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
Kepos Capital LP	—	$73m	184	CME, FTHA, PTOR
Mowery & Schoenfeld Wealth Management	—	$73m	363	AAPL, NVDA, GOOGL
VCU Investment Management	—	$73m	1	—
Amica Retiree Medical Trust	—	$73m	141	NVDA, MSFT, AAPL
Sullivan Wood Capital Management	—	$73m	23	GLXY, GOOG, SOFI
Empower Harvest Management Services	—	$73m	1	YMM
IFS Group,LLC	—	$73m	87	TPL, GOOG, NVDA
Financial Counselors	—	$73m	13	AAPL, GOOGL, NFGC
John A. Wolfe & Associates	—	$73m	42	WPM
Navigation Wealth Management	—	$73m	33	LUV, WMT, PROP
Norwood Investment Partners, LP	—	$72m	14	GFL, CTRI, TFII
Myriad Asset Management US LP	—	$72m	52	NVDA, GOOGL, AAPL
MWG Caph	—	$72m	3	BEAM, LYEL, PRME
KDT Advisors	—	$72m	73	AAPL, GOOGL, MSFT
Lombard Odier Asset Management (USA)	—	$72m	73	AAPL, NEXN, CZR
H Capital V GP, L.P.	—	$72m	1	BEKE
NCP	—	$72m	78	NVDA, AMZN, GOOGL
13D Management	—	$71m	11	VSAT, TWLO, MRCY
University of Pittsburgh - Of the Commonwealth System of Higher Education	—	$71m	2	MU
Incentive AS	—	$71m	1	SW
Harrison Street Private Wealth	—	$71m	21	UNP, WMB, CNP
Blossom Wealth Management	—	$71m	72	NVDA, AAPL, MSFT
1060 Capital	—	$71m	10	CTRI, PRIM, HUBG
Axim Planning & Wealth	—	$71m	89	EH, AMD, CLF
QP Wealth Management	—	$70m	71	AAPL, WDC, GOOGL
Flaharty Asset Management	—	$70m	52	AAPL, MSFT, JPM
Spectrum Asset Management	—	$70m	4	Wells Fargo, Bank of Amer
Altium Investment Strategies	—	$69m	20	PG, GOOG, AMZN
CTC Alternative Strategies	—	$69m	83	MSFT, AAPL, AMZN
IVY Lane Capital Management	—	$69m	14	GOOG, BLK, UNP
Yost Capital Management, LP	—	$69m	13	SXT, FLUT, TLN
Blue Barn Wealth	—	$69m	46	NVDA, AAPL, MSFT
Capital CS Group	—	$69m	59	UPS, AAPL, BRK-B
Atomvest	—	$68m	4	META, ACN, CNXC
Tikehau Investment Management	—	$68m	19	MSFT, AMZN, META
Evergreen Venture Partners	—	$68m	1	TBLA
Children's Medical Center	—	$68m	1	—
Scion Asset Management	—	$68m	4	MOH, LULU, SLM
Hestia Capital Management	—	$68m	3	PBI, KSS, FLO
QSV Equity Investors	—	$68m	89	OZK, BRC, GMED
Courage Capital Management	—	$67m	16	CXW, META, GOOG
JCSD Capital	—	$67m	16	CCB, FFBB, NTB
Kinney Asset Management	—	$67m	3	AVTR, ALIT, MHK
Varde Management, L.P.	—	$67m	4	ZD, SGRY, ECHO
Fidelis Wealth Advisors	—	$67m	26	BRK-B, DIS, AAPL
PMV Capital Advisers	—	$67m	57	AAPL, MU, XOM
26North Partners LP	—	$67m	1	—
Timbuktu Capital Management	—	$67m	243	BRK-B, AMZN, AAPL
Breachway Investments	—	$66m	74	AAPL, AMZN, NVDA
Redmont Wealth Advisors	—	$66m	306	CW, NRIM, EZPW

Showing 8751 to 8800 of 9384

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