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
Evergreen Capital Management	—	$5.7bn	1,522	GS, AAPL, COF
Choate Investment Advisors	—	$5.7bn	472	AAPL, NVDA, MSFT
Bridgeway Capital Management	—	$5.7bn	1,233	NVDA, AMD, AVGO
Atalanta Sosnoff Capital	—	$5.7bn	112	NVDA, GOOGL, AAPL
PointState Capital LP	—	$5.7bn	41	PCG, AMZN, DASH
Donald Smith & Co.Jon Hartsel	Deep value	$5.6bn	66	AER, EGO, CGAU
Kennedy Capital Management	—	$5.6bn	543	MRCY, VMI, CHEF
ValueAct CapitalMason Morfit	Activist	$5.6bn	18	V, AMZN, RKT
Todd Asset Management	—	$5.6bn	182	DELL, TEVA, CB
Linonia Partnership LP	—	$5.6bn	12	MELI, GWRE, VEEV
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	—	$5.6bn	184	NVDA, GOOGL, AAPL
Mizuho Markets Americas	—	$5.6bn	187	SYY, NCLH, TSLA
Cannell & Spears	—	$5.6bn	444	GOOG, MSFT, AAPL
Veritas Asset ManagementAndy Headley	Quality	$5.6bn	21	AMZN, MA, CP
Signature Estate & Investment Advisors	—	$5.6bn	668	GOOGL, AMZN, AAPL
Thompson Siegel & Walmsley	—	$5.5bn	429	AER, SW, CHKP
American Family Investments	—	$5.5bn	13	BOW, TDW
IFP Advisors	—	$5.5bn	5,147	AAPL, NVDA, AMZN
Generali Asset Management SPA SGR	—	$5.5bn	526	NVDA, MSFT, GOOGL
Central Trust	—	$5.5bn	1,568	AAPL, CBC, AVGO
Voleon Capital Management LP	—	$5.5bn	761	NVDA, AAPL, MSFT
Abrams CapitalDavid Abrams	Value	$5.5bn	11	LOAR, LAD, GOOGL
Nicholas Company	—	$5.5bn	195	GOOG, NVDA, AMZN
Kohlberg Kravis Roberts & Co. L.P.	—	$5.5bn	17	BTSG, HSIC, BBIO
Antipodes Partners	—	$5.5bn	130	AMZN, AEP, COF
Exor	—	$5.5bn	3	0, VIA, CLVT
HUB Investment Partners	—	$5.4bn	1,221	NVDA, AAPL, AIAI
TD Private Client Wealth	—	$5.4bn	1,696	NVDA, AAPL, MSFT
AlphaCore Capital	—	$5.4bn	1,476	AAPL, META, MPLX
Resolution Capital	—	$5.4bn	39	WELL, EQIX, FRT
Baupost GroupSeth Klarman	Value	$5.4bn	23	AMZN, ELV, QSR
Junto Capital Management LP	—	$5.4bn	80	ORLY, WMT, FWONK
Shelton Capital Management	—	$5.4bn	744	AAPL, NVDA, MSFT
Elevation Point Wealth Partners	—	$5.4bn	1,181	AAPL, BOKF, NVDA
EFG International AG	—	$5.4bn	1,065	NVDA, MSFT, AMZN
Brighton Jones	—	$5.4bn	1,422	AMZN, MSFT, AAPL
Barings	—	$5.4bn	184	BBDC, PDD, ARX
Nepc	—	$5.4bn	53	—
Boothbay Fund Management	—	$5.3bn	1,956	RVMD, ABVX, LQDA
Independent Financial Group	—	$5.3bn	1,544	NVDA, AAPL, MU
Whittier Trust CO of Nevada	—	$5.3bn	1,423	NVDA, AAPL, GOOG
First Financial Bankshares	—	$5.3bn	210	MSFT, AVGO, GOOGL
Paradigm Biocapital Advisors LP	—	$5.3bn	28	RVMD, Nuvalent, EWTX
Cassaday & Co Wealth Management	—	$5.3bn	1,312	AAPL, NVDA, MAR
Caxton Associates LLP	—	$5.3bn	728	WBD, AAPL, MSFT
Susquehanna Fundamental Investments	—	$5.3bn	737	GE, V, UBER
Merewether Investment Management, LP	—	$5.3bn	81	DVN, OVV, ETR
Mutual Advisors	—	$5.3bn	1,377	AAPL, BRK-B, MSFT
DJE Kapital AG	—	$5.3bn	124	LLY, NVDA, AMZN
Japan Science & Technology Agency	—	$5.3bn	12	—

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