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
California State Teachers Retirement System	—	$108.6bn	3,002	NVDA, AAPL, MSFT
Lilly Endowment	—	$108.4bn	1	LLY
Voya Investment Management	—	$105.9bn	2,427	NVDA, AAPL, GOOGL
Pictet Asset Management Holding SA	—	$104.6bn	2,134	NVDA, GOOGL, AVGO
HighTower Advisors	—	$104.1bn	3,790	AAPL, JNJ, MSFT
Mackenzie Financial	—	$100.0bn	1,534	RY, TD, NVDA
Sanders CapitalLew Sanders	Value	$99.8bn	47	TSM, GOOG, AMZN
Alphabet	—	$99.1bn	28	SPCX, PL, ASTS
BNP PARIBAS ASSET MANAGEMENT Holding	—	$99.0bn	2,173	NVDA, AAPL, MSFT
Focus Partners Wealth	—	$97.6bn	2,759	AAPL, NVDA, MSFT
Allianz Asset Management GmbH	—	$97.0bn	1,506	NVDA, AAPL, MSFT
Mariner	—	$95.2bn	3,517	AAPL, NVDA, MSFT
Prudential Financial	—	$91.8bn	2,485	NVDA, AAPL, MSFT
US Bancorp	—	$91.6bn	4,123	AAPL, GOOGL, MSFT
Qube Research & Technologies	—	$90.0bn	2,619	AMZN, AAPL, CVX
Natixis Advisors	—	$88.9bn	1,819	NVDA, AAPL, AMZN
Cambridge Investment Research Advisors	—	$87.8bn	4,046	AAPL, NVDA, AMZN
Valor Management	—	$86.2bn	5	SPCX, BWAY, BTGO
Osaic Holdings	—	$85.1bn	7,696	AAPL, NVDA, MSFT
Acadian Asset Management	—	$84.2bn	1,987	AAPL, NVDA, GOOGL
Mirae Asset Global Etfs Holdings	—	$83.9bn	3,164	NVDA, MU, AAPL
Truist Financial	—	$83.5bn	2,855	AAPL, NVDA, MSFT
Quantinno Capital Management LP	—	$83.3bn	3,419	NVDA, AAPL, MSFT
Cerity Partners	—	$82.4bn	3,267	AAPL, NVDA, MSFT
1832 Asset Management L.P.	—	$81.5bn	618	RY, TD, MSFT
Robeco Institutional Asset Management B.V.	—	$81.4bn	837	NVDA, AAPL, GOOGL
Mercer Global Advisors INC /adv	—	$80.9bn	3,576	AAPL, NVDA, MSFT
CIBC Bancorp USA	—	$80.8bn	1,832	NVDA, AAPL, MSFT
Loomis Sayles & CO L P	—	$79.8bn	700	NVDA, GOOGL, TSLA
Commonwealth Equity Services	—	$79.5bn	4,415	AAPL, NVDA, MSFT
New York State Common Retirement Fund	—	$79.3bn	3,173	NVDA, AAPL, MSFT
Mitsubishi UFJ Financial Group	—	$78.8bn	1	MS
Brookfield	—	$77.0bn	139	BAM, CQP, BBUC
Harris Associates (Oakmark)Bill Nygren	Value	$75.2bn	161	KDP, ABNB, CRM
Bessemer Group	—	$72.7bn	2,548	NVDA, AAPL, GOOG
Baird Financial Group	—	$72.7bn	1,924	AAPL, JPM, GOOG
Renaissance Technologies	—	$72.6bn	3,140	NVDA, META, INTC
Corient Private Wealth LP	—	$72.2bn	3,043	AAPL, MSFT, NVDA
Adage Capital Partners GP, L.L.C.	—	$71.3bn	1,001	NVDA, AAPL, MSFT
Aberdeen Group	—	$71.2bn	934	AAPL, NVDA, MSFT
Caisse de depot et placement du Quebec	—	$70.2bn	705	AAPL, NVDA, CNI
Healthcare of Ontario Pension Plan Trust Fund	—	$69.8bn	1,417	NVDA, JPM, AAPL
Federated Hermes	—	$69.5bn	2,035	NVDA, AAPL, GOOGL
ProShare Advisors	—	$69.2bn	1,913	NVDA, AAPL, MU
Aviva	—	$67.9bn	842	NVDA, AAPL, MSFT
Bamco	—	$66.6bn	345	SPCX, TSLA, MSCI
Nomura Asset Management International	—	$66.3bn	1,270	NVDA, AAPL, MSFT
Lazard Asset Management	—	$66.0bn	1,726	NVDA, AAPL, MSFT
Captrust Financial Advisors	—	$65.3bn	3,168	AAPL, NVDA, MSFT
Rockefeller Capital Management L.P.	—	$65.2bn	4,730	AAPL, NVDA, GOOGL

Showing 101 to 150 of 9384

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Show only the long-term investors we follow