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.
- Metropolis Capital—
- Value
- $3.4bn
- Stocks
- 16
- Top holdings
- MSFT, HCA, BKNG
- Richard Bernstein Advisors—
- Value
- $3.4bn
- Stocks
- 227
- Top holdings
- NVDA, AAPL, MSFT
- Hamilton Capital Partners—
- Value
- $3.4bn
- Stocks
- 214
- Top holdings
- MU, AMD, AAPL
- Silvant Capital Management—
- Value
- $3.4bn
- Stocks
- 385
- Top holdings
- NVDA, GOOGL, AVGO
- Zhang Financial—
- Value
- $3.4bn
- Stocks
- 392
- Top holdings
- AAPL, SYK, NVDA
- Senvest Management—
- Value
- $3.4bn
- Stocks
- 55
- Top holdings
- TSEM, MDA, ILMN
- VestGen Advisors—
- Value
- $3.4bn
- Stocks
- 1,075
- Top holdings
- AAPL, NVDA, GLPI
- Spruce House Investment Management—
- Value
- $3.4bn
- Stocks
- 11
- Top holdings
- APP, CVNA, CPAY
- CoreCap Advisors—
- Value
- $3.4bn
- Stocks
- 3,156
- Top holdings
- AAPL, NVDA, AMZN
- Electrum Group—
- Value
- $3.4bn
- Stocks
- 10
- Top holdings
- SIND, SSMR, NG
- Krilogy Financial—
- Value
- $3.4bn
- Stocks
- 1,060
- Top holdings
- AAPL, NVDA, MU
- Edgestream Partners, L.P.—
- Value
- $3.4bn
- Stocks
- 936
- Top holdings
- NVDA, NI, DTM
- KCM Investment Advisors—
- Value
- $3.4bn
- Stocks
- 400
- Top holdings
- AAPL, MSFT, COST
- Helikon Investments—
- Value
- $3.3bn
- Stocks
- 18
- Top holdings
- SKE, ABVX, EGO
- Ascent Group—
- Value
- $3.3bn
- Stocks
- 808
- Top holdings
- AAPL, NVDA, GOOGL
- Yarbrough Capital—
- Value
- $3.3bn
- Stocks
- 88
- Top holdings
- NVDA, AAPL, GOOGL
- Fideuram - Intesa Sanpaolo Private Banking S.P.A.—
- Value
- $3.3bn
- Stocks
- 446
- Top holdings
- NVDA, MSFT, AAPL
- Needham Investment Management—
- Value
- $3.3bn
- Stocks
- 176
- Top holdings
- VICR, AIP, VSH
- Sand Hill Global Advisors—
- Value
- $3.3bn
- Stocks
- 214
- Top holdings
- AAPL, NVDA, GOOGL
- Spire Wealth Management—
- Value
- $3.3bn
- Stocks
- 2,225
- Top holdings
- NVDA, AAPL, AMZN
- BCV Asset Management—
- Value
- $3.3bn
- Stocks
- 116
- Top holdings
- HUM, RY, BN
- Main Management ETF Advisors—
- Value
- $3.3bn
- Stocks
- 103
- Top holdings
- MU, PANW, VICR
- ATLAS Infrastructure Partners (UK)—
- Value
- $3.3bn
- Stocks
- 11
- Top holdings
- PNW, PEG, ED
- Venrock Adviser—
- Value
- $3.3bn
- Stocks
- 33
- Top holdings
- APGE, ORKA, ERAS
- Nantahala Capital Management—
- Value
- $3.3bn
- Stocks
- 131
- Top holdings
- TBBK, BVS, HGV
- Bollard Group—
- Value
- $3.3bn
- Stocks
- 308
- Top holdings
- BSX, CAT, LLY
- Vulcan Value PartnersValue
C.T. Fitzpatrick
- Value
- $3.3bn
- Stocks
- 36
- Top holdings
- EG, MSFT, RYAN
- Prana Capital Management, LP—
- Value
- $3.3bn
- Stocks
- 118
- Top holdings
- BLK, BAC, MA
- Adams Diversified Equity Fund—
- Value
- $3.3bn
- Stocks
- 103
- Top holdings
- NVDA, AAPL, GOOGL
- Fulton Bank, N.A.—
- Value
- $3.3bn
- Stocks
- 694
- Top holdings
- AAPL, NVDA, MSFT
- Calamos Wealth Management—
- Value
- $3.3bn
- Stocks
- 401
- Top holdings
- AAPL, NVDA, MSFT
- Steadfast Capital Management LP—
- Value
- $3.3bn
- Stocks
- 84
- Top holdings
- COST, AMZN, SGI
- Saba Capital Management, L.P.—
- Value
- $3.3bn
- Stocks
- 376
- Top holdings
- FSK, APO, ARES
- CWA Asset Management Group—
- Value
- $3.3bn
- Stocks
- 693
- Top holdings
- NVDA, AAPL, MSFT
- Trillium Asset Management—
- Value
- $3.3bn
- Stocks
- 230
- Top holdings
- NVDA, GOOGL, AAPL
- Pallas Capital Advisors—
- Value
- $3.2bn
- Stocks
- 1,034
- Top holdings
- BRKR, GLP, NVDA
- Sound Shore ManagementValue
Harry Burn
- Value
- $3.2bn
- Stocks
- 40
- Top holdings
- TEVA, LUV, BAC
- Focus Financial Network—
- Value
- $3.2bn
- Stocks
- 764
- Top holdings
- NVDA, AAPL, AMZN
- Conning—
- Value
- $3.2bn
- Stocks
- 307
- Top holdings
- GLW, CAT, MRK
- Tokio Marine Asset Management—
- Value
- $3.2bn
- Stocks
- 632
- Top holdings
- NVDA, AAPL, MSFT
- Meridian Wealth Management—
- Value
- $3.2bn
- Stocks
- 809
- Top holdings
- NVDA, AAPL, XOM
- Washington Trust—
- Value
- $3.2bn
- Stocks
- 294
- Top holdings
- AAPL, GOOGL, AVGO
- Corvex ManagementActivist
Keith Meister
- Value
- $3.2bn
- Stocks
- 24
- Top holdings
- ILMN, WGS, VSTS
- Exencial Wealth Advisors—
- Value
- $3.2bn
- Stocks
- 563
- Top holdings
- AAPL, MSFT, GOOG
- Lighthouse Investment Partners—
- Value
- $3.2bn
- Stocks
- 667
- Top holdings
- SPCX, MA, DLR
- Y.D. More Investments—
- Value
- $3.2bn
- Stocks
- 510
- Top holdings
- ENLT, ESLT, TSEM
- Members Trust—
- Value
- $3.2bn
- Stocks
- 170
- Top holdings
- AAPL, CAT, NVDA
- FineMark National Bank & Trust—
- Value
- $3.2bn
- Stocks
- 452
- Top holdings
- UPS, AAPL, MSFT
- Brooklyn Investment Group—
- Value
- $3.2bn
- Stocks
- 1,827
- Top holdings
- NVDA, AAPL, MSFT
- Nan Shan Life Insurance—
- Value
- $3.2bn
- Stocks
- 82
- Top holdings
- GOOGL, AAPL, NVDA
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Metropolis Capital | — | $3.4bn | 16 | MSFT, HCA, BKNG |
| Richard Bernstein Advisors | — | $3.4bn | 227 | NVDA, AAPL, MSFT |
| Hamilton Capital Partners | — | $3.4bn | 214 | MU, AMD, AAPL |
| Silvant Capital Management | — | $3.4bn | 385 | NVDA, GOOGL, AVGO |
| Zhang Financial | — | $3.4bn | 392 | AAPL, SYK, NVDA |
| Senvest Management | — | $3.4bn | 55 | TSEM, MDA, ILMN |
| VestGen Advisors | — | $3.4bn | 1,075 | AAPL, NVDA, GLPI |
| Spruce House Investment Management | — | $3.4bn | 11 | APP, CVNA, CPAY |
| CoreCap Advisors | — | $3.4bn | 3,156 | AAPL, NVDA, AMZN |
| Electrum Group | — | $3.4bn | 10 | SIND, SSMR, NG |
| Krilogy Financial | — | $3.4bn | 1,060 | AAPL, NVDA, MU |
| Edgestream Partners, L.P. | — | $3.4bn | 936 | NVDA, NI, DTM |
| KCM Investment Advisors | — | $3.4bn | 400 | AAPL, MSFT, COST |
| Helikon Investments | — | $3.3bn | 18 | SKE, ABVX, EGO |
| Ascent Group | — | $3.3bn | 808 | AAPL, NVDA, GOOGL |
| Yarbrough Capital | — | $3.3bn | 88 | NVDA, AAPL, GOOGL |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | — | $3.3bn | 446 | NVDA, MSFT, AAPL |
| Needham Investment Management | — | $3.3bn | 176 | VICR, AIP, VSH |
| Sand Hill Global Advisors | — | $3.3bn | 214 | AAPL, NVDA, GOOGL |
| Spire Wealth Management | — | $3.3bn | 2,225 | NVDA, AAPL, AMZN |
| BCV Asset Management | — | $3.3bn | 116 | HUM, RY, BN |
| Main Management ETF Advisors | — | $3.3bn | 103 | MU, PANW, VICR |
| ATLAS Infrastructure Partners (UK) | — | $3.3bn | 11 | PNW, PEG, ED |
| Venrock Adviser | — | $3.3bn | 33 | APGE, ORKA, ERAS |
| Nantahala Capital Management | — | $3.3bn | 131 | TBBK, BVS, HGV |
| Bollard Group | — | $3.3bn | 308 | BSX, CAT, LLY |
| Vulcan Value PartnersC.T. Fitzpatrick | Value | $3.3bn | 36 | EG, MSFT, RYAN |
| Prana Capital Management, LP | — | $3.3bn | 118 | BLK, BAC, MA |
| Adams Diversified Equity Fund | — | $3.3bn | 103 | NVDA, AAPL, GOOGL |
| Fulton Bank, N.A. | — | $3.3bn | 694 | AAPL, NVDA, MSFT |
| Calamos Wealth Management | — | $3.3bn | 401 | AAPL, NVDA, MSFT |
| Steadfast Capital Management LP | — | $3.3bn | 84 | COST, AMZN, SGI |
| Saba Capital Management, L.P. | — | $3.3bn | 376 | FSK, APO, ARES |
| CWA Asset Management Group | — | $3.3bn | 693 | NVDA, AAPL, MSFT |
| Trillium Asset Management | — | $3.3bn | 230 | NVDA, GOOGL, AAPL |
| Pallas Capital Advisors | — | $3.2bn | 1,034 | BRKR, GLP, NVDA |
| Sound Shore ManagementHarry Burn | Value | $3.2bn | 40 | TEVA, LUV, BAC |
| Focus Financial Network | — | $3.2bn | 764 | NVDA, AAPL, AMZN |
| Conning | — | $3.2bn | 307 | GLW, CAT, MRK |
| Tokio Marine Asset Management | — | $3.2bn | 632 | NVDA, AAPL, MSFT |
| Meridian Wealth Management | — | $3.2bn | 809 | NVDA, AAPL, XOM |
| Washington Trust | — | $3.2bn | 294 | AAPL, GOOGL, AVGO |
| Corvex ManagementKeith Meister | Activist | $3.2bn | 24 | ILMN, WGS, VSTS |
| Exencial Wealth Advisors | — | $3.2bn | 563 | AAPL, MSFT, GOOG |
| Lighthouse Investment Partners | — | $3.2bn | 667 | SPCX, MA, DLR |
| Y.D. More Investments | — | $3.2bn | 510 | ENLT, ESLT, TSEM |
| Members Trust | — | $3.2bn | 170 | AAPL, CAT, NVDA |
| FineMark National Bank & Trust | — | $3.2bn | 452 | UPS, AAPL, MSFT |
| Brooklyn Investment Group | — | $3.2bn | 1,827 | NVDA, AAPL, MSFT |
| Nan Shan Life Insurance | — | $3.2bn | 82 | GOOGL, AAPL, NVDA |