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
SIT Investment Associates	—	$5.3bn	521	NVDA, AVGO, AAPL
Millburn Ridgefield	—	$5.3bn	39	—
Wealthcare Advisory Partners	—	$5.3bn	1,084	NVDA, AAPL, MSFT
Orgel Wealth Management	—	$5.3bn	113	AAPL, MSFT, AMZN
DF Dent	—	$5.3bn	271	GOOG, V, HEI-A
Orbimed Advisors	—	$5.3bn	117	EWTX, ELVN, LLY
Baker Avenue Asset Management, LP	—	$5.3bn	810	AAPL, NVDA, SSD
Fideuram Asset Management (Ireland) dac	—	$5.2bn	738	MSFT, GOOGL, NVDA
Equity Investment	—	$5.2bn	76	VZ, GSK, UPS
Sumitomo Mitsui Financial Group	—	$5.2bn	175	ARES, JEF, PSNY
Cincinnati Financial	—	$5.2bn	56	AAPL, AVGO, CSCO
Dakota Wealth Management	—	$5.2bn	771	AAPL, KLAC, MSFT
Caprock Group	—	$5.2bn	1,234	NVDA, AAPL, S
Laird Norton Wetherby Trust Company	—	$5.2bn	1,017	AAPL, MSFT, NVDA
Bluespring Wealth Management	—	$5.2bn	549	AAPL, GOOGL, AMZN
Ancora Advisors	—	$5.2bn	2,037	LKQ, COLD, AAPL
Kestra Investment Management	—	$5.2bn	519	NVDA, AAPL, MSFT
Skye Global Management LP	—	$5.1bn	30	AMZN, V, GE
Check Capital Management	—	$5.1bn	52	BRK-B, Alphabet, BN
Beck Mack & Oliver	—	$5.1bn	201	APO, GOOG, BX
HBK Sorce Advisory	—	$5.1bn	658	AAPL, NVDA, MSFT
Bank Pictet & Cie (Europe) AG	—	$5.1bn	204	NVDA, GOOGL, AMZN
Callan Family Office	—	$5.1bn	1,226	NVDA, AAPL, MSFT
Akre Capital ManagementChuck Akre	Quality	$5.1bn	19	MA, MCO, BN
Maple Rock Capital Partners	—	$5.1bn	51	WDC, STX, UNH
Kayne Anderson Capital Advisors LP	—	$5.1bn	53	WMB, EPD, ET
Itau Unibanco Holding	—	$5.1bn	355	VALE, PBR, NU
Gulf International Bank (UK)	—	$5.1bn	565	NVDA, AAPL, MSFT
Y-Intercept (Hong Kong)	—	$5.1bn	1,651	AMZN, AAPL, BSX
WT Asset Management	—	$5.0bn	24	SNDK, STX, WDC
Old National Bancorp	—	$5.0bn	625	LLY, AAPL, GOOGL
Vaughan David Investments	—	$5.0bn	245	LRCX, AVGO, JPM
Systematic Financial Management LP	—	$5.0bn	243	SIMO, MLI, JAZZ
Glenview Capital ManagementLarry Robbins	Value	$5.0bn	42	GPN, CVS, THC
Commerzbank Aktiengesellschaft	—	$5.0bn	347	GOOGL, MSFT, AAPL
TPG GP A	—	$5.0bn	82	LFST, SPCX, JXN
Carnegie Investment Counsel	—	$5.0bn	547	GOOGL, AAPL, MSFT
Chicago Partners Investment Group	—	$5.0bn	1,521	NVDA, AAPL, EPD
Wolverine Trading	—	$5.0bn	1,566	NVDA, BRK-B, GOOG
Ameritas Advisory Services	—	$5.0bn	1,940	AAPL, NVDA, BRK-B
Siren, L.L.C.	—	$4.9bn	115	SRRK, KYMR, ERAS
Bailard	—	$4.9bn	763	AAPL, NVDA, GOOGL
Geneos Wealth Management	—	$4.9bn	2,475	AAPL, NSC, NVDA
Freemont Capital Pte	—	$4.9bn	4	LIN, IFF, SXT
Ilex Capital Partners (UK) LLP	—	$4.9bn	147	PG, FLUT, MDLZ
Mill Creek Capital Advisors	—	$4.9bn	260	JNJ, AAPL, BRK-A
Copeland Capital Management	—	$4.9bn	265	KLIC, PSMT, LFUS
Glencore	—	$4.9bn	2	BG, CENX
AMG National Trust Bank	—	$4.9bn	439	AAPL, LOW, BALL
Oberweis Asset Management	—	$4.8bn	176	CRDO, AAOI, DOCN

Showing 851 to 900 of 9384

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Show only the long-term investors we follow