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.
- Constellation Investments—
- Value
- $3.2bn
- Stocks
- 19
- Top holdings
- —
- Trivest Advisors—
- Value
- $3.2bn
- Stocks
- 15
- Top holdings
- STX, MU, WDC
- GeoWealth Management—
- Value
- $3.2bn
- Stocks
- 881
- Top holdings
- NVDA, AAPL, GOOGL
- Integrity Alliance, Llc.—
- Value
- $3.2bn
- Stocks
- 823
- Top holdings
- AAPL, GIS, NVDA
- Virtu Financial—
- Value
- $3.2bn
- Stocks
- 1,548
- Top holdings
- GOOG, BRK-A, SNDK
- Argent Capital Management—
- Value
- $3.2bn
- Stocks
- 168
- Top holdings
- GOOGL, NVDA, AMZN
- Covea Finance—
- Value
- $3.2bn
- Stocks
- 153
- Top holdings
- GOOGL, AAPL, NVDA
- Fidelity National Financial—
- Value
- $3.2bn
- Stocks
- 30
- Top holdings
- FG, AVEX, CCAP
- Gladstone Institutional Advisory—
- Value
- $3.2bn
- Stocks
- 892
- Top holdings
- NVDA, AAPL, AMZN
- Chilton Capital Management—
- Value
- $3.2bn
- Stocks
- 591
- Top holdings
- NVDA, AAPL, GOOG
- Pacific Heights Asset Management—
- Value
- $3.2bn
- Stocks
- 77
- Top holdings
- TPL, NVDA, FCX
- Blue Whale Capital LLP—
- Value
- $3.2bn
- Stocks
- 27
- Top holdings
- LRCX, AMAT, NVDA
- Nicolet Bankshares—
- Value
- $3.1bn
- Stocks
- 612
- Top holdings
- AAPL, MSFT, NVDA
- Lombard Odier Asset Management (Switzerland) SA—
- Value
- $3.1bn
- Stocks
- 453
- Top holdings
- NVDA, AAPL, MSFT
- EULAV Asset Management—
- Value
- $3.1bn
- Stocks
- 152
- Top holdings
- WWD, CDNS, HEI
- Hennessy Advisors—
- Value
- $3.1bn
- Stocks
- 325
- Top holdings
- VSAT, SANM, MTZ
- Adventist Health System Sunbelt Healthcare—
- Value
- $3.1bn
- Stocks
- 16
- Top holdings
- —
- Valley Forge Capital ManagementQuality
Dev Kantesaria
- Value
- $3.1bn
- Stocks
- 7
- Top holdings
- FICO, SPGI, MCO
- Livforsakringsbolaget Skandia, Omsesidigt—
- Value
- $3.1bn
- Stocks
- 444
- Top holdings
- NVDA, AAPL, GOOGL
- Interval Partners, LP—
- Value
- $3.1bn
- Stocks
- 216
- Top holdings
- HD, CMG, WMS
- Clifford Swan Investment Counsel—
- Value
- $3.1bn
- Stocks
- 335
- Top holdings
- AAPL, GOOGL, MSFT
- Van Berkom & Associates—
- Value
- $3.1bn
- Stocks
- 67
- Top holdings
- VCTR, CRL, ENSG
- Tema ETFs—
- Value
- $3.1bn
- Stocks
- 583
- Top holdings
- RKLB, ECHO, ASTS
- Advance Capital Management—
- Value
- $3.1bn
- Stocks
- 197
- Top holdings
- AAPL, LECO, PGR
- SurgoCap Partners LP—
- Value
- $3.1bn
- Stocks
- 13
- Top holdings
- TSM, CRS, GOOG
- ZWJ Investment Counsel—
- Value
- $3.1bn
- Stocks
- 290
- Top holdings
- MU, GOOG, AVGO
- Winton Group—
- Value
- $3.1bn
- Stocks
- 1,137
- Top holdings
- BRK-A, SOLS, KLAC
- Peregrine Capital Management—
- Value
- $3.1bn
- Stocks
- 282
- Top holdings
- GOOGL, AMZN, NET
- Smartleaf Asset Management—
- Value
- $3.1bn
- Stocks
- 3,456
- Top holdings
- AAPL, NVDA, MSFT
- Dixon Mitchell Investment Counsel—
- Value
- $3.1bn
- Stocks
- 144
- Top holdings
- TD, RY, GOOGL
- Henshaw Capital—
- Value
- $3.1bn
- Stocks
- 160
- Top holdings
- NVDA, AAPL, LLY
- Capital International—
- Value
- $3.1bn
- Stocks
- 150
- Top holdings
- META, NVDA, AVGO
- Belpointe Asset Management—
- Value
- $3.1bn
- Stocks
- 1,121
- Top holdings
- NVDA, AAPL, AMZN
- Sowell Financial Services—
- Value
- $3.1bn
- Stocks
- 1,162
- Top holdings
- AAPL, NVDA, MSFT
- Hawk Ridge Capital Management LP—
- Value
- $3.1bn
- Stocks
- 43
- Top holdings
- SIMO, RBA, OPLN
- Western Wealth Management—
- Value
- $3.1bn
- Stocks
- 1,000
- Top holdings
- AAPL, NVDA, AMZN
- SageView Advisory Group—
- Value
- $3.1bn
- Stocks
- 615
- Top holdings
- AAPL, NVDA, MSFT
- Comprehensive Financial Management—
- Value
- $3.0bn
- Stocks
- 39
- Top holdings
- EBAY, PYPL, ZM
- Gates Capital ManagementValue
Jeff Gates
- Value
- $3.0bn
- Stocks
- 31
- Top holdings
- DAR, TIC, DVA
- SBI Okasan Asset Management Co.Ltd.—
- Value
- $3.0bn
- Stocks
- 320
- Top holdings
- NVDA, GOOGL, MU
- Johnson Financial Group—
- Value
- $3.0bn
- Stocks
- 816
- Top holdings
- AAPL, JOUT, MSFT
- Summitry—
- Value
- $3.0bn
- Stocks
- 340
- Top holdings
- V, AMZN, GOOGL
- Gallagher Fiduciary Advisors—
- Value
- $3.0bn
- Stocks
- 356
- Top holdings
- MCD, DAL, PCG
- Cornerstone Advisors—
- Value
- $3.0bn
- Stocks
- 112
- Top holdings
- NVDA, AAPL, GOOG
- Cookson Peirce—
- Value
- $3.0bn
- Stocks
- 317
- Top holdings
- GLW, TSM, APH
- Scharf InvestmentsValue
Brian Krawez
- Value
- $3.0bn
- Stocks
- 79
- Top holdings
- OXY, UNP, MKL
- Eagle Global Advisors—
- Value
- $3.0bn
- Stocks
- 277
- Top holdings
- AAPL, TRGP, ET
- Harvest Fund Management—
- Value
- $3.0bn
- Stocks
- 454
- Top holdings
- NVDA, AAPL, MU
- Meiji Yasuda Life Insurance—
- Value
- $3.0bn
- Stocks
- 231
- Top holdings
- NVDA, AAPL, GOOGL
- Schwartz Investment Counsel—
- Value
- $3.0bn
- Stocks
- 138
- Top holdings
- TPL, TXN, NVDA
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Constellation Investments | — | $3.2bn | 19 | — |
| Trivest Advisors | — | $3.2bn | 15 | STX, MU, WDC |
| GeoWealth Management | — | $3.2bn | 881 | NVDA, AAPL, GOOGL |
| Integrity Alliance, Llc. | — | $3.2bn | 823 | AAPL, GIS, NVDA |
| Virtu Financial | — | $3.2bn | 1,548 | GOOG, BRK-A, SNDK |
| Argent Capital Management | — | $3.2bn | 168 | GOOGL, NVDA, AMZN |
| Covea Finance | — | $3.2bn | 153 | GOOGL, AAPL, NVDA |
| Fidelity National Financial | — | $3.2bn | 30 | FG, AVEX, CCAP |
| Gladstone Institutional Advisory | — | $3.2bn | 892 | NVDA, AAPL, AMZN |
| Chilton Capital Management | — | $3.2bn | 591 | NVDA, AAPL, GOOG |
| Pacific Heights Asset Management | — | $3.2bn | 77 | TPL, NVDA, FCX |
| Blue Whale Capital LLP | — | $3.2bn | 27 | LRCX, AMAT, NVDA |
| Nicolet Bankshares | — | $3.1bn | 612 | AAPL, MSFT, NVDA |
| Lombard Odier Asset Management (Switzerland) SA | — | $3.1bn | 453 | NVDA, AAPL, MSFT |
| EULAV Asset Management | — | $3.1bn | 152 | WWD, CDNS, HEI |
| Hennessy Advisors | — | $3.1bn | 325 | VSAT, SANM, MTZ |
| Adventist Health System Sunbelt Healthcare | — | $3.1bn | 16 | — |
| Valley Forge Capital ManagementDev Kantesaria | Quality | $3.1bn | 7 | FICO, SPGI, MCO |
| Livforsakringsbolaget Skandia, Omsesidigt | — | $3.1bn | 444 | NVDA, AAPL, GOOGL |
| Interval Partners, LP | — | $3.1bn | 216 | HD, CMG, WMS |
| Clifford Swan Investment Counsel | — | $3.1bn | 335 | AAPL, GOOGL, MSFT |
| Van Berkom & Associates | — | $3.1bn | 67 | VCTR, CRL, ENSG |
| Tema ETFs | — | $3.1bn | 583 | RKLB, ECHO, ASTS |
| Advance Capital Management | — | $3.1bn | 197 | AAPL, LECO, PGR |
| SurgoCap Partners LP | — | $3.1bn | 13 | TSM, CRS, GOOG |
| ZWJ Investment Counsel | — | $3.1bn | 290 | MU, GOOG, AVGO |
| Winton Group | — | $3.1bn | 1,137 | BRK-A, SOLS, KLAC |
| Peregrine Capital Management | — | $3.1bn | 282 | GOOGL, AMZN, NET |
| Smartleaf Asset Management | — | $3.1bn | 3,456 | AAPL, NVDA, MSFT |
| Dixon Mitchell Investment Counsel | — | $3.1bn | 144 | TD, RY, GOOGL |
| Henshaw Capital | — | $3.1bn | 160 | NVDA, AAPL, LLY |
| Capital International | — | $3.1bn | 150 | META, NVDA, AVGO |
| Belpointe Asset Management | — | $3.1bn | 1,121 | NVDA, AAPL, AMZN |
| Sowell Financial Services | — | $3.1bn | 1,162 | AAPL, NVDA, MSFT |
| Hawk Ridge Capital Management LP | — | $3.1bn | 43 | SIMO, RBA, OPLN |
| Western Wealth Management | — | $3.1bn | 1,000 | AAPL, NVDA, AMZN |
| SageView Advisory Group | — | $3.1bn | 615 | AAPL, NVDA, MSFT |
| Comprehensive Financial Management | — | $3.0bn | 39 | EBAY, PYPL, ZM |
| Gates Capital ManagementJeff Gates | Value | $3.0bn | 31 | DAR, TIC, DVA |
| SBI Okasan Asset Management Co.Ltd. | — | $3.0bn | 320 | NVDA, GOOGL, MU |
| Johnson Financial Group | — | $3.0bn | 816 | AAPL, JOUT, MSFT |
| Summitry | — | $3.0bn | 340 | V, AMZN, GOOGL |
| Gallagher Fiduciary Advisors | — | $3.0bn | 356 | MCD, DAL, PCG |
| Cornerstone Advisors | — | $3.0bn | 112 | NVDA, AAPL, GOOG |
| Cookson Peirce | — | $3.0bn | 317 | GLW, TSM, APH |
| Scharf InvestmentsBrian Krawez | Value | $3.0bn | 79 | OXY, UNP, MKL |
| Eagle Global Advisors | — | $3.0bn | 277 | AAPL, TRGP, ET |
| Harvest Fund Management | — | $3.0bn | 454 | NVDA, AAPL, MU |
| Meiji Yasuda Life Insurance | — | $3.0bn | 231 | NVDA, AAPL, GOOGL |
| Schwartz Investment Counsel | — | $3.0bn | 138 | TPL, TXN, NVDA |