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
Parrish Capital	—	$112m	86	GOOGL, AAPL, GILD
DWM Financial Group	—	$112m	40	FBNC, AAPL, PATK
HS Investments IV	—	$112m	2	BULL, PGY
Luma Capital S.A. - SPF	—	$112m	12	GOOGL, AMZN, MKL
Traub Capital Management	—	$112m	132	AAPL, GOOGL, DELL
Town Lane Management LP	—	$112m	3	ARE, VMRK, CPT
Whitford Management	—	$112m	22	TSM, AMZN, NVDA
Skerryvore Asset Management	—	$112m	7	FNV, FMX, KOF
Banta Asset Management LP	—	$112m	20	AAPL, VERI, NVDA
Crescent Sterling	—	$112m	85	JNJ, CSCO, AAPL
Watershed Asset Management, L.L.C.	—	$112m	116	V, TMO, AMZN
Scopia Capital Management LP	—	$112m	19	VVV, LIVN, PTON
Stonebridge Wealth Management	—	$112m	37	ABBV, SMTI, AAPL
truNorth Financial Services	—	$112m	59	NVDA, AAPL, ORRF
Three Bearings Fiduciary Advisors	—	$112m	312	AAPL, JNJ, IBM
Van Diest Capital	—	$112m	176	NVDA, AMAT, TSM
Ramsey Quantitative Systems	—	$112m	60	RC, VS Trust, VIOT
Investment Management Trust	—	$112m	78	AAPL, NVDA, GOOGL
RCW Management	—	$112m	68	CSX, BRK-B, WELL
MH & Associates Securities Management Corp /adv	—	$112m	100	RIO, PSX, BIIB
Chiron Capital Management	—	$111m	136	BMY, NVDA, MSFT
Layline Advisors	—	$111m	76	PAYX, NVDA, GOOGL
Weaver C. Barksdale & Associates	—	$111m	62	CMI, TD, SIRI
Valued Retirements	—	$111m	101	XOM, AAPL, MSFT
GLP Holdings LLLP	—	$111m	4	AAPL, BAC, DIS
Kazazian Asset Management	—	$111m	51	GOOG, C, AMZN
Fortitude Financial	—	$111m	28	AGNC, NVDA, MSFT
Integrity Wealth Partners	—	$111m	99	AAPL, MSFT, LRCX
Putney Financial Group	—	$111m	78	AAPL, GOOGL, AMZN
Capital Developers	—	$111m	52	PG, AAPL, RY
Dalton Investments	—	$111m	16	NVDA, MMYT, CTSH
Beryl Capital Management	—	$111m	7	Janus Henderson Group, Esperion Therapeutics INC NE, APGE
Western Pacific Wealth Management, LP	—	$111m	181	AAPL, GOOGL, AMZN
Independent Wealth Advisors	—	$111m	77	AAPL, MSFT, XOM
Ballast Financial Advisors	—	$110m	71	GOOGL, IONQ, AAPL
Zenith Solutions	—	$110m	84	AAPL, MRK, NVDA
Karras Company	—	$110m	61	GOOGL, GLW, AVGO
FinArc Investments	—	$110m	43	GOOGL, TRV, CSCO
Catalyst Investment Management	—	$110m	73	AAPL, NVDA, MS
Fund Advisors of America	—	$110m	120	NVDA, AAPL, MRVL
Thayer Financial, L.L.C.	—	$110m	33	DUK, LOW, AAPL
Decision Investments	—	$110m	149	NVDA, LRCX, SNDK
Sycamore Partners Management, L.P.	—	$110m	2	CURV, FOSL
American National Bank of Texas	—	$110m	56	AAPL, MSFT, GOOG
Q Fund Management (Hong Kong)	—	$110m	26	MRVL, INTC, SNDK
Briggs Wealth Management	—	$110m	61	AAPL, MSFT, IDA
Revelation Capital Management	—	$110m	2	OMDA, ARTV
Seven Six Capital Management	—	$110m	26	BYD, AMCR, CCK
Gumshoe Capital Management	—	$109m	6	TFX, CMP, OPCH
Amitell Capital Pte	—	$109m	26	GOOG, NVDA, BRK-B

Showing 8401 to 8450 of 9384

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Show only the long-term investors we follow