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
BFI Wealth Solutions	—	$135m	82	MSFT, CSCO, LUV
Benningfield Financial Advisors	—	$135m	19	PLTR, CAT
Western Reserve Capital Management	—	$135m	53	XOM, SHW, AAPL
Stirlingshire Investments	—	$135m	221	AAPL, NVDA, GOOG
Poinciana Advisors Group	—	$135m	113	JNJ, NVDA, LRCX
Andrew Hill Investment Advisors	—	$135m	57	LLY, GE, VRTX
Oath Planning	—	$135m	71	PNC, HEI, HEI-A
RM Financial Services	—	$135m	79	AAPL, AMAT, CAT
VanWeelden Wealth Management	—	$135m	19	PG, MSFT, KO
RD Lewis Holdings	—	$135m	87	AMZN, MU, AAPL
BLVD Private Wealth	—	$135m	71	TT, IR, UPS
Summitas Investment Management	—	$135m	10	AAPL
Life Planning Partners	—	$135m	71	XPO, PH, GOOG
Obsidian CIO	—	$135m	221	AAPL, AMGN, AMZN
Cook & Bynum Capital Management	—	$135m	6	BRK-B, BUD, FMX
Tenet Wealth Partners	—	$134m	101	MSFT, NVDA, GOOG
Athena Wealth Management	—	$134m	104	AAPL, MSFT, AMZN
Talisman Wealth Advisors	—	$134m	110	AAPL, NVDA, JNJ
Valtrion Capital Management	—	$134m	103	PANW, AAPL, AVGO
Hingham Institution for Savings	—	$134m	15	GOOGL, V, BRK-B
Boreal Capital Management	—	$134m	468	NVDA, AMZN, AAPL
Kraematon Investment Advisors	—	$134m	103	RTX, NVDA, AAPL
Vista Cima Wealth Management	—	$134m	49	NVDA, AAPL, MSFT
Accredited Wealth Management	—	$134m	380	MSFT, AAPL, ORCL
Arnold Financial Planning	—	$134m	41	AAPL, TSLA, NVDA
Waystone Advisors	—	$134m	110	MSFT, NVDA, META
Freestate Advisors	—	$134m	42	AAPL, MMM, IBM
Prairieview Wealth Partners	—	$134m	29	AXP, WWD, NVDA
Integrated Wealthcare	—	$134m	29	PNFP, AAPL, SMA
Lexington Partners L.P.	—	$134m	2	KRMN, NABL
RoundAngle Advisors	—	$134m	60	AAPL, AVGO, NVDA
Paragon Capital Management	—	$134m	71	INTC, MRVL, ARM
Bayview Asset Management	—	$134m	44	FRBT, BBT, RITM
Paller Financial Services	—	$134m	44	UDR, AAPL, GOOG
Momentum Wealth Planning	—	$134m	33	GOOG, INTC, TSLA
McAlvany Wealth Management	—	$134m	48	RGLD, AEM, RRC
Eagle Bay Advisors	—	$134m	141	AAPL, TSLA, MSFT
DWR Wealth Management	—	$134m	56	AAPL, AMZN, NVDA
Cannae Holdings	—	$134m	2	SPCX, ALIT
Elevation Wealth Management	—	$134m	145	NVDA, AAPL, GOOGL
Nightview Capital	—	$134m	14	TSLA, AMZN, NVDA
Northeast Planning Associates	—	$133m	65	AAPL, AMAT, ORCL
Carter Financial	—	$133m	33	AAPL, V, SRE
Capstone Wealth Management	—	$133m	48	NEE, LOW, CAT
Harbor Asset Planning	—	$133m	415	GOOGL, AAPL, MSFT
Aldebaran Capital	—	$133m	39	BRK-B, LLY, MSFT
Winter & Associates	—	$133m	85	AAPL, NVDA, TSLA
Alpha Advisors	—	$133m	51	AAPL, BRK-A, V
Perkins Capital Management	—	$133m	79	NTRA, LLY, AMD
Bain Capital Venture Investors	—	$133m	3	NOW, WAY, BTGO

Showing 7951 to 8000 of 9384

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Show only the long-term investors we follow