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.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| 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.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| 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.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| 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.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| 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.
- Voss CapitalValue
Travis Cocke
- Value
- $2.0bn
- Stocks
- 35
- Top holdings
- FLYW, SRE, CLBT
- Southeastern Asset Management (Longleaf)Value
Mason Hawkins
- Value
- $1.9bn
- Stocks
- 47
- Top holdings
- RYN, MAT, CNX
- CAS Investment PartnersValue
Clifford Sosin
- Value
- $1.9bn
- Stocks
- 6
- Top holdings
- CVNA, HGV, META
- Weitz Investment ManagementValue
Wally Weitz
- Value
- $1.4bn
- Stocks
- 50
- Top holdings
- BRK-B, GOOG, DHR
- Matrix Asset AdvisorsValue
David Katz
- Value
- $1.2bn
- Stocks
- 106
- Top holdings
- MSFT, GOOG, PNC
- Polaris Capital ManagementValue
Bernard Horn
- Value
- $1.1bn
- Stocks
- 84
- Top holdings
- BPOP, JAZZ, SW
- Semper AugustusValue
Christopher Bloomstran
- Value
- $885m
- Stocks
- 50
- Top holdings
- BRK-B, ALK, BRK-A
- Auxier Asset ManagementValue
Jeff Auxier
- Value
- $745m
- Stocks
- 184
- Top holdings
- PM, GOOGL, MSFT
- SouthernSun Asset ManagementValue
Michael Cook
- Value
- $743m
- Stocks
- 29
- Top holdings
- EXTR, LPX, BOOT
- Torray Investment PartnersValue
Robert Torray (founder)
- Value
- $741m
- Stocks
- 91
- Top holdings
- AVGO, RPRX, CEG
- Tensile Capital ManagementValue
Tensile Capital team
- Value
- $724m
- Stocks
- 22
- Top holdings
- DKS, TYL, LAD
- Nuance InvestmentsValue
Scott Moore
- Value
- $588m
- Stocks
- 52
- Top holdings
- QGEN, CWT, CLX
- Century ManagementValue
Arnold Van Den Berg
- Value
- $473m
- Stocks
- 120
- Top holdings
- DELL, INTC, LUMN
- Miller Value PartnersValue
Bill Miller IV
- Value
- $423m
- Stocks
- 56
- Top holdings
- NBR, GTN, BLMN
- Oldfield PartnersValue
Richard Oldfield
- Value
- $415m
- Stocks
- 18
- Top holdings
- CB, ALLY, DIS
- Kiltearn PartnersValue
Kiltearn team
- Value
- $412m
- Stocks
- 29
- Top holdings
- AMG, CVS, LUV
- Platinum Investment ManagementValue
Platinum team
- Value
- $407m
- Stocks
- 85
- Top holdings
- ZTO, MU, LRCX
- Muhlenkamp & Co.Value
Jeff Muhlenkamp
- Value
- $345m
- Stocks
- 28
- Top holdings
- RUSHA, NEM, AEM
- Dalal Street (Pabrai)Value
Mohnish Pabrai
- Value
- $327m
- Stocks
- 4
- Top holdings
- HCC, RIG, AMR
- GoodHaven Capital ManagementValue
Larry Pitkowsky
- Value
- $317m
- Stocks
- 24
- Top holdings
- BRK-B, GOOG, BAC
- Oakcliff CapitalValue
Bryan Lawrence
- Value
- $268m
- Stocks
- 9
- Top holdings
- IBKR, GOOG, GIL
- Daily JournalValue
Charlie Munger (legacy portfolio)
- Value
- $257m
- Stocks
- 4
- Top holdings
- WFC, BAC, BABA
- Punch Card ManagementValue
Norbert Lou
- Value
- $256m
- Stocks
- 5
- Top holdings
- BRK-A, CROX, PDD
- Atlantic Investment ManagementValue
Alex Roepers
- Value
- $192m
- Stocks
- 12
- Top holdings
- ASH, APTV, KEX
- Boyar Asset ManagementValue
Mark Boyar
- Value
- $174m
- Stocks
- 77
- Top holdings
- MSFT, JPM, AMP
- Greenhaven Road CapitalValue
Scott Miller
- Value
- $154m
- Stocks
- 17
- Top holdings
- HGTY, CLBT, KWY
- Aquamarine CapitalValue
Guy Spier
- Value
- $144m
- Stocks
- 7
- Top holdings
- BRK-B, BRK-A, AXP
- Hillman Capital ManagementValue
Mark Hillman
- Value
- $138m
- Stocks
- 54
- Top holdings
- CVS, BIIB, DD
- Delphi ManagementValue
Scott Black
- Value
- $102m
- Stocks
- 83
- Top holdings
- AAPL, BRK-B, AMAT
- Olstein Capital ManagementValue
Robert Olstein
- Value
- $0
- Stocks
- 0
- Top holdings
- —
Showing 51 to 80 of 80
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