara Investments LP	—	$136m	41	ACAD, XERS, BMRN
Pollock Investment Advisors	—	$136m	40	TJX, ORLY, MA
WJ Financial Advisors	—	$136m	136	AAPL, BRK-B, AMZN
Golden Bell Financial Planning	—	$136m	41	BRK-B
Rhodes Investment Advisors INC /adv	—	$136m	127	BRK-B, GOOG, META
Red Crane Wealth Management	—	$136m	79	AAPL, META, INTC
Hanseatic Management Services	—	$136m	83	COHR, GLW, LITE
Challenger Wealth Management	—	$136m	65	AAPL, TSLA, NVDA
Phillips Wealth Planners	—	$136m	217	MSFT, AVGO, JPM
Core Wealth Advisors	—	$136m	35	—
Donalies Financial Planning	—	$136m	78	AAPL, AMZN, MSFT
Telligent Fund, LP	—	$136m	23	MU, INTC, GEV
Valor Advisors	—	$136m	32	BRK-B
MRP Capital Investments	—	$136m	223	DELL, ALAB, GOOG
Ulland Investment Advisors	—	$136m	227	GOOG, NVDA, VRT
Targeted Financial Services	—	$136m	63	AAPL, LLY, WMT
Kotler Kevin	—	$135m	34	ANGO, AUPH, AVDL
Tsai Capital	—	$135m	17	TSLA, QXO, AAPL
180 GPS Investments IC	—	$135m	23	NVDA, GOOG, AMZN
Granite Islands Private Wealth	—	$135m	78	NVDA, AAPL, GOOGL
Lakeshore Capital Group	—	$135m	74	TSM, GOOGL, AAPL
Barnett & Company	—	$135m	86	HPE, AGM, OMF
Titan Investment Management	—	$135m	38	NVDA, DELL, TSM

Showing 7901 to 7950 of 9384

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Show only the long-term investors we follow