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.

See all

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.

See all

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.

See all

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.

See all

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
Sensenig Capital Advisors	—	$109m	36	JNJ, ABBV, TD
Sparta 24	—	$109m	20	TIGR, KLAR, FVRR
Heronetta Management, L.P.	—	$109m	15	WMB, MPLX, EPD
LSP Investment Advisors	—	$109m	18	EXE, EQT, GPOR
Samara Investment Management	—	$109m	71	GOOGL, AAPL, AVGO
PMG Family Office	—	$109m	114	NVDA, AAPL, MSFT
Intrepid Family Office	—	$108m	34	NXPI, ASML, SNPS
SCP Investment, LP	—	$108m	47	GOOGL, UBER, BIRK
Grange Capital	—	$108m	54	PANW, BX, CEG
Corient IA LP	—	$108m	249	HWM, PANW, FOA
Red Reef Advisors	—	$108m	183	NVDA, LLY, TSLA
Barden Capital Management	—	$108m	53	NVDA, TSM, AAPL
Yanni & Associates Investment Advisors	—	$108m	34	TSLA, BMY, AON
Unify Financial Advisors	—	$108m	90	DELL, AAPL, NVDA
SPWM Advisors	—	$108m	90	NVDA, AMZN, MSFT
Michelson Medical Research Foundation	—	$108m	21	BLDR, CME, CNNE
Bayforest Capital	—	$108m	917	SLDE, ARE, PRM
Schuylkill Financial	—	$108m	66	AAPL, TSM, AMZN
Yorktown Energy Partners XI, L.P.	—	$108m	4	REPX, METC, EPSN
Landmark Investment Partners, L.P.	—	$108m	21	DEI, CNS, NXRT
Yu Fan	—	$108m	8	KMTS, WHWK, ALMS
Walsky Investment Management	—	$108m	52	LLY, V, MSFT
Converium Capital	—	$108m	17	DCH, DK, TRIP
Aspirean Wealth	—	$108m	20	BRK-B
Rangeley Capital	—	$108m	176	DRVN, PRTA, SEG
Retireful	—	$107m	81	GLW, WDC, AMD
Unified Investment Management	—	$107m	141	GPC, NVDA, URI
Gainline Financial Partners	—	$107m	56	AVGO, AAPL, IBM
Burkett Asset Management	—	$107m	59	RY, TSM, TD
Fullerton Advisors	—	$107m	54	AAPL, AVGO, GOOG
Intentional Wealth Strategies	—	$107m	68	AAPL, GOOGL, WDC
Oregon Pacific Wealth Management	—	$107m	115	MSFT, AMZN, AMAT
American Wealth Advisors	—	$107m	42	CSCO, XOM, TJX
Ebert Capital Management	—	$107m	28	NVDA, GOOGL, MSFT
CFG Wealth Management Services	—	$107m	80	TMDX, HROW, KRUS
STF Management LP	—	$107m	101	NVDA, AAPL, MSFT
October Effect	—	$106m	64	WDC, NVDA, INTC
Plus Group Wealth Advisors	—	$106m	48	AMZN, WEC, SII
Wallace Advisory Group	—	$106m	134	MRK, CVX, CI
Calder Financial	—	$106m	43	MSFT, MU, VZ
RK Asset Management	—	$106m	23	BKE, REGN, ALGT
Expressive Wealth	—	$106m	133	NVDA, AVGO, AAPL
Kempner Capital Management	—	$106m	43	MU, BSM, TSM
Regatta Research & Money Management	—	$106m	495	BXSL, ECO, XOM
Trask Adam Roland	—	$106m	190	LLY, LEU, NVDA
OneAscent Investment Solutions	—	$106m	144	TSM, GOOGL, NVDA
Hyposwiss Advisors SA	—	$106m	104	AMZN, GOOGL, AAPL
Wernau Asset Management	—	$105m	48	AAPL, GOOG, BRK-B
Board of the Pension Protection Fund	—	$105m	110	BALL, MGA, INCY
Villanova Investment Management	—	$105m	56	EEFT, OZK, VYX

Showing 8451 to 8500 of 9384

Previous Next

Show only the long-term investors we follow