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
Acropolis Investment Management	—	$2.5bn	384	AAPL, MSFT, WMT
Visionary Wealth Advisors	—	$2.5bn	666	AAPL, PWR, MSFT
Lockheed Martin Investment Management	—	$2.5bn	117	NVDA, AAPL, GOOGL
Index Fund Advisors	—	$2.5bn	135	JNJ, GBCI, COST
Nippon Life Global Investors Americas	—	$2.5bn	101	NVDA, GOOG, MSFT
Entropy Technologies, LP	—	$2.5bn	929	NOC, MA, SHW
Cinctive Capital Management LP	—	$2.5bn	400	VST, APGE, PKG
Electron Capital Partners	—	$2.5bn	46	FLEX, MTZ, XEL
Smithfield Trust	—	$2.5bn	1,080	AAPL, MSFT, BNY
Sofi Wealth	—	$2.5bn	52	—
Seven Grand Managers	—	$2.5bn	176	SPCX, MDLN, DLR
Hrtg GPE	—	$2.5bn	6	SPCX, KARD, MAIR
StoneX Group	—	$2.5bn	1,464	NVDA, AAPL, KT
Kingswood Wealth Advisors	—	$2.5bn	995	AAPL, NVDA, AMZN
Simon Quick Advisors	—	$2.5bn	421	AAPL, AMZN, BAC
Birch Hill Investment Advisors	—	$2.5bn	211	AMZN, APH, GOOGL
Renaissance Group	—	$2.5bn	234	KLAC, AMAT, APH
North Dakota State Investment Board	—	$2.5bn	826	NVDA, AAPL, MSFT
Marathon Asset ManagementNeil Ostrer	Value	$2.5bn	74	CNH, GOOGL, CCEP
Csenge Advisory Group	—	$2.5bn	760	AAPL, NVDA, GOOGL
SAX Wealth Advisors	—	$2.5bn	537	AAPL, NVDA, MSFT
Smith Group Asset Management	—	$2.5bn	166	KLAC, FIX, GOOGL
Long Focus Capital Management	—	$2.5bn	76	CHTR, AMZN, MOH
Port Capital	—	$2.5bn	108	HEI-A, RBC, TDY
Laird Norton Wetherby Wealth Management	—	$2.4bn	930	AAPL, NVDA, MSFT
Davidson Investment Advisors	—	$2.4bn	123	GOOG, AMZN, AAPL
Obermeyer Wealth Partners	—	$2.4bn	300	GOOG, TSM, AAPL
First Beijing Investment	—	$2.4bn	11	YMM, PDD, EDU
Parallax Volatility Advisers, L.P.	—	$2.4bn	623	NVDA, NextEra Energy, INTC
Integral Health Asset Management	—	$2.4bn	89	RVMD, INSM, CYTK
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet	—	$2.4bn	73	TEVA, PANW, AMZN
Flow Traders U.S.	—	$2.4bn	979	SNDK, BRK-A, NVDA
Inspire Investing	—	$2.4bn	1,262	AVGO, CAT, KLAC
Lansdowne Partners (uk) LLP	—	$2.4bn	26	TSM, ARM, DAL
Generate Investment Management	—	$2.4bn	90	NVDA, AMZN, MSFT
RNC Capital Management	—	$2.4bn	181	NTRS, CSCO, JPM
Seizert Capital Partners	—	$2.4bn	181	MTCH, NTAP, JPM
Nationwide Fund Advisors	—	$2.4bn	8	—
Route One Investment Company, L.P.	—	$2.4bn	19	POST, AMZN, GWRE
Aristotle Atlantic Partners	—	$2.4bn	117	NVDA, GOOGL, MSFT
Blackhill Capital	—	$2.4bn	47	WSM, LLY, AAPL
Discovery Capital Management	—	$2.4bn	113	SNDK, BAP, AMX
Empirical Finance	—	$2.4bn	505	NVDA, AAPL, MSFT
Lightspeed Management Company, L.L.C.	—	$2.4bn	8	SPCX, NAVN, PSNL
ArrowMark Colorado Holdings	—	$2.4bn	296	MGM, VST, AXGN
RWC Asset Management LLP	—	$2.4bn	102	M, SJM, KHC
LGT Fund Management	—	$2.4bn	235	AAPL, NVDA, MSFT
SIH Partners, LLLP	—	$2.4bn	285	BABA, SNDK, RACE
SouthState Bank	—	$2.4bn	1,313	AAPL, MSFT, AVGO
Equitable Trust	—	$2.4bn	452	GOOGL, HCA, PRM

Showing 1401 to 1450 of 9384

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Show only the long-term investors we follow