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.

See all

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.

See all

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.

See all

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.

See all

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
Susquehanna Portfolio Strategies	—	$6.3bn	833	INTC, ABBV, SHW
Danica Pension, Livsforsikringsaktieselskab	—	$6.3bn	184	NVDA, AAPL, GOOG
WIT	—	$6.3bn	24	CRWD
Alpha Wave Global, LP	—	$6.2bn	25	SPCX, QXO, CBRS
Diversified Trust	—	$6.2bn	1,115	Intl- Acadian -.com, COKE, Intl - Lazard -.com
Robeco Schweiz AG	—	$6.2bn	126	ARM, MRVL, NVT
CCLA Investment Management	—	$6.2bn	55	GOOG, MSFT, AMZN
Evergreen Quality Fund GP	—	$6.2bn	43	MU, INTC, TSM
Longview PartnersLongview team	Quality	$6.2bn	23	WST, UNH, TSM
Apollo Management Holdings, L.P.	—	$6.1bn	82	RXT, PXED, HGV
Milford Funds	—	$6.1bn	91	NVDA, AMZN, MSFT
Sumitomo Life Insurance	—	$6.1bn	291	NVDA, AAPL, GOOGL
Wedge Capital Management L L P	—	$6.1bn	484	KLAC, AMAT, LRCX
Soros Fund Management	—	$6.1bn	238	AMZN, TSM, GOOGL
MGO One Seven	—	$6.0bn	1,533	NVDA, AAPL, MSFT
Nippon Life Insurance	—	$6.0bn	5	CRBG, PFG, PRU
World Investment Advisors	—	$6.0bn	1,523	AAPL, MSFT, GOOGL
Samlyn Capital	—	$6.0bn	77	LPLA, PRMB, FSLR
Catalyst Capital Advisors	—	$6.0bn	367	NEXT, TRGP, ET
Alphinity Investment Management Pty	—	$6.0bn	27	NVDA, AAPL, JPM
Crawford Investment Counsel	—	$6.0bn	306	ABBV, MSFT, JCI
Hancock Whitney	—	$6.0bn	752	AAPL, NVDA, MSFT
Forvis Mazars Wealth Advisors	—	$6.0bn	433	AAPL, NVDA, LLY
Atlantic Union Bankshares	—	$6.0bn	1,699	AAPL, NVDA, MSFT
Japan Post Holdings	—	$6.0bn	1	AFL
Deprince Race & Zollo	—	$6.0bn	188	NWL, WERN, BC
Diversify Advisory Services	—	$6.0bn	1,244	NVDA, AAPL, AVGO
Diversify Wealth Management	—	$6.0bn	1,244	NVDA, AAPL, AVGO
Provida Pension Fund Administrator	—	$5.9bn	60	BAP, CPA, IFS
Caisse DES Depots ET Consignations	—	$5.9bn	235	TTE, AZN, UBS
Guinness Asset Management	—	$5.9bn	140	TXN, CSCO, AVGO
Disciplined Growth Investors	—	$5.9bn	58	PLXS, VSAT, P
Scge Management, L.P.	—	$5.9bn	21	SPCX, NVDA, GOOGL
Sterling Capital Management	—	$5.9bn	3,289	Rreef Core Plus Residential FU, NVDA, Manulife Co-Investment Partner
Annex Advisory Services	—	$5.9bn	356	NVDA, AAPL, GOOGL
AQR Arbitrage	—	$5.9bn	596	EA, AES, WBS
DSM Capital Partners	—	$5.8bn	70	NVDA, GOOGL, AVGO
South Dakota Investment Council	—	$5.8bn	621	NVDA, AAPL, MSFT
Maryland State Retirement & Pension System	—	$5.8bn	1,423	NVDA, AAPL, MSFT
Kensico Capital ManagementMichael Lowenstein	Value	$5.8bn	25	APP, HWM, GOOGL
J.W. Cole Advisors	—	$5.8bn	1,593	AAPL, NVDA, AMZN
Nearwater Capital Markets	—	$5.8bn	100	RVMD, AMZN, SNDK
Douglass Winthrop Advisors	—	$5.8bn	308	GOOG, BRK-B, AMZN
Snyder Capital Management L P	—	$5.8bn	69	ENTG, CLH, BWXT
Sessa Capital IM, L.P.	—	$5.8bn	26	HUM, WBD, KMB
Carronade Capital Management, LP	—	$5.8bn	23	VSAT, TLN, CMCSA
Lazard Freres Gestion S.A.S.	—	$5.8bn	115	GOOGL, MSFT, AAPL
Hancock Prospecting Pty	—	$5.7bn	42	SPCX, MP, TECK
Country Trust Bank	—	$5.7bn	628	NVDA, AAPL, MSFT
Badgley Phelps Wealth Managers	—	$5.7bn	333	NVDA, AAPL, MSFT

Showing 751 to 800 of 9384

Previous Next

Show only the long-term investors we follow