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
Encore Global Management, LP	—	$102m	53	MSFT, PANW, META
Pantera Capital Partners LP	—	$102m	15	FIGR, PURR, BMNR
MSD Capital, L.P.	—	$102m	3	SAFE, HAYW, TSQ
Hutchinson Financial Advisors	—	$102m	67	MSFT, GOOGL, BRK-B
Arbor Capital Management INC /adv	—	$102m	87	AMZN, GOOGL, TSM
Marathon Partners Equity Management	—	$102m	14	RELY, TKO, META
Provident Living Financial Services	—	$101m	50	SOFI, C, BAC
Brightlight Capital Management LP	—	$101m	8	CVNA, ARCO, KSPI
RD Finance	—	$101m	27	NVDA, AMZN, GOOGL
Miramar Fiduciary	—	$101m	5	SSP
SBI Holdings USA	—	$101m	1	CRCL
Englebert Financial Advisers	—	$101m	63	AVGO, DKNG, FROG
Otter Creek Advisors	—	$101m	28	FLEX, AMZN, Hologic
Shelter Ins Retirement Plan	—	$101m	8	BKNG, MKL, OTIS
Turner Financial Group	—	$101m	112	TSLA, AMD, MU
Cederberg Capital	—	$100m	10	ACMR, NTES, CYD
Smart Portfolios	—	$100m	99	AVGO, AAPL, MSFT
Ampfield Management, L.P.	—	$100m	5	ESQ, TDG, NBN
Sage Investment Counsel	—	$100m	126	PNFP, AAPL, BRK-A
Warberg Asset Management	—	$100m	119	NN, Hewlett Packard Enterprise C, Apollo Global Mgmt
Aspen Private Advisors	—	$100m	7	—
Asset Value Investors	—	$100m	2	NWSA, NNI
Guilbault Capital	—	$100m	73	UNP, BXSL, GOOGL
HFG Wealth Management	—	$99m	42	AAPL, XOM, CVX
Benson Wealth Management	—	$99m	367	SPG, AMZN, WMT
Account Management	—	$99m	22	BRK-B, ASML, EPD
Willow Financial	—	$99m	37	WMT, XOM, AAPL
Professional Financial Management	—	$99m	24	—
Financial Network Wealth Advisors	—	$99m	858	AAPL, MSFT, NVDA
Montchanin Asset Management	—	$98m	62	AAPL, GOOG, JPM
Puff Wealth Management	—	$98m	77	AAPL, NVDA, AMZN
Zinnia Wealth Advisory	—	$98m	97	NVDA, AAPL, AMD
Drum Hill Capital	—	$98m	45	NEM, BWA, EQNR
Terra Alpha Investments	—	$98m	32	TSM, AAPL, NVDA
Elevation Advisory Partners	—	$98m	48	NVDA, AAPL, AMZN
Wedgewood Investors	—	$97m	110	MSFT, GOOG, ERIE
Schrum Private Wealth Management	—	$97m	109	MSFT, AAPL, ACN
Ionic Capital Management	—	$97m	101	FLEX, AKAM, TNL
Anchor Capital Management Company	—	$97m	8	MGRC, HLMN, RXO
Skyview Financial Group	—	$97m	57	CAH, BA, C
Inkwell Capital	—	$96m	31	BRK-B, MKL, GOOGL
John & Kathleen Schreiber Foundation	—	$96m	4	BX, BXSL, BXMT
Fortress Financial Solutions	—	$96m	56	AAPL, NVDA, FIX
Brown University	—	$95m	10	STUB, OWL, NVDA
One Wealth Management Investment & Advisory Services	—	$95m	53	AAPL, NVDA, AMZN
AIP	—	$95m	2	TWI, RYAM
Formulate Financial	—	$95m	26	MSFT, AMZN, GOOG
American Assets Capital Advisers	—	$95m	36	FTAI, AMT, PLD
Capitol Family Office	—	$95m	46	AAPL, LLY, MSFT
Integrated Wealth Management	—	$95m	91	AAPL, NVDA, PGR

Showing 8551 to 8600 of 9384

Previous Next

Show only the long-term investors we follow