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
Sherman Wealth Management	—	$133m	84	AAPL, NVDA, AMD
Jacobs Asset Management	—	$133m	21	SII, QNST, MAX
R.H. Investment Group	—	$133m	47	PM, GOOG, WMT
Severin Investments	—	$133m	174	NVDA, TSM, AVGO
Frisco Financial Planning	—	$133m	29	TSLA, BRK-B, MSFT
Centrica Wealth Management	—	$133m	7	BVN
New Covenant Trust Company, N.A.	—	$133m	107	AAPL, NVDA, MSFT
Orvieto Partners, L.P.	—	$133m	42	CHDN, BRSL, PENN
H&F Corporate Investors VIII	—	$133m	1	CTEV
Daventry Group, LP	—	$133m	11	FROG, MDB, MKSI
Dynamic Financial Group	—	$132m	76	DE, VZ, PFE
New Dimensions Wealth Management	—	$132m	21	AAPL, BRK-B, AVGO
North Capital	—	$132m	102	AAPL, BRK-B, GOOGL
Kampmann Melissa S.	—	$132m	44	LLY, GOOG, AAPL
Cedarwood Wealth	—	$132m	96	AAPL, NVDA, INTC
Hudson Portfolio Management	—	$132m	117	TSM, GOOG, MCK
Luts & Greenleigh Group	—	$132m	105	XOM, COST, AAPL
Vilga Financial Planning	—	$132m	93	NVDA, AAPL, AMZN
McCartney Wealth Management	—	$132m	65	CL, INTC, WMT
Quantedge Capital Pte	—	$132m	49	HLF, PVH, ADNT
Finward Bancorp	—	$132m	107	MSFT, AAPL, FNWD
Tortuga Wealth Management	—	$132m	135	NVDA, AAPL, GOOG
Kane Co Wealth Management	—	$132m	53	DE, BRK-B, PFG
Kelsey Financial	—	$132m	65	AVGO, AMGN, AAPL
First Growth Capital	—	$132m	136	VRT, AAPL, MSFT
Sivik Global Healthcare	—	$132m	34	CAH, Call- BSX 100 @ 75 EXP 04/17/2026, JNJ
Nest Investments	—	$132m	34	—
Benjamin Joseph Floyd DBA Floyd Capital Management	—	$132m	1	—
Nan Fung Group Holdings	—	$131m	25	MPLT, LBRX, EVMN
Stonepine Capital Management	—	$131m	72	VSTM, EOLS, TENX
Waycross Investment Management	—	$131m	59	JBL, GOOG, MSFT
US Asset Management	—	$131m	112	AAPL, NVDA, GOOGL
Emissary Wealth	—	$131m	63	NVDA, GOOGL, JCI
Larry Mathis Financial Planning	—	$131m	150	CRH, NVDA, UNH
Morgens Waterfall Vintiadis	—	$131m	18	GEV, NVDA, INTC
John S. & James L. Knight Foundation	—	$131m	3	—
Asempa Wealth Advisors	—	$131m	115	HD, XOM, AAPL
Eagle Wealth Advisors	—	$131m	100	NVDA, AAPL, MSFT
James Reed Financial Services	—	$131m	19	AAPL, MSFT, NVDA
Ramiah Investment Group	—	$131m	79	MRK, AMGN, GS
Investors Portfolio Services	—	$131m	673	COST, MCD, TSBK
Anabranch Capital Management, LP	—	$131m	5	CVNA, TDG, SGI
Fulcrum Wealth Advisors	—	$131m	81	MSFT, NVDA, AAPL
Provident Co of the Employees of the Hebrew University	—	$131m	35	INTC, TSM, AMZN
Godfrey Financial Associates	—	$131m	1,090	NVDA, BRK-B, GOOGL
NewCorp Financial Services	—	$131m	54	AAPL, AFL, MTZ
Ativo Capital Management	—	$131m	56	TSM, AER, BAP
P.A.W. Capital	—	$131m	65	EEFT, BLZE, ALLT
Chesapeake Asset Management	—	$131m	362	LLY, AAPL, JPM
Wulff, Hansen	—	$130m	109	GOOGL, BX, AMZN

Showing 8001 to 8050 of 9384

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Show only the long-term investors we follow