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
Viaable	—	$121m	36	NVDA, AAPL, WKC
Ndvr	—	$121m	121	HUBS, AMZN, MSFT
Point72 Italy, S.r.l.	—	$120m	18	TSM, AVGO, TER
Morangie Management	—	$120m	34	AMZN, GS, MS
Helium Advisors	—	$120m	107	MSFT, AAPL, VSAT
Mirabaud Asset Management	—	$120m	49	NVDA, GOOGL, AAPL
RHL Group	—	$120m	269	PANW, CRWD, WDC
Blom & Howell Financial Planning	—	$120m	67	AMD, COST, JNJ
Payne Capital	—	$120m	59	MSFT, AAPL, MRK
Investment Management Corp /va/ /adv	—	$120m	50	LOW, AMZN, CRWD
L1 Global Manager Pty	—	$120m	115	ACGC, BLRK, TONT
January Capital Advisors	—	$120m	55	GOOG, AMGN, SNDK
Cypress Capital Management LLC (WY)	—	$120m	213	AAPL, COST, AMD
Grand Central Investment Group	—	$120m	40	VPG, AEM, OXY
ETF Store	—	$120m	114	ORLY, MU, CL
Heffernan Advisory	—	$120m	43	STX, MA, FLEX
Mann Financial Group	—	$120m	34	DE, MSFT, APLD
1015 Capital Partners	—	$119m	609	NVDA, AMD, GOOGL
Ankerstar Wealth	—	$119m	989	GOOG, AMZN, AAPL
Red Mountain Financial	—	$119m	82	AAPL, BRK-B, NVDA
DBK Financial Counsel	—	$119m	56	NVDA, AAPL, GOOG
Stoic Point Capital Management	—	$119m	67	EVLV, LUXE, HIPO
Oakmont Advisory Group	—	$119m	501	MU, FLEX, NVDA
BluePrint Investing	—	$119m	25	ABNB, XOM, AAPL
Finhabits Advisors	—	$119m	15	—
Value Investment Professionals	—	$119m	97	AAPL, GOOGL, GOOG
Dayah Capital	—	$119m	20	METC, HNRG, SGML
Auctus Advisors	—	$119m	34	AAPL, WFC, GOOG
Bannerstone Capital Management	—	$119m	112	NVDA, AAPL, LRCX
Belleair Asset Management	—	$119m	84	OZK, RY, AAPL
Tenzing Global Management	—	$119m	18	META, HLF, UBER
Fell Capital Management /adv	—	$119m	96	AAPL, GOOG, AMZN
Peck Wealth Management	—	$119m	127	AAPL, NVDA, MSFT
HighRoad Wealth Advisors	—	$119m	38	LLY, PATK, AAPL
Boyer Financial Services	—	$118m	57	AAPL, MSFT, NVDA
Figure 8 Investment Strategies	—	$118m	56	AAPL, GOOGL, TSM
Hobbs Wealth Management	—	$118m	23	—
Waterfall Asset Management	—	$118m	16	AVB, CPT, MRP
Portfolio Resources Advisor Group	—	$118m	150	WELL, AAPL, DLR
Better Way Financial	—	$118m	9	UNH, LXFR, AGNC
KMT Wealth Management	—	$118m	121	ITW, AAPL, NVDA
Kingsbury Capital Investment Advisors	—	$118m	121	ITW, AAPL, NVDA
3 Factor Indexing	—	$118m	438	AAPL, MSFT, LLY
AK Global Asset Management	—	$118m	28	NVDA, AAPL, ABBV
Masterton Capital Management, LP	—	$118m	24	PLD, CBRE, FRT
AlphaCentric Advisors	—	$118m	259	GILD, VRTX, INVH
Curtis Wealth Management	—	$118m	55	WYNN, RVTY
Wheels Up Wealth	—	$118m	23	WMT
Fiscal Wisdom Wealth Management	—	$118m	102	Gold Resource, AAPL, DC
E&R Wealth Management	—	$118m	12	BRK-B, AAPL, KO

Showing 8251 to 8300 of 9384

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Show only the long-term investors we follow