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
Allianz Investment Management U.S.	—	$2.7bn	65	—
Rothschild Investment	—	$2.7bn	3,636	AAPL, NVDA, GOOGL
Portolan Capital Management	—	$2.7bn	148	VPG, VIRT, TTMI
Old Republic International	—	$2.7bn	54	MRK, CAT, ETN
Mizuho Markets Cayman LP	—	$2.7bn	89	MRVL, DELL, MSFT
Insigneo Advisory Services	—	$2.7bn	834	AAPL, NVDA, AMZN
Baltimore-Washington Financial Advisors	—	$2.7bn	204	NVDA, GOOG, AAPL
Skandinaviska Enskilda Banken AB (publ)	—	$2.7bn	166	NVDA, MSFT, AMZN
Trajan Wealth	—	$2.6bn	152	GOOGL, TSM, MSFT
Prosperity Consulting Group	—	$2.6bn	629	AAPL, NVDA, GOOGL
Fairfax FinancialPrem Watsa	Value	$2.6bn	32	ORLA, EGO, KHC
NLB Skladi, upravljanje premozenja, d.o.o.	—	$2.6bn	358	NVDA, TSM, GOOGL
Empyrean Capital Partners, LP	—	$2.6bn	105	VSAT, AER, BTI
Mason Investment Advisory Services	—	$2.6bn	84	XOM, CVX, AAPL
Lindsell TrainNick Train	Quality	$2.6bn	28	GOOGL, TKO, FICO
Bell Bank	—	$2.6bn	195	NVDA, MSFT, STX
Two Seas Capital LP	—	$2.6bn	37	ROIV, CLMT, CORZ
Anomaly Capital Management, LP	—	$2.6bn	24	AMZN, GOOGL, DHR
Coronation Fund Managers	—	$2.6bn	48	NU, MELI, SE
Flagship Harbor Advisors	—	$2.6bn	752	NVDA, AAPL, AMZN
Graham Capital Management, L.P.	—	$2.6bn	1,139	NVDA, AMZN, GOOG
North Reef Capital Management LP	—	$2.6bn	43	MKTX, ABCB, FHN
Braidwell LP	—	$2.6bn	83	CAI, HNGE, GKOS
GenTrust	—	$2.6bn	201	BRK-B, AAPL, ABNB
First Horizon	—	$2.6bn	1,527	AAPL, CSCO, JPM
Purpose Unlimited	—	$2.6bn	598	TSLA, NVDA, AMZN
GM Advisory Group	—	$2.6bn	374	AAPL, NVDA, CVX
BLS Capital Fondsmaeglerselskab A/S	—	$2.6bn	11	YUMC, SPGI, OTIS
Meritage Group LP	—	$2.6bn	12	MSFT, AMZN, COF
Motley Fool Asset Management	—	$2.6bn	249	NVDA, GOOG, AAPL
Paralel Advisors	—	$2.6bn	124	BRK-A, JPM, EPD
McAdam	—	$2.6bn	516	AAPL, NVDA, AMZN
Venturi Wealth Management	—	$2.6bn	632	AAPL, NVDA, MU
PFG Investments	—	$2.6bn	1,295	AAPL, NVDA, TSLA
Paulson	—	$2.6bn	8	MDGL, PPTA, AAMI
Eclipse Operations	—	$2.6bn	2	CBRS, OWLT
Root Financial Partners	—	$2.6bn	407	NVDA, AAPL, MSFT
Moors & Cabot	—	$2.6bn	955	AAPL, NVDA, TPL
Centaurus Financial	—	$2.6bn	1,111	NVDA, AAPL, AMZN
Chesley Taft & Associates	—	$2.6bn	369	GOOG, NVDA, AAPL
Staley Capital Advisers	—	$2.6bn	193	GOOG, MSFT, JPM
Trilogy Capital	—	$2.6bn	400	BRK-B, AMZN, MSFT
Turtle Creek Asset Management	—	$2.6bn	38	FISV, CIGI, FND
Capital Counsel	—	$2.6bn	58	ANET, GOOG, V
Ausdal Financial Partners	—	$2.6bn	1,029	CAT, AAPL, NVDA
Rockland Trust	—	$2.5bn	317	GOOGL, INDB, MSFT
Berkshire Asset Management	—	$2.5bn	270	JPM, DELL, CSCO
North Star Asset Management	—	$2.5bn	372	AAPL, GOOG, MSFT
Sageworth Trust	—	$2.5bn	127	TSLA, GOOG, ABBV
Quantbot Technologies LP	—	$2.5bn	1,893	HIG, MSFT, WFC

Showing 1351 to 1400 of 9384

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Show only the long-term investors we follow