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
Investment Insight Wealth Management	—	$115m	44	NVDA, AVGO, GOOGL
John Boyer	—	$115m	39	MO, AAPL, BEN
Bluebird Wealth Management	—	$115m	89	NVDA, AAPL, CRWD
Vision Financial Markets	—	$115m	413	AAPL, AZO, JPM
Arthedge Capital Management	—	$115m	10	AMZN, GLBE, SHOP
Noble Wealth Partners	—	$115m	76	ORCL, MSFT, AMAT
Montgomery Financial Services	—	$115m	334	Capitol SER TR, AAPL, GOOG
Alan B Lancz & Associates	—	$115m	138	AAPL, GOOGL, GOOG
Titiun Yejiel	—	$115m	39	AAPL, MSFT, WRB
Parsonex Advisory Services	—	$115m	50	GOOG, CRWD, AAPL
IKE Capital	—	$115m	75	GOOG, MSFT, AMZN
Urban Wealth Management	—	$115m	107	AAPL, NVDA, AMZN
Townsend Financial Planning	—	$115m	30	AAPL
ST. Nicholas Private Asset Management	—	$115m	36	AAPL, ABBV, MA
Bey-Douglas	—	$115m	56	GOOGL, NVDA, MSFT
Arosa Capital Management LP	—	$115m	22	VICR, MPWR, POWI
Cedrus Wealth Group	—	$115m	51	KMB, EIX, DK
Mercato Partners Growth III GP	—	$114m	1	MNTN
Rosenthal \| Henry Capital Advisors	—	$114m	48	TBBK, WTFC, CASH
JBGlobal.com	—	$114m	32	AAPL, GOOGL, AMZN
Premier Private Wealth Management	—	$114m	60	AAPL, SMA, MCK
Vavra Capital Management	—	$114m	22	CB, AAPL, LLY
Entelevest	—	$114m	112	MU, AAPL, GOOGL
Explore Capital Management	—	$114m	11	TSM, AMZN, MA
TSG Consumer Partners LP	—	$114m	1	BROS
Fremen Capital Management LP	—	$114m	14	GOOG, AMZN, TSM
Shepherd Street Advisors	—	$114m	86	NVDA, AMAT, AAPL
Lane Generational	—	$114m	43	SPIR, CLPT, AEM
Standard Family Office	—	$114m	31	AAPL, NVDA, GOOG
Royal Palms Capital	—	$114m	57	GLW, VTRS, KMI
Surience Private Wealth	—	$114m	45	GIS, GOOG, MS
River's Edge Wealth Management	—	$114m	44	AAPL
IFC & Insurance Marketing	—	$114m	78	AAPL, NVDA, TSLA
Park Circle	—	$113m	49	ABBV, TRV, GS
Michael Brady	—	$113m	58	AAPL, PH, MSFT
Invested Advisors	—	$113m	152	AAPL, GOOGL, MSFT
Redwood Family Wealth	—	$113m	106	AAPL, ASTS, XOM
Msrh	—	$113m	29	TPL, LB, PBT
Clear Point Advisors	—	$113m	93	AAPL, AMZN, NVDA
Ark Wealth Advisors	—	$113m	87	LRCX, GOOGL, CAT
Smith Thomas W	—	$113m	5	CACC, W, WRLD
Objective Capital Management	—	$113m	102	AAPL, AMZN, NVDA
OFC Financial Planning	—	$113m	56	AAPL, CAT, PWR
Arbor Wealth Management	—	$113m	26	ANET, CRWD, AMZN
Broyhill Asset Management	—	$112m	77	IQV, VVV, SHC
Measured Risk Portfolios	—	$112m	63	AAPL, SFM, PRU
Adkins Seale Capital Management	—	$112m	236	BRK-B, AAPL, BRK-A
Vericrest Private Wealth	—	$112m	44	NVDA, UPS, AAPL
Teucrium Investment Advisors	—	$112m	47	AMAT, INTC, LRCX
Emergence GP Partners	—	$112m	4	VEEV, TTAN, DOCS

Showing 8351 to 8400 of 9384

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Show only the long-term investors we follow