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
Cdkv Holdings	—	$128m	276	AAPL, NVDA, WMT
Lord & Richards Wealth Management	—	$128m	49	NVDA, MSFT, PWR
Brooklands Fund Management	—	$128m	36	VZ, EXE, ELV
Fortune Financial Group	—	$128m	119	NVDA, AAPL, MSCI
C2C Wealth Management	—	$128m	95	AAPL, CVX, MSFT
Continental Investors Services	—	$128m	81	TSLA, AAPL, NVDA
Parametrica Management	—	$128m	20	MU, TSM, GOOGL
New York University	—	$128m	1	—
Financial Concepts Unlimited	—	$128m	44	NVDA, AAPL, AMZN
Twin Lions Management	—	$128m	9	OZK, CACC, CALM
Risk Paradigm Group	—	$128m	57	—
Osbon Capital Management	—	$127m	421	NET, BXSL, AAPL
Farley Capital L.P.	—	$127m	15	GOOG, MA, MSFT
Eagle Harbor Asset Management INC /adv	—	$127m	135	AVGO, GOOGL, AMAT
M Wealth Management	—	$127m	57	AAPL, TSLA, NVDA
Alta Partners Management Company, L.P.	—	$127m	2	TYRA, VIR
Fairman Group	—	$127m	331	ACN, WRB, ESNT
Roger Wittlin Investment Advisory	—	$127m	43	PLTR, GOOGL, PLD
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	—	$127m	65	CAT, AAPL, PCAR
Canaan Partners XI	—	$127m	3	AEVA, TYRA, BLNK
Smith Asset Management	—	$127m	70	BRK-B, ARCC, AAPL
AFG Fiduciary Services Limited Partnership	—	$127m	59	AMD, AMZN, NET
NWM Advisors	—	$127m	23	BRK-B, AAPL, JPM
Topor & Co. Korea	—	$127m	19	—
North Horizon Holdings	—	$127m	1	—
Financial Planning Fort Collins	—	$127m	32	NVDA, WWD, MSFT
Leo H. Evart	—	$127m	295	AAPL, ORCL, TSLA
Pragma Gestao de Patrimonio	—	$127m	16	AMZN, MSFT, GOOG
Veradace Capital Management	—	$127m	24	RPAY, TIPT, SSTI
Frankly Finances	—	$127m	90	AAPL, PAA, ET
Virtus Family Office	—	$126m	62	CPA, TSM, SHG
Roxbury Financial	—	$126m	410	GOOGL, MSFT, V
Lubar	—	$126m	3	HNRG, SGU, BRK-A
York GP	—	$126m	3	TPL, MIAX
DRH Investments	—	$126m	20	CAT, GOOG, CSX
University of Wisconsin Foundation	—	$126m	9	CBRS, PCVX, NU
Mallini Complete Financial Planning	—	$126m	35	USAC, ARCC, ET
Milfam	—	$126m	11	NN, PCG, OPTU
MeadowBrook Investment Advisors	—	$126m	196	AAPL, JPM, NVDA
Brandywine Asset Management	—	$126m	14	—
Tenere Capital	—	$126m	23	NVDA, GE, GS
Shepherd Kaplan Krochuk	—	$126m	62	AAPL, ET, BRK-B
Midway Capital Research & Management	—	$126m	114	AMAT, AAPL, APH
Clio Asset Management	—	$126m	15	ORLY, PVLA, FERG
Smith Partners Wealth Management	—	$126m	73	AAPL, MSFT, L
Heights Point Management, LP	—	$126m	21	MRCY, CTRI, SGI
Milestones Private Investment Advisors	—	$126m	77	AMAT, AAPL, MSFT
Signet Private Wealth	—	$125m	127	AAPL, MSFT, AVGO
Graetz Wealth	—	$125m	84	AMAT, AAPL, NVDA
J. Mark Nickell	—	$125m	30	—

Showing 8101 to 8150 of 9384

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Show only the long-term investors we follow