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
Bolthouse Investments	—	$123m	86	TCBK, AAPL, PRIM
Scientech Research	—	$123m	224	MXL, FCEL, ALAB
ATLas Financial Planning	—	$123m	69	AAPL, BRK-B, SO
Aldebaran Financial	—	$123m	82	FTNT, BRK-B, AAPL
Wealth Advisory Team	—	$123m	39	PG, SO, MSFT
Powerhouse Assets	—	$123m	57	AAPL, GOOGL, MSFT
Alamut Investment Management LLP	—	$123m	3	FWONK, NIQ, FLUT
AEGON USA Investment Management	—	$123m	25	WW, Bank of Amer, KKR
Benchmark Financial	—	$123m	54	MSFT, BRK-B, INCY
Fairlight Advisors	—	$123m	30	—
American Asset Management	—	$123m	33	AAPL, BRK-B, NVDA
Sfam	—	$123m	262	AAPL, LLY, GOOGL
Walsh & Associates	—	$122m	245	NVDA, AAPL, PEP
Armor Advisors, L.L.C.	—	$122m	15	CRH, NMM, ZBH
Curat Global	—	$122m	251	AMAT, JCI, AVGO
Hardworking Capital Advisors	—	$122m	84	AAPL, AMZN, GOOGL
Worldly Partners Management	—	$122m	3	FND, COST, CDLX
Tandemgrowth Financial Advisors	—	$122m	27	GS, HD, LLY
Birchwood Financial Partners	—	$122m	351	AAPL, DCI, MSFT
Guardian Capital	—	$122m	79	NVDA, AAPL, AMZN
High Point Wealth Management	—	$122m	250	PEG, SO, WELL
Forteris Wealth Management	—	$122m	69	AMAT, AAPL, META
Kids Capital Management, L.P.	—	$122m	11	GOOGL, AMZN, MELI
Wall Capital Group	—	$122m	30	—
WFA of San Diego	—	$122m	94	AAPL, BRK-B, GOOGL
Cooke Wealth Management	—	$122m	39	SYK, ASML, ORCL
JHP Wealth Management	—	$122m	40	MSFT, NVDA, BRK-B
Coral Wealth Management	—	$122m	17	TSLA, GOOGL
Financial Management	—	$122m	46	WMT, NVDA, GOOGL
Hicks Capital Management	—	$122m	39	JPM, FITB, FMAO
Moneda S.A. Administradora General de Fondos	—	$122m	31	MELI, VALE, CIB
Vines Capital Management	—	$122m	90	BRK-B, NVDA, AAPL
Clientfirst Wealth Management	—	$122m	53	DDS, AAPL, CAT
Greenline Wealth Management	—	$122m	131	NVDA, AAPL, GOOGL
Drystone	—	$122m	18	TT, ROK, EXPD
Torrey-Payne Wealth Management	—	$122m	39	AAPL, NVDA, GOOG
Institutional Venture Management XV	—	$122m	3	RBRK, ZIP, LVLU
Portus Wealth Advisors	—	$121m	50	LRCX, AAPL, CAT
CFO Capital Management	—	$121m	104	AAPL, NVDA, AMZN
Pandowealth.	—	$121m	18	AAPL, HTGC
Alexander Randolph Advisory	—	$121m	41	GOOGL, CVS, ALL
Dala Group	—	$121m	68	JPM, MELI, GOOG
Verus Wealth Management	—	$121m	57	NVDA, AAPL, MSFT
Chapman Investment Management	—	$121m	26	COST, MSFT, MA
Worthington Financial Partners	—	$121m	99	MU, MSFT, XOM
Miller Global Investments	—	$121m	295	EZPW, MRVL, GOOGL
Roan Capital Partners	—	$121m	78	AAPL, BRK-B, WMT
Defined Financial Planning	—	$121m	65	NVDA, AAPL, MSFT
KDK Private Wealth Management	—	$121m	57	EPD, AAPL, XOM
Mission Financial Group	—	$121m	158	AAPL, MSFT, GOOGL

Showing 8201 to 8250 of 9384

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Show only the long-term investors we follow