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
Patient Capital ManagementSamantha McLemore	Value	$3.0bn	39	RPRX, C, GOOGL
Hosking PartnersJeremy Hosking	Value	$3.0bn	98	MU, GOOG, C
Aristeia Capital, L.L.C.	—	$3.0bn	733	SM, PPLI, HEI-A
Yaupon Capital Management LP	—	$3.0bn	109	NFG, DVN, NI
Cornerstone Investment Partners	—	$3.0bn	312	KLAC, AMAT, GOOGL
Wharton Business Group	—	$3.0bn	142	AAPL, JPM, GS
L1 Capital Pty	—	$3.0bn	24	EGO, NXE, AMCR
Giverny CapitalFrançois Rochon	Quality	$3.0bn	51	GOOG, HEI-A, META
Sprott	—	$3.0bn	251	SII, AEM, CDE
GLOBALT Investments	—	$3.0bn	213	AAPL, GOOGL, AVGO
EverSource Wealth Advisors	—	$3.0bn	4,382	AAPL, NVDA, AMAT
Centiva Capital, LP	—	$3.0bn	1,430	NVDA, GOOGL, MSFT
Azimuth Capital Investment Management	—	$3.0bn	313	AAPL, NVDA, AVGO
Simplicity Wealth,LLC	—	$3.0bn	1,022	AAPL, NVDA, GOOGL
Focused Investors	—	$3.0bn	23	GS, MS, JNJ
NFJ Investment Group	—	$3.0bn	208	DINO, AAPL, GEV
Innovator Capital Management	—	$2.9bn	8	NVDA, AAPL, MSFT
Palestra Capital Management	—	$2.9bn	21	STX, LIN, ADI
First National Trust	—	$2.9bn	382	AAPL, NVDA, GOOGL
Stonehage Fleming Financial Services Holdings	—	$2.9bn	215	GOOG, AVGO, KLAC
Caledonia (Private) Investments Pty	—	$2.9bn	17	FLUT, Z, ZG
Welch Group	—	$2.9bn	320	AAPL, CSCO, ABBV
Alpha Cubed Investments	—	$2.9bn	298	AAPL, NVDA, MSFT
BIT Capital GmbH	—	$2.9bn	82	IREN, AMZN, MU
Bogart Wealth	—	$2.9bn	2,005	XOM, AAPL, NVDA
Heritage Wealth Advisors	—	$2.9bn	700	GOOG, AAPL, MSFT
Aquatic Capital Management	—	$2.9bn	1,217	META, NFLX, BSX
General Atlantic, L.P.	—	$2.9bn	12	LFTO, DLO, CHYM
Soleus Capital Management, L.P.	—	$2.9bn	97	KRYS, CELC, TGTX
71 West Capital Partners	—	$2.9bn	382	AAPL, NVDA, GOOGL
JB Capital	—	$2.9bn	280	AAPL, QCOM, TSM
Waldron Private Wealth	—	$2.9bn	350	AAPL, FCF, SYK
Aviso Financial	—	$2.9bn	273	TD, BMO, GOOG
Canada Post Corp Registered Pension Plan	—	$2.9bn	492	NVDA, MSFT, AAPL
Hirtle	—	$2.9bn	99	GOOGL, MO, PM
Klingenstein Fields & CO LP	—	$2.9bn	195	AVGO, GOOGL, PANW
Saudi Electronic Games Holding	—	$2.9bn	1	TTWO
IFG Advisory	—	$2.9bn	2,357	AAPL, NVDA, AVGO
Hardman Johnston Global Advisors	—	$2.9bn	77	CCJ, FTI, ASML
Westwood Global Investments	—	$2.8bn	11	BAP, ITUB, MELI
Emerald Mutual Fund Advisers Trust	—	$2.8bn	197	TVTX, CDNL, MRCY
J. Goldman & Co LP	—	$2.8bn	383	SIRI, AZO, S
One Rock Capital Partners	—	$2.8bn	1	PRMB
Caption Management	—	$2.8bn	538	NVDA, TSM, MSFT
First Merchants	—	$2.8bn	358	Fmpw Inst Money, GOOGL, LLY
HighPoint Advisor Group	—	$2.8bn	691	NVDA, AAPL, AMZN
Partners Capital Investment Group, LLP	—	$2.8bn	186	SNPS, Ishares Gold Trust, GOOGL
Dragoneer Investment Group	—	$2.8bn	12	SPCX, AMD, AMZN
BLI - Banque de Luxembourg Investments	—	$2.8bn	195	MSFT, GOOGL, TSM
Wolverine Asset Management	—	$2.8bn	1,182	Alphabet, Alphabet, Super Micro Computer

Showing 1251 to 1300 of 9384

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Show only the long-term investors we follow