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
Bretton Capital Management	—	$125m	20	GOOG, UNH, JPM
Ascent Capital Management	—	$125m	63	AAPL, AMZN, NVDA
Summerhill Capital Management lnc.	—	$125m	18	GOOGL, AMD, RY
Alamea Verwaltungs GmbH	—	$125m	73	WGS, LH, WMB
Parvin Asset Management	—	$125m	317	AAPL, NEM, AEM
E6 Portfolios	—	$125m	97	AAPL, NVDA, GOOGL
O'Domhnaill Enterprises	—	$125m	61	PM, MPC, MO
Index Technologies Group	—	$125m	275	NVDA, MU, AGX
Shuttleworth	—	$125m	51	AMAT, AAPL, ETN
Barnes Dennig Private Wealth Management	—	$125m	365	AMAT, MRVL, BNY
Dougherty & Associates	—	$125m	52	NVDA, RCL, GOOGL
Yunqi Capital	—	$125m	4	STAA, LU, PSIX
Broussard Financial Group	—	$125m	35	CSCO, HBCP, FHN
Stonehaven Wealth & TAX Solutions	—	$125m	93	AAPL, NVDA, LRCX
DAG Ventures	—	$125m	3	WLTH, XYZ, OPRT
Cornerstone Financial Management	—	$125m	1,471	AAPL, GOOGL, MSFT
Cauble & Harre Wealth Management	—	$125m	72	MSFT, FPI, NVDA
Box Hill Private Wealth	—	$125m	67	AAPL, NVDA, GOOG
Kennebec Savings Bank	—	$125m	284	AAPL, MSFT, GOOGL
Canandaigua National Trust Co of Florida	—	$125m	108	LLY, MSFT, AMZN
Essential Investment Partners	—	$125m	312	BE, AAPL, URI
Haven Capital Group	—	$125m	37	AVGO, AAPL, NVDA
Kassira Wealth Management	—	$124m	63	GOOGL, NVDA, BRK-B
14B Captial Management LP	—	$124m	18	MA, V, FOUR
Platt Wealth Management	—	$124m	57	MNST, GOOGL, JPM
Bristlecone Value Partners	—	$124m	70	INTC, BAC, JCI
Edmp	—	$124m	70	AVGO, ABBV, AMGN
Sherwood Financial Partners	—	$124m	8	NVDA, AAPL
Palatine Hill Wealth Management	—	$124m	55	AAPL, TSLA, AMZN
Concorde Financial	—	$124m	26	JPM, ET, XOM
Prospect Financial Group	—	$124m	70	NVDA, AAPL, GOOGL
Connecticut Capital Management Group	—	$124m	129	AAPL, NVDA, RTX
Opus Financial Solutions	—	$124m	111	AAPL, NVDA, AMZN
Burnham	—	$124m	197	LLY, LEU, ICLR
Conquis Financial	—	$124m	54	ADBE, ISRG, INTC
Robocap Asset Management	—	$124m	22	NVDA, MU, TER
Corps Capital Advisors	—	$124m	99	AAPL, NVDA, CRWD
Clarion Wealth Managment Partners	—	$124m	87	AAPL, AHR, TPR
Miller Financial Services	—	$124m	138	PEP, AAPL, ETN
Cria	—	$124m	2	COIN, DLO
Wagner Wealth Management	—	$124m	101	MSFT, AAPL, NVDA
Friends of the Cornell LAB of Ornithology	—	$124m	5	BRK-A
Infinity Wealth Counsel	—	$124m	65	PG, CVX, AAPL
DB Fitzpatrick	—	$124m	100	RSG, DHR, PWR
AG Asset Advisory	—	$124m	28	META, KBDC, AMZN
Fulcrum Equity Management	—	$124m	140	OKE, NVDA, AAPL
Legacy Solutions	—	$124m	88	NVDA, AAPL, AVGO
Niles Investment Management	—	$123m	19	INTC, WMT, HOOD
City Center Advisors	—	$123m	170	AAPL, NVDA, AVGO
Wealth Care	—	$123m	73	AAPL, NVDA, TSLA

Showing 8151 to 8200 of 9384

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Show only the long-term investors we follow