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
Haven Global Partners	—	$130m	8	RYAAY, CNI, UBS
Seal Cove Capital	—	$130m	10	Invesco QQQ TR
Bayban	—	$130m	595	UNH, AAPL, USB
4wealth Advisors	—	$130m	151	NVDA, AAPL, MSFT
BankChampaign, National Association	—	$130m	200	WDC, BRK-B, GOOGL
R.H. Dinel Investment Counsel	—	$130m	40	MSFT, QCOM, TMO
Lynch Investment Planning	—	$130m	56	GOOGL, AAPL, AMZN
CDC Financial	—	$130m	38	HCAT, INBX, AMPY
APS Management Group	—	$130m	77	AAPL, NVDA, TWO
Nano CAP New Millennium Growth Fund L P	—	$130m	135	SILC, SPT, SMWB
Troutman Wealth Management	—	$130m	38	JPM, AAPL, BNY
Diker Management	—	$130m	46	STE, AMD, NBIS
Forest Hill Capital	—	$130m	21	NEM, FNV, ABBV
CPR Investments	—	$130m	55	SNDK, PANW, LMT
Argus Investors' Counsel	—	$130m	106	AMAT, NVDA, GOOGL
Avail Investment Partners	—	$130m	199	NVDA, AAPL, LRCX
Maimon Wealth Management	—	$130m	80	SYK, AAPL, NVDA
Advocate Investing Services	—	$130m	460	AAPL, WMT, URI
Tandem Investment Partners	—	$130m	76	AAPL, MSFT, JPM
Hudson Oak Wealth Advisory	—	$130m	52	DDOG, NVDA, AAPL
Kurv Investment Management	—	$130m	35	GOOGL, INTC, AMZN
Epacria Capital Partners	—	$130m	24	BTI, PM, BRK-B
Global Strategic Management	—	$130m	26	BTG, MTA, FNV
Wolfstich Capital	—	$130m	19	IBM
Capital Today Evergreen Fund, L.P.	—	$129m	3	PDD, DDL, BZ
Whitebark Investors LP	—	$129m	10	GLBE, CPNG, GO
Graham Capital Wealth Management	—	$129m	61	AEXA, EFSI, CEPF
Schaeffer Financial	—	$129m	27	MSFT, CAT, COST
Davis Wealth Advisors	—	$129m	73	AAPL, BRK-A, BRK-B
Up Capital Management	—	$129m	20	NVDA, WDC, ANET
Santa Clara Valley Transportation Authority	—	$129m	4	—
Sierra Legacy Group	—	$129m	79	BRK-B, MSFT, ROST
S Harris Financial Group	—	$129m	124	JPM, NVDA, MSFT
CenturyLink Investment Management	—	$129m	3	—
CenterStar Asset Management	—	$129m	50	TSLA, NVDA, META
Sherman Asset Management	—	$129m	136	GOOGL, AAPL, ORCL
CrossGen Wealth	—	$129m	214	AAPL, AVGO, VLO
Koenig Investment Advisory	—	$129m	37	MSFT, MET, ABBV
Quest 10 Wealth Builders	—	$129m	774	Capitol SER TR, NVDA, AAPL
Linden Rose Investment	—	$129m	8	NVDA, MU, TSM
Professional Financial Solutions LLC /adv	—	$129m	41	AVGO, AAPL, PLTR
JMN Financial	—	$129m	229	AAPL, NVDA, LRCX
William Howard & Co Financial Advisors	—	$129m	54	APH, AAPL, SYK
Ridge Creek Global	—	$129m	94	NEM, GOOGL, MSFT
TenCore Partners, LP	—	$128m	15	MSFT, META, APPF
Safe Harbor Fiduciary	—	$128m	61	AAPL, STX, AMZN
TT Capital Management	—	$128m	77	VICI, MSDL, ARE
Journey Retirement Planning & Investment Management	—	$128m	154	NVDA, AMZN, TSLA
Kennon-Green & Company	—	$128m	41	GOOGL, BTI, PM
Journey Beyond Wealth	—	$128m	30	LMT, WMT, AAPL

Showing 8051 to 8100 of 9384

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Show only the long-term investors we follow