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
Cooper Creek Partners Management	—	$2.4bn	87	GXO, TEX, DOO
Deroy & Devereaux Private Investment Counsel	—	$2.4bn	174	DELL, MU, LRCX
Maplelane Capital	—	$2.4bn	48	SPCX, TXN, AMZN
RBF Capital	—	$2.4bn	506	MS, APP, META
Forest Avenue Capital Management LP	—	$2.4bn	24	VST, VIK, MAIR
Massachusetts Mutual Life Insurance	—	$2.4bn	2	IVZ, JEF
Intermede Investment Partners	—	$2.4bn	30	TSM, NVDA, AAPL
Azora Capital LP	—	$2.4bn	47	BAC, BEN, VLY
Montag A & Associates	—	$2.4bn	953	AAPL, GOOG, MSFT
BNDES Participacoes	—	$2.4bn	1	JBS
Greenoaks	—	$2.4bn	10	CVNA, CPNG, AMZN
New Age Alpha Advisors	—	$2.4bn	915	AAPL, NVDA, AMZN
Oaktop Capital Management II, L.P.	—	$2.4bn	14	KLAC, LRCX, ADI
Pine Valley Investments Ltd Liability	—	$2.3bn	571	AAPL, NVDA, GPN
Hills Bank & Trust	—	$2.3bn	383	NVDA, GOOG, AAPL
Klingman & Associates	—	$2.3bn	350	AAPL, CFG, DDOG
Norris Perne & French LLP	—	$2.3bn	156	MSFT, AMAT, GOOGL
Heard Capital	—	$2.3bn	21	LRCX, TDG, FICO
Atlas FRM	—	$2.3bn	25	IP, PKG, WCN
Basswood Capital Management, L.L.C.	—	$2.3bn	108	JPM, BAC, WBS
Trust Asset Management	—	$2.3bn	252	AAPL, NVDA, GOOG
NS Partners	—	$2.3bn	77	NVDA, GOOG, AAPL
Cornerstone Wealth Management	—	$2.3bn	744	AAPL, NVDA, MSFT
Madison Avenue Partners, LP	—	$2.3bn	25	GHC, INVH, MKL
Logos Global Management LP	—	$2.3bn	68	ERAS, ABVX, RVMD
Encompass Capital Advisors	—	$2.3bn	53	TE, SEI, AESI
Procyon Advisors	—	$2.3bn	586	AAPL, GOOGL, AMZN
Linden Advisors LP	—	$2.3bn	505	GOOG, GOOGL, HOOD
Accredited Investors	—	$2.3bn	299	SEZL, UPS, BRK-A
GCM Grosvenor Holdings	—	$2.3bn	24	SPCX, CEG, CART
TCI Wealth Advisors	—	$2.3bn	265	AAPL, CAT, MSFT
Linscomb Wealth	—	$2.3bn	311	XOM, LRCX, AVGO
Elser Financial Planning	—	$2.3bn	124	MBIN, LLY, AAPL
Cambiar InvestorsBrian Barish	Value	$2.3bn	150	DAL, GOOGL, UNP
Smith Salley Wealth Management	—	$2.3bn	275	NVDA, AAPL, GOOG
Halbert Hargrove Global Advisors	—	$2.3bn	702	ABNB, AAPL, BALL
Goelzer Investment Management	—	$2.3bn	314	LLY, AVGO, AAPL
Syon Capital	—	$2.3bn	949	GOOGL, AAPL, NVDA
Bryn Mawr Trust Advisors	—	$2.3bn	456	AAPL, MSFT, GOOGL
ARS Investment Partners	—	$2.3bn	181	LRCX, MU, AAPL
Alerus Financial NA	—	$2.3bn	506	NVDA, ALRS, AAPL
New South Capital Management	—	$2.3bn	48	VRT, WCC, ENS
Strategic Financial Services	—	$2.3bn	155	AAPL, LRCX, KLAC
Darlington Partners Capital Management, LP	—	$2.3bn	10	TPG, FOUR, LPLA
Texas Permanent School Fund	—	$2.3bn	15	DLR, VSH, LEGN
GW Henssler & Associates	—	$2.2bn	268	AAPL, GOOGL, NVDA
Lowe Brockenbrough	—	$2.2bn	341	AAPL, MSFT, GOOG
Heartland AdvisorsBill Nasgovitz	Value	$2.2bn	244	SIMO, CCS, CGAU
Mirae Asset Securities (usa)	—	$2.2bn	73	NVDA, MSFT, GOOGL
3EDGE Asset Management, LP	—	$2.2bn	94	—

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Show only the long-term investors we follow