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
TrustWell Financial Advisors	—	$118m	78	REG, BRK-A, BRK-B
North Forty Two	—	$118m	104	AAPL, NEU, MSFT
Cannon Capital Management	—	$118m	28	APLD, GOOG, JPM
Ruggiero Investments	—	$118m	86	NVDA, AAPL, MSFT
Obion Capital Management LP	—	$118m	16	HLT, SNDA, ORLY
Arrow Capital Pty	—	$118m	25	NVDA, CVX, ETR
Weber Capital Management LLC /adv	—	$118m	13	AOSL, MG, NGS
GPS Wealth Strategies Group	—	$117m	582	NVDA, AAPL, AMZN
Merrithew & Thorsten	—	$117m	108	AAPL, PLD, O
TABR Capital Management	—	$117m	54	TSLA, NVDA, LLY
CSP Financial Group	—	$117m	24	NVDA, AAPL, AMZN
Envision Financial Transparency	—	$117m	59	Global X FDS, Legg Mason ETF Invt, RTX
Yong Rong (HK) Asset Management	—	$117m	7	TSM, CRCL, PDD
Corecam AG	—	$117m	50	MSFT, PFE, VG
Artesa Financial Group	—	$117m	62	MSFT, AMZN, CSW
21 West Wealth Management	—	$117m	65	NVDA, AAPL, MSFT
Bedminster	—	$117m	51	MSFT, XOM, CAT
MKD Wealth Coaches	—	$117m	31	AMZN, GOOGL, AAPL
LWM Advisors	—	$117m	34	AAPL, NVDA, TSM
Green Court Capital Management	—	$117m	3	PDD, ATAT, TCOM
Katamaran Capital LLP	—	$117m	35	V, MA, BKNG
ORBA Wealth Advisors, L.L.C.	—	$117m	85	AAPL, LRCX, SBUX
Strategic Wealth Advisors	—	$117m	260	AAPL, MSFT, ALL
Markin Asset Management, LP	—	$117m	47	AAPL, GOOG, MSFT
Twin Cities Retirement Group	—	$117m	22	MMM
Kilner Capital Advisors	—	$117m	18	—
Elkhorn Partners Limited Partnership	—	$117m	50	BRK-A, BRK-B, WTM
Wisconsin Wealth Advisors	—	$117m	90	AMAT, AVGO, NVDA
V. M. Manning	—	$117m	53	NVDA, AAPL, GEV
Advisory Advocates	—	$117m	188	AAPL, GOOGL, MSFT
Minot DeBlois Advisors	—	$116m	240	GOOG, AAPL, NVDA
Members Capital Advisors	—	$116m	7	—
Kitching Partners	—	$116m	40	NVDA, NN, GOOGL
Pursuit Wealth Management	—	$116m	118	MSFT, AAPL, GOOGL
WealthSpring Partners	—	$116m	71	AAPL, BRK-B, NVDA
Teca Partners, LP	—	$116m	8	TMO, GWRE, FERG
Financially in Tune	—	$116m	77	AAPL, MSFT, SPGI
Paradigm Capital Management	—	$116m	65	BRK-B, MRK, GOOG
Accuvest Global Advisors	—	$116m	78	NFLX, GOOGL, MSTR
Monetary Solutions	—	$116m	397	AAPL, JPM, ABBV
CDM Financial Counseling Services	—	$116m	77	MSFT, CAT, RTX
J.M. Arbour	—	$116m	132	NVDA, AAPL, TWO RDS Shared TR
OakTrust Wealth Advisors	—	$116m	69	XOM, MSFT, AAPL
SFI Advisors	—	$116m	55	AAPL, CCEL, NFLX
Alpha Capital Advisors INC /adv	—	$116m	34	AAPL, TSLA, WM
Stembrook Asset Management	—	$116m	51	AAPL, GOOGL, BRK-B
Blue Line Capital	—	$116m	75	MU, NVDA, AAPL
Vistica Wealth Advisors	—	$116m	54	COLB, MU, AAPL
Pacific Capital Partners	—	$116m	40	BRK-A, PGR, AZO
Jefferson Bridge Capital	—	$115m	53	SNEX, AVGO, NHI

Showing 8301 to 8350 of 9384

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Show only the long-term investors we follow