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
Paradigm Capital Management	—	$3.7bn	115	ONTO, MOD, AVGO
Moran Wealth Management	—	$3.7bn	491	AVGO, NVDA, PH
Ingalls & Snyder	—	$3.7bn	463	CORT, OGC, GOOGL
Quadrant Capital Group	—	$3.6bn	1,243	AAPL, NVDA, GOOG
Wedmont Private Capital	—	$3.6bn	949	NVDA, AAPL, GOOGL
Profund Advisors	—	$3.6bn	1,175	NVDA, MU, AVGO
Voyager Global Management LP	—	$3.6bn	8	NVDA, MSFT, AMZN
MKP Capital Management, L.L.C.	—	$3.6bn	22	JPM, BRK-B, C
Armistice Capital	—	$3.6bn	323	MDGL, SUPN, CYTK
Heritage Investors Management	—	$3.6bn	257	AAPL, PANW, AVGO
Dearborn Partners	—	$3.6bn	290	AAPL, MSFT, CASY
Avidian Wealth Enterprises	—	$3.6bn	722	NVDA, AAPL, NE
One Capital Management	—	$3.6bn	522	NVDA, MSFT, GOOG
Venture Visionary Partners	—	$3.6bn	673	AAPL, GOOGL, MSFT
Matson Money.	—	$3.6bn	9	—
Troy Asset ManagementSebastian Lyon (founder)	Quality	$3.6bn	29	V, GOOGL, A
Riverbridge Partners	—	$3.6bn	198	NVDA, MSFT, HEI
Fifth Third Wealth Advisors	—	$3.6bn	992	NVDA, AAPL, GOOGL
Park National	—	$3.6bn	363	PRK, AAPL, NVDA
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)	—	$3.6bn	194	Cyberark Software, Chart Inds, CMA
Anchor Capital Advisors	—	$3.6bn	244	ADI, MTB, PNC
Maseco LLP	—	$3.6bn	291	GOOG, JPM, AAPL
Mufg Bank	—	$3.6bn	7	USB, GRAB, PSNY
Ceredex Value Advisors	—	$3.6bn	168	AAPL, AEP, HBAN
First National Bank of Omaha	—	$3.5bn	505	AAPL, MSFT, AMZN
Leon Cooperman (Omega Family Office)Leon Cooperman	Value	$3.5bn	39	VRT, RKT, ET
Level Four Advisory Services	—	$3.5bn	935	AAPL, MSFT, NVDA
Meyer Handelman	—	$3.5bn	274	MSFT, AAPL, GOOG
Braun Stacey Associates	—	$3.5bn	113	NVDA, AAPL, MSFT
BIP Wealth	—	$3.5bn	560	AAPL, STRL, NVDA
Intact Investment Management	—	$3.5bn	210	MFC, TD, CNI
Hartford Investment Management	—	$3.5bn	496	NVDA, AAPL, MSFT
Fisher Funds Management	—	$3.5bn	174	MSFT, NVDA, AMZN
Dynamic Advisor Solutions	—	$3.5bn	1,030	AAPL, NVDA, MSFT
RPOA Advisors	—	$3.5bn	7	MSFT
Hennion & Walsh Asset Management	—	$3.5bn	955	AMAT, GOOGL, LRCX
Confluence Wealth Services	—	$3.5bn	476	AAPL, NVDA, XOM
Donaldson Capital Management	—	$3.5bn	309	KRMN, AAPL, AVGO
Cohen Klingenstein	—	$3.5bn	207	LLY, AAPL, AMZN
Stock Yards Bank & Trust	—	$3.5bn	397	GOOGL, AAPL, LLY
Narodna banka Slovenska	—	$3.5bn	3	—
Tremblant Capital Group	—	$3.5bn	58	VRNS, SMTC, LYV
Susquehanna Advisors Group	—	$3.5bn	81	Super Micro Computer, Boeing, GEV
Karpus Management	—	$3.5bn	233	SCII, DMII, DMAA
ICONIQ Capital	—	$3.5bn	76	TTAN, NTSK, PCOR
Group One Trading	—	$3.5bn	2,157	TSM, MU, MRVL
CX Institutional	—	$3.5bn	1,568	AAPL, NVDA, GOOGL
Longaeva Partners L.P.	—	$3.5bn	326	SPCX, JPM, BAC
Argent Trust	—	$3.5bn	769	AAPL, MSFT, JPM
Joel Isaacson	—	$3.5bn	479	GOOGL, GOOG, AAPL

Showing 1101 to 1150 of 9384

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Show only the long-term investors we follow