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
AlTi Global	—	$4.8bn	505	XOM, GOOGL, AAPL
MFN Partners Management, LP	—	$4.8bn	9	XPO, TLN, RXO
Fenimore Asset Management (FAM Funds)John Fox	Quality	$4.8bn	92	ROST, APH, VMC
Sachem Head CapitalScott Ferguson	Activist	$4.8bn	19	TLN, STX, PRMB
Bain Capital Investors	—	$4.8bn	8	BOBS, SGRY, AVAH
Ashton Thomas Private Wealth	—	$4.8bn	1,586	AAPL, NVDA, MSFT
Truepoint	—	$4.8bn	160	PG, AAPL, BRK-B
Kornitzer Capital Management	—	$4.8bn	544	MSFT, CVX, LLY
Provident Trust	—	$4.8bn	22	GOOGL, GOOG, COST
Local Pensions Partnership Investment	—	$4.8bn	32	GOOGL, KLAC, V
Montanova Capital	—	$4.8bn	95	MANE, ARQT, LEGN
Stockbridge Partners	—	$4.8bn	17	TSM, TDG, GOOGL
Bellevue Group AG	—	$4.8bn	148	AMGN, VRTX, ARGX
GTS Securities	—	$4.8bn	1,323	NVDA, MSFT, AMZN
Nicholas Hoffman & Company, LLC.	—	$4.7bn	344	BRK-B, GOOG, AVGO
Valeo Financial Advisors	—	$4.7bn	809	PLD, LLY, AAPL
IHT Wealth Management	—	$4.7bn	1,236	AAPL, NVDA, TSLA
Jasper Ridge Partners, L.P.	—	$4.7bn	151	NKE, DELL, CEG
CSM Advisors	—	$4.7bn	406	AAPL, NVDA, AMZN
Savvy Advisors	—	$4.7bn	1,232	NVDA, AAPL, MSFT
ECP ControlCo	—	$4.7bn	5	CEG, TLN, PCG
Smead Capital ManagementBill Smead	Value	$4.7bn	32	CVE, SPG, MRK
Banque Transatlantique SA	—	$4.7bn	494	NVDA, MSFT, AMZN
Lingotto Investment Management LLP	—	$4.6bn	31	TEVA, CVNA, MOH
Third PointDan Loeb	Activist	$4.6bn	40	WBD, AMZN, GOOGL
Folketrygdfondet	—	$4.6bn	11	EQNR, NVO, Cadeler - ISIN DK0061412772
CreativeOne Wealth	—	$4.6bn	1,189	AAPL, NVDA, MSFT
GRIMES & Co WEALTH MANAGEMENT	—	$4.6bn	449	AAPL, NVDA, MSFT
Cable Car Capital, LP	—	$4.6bn	212	MU, Micron Technology, NVDA
Texas Yale Capital	—	$4.6bn	512	JBL, BAC, EPD
Arbejdsmarkedets Tillaegspension	—	$4.6bn	164	KLAC, LRCX, WWD
Conestoga Capital Advisors	—	$4.6bn	109	CWST, RBC, NOVT
Avanza Fonder AB	—	$4.6bn	458	AAPL, NVDA, MSFT
Frazier Life Sciences Management, L.P.	—	$4.6bn	41	MIRM, NAMS, ERAS
Brave Warrior AdvisorsGlenn Greenberg	Value	$4.6bn	40	ICLR, OMF, SNX
Silver Lake Group, L.L.C.	—	$4.6bn	12	FA, U, MSGS
Cary Street Partners Financial	—	$4.6bn	1,085	AAPL, GOOG, MSFT
Munich Reinsurance Co Stock Corp in Munich	—	$4.6bn	164	MSFT, NVDA, AVGO
Comgest Global Investors S.A.S.	—	$4.5bn	55	TSM, GOOGL, JNJ
Starboard ValueJeff Smith	Activist	$4.5bn	21	QRVO, KVUE, DT
Fundsmith Investment Services	—	$4.5bn	27	MAR, SYK, WAT
NorthCoast Asset Management	—	$4.5bn	478	AAPL, NVDA, MSFT
Uber Technologies	—	$4.5bn	7	GRAB, AUR, RIVN
Donor Advised Charitable Giving	—	$4.5bn	32	NVDA, AJG, PANW
59 North Capital Management, LP	—	$4.5bn	19	DIS, AER, FERG
WestEnd Advisors	—	$4.5bn	408	NVDA, TXN, AAPL
Wilmington Savings Fund Society, FSB	—	$4.5bn	1,487	AAPL, CMCSA, MSFT
Magellan Asset Management	—	$4.5bn	78	ES, AMT, XEL
Eisler Capital Management	—	$4.5bn	376	AMZN, PG, ADBE
E Fund Management	—	$4.5bn	488	PDD, LRCX, AMD

Showing 901 to 950 of 9384

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Show only the long-term investors we follow