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
Janus Henderson Group	—	$209.4bn	2,407	NVDA, MSFT, AAPL
HSBC Holdings	—	$207.7bn	2,408	NVDA, AAPL, MSFT
Principal Financial Group	—	$203.6bn	2,154	NVDA, AAPL, MSFT
PNC Financial Services Group	—	$201.8bn	5,207	LLY, AAPL, MSFT
Swiss National Bank	—	$191.4bn	2,301	NVDA, AAPL, MSFT
Dodge & CoxDodge & Cox investment committee	Value	$191.0bn	222	JCI, SCHW, RTX
BNP Paribas Financial Markets	—	$189.5bn	4,954	MU, NVDA, AMZN
Northwestern Mutual Wealth Management	—	$187.2bn	4,084	NVDA, AAPL, AMZN
Canada Pension Plan Investment Board	—	$180.8bn	1,694	NVDA, AAPL, MSFT
Mitsubishi UFJ Asset Management	—	$180.4bn	1,658	NVDA, AAPL, MSFT
California Public Employees Retirement System	—	$177.4bn	1,061	NVDA, AAPL, MSFT
Victory Capital Management	—	$177.3bn	2,455	NVDA, AAPL, MSFT
Sumitomo Mitsui Trust Group	—	$175.1bn	1,080	NVDA, AAPL, MSFT
SG Americas Securities	—	$172.9bn	2,770	NVDA, MU, MSFT
Citadel Advisors	—	$171.8bn	6,293	AMZN, NVDA, AAPL
Creative Planning	—	$171.1bn	4,194	AAPL, NVDA, MSFT
First Trust Advisors LP	—	$170.0bn	2,655	CSCO, NVDA, AVGO
Primecap Management	—	$169.1bn	324	MU, LLY, INTC
Jennison Associates	—	$166.7bn	567	NVDA, AAPL, AMZN
VAN ECK Associates	—	$164.1bn	1,337	NVDA, TSM, AVGO
Jane Street Group	—	$156.5bn	5,485	AMZN, SNDK, NVDA
National Pension Service	—	$155.1bn	552	NVDA, AAPL, MSFT
Assenagon Asset Management	—	$154.1bn	1,145	NVDA, AAPL, AMZN
D. E. Shaw	—	$154.1bn	3,347	NVDA, GOOGL, AMZN
T. Rowe Price Investment Management	—	$152.4bn	736	AMZN, MSFT, NVDA
Neuberger Berman Group	—	$149.9bn	2,279	NVDA, AAPL, AMZN
Vanguard Asset Management	—	$148.0bn	2,447	NVDA, AAPL, MSFT
State Farm Mutual Automobile Insurance	—	$146.1bn	107	CAT, LLY, JNJ
Millennium Management	—	$142.9bn	3,698	SPCX, NVDA, NSC
Schroder Investment Management Group	—	$140.9bn	1,151	NVDA, GOOGL, AAPL
FIL	—	$139.2bn	1,137	RY, MSFT, GOOGL
PeakShares	—	$134.4bn	122	MU, AMD, PANW
Rhumbline Advisers	—	$132.6bn	4,187	NVDA, AAPL, MSFT
TWO Sigma Investments, LP	—	$128.6bn	3,822	AMZN, NVDA, AAPL
Manufacturers Life Insurance Company, the	—	$127.6bn	2,845	MSFT, NVDA, AMZN
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	—	$126.3bn	948	NVDA, AAPL, GOOGL
Nordea Investment Management AB	—	$122.6bn	921	NVDA, AAPL, MSFT
Clearbridge Investments	—	$120.9bn	698	NVDA, GOOGL, AAPL
First Eagle Investment ManagementMatthew McLennan	Value	$120.6bn	424	GOOG, BDX, META
Stifel Financial	—	$120.2bn	3,689	NVDA, AAPL, MSFT
Marshall Wace, LLP	—	$117.9bn	2,697	AAPL, AMZN, AMD
Swedbank AB	—	$116.0bn	696	NVDA, AAPL, MSFT
TD Asset Management	—	$115.4bn	1,216	NVDA, RY, AAPL
National Bank of Canada	—	$114.2bn	2,781	NVDA, MSFT, GOOGL
Russell Investments Group	—	$113.7bn	4,257	NVDA, AAPL, MSFT
SEI Investments	—	$113.3bn	3,272	NVDA, AAPL, MSFT
Susquehanna International Group, LLP	—	$112.7bn	6,469	NVDA, MU, MSFT
Boston PartnersBoston Partners team	Value	$112.5bn	801	AMZN, JPM, USFD
Baillie Gifford	—	$110.2bn	273	SPCX, NVDA, AMZN
Cetera Investment Advisers	—	$109.8bn	4,863	AAPL, NVDA, MSFT

Showing 51 to 100 of 9384

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Show only the long-term investors we follow