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
Ruffer LLP	—	$2.8bn	187	AMZN, MSFT, BABA
Krane Funds Advisors	—	$2.8bn	185	PDD, YMM, TME
Intesa Sanpaolo S.p.A.	—	$2.8bn	233	SPCX, AZN, NVDA
Balentine	—	$2.8bn	243	POWW, AAPL, NVDA
Lasalle Investment Management Securities	—	$2.8bn	44	EQIX, WELL, PLD
Granahan Investment Management	—	$2.8bn	150	PRCH, SIMO, FPS
MCF Advisors	—	$2.8bn	1,402	AAPL, NVDA, MSFT
H&F Corporate Investors X	—	$2.8bn	1	MDLN
Pittenger & Anderson	—	$2.8bn	507	FISV, GOOGL, AAPL
Elm Partners Management	—	$2.8bn	161	NVDA, AAPL, CRWD
Proficio Capital Partners	—	$2.8bn	690	NVDA, AAPL, GOOG
Securian Asset Management	—	$2.8bn	926	NVDA, AAPL, MSFT
First Foundation Advisors	—	$2.8bn	353	MSFT, GOOG, AMD
Chickasaw Capital Management	—	$2.8bn	97	TRGP, ET, MPLX
ST Germain D J	—	$2.8bn	904	AAPL, GOOGL, JPM
Dorsal Capital Management, LP	—	$2.8bn	22	AMZN, TSM, FWONK
Howland Capital Management	—	$2.8bn	278	GOOGL, AAPL, NVDA
Consulta	—	$2.8bn	15	ABNB, PS, V
Stratos Investment Management	—	$2.8bn	382	NVDA, MSFT, AAPL
James Hambro & Partners LLP	—	$2.8bn	68	APH, GOOG, JPM
Capital Asset Advisory Services	—	$2.8bn	374	AAPL, NVDA, MSFT
Ag2r LA Mondiale Gestion D'actifs	—	$2.8bn	342	NVDA, AAPL, MSFT
Advocacy Wealth Management	—	$2.8bn	151	GOOGL, LLY, NVDA
Greenwich Wealth Management	—	$2.7bn	296	IBKR, NMAX, FUTU
CastleKnight Management LP	—	$2.7bn	400	IREN, CLS, NVDA
Senator Investment Group LP	—	$2.7bn	58	DPC, UAL, BA
Leavell Investment Management	—	$2.7bn	633	NVDA, AAPL, GOOG
CBIZ Investment Advisory Services	—	$2.7bn	413	AAPL, NVDA, JPM
Meeder Advisory Services	—	$2.7bn	742	NVDA, AAPL, MSFT
BLB&B Advisors	—	$2.7bn	286	NVDA, AAPL, MSFT
Analog Century Management LP	—	$2.7bn	25	AMAT, APH, TSM
Altrinsic Global Advisors	—	$2.7bn	55	CB, EG, TTE
GHP Investment Advisors	—	$2.7bn	1,393	AAPL, GOOG, ESE
Global X Japan	—	$2.7bn	390	NVDA, KLAC, AVGO
Timucuan Asset Management	—	$2.7bn	27	SCHW, SGI, BKNG
Steele Capital Management	—	$2.7bn	85	AAPL, NVDA, BRK-B
Glade Brook Capital Partners	—	$2.7bn	2	SPCX, LIFE
Avantyr Capital Partners, LP	—	$2.7bn	24	V, JCI, USFD
Northeast Investment Management	—	$2.7bn	200	NVDA, AAPL, GOOGL
Avala Global LP	—	$2.7bn	30	STX, AMZN, LITE
Mirova	—	$2.7bn	185	NVDA, CDNS, MSFT
Connecticut Wealth Management	—	$2.7bn	340	AAPL, RTX, MSFT
Cartenna Capital, LP	—	$2.7bn	35	MMM, AME, ADI
Burkehill Global Management, LP	—	$2.7bn	169	SPCX, GOOGL, GOOG
Beacon Investment Advisory Services	—	$2.7bn	810	AMD, AAPL, MSFT
Logan Capital Management	—	$2.7bn	438	AAPL, KLAC, AVGO
GAMMA Investing	—	$2.7bn	4,173	NVDA, AAPL, MSFT
Arizona PSPRS Trust	—	$2.7bn	14	PRIM, SE, CBRS
Uhlmann Price Securities	—	$2.7bn	291	KLAC, AAPL, SO
Trust CO of Vermont	—	$2.7bn	1,154	AAPL, GOOG, MSFT

Showing 1301 to 1350 of 9384

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Show only the long-term investors we follow