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.
- Hamlin Capital Management—
- Value
- $4.4bn
- Stocks
- 30
- Top holdings
- CMI, MS, LAMR
- Americana Partners—
- Value
- $4.4bn
- Stocks
- 596
- Top holdings
- AAPL, MSFT, NVDA
- BC Partners PE LP—
- Value
- $4.4bn
- Stocks
- 2
- Top holdings
- CHWY, GFL
- Auto-Owners Insurance—
- Value
- $4.4bn
- Stocks
- 95
- Top holdings
- GOOG, BRK-A, AMZN
- Amazon.com—
- Value
- $4.4bn
- Stocks
- 6
- Top holdings
- RIVN, XE, BETA
- PBU - The Pension Fund of Early Childhood & Youth Educators—
- Value
- $4.4bn
- Stocks
- 124
- Top holdings
- MSFT, NVDA, AAPL
- Metis Global Partners—
- Value
- $4.4bn
- Stocks
- 714
- Top holdings
- NVDA, AAPL, MSFT
- Munro Partners—
- Value
- $4.4bn
- Stocks
- 59
- Top holdings
- NVDA, GEV, GOOGL
- SBI Securities—
- Value
- $4.4bn
- Stocks
- 4,072
- Top holdings
- NVDA, AAPL, MU
- Southpoint Capital Advisors LP—
- Value
- $4.4bn
- Stocks
- 33
- Top holdings
- AMD, HSIC, DHR
- Hillsdale Investment Management—
- Value
- $4.4bn
- Stocks
- 647
- Top holdings
- RY, CM, TD
- Reinhart Partners, Llc.—
- Value
- $4.4bn
- Stocks
- 72
- Top holdings
- SIMO, LNTH, ACLS
- Zevenbergen Capital Investments—
- Value
- $4.4bn
- Stocks
- 109
- Top holdings
- NVDA, AMD, TSLA
- Alesco Advisors, LLC, An ESL—
- Value
- $4.4bn
- Stocks
- 230
- Top holdings
- AAPL, MSFT, AMZN
- Regents of the University of California—
- Value
- $4.4bn
- Stocks
- 11
- Top holdings
- STT, SPCX, ASML
- Geneva Capital Management—
- Value
- $4.4bn
- Stocks
- 119
- Top holdings
- RBC, ONTO, ESE
- BDT Capital Partners—
- Value
- $4.4bn
- Stocks
- 3
- Top holdings
- ALH, UA, EQPT
- Duquesne Family Office—
- Value
- $4.4bn
- Stocks
- 86
- Top holdings
- NTRA, TSM, STM
- Channing Capital Management—
- Value
- $4.3bn
- Stocks
- 106
- Top holdings
- AXTA, VVV, PSN
- Capital Analysts—
- Value
- $4.3bn
- Stocks
- 1,536
- Top holdings
- AAPL, MSFT, GOOGL
- Polar Asset Management Partners—
- Value
- $4.3bn
- Stocks
- 781
- Top holdings
- MSFT, TD, SLF
- Catterton Management Company, L.L.C.—
- Value
- $4.3bn
- Stocks
- 3
- Top holdings
- BIRK, ODD, VRM
- Stonegate Investment Group—
- Value
- $4.3bn
- Stocks
- 397
- Top holdings
- AAPL, MSFT, GOOGL
- Analyst IMS Investment Management Services—
- Value
- $4.3bn
- Stocks
- 152
- Top holdings
- TEVA, ARE, NVDA
- E. Ohman J:or Asset Management AB—
- Value
- $4.3bn
- Stocks
- 465
- Top holdings
- NVDA, MSFT, GOOGL
- Northwest & Ethical Investments L.P.—
- Value
- $4.3bn
- Stocks
- 508
- Top holdings
- NVDA, MSFT, AAPL
- AKO CapitalQuality
Nicolai Tangen (founder)
- Value
- $4.3bn
- Stocks
- 22
- Top holdings
- ALC, SUNB, V
- Divisadero Street Capital Management, LP—
- Value
- $4.3bn
- Stocks
- 140
- Top holdings
- SEZL, CVNA, SGHC
- Hill City Capital, LP—
- Value
- $4.3bn
- Stocks
- 28
- Top holdings
- MTZ, FSLR, DY
- Destination Wealth Management—
- Value
- $4.3bn
- Stocks
- 325
- Top holdings
- AAPL, GOOGL, AMZN
- Vestal Point Capital, LP—
- Value
- $4.3bn
- Stocks
- 68
- Top holdings
- BMRN, NBIX, ABVX
- Daiichi Life Insurance—
- Value
- $4.3bn
- Stocks
- 470
- Top holdings
- AAPL, NVDA, MSFT
- Moore Capital Management, LP—
- Value
- $4.3bn
- Stocks
- 711
- Top holdings
- NVDA, UBS, AMAT
- Independent Advisor Alliance—
- Value
- $4.3bn
- Stocks
- 1,054
- Top holdings
- NVDA, AAPL, ABCB
- Marshfield Associates—
- Value
- $4.3bn
- Stocks
- 17
- Top holdings
- UNH, PGR, AZO
- Harvard Management—
- Value
- $4.3bn
- Stocks
- 19
- Top holdings
- SPCX, TSM, CBRS
- Emerald Advisers—
- Value
- $4.2bn
- Stocks
- 237
- Top holdings
- TVTX, CDNL, MRCY
- Scopus Asset Management, L.P.—
- Value
- $4.2bn
- Stocks
- 143
- Top holdings
- ESI, LIN, CRH
- AltaRock PartnersQuality
Mark Massey
- Value
- $4.2bn
- Stocks
- 8
- Top holdings
- AMZN, TDG, MSFT
- Quotient Wealth Partners—
- Value
- $4.2bn
- Stocks
- 409
- Top holdings
- XOM, AAPL, NVDA
- Trian Fund ManagementActivist
Nelson Peltz
- Value
- $4.2bn
- Stocks
- 8
- Top holdings
- GE, Janus Henderson Group, SOLV
- Zimmer Partners, LP—
- Value
- $4.2bn
- Stocks
- 112
- Top holdings
- WELL, NI, ES
- Ghisallo Capital Management—
- Value
- $4.2bn
- Stocks
- 300
- Top holdings
- SPCX, DLR, GOOGL
- Contour Asset Management—
- Value
- $4.2bn
- Stocks
- 27
- Top holdings
- XYZ, T, ZBRA
- Martingale Asset Management L P—
- Value
- $4.2bn
- Stocks
- 828
- Top holdings
- AAPL, GOOGL, AMZN
- Snowden Capital Advisors—
- Value
- $4.2bn
- Stocks
- 1,331
- Top holdings
- AAPL, NVDA, MSFT
- WCG Wealth Advisors—
- Value
- $4.2bn
- Stocks
- 555
- Top holdings
- NVDA, AAPL, AMZN
- Associated Banc-Corp—
- Value
- $4.2bn
- Stocks
- 381
- Top holdings
- LRCX, GOOGL, NVDA
- Kedalion Capital Management LLP—
- Value
- $4.2bn
- Stocks
- 3
- Top holdings
- BE
- Oversea-Chinese Banking—
- Value
- $4.2bn
- Stocks
- 343
- Top holdings
- NVDA, TSM, SE