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
Kinetic Partners Management, LP	—	$4.2bn	47	SPCX, DPC, SNOW
Crake Asset Management LLP	—	$4.2bn	23	FCX, AMZN, HCA
Pinnacle Financial Partners	—	$4.2bn	459	MSFT, AAPL, JPM
Chilton Investment	—	$4.2bn	299	MSFT, COST, RSG
TCG Crossover Management	—	$4.2bn	54	ABVX, TNGX, CGON
Chicago Capital	—	$4.2bn	360	GOOGL, TSM, LGND
BW Gestao de Investimentos Ltda.	—	$4.1bn	294	SPCX, RBA, THC
C WorldWide Group Holding A/S	—	$4.1bn	97	GOOG, LIN, V
Mitsui Sumitomo Insurance	—	$4.1bn	1	WRB
JMG Financial Group	—	$4.1bn	137	AAPL, BRK-B, GOOGL
Cardinal Capital Management	—	$4.1bn	70	MFC, RY, BMO
Locust Wood Capital Advisers	—	$4.1bn	31	TSM, AMZN, NVDA
Farmers & Merchants Investments	—	$4.1bn	1,760	NNI, AAPL, AMD
Jensen Investment ManagementEric Schoenstein	Quality	$4.1bn	83	GOOGL, MSFT, AMZN
Busey Bank	—	$4.1bn	388	AAPL, NVDA, GOOG
Peak6	—	$4.1bn	849	CRWV, BULL, TSM
Guardian Capital LP	—	$4.1bn	159	RY, CNQ, TD
Bowen Hanes	—	$4.1bn	151	GLW, ATI, GEV
Daymark Wealth Partners	—	$4.1bn	810	AAPL, NVDA, MSFT
Plancorp	—	$4.1bn	425	EMR, AAPL, PLD
Tower Research Capital LLC (TRC)	—	$4.1bn	5,180	NVDA, AAPL, MU
Advisory Alpha	—	$4.1bn	571	AAPL, NVDA, MSFT
Davidson Kempner Capital Management LP	—	$4.1bn	188	EA, SPCX, ECHO
PGGM Investments	—	$4.1bn	59	NVDA, GOOGL, TMO
Robertson Stephens Wealth Management	—	$4.1bn	645	AAPL, APP, NVDA
Aspiriant	—	$4.1bn	400	AAPL, BRK-B, GOOGL
Vestcor	—	$4.0bn	1,189	NVDA, AAPL, MSFT
Salem Investment Counselors	—	$4.0bn	1,241	LOW, NVDA, AAPL
PAR Capital Management	—	$4.0bn	45	UAL, SYF, EXPE
Journey Strategic Wealth	—	$4.0bn	821	JNJ, AAPL, MSFT
Kentucky Retirement Systems	—	$4.0bn	505	NVDA, AAPL, MSFT
Performance Wealth Partners	—	$4.0bn	235	AAPL, GOOG, NVDA
Homestead Advisers	—	$4.0bn	124	JPM, LRCX, MSFT
Wesbanco Bank	—	$4.0bn	674	AAPL, GOOGL, AVGO
Florida Trust Wealth Management	—	$4.0bn	461	GOOG, AAPL, MSFT
Avantax Planning Partners	—	$4.0bn	454	AAPL, MSFT, NVDA
Achmea Investment Management B.V.	—	$4.0bn	115	NVDA, GOOGL, AVGO
New Mexico Educational Retirement Board	—	$4.0bn	908	NVDA, AAPL, MSFT
CapitalatWork	—	$4.0bn	60	INTC, GOOG, APO
U.S. Capital Wealth Advisors	—	$4.0bn	999	NVDA, AAPL, HPK
Potomac Fund Management INC /adv	—	$4.0bn	109	MSFT, JPM, WFC
Sigma Planning	—	$4.0bn	1,394	AAPL, NVDA, AMZN
Davis Asset Management, L.P.	—	$3.9bn	85	GOOG, BRK-A, META
Retirement Planning Group	—	$3.9bn	541	COST, AAPL, MSFT
Glazer Capital	—	$3.9bn	543	Janus Henderson Group, Nuvalent, APGE
Old Mission Capital	—	$3.9bn	1,010	NVDA, TSLA, NVO
ARGA Investment Management, LP	—	$3.9bn	121	XP, AER, TSM
BVF	—	$3.9bn	44	RVMD, KYMR, Xoma Royalty
Greenlight CapitalDavid Einhorn	Value	$3.9bn	46	GRBK, FLR, CNR
Lincoln National	—	$3.9bn	20	—

Showing 1001 to 1050 of 9384

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Show only the long-term investors we follow