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.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| 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.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| 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.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| 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.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| 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.
- Generations Wealth—
- Value
- $105m
- Stocks
- 36
- Top holdings
- PG, NVDA, CINF
- Elevated Private Wealth—
- Value
- $105m
- Stocks
- 73
- Top holdings
- NVDA, AMD, AAPL
- Cogent Strategic Wealth—
- Value
- $105m
- Stocks
- 58
- Top holdings
- AAPL, MSFT, NVDA
- Directional Asset Management—
- Value
- $105m
- Stocks
- 83
- Top holdings
- GOOG, AAPL, WMT
- 22nw, LP—
- Value
- $105m
- Stocks
- 14
- Top holdings
- NSP, NKTR, SRI
- IDG China Venture Capital Fund V Associates L.P.—
- Value
- $105m
- Stocks
- 1
- Top holdings
- RLX
- Indie Asset Partners—
- Value
- $104m
- Stocks
- 86
- Top holdings
- LLY, AAPL, MSFT
- Verdad Advisers, LP—
- Value
- $104m
- Stocks
- 210
- Top holdings
- AAPL, BLTE, ACAD
- Jeter Robert S II—
- Value
- $104m
- Stocks
- 47
- Top holdings
- AAPL, NVDA, MSFT
- Strategic Financial Group—
- Value
- $104m
- Stocks
- 19
- Top holdings
- DTE, DTM, AAPL
- TOP Private Wealth LLC.—
- Value
- $104m
- Stocks
- 139
- Top holdings
- RTX, AAPL, UNH
- AIHC Capital Management—
- Value
- $104m
- Stocks
- 4
- Top holdings
- RVMD, ORIC, NBP
- Trustees of the University of Pennsylvania—
- Value
- $104m
- Stocks
- 5
- Top holdings
- KRMN, USAR, CBRS
- Xena Financial Planning—
- Value
- $104m
- Stocks
- 38
- Top holdings
- AAPL, MSFT, GOOG
- Aznar Financial Advisors—
- Value
- $104m
- Stocks
- 31
- Top holdings
- AAPL, JNJ, PG
- Gritstone Asset Management—
- Value
- $104m
- Stocks
- 174
- Top holdings
- ARCC, OACC, ALDF
- Mozayyx Management—
- Value
- $104m
- Stocks
- 19
- Top holdings
- BMNR, ORBS, ZONE
- Sapphire Ventures, L.P.—
- Value
- $104m
- Stocks
- 4
- Top holdings
- NTSK, BRZE, KLTR
- Dai-ichi Life Holdings—
- Value
- $104m
- Stocks
- 21
- Top holdings
- —
- SaddleRock Capital Management—
- Value
- $104m
- Stocks
- 16
- Top holdings
- JCI, MMM, MTCH
- Reality Financial Planning Services—
- Value
- $104m
- Stocks
- 18
- Top holdings
- AAPL, JPM
- Kailix Advisors—
- Value
- $104m
- Stocks
- 11
- Top holdings
- DCH, GPRE, WTTR
- Kroeger Financial Partners—
- Value
- $103m
- Stocks
- 141
- Top holdings
- AAPL, TJX, CSCO
- Trailhead Planners—
- Value
- $103m
- Stocks
- 57
- Top holdings
- BRK-A, AAPL, CVX
- Arrow Investment Advisors—
- Value
- $103m
- Stocks
- 75
- Top holdings
- RHI, RLJ, CALM
- Safe Harbor Wealth Advisors—
- Value
- $103m
- Stocks
- 96
- Top holdings
- NVDA, AMZN, MSFT
- Incision Capital Management LP—
- Value
- $103m
- Stocks
- 5
- Top holdings
- SE, CROX, TECK
- Blantyre Capital—
- Value
- $103m
- Stocks
- 1
- Top holdings
- NCMI
- Shelter Rock Management—
- Value
- $103m
- Stocks
- 37
- Top holdings
- TSM, GOOGL, TDG
- Palladiem—
- Value
- $103m
- Stocks
- 136
- Top holdings
- TSM, AVGO, NVDA
- Succession Financial—
- Value
- $103m
- Stocks
- 49
- Top holdings
- TXN, BRK-A, BRK-B
- Courant Investment Management—
- Value
- $103m
- Stocks
- 7
- Top holdings
- PGR, JPM, SCHW
- J. Team Financial—
- Value
- $103m
- Stocks
- 102
- Top holdings
- NVDA, AAPL, DE
- Peoples Bank—
- Value
- $103m
- Stocks
- 98
- Top holdings
- GOOGL, BRK-B, AAPL
- 22C Capital—
- Value
- $103m
- Stocks
- 1
- Top holdings
- CBZ
- Alua Capital Management LP—
- Value
- $103m
- Stocks
- 1
- Top holdings
- VVV
- Independent Order of Foresters—
- Value
- $103m
- Stocks
- 2
- Top holdings
- —
- Vima—
- Value
- $103m
- Stocks
- 371
- Top holdings
- IREN, NVDA, WULF
- Langley Wealth Management—
- Value
- $103m
- Stocks
- 130
- Top holdings
- NVDA, AAPL, CAT
- Park State Asset Management—
- Value
- $102m
- Stocks
- 25
- Top holdings
- GOOG, AMZN, AAPL
- Sulzberger Capital Advisors—
- Value
- $102m
- Stocks
- 53
- Top holdings
- NVDA, GOOGL, MSFT
- Sherry Group—
- Value
- $102m
- Stocks
- 52
- Top holdings
- NVDA, TSLA, WMT
- Closed-End Fund Advisors—
- Value
- $102m
- Stocks
- 163
- Top holdings
- OTF, Abrdn Natl MUN Income FD, NCDL
- Helios Capital Management Pte.—
- Value
- $102m
- Stocks
- 26
- Top holdings
- GOOGL, IBN, HDB
- Delphi ManagementValue
Scott Black
- Value
- $102m
- Stocks
- 83
- Top holdings
- AAPL, BRK-B, AMAT
- Good Harbor Advisors—
- Value
- $102m
- Stocks
- 87
- Top holdings
- PFE, AAPL, BRK-B
- Laurus Global Equity Management—
- Value
- $102m
- Stocks
- 45
- Top holdings
- JKHY, CRL, PTC
- Electric Capital Partners—
- Value
- $102m
- Stocks
- 7
- Top holdings
- NAVN, SLMT, SKYA
- Partners Wealth Management—
- Value
- $102m
- Stocks
- 108
- Top holdings
- AAPL, BRK-B, LLY
- Lionsbridge Wealth Management—
- Value
- $102m
- Stocks
- 68
- Top holdings
- PWR, WULF, AAPL