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
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	—	$2.2bn	73	TRGP, ET, WMB
Garde Capital	—	$2.2bn	224	MSFT, AAPL, AMZN
American Capital Management	—	$2.2bn	80	PANW, FTNT, MEDP
Sound Income Strategies	—	$2.2bn	483	HTGC, ARCC, GBDC
BlueCrest Capital Management	—	$2.2bn	235	SPCX, AMZN, ECHO
Meiji Yasuda Asset Management	—	$2.2bn	596	NVDA, AAPL, GOOGL
BSN Capital Partners	—	$2.2bn	26	NVDA, GS, AAPL
Alphadyne Asset Management LP	—	$2.2bn	204	MU, MSFT, TSM
Parsons Capital Management	—	$2.2bn	525	AAPL, MMM, BRK-B
Investment House	—	$2.2bn	220	AAPL, GOOGL, DELL
Sona Asset Management (us)	—	$2.2bn	379	ECHO, WBD, KYIV
1ST Source Bank	—	$2.2bn	289	SRCE, AAPL, LLY
Thematics Asset Management	—	$2.2bn	125	NVDA, NOW, SNPS
Ares Management	—	$2.2bn	42	SVV, XE, CCO
Leeward Investments, LLC - MA	—	$2.2bn	140	ROG, RRX, VIAV
Maj Invest Holding A/S	—	$2.2bn	38	QCOM, BRK-B, META
Bank of Italy	—	$2.2bn	8	RACE, TTE, STLA
Aequim Alternative Investments LP	—	$2.2bn	51	Hewlett Packard Enterprise C, Bruker, Super Micro Computer
Swan Global Investments	—	$2.2bn	87	AAPL, MSFT, PLTR
Tang Capital Management	—	$2.2bn	40	AUPH, SYRE, MIRM
AdvisorNet Financial	—	$2.2bn	2,266	AAPL, NVDA, TWO RDS Shared TR
Angeles Wealth Management	—	$2.2bn	628	AAPL, MSFT, NVDA
Greenwoods Asset Management Hong Kong	—	$2.2bn	21	GOOGL, INTC, PDD
Rehmann Capital Advisory Group	—	$2.2bn	702	AAPL, NVDA, BRK-B
TIG Advisors	—	$2.2bn	100	Topbuild COR, Janus Henderson Group, NSC
Meridiem Capital Partners LP	—	$2.2bn	80	DHR, UNH, EW
Integrated Advisors Network	—	$2.2bn	674	AAPL, NVDA, CAT
Foster & Motley	—	$2.2bn	405	AAPL, GOOG, MSFT
Highland Capital Management	—	$2.2bn	411	MU, AAPL, MSFT
J.Safra Asset Management	—	$2.2bn	633	NVDA, GOOG, MSFT
Contrarius Group Holdings	—	$2.2bn	34	TSLA, ECHO, INTC
Point72 Hong Kong	—	$2.2bn	428	NVDA, PDD, PONY
Oddo BHF Asset Management SAS	—	$2.2bn	253	GOOGL, V, GOOG
StepStone Group LP	—	$2.2bn	23	SPCX, STUB, CBRS
Money Concepts Capital	—	$2.2bn	633	AAPL, NVDA, MSFT
Maren Capital	—	$2.2bn	17	RBC, APH, TDY
Osmosis Investment Management UK	—	$2.2bn	452	NVDA, AAPL, MSFT
Plante Moran Financial Advisors	—	$2.1bn	1,589	AAPL, MSFT, BRK-B
Greenwood Gearhart	—	$2.1bn	168	AAPL, WMT, NVDA
S&G Foundation	—	$2.1bn	21	JPM, BRK-A, AXP
Quinn Opportunity Partners	—	$2.1bn	353	CMCSA, PTON, ABNB
Ninety One North America	—	$2.1bn	106	V, PM, GOOGL
BBR Partners	—	$2.1bn	250	UPS, AAPL, GOOGL
Traynor Capital Management	—	$2.1bn	335	NVDA, AAPL, GOOGL
Midland Wealth Advisors	—	$2.1bn	160	NUE, AAPL, MSFT
Cyndeo Wealth Partners	—	$2.1bn	517	MSFT, AAPL, AVGO
Stairway Partners	—	$2.1bn	18	—
Main Street Research	—	$2.1bn	140	NVDA, MU, AAPL
ADAR1 Capital Management	—	$2.1bn	262	ABVX, PTGX, ROIV
Generali Investments CEE, investicni spolecnost, a.s.	—	$2.1bn	462	GMYYF, PSZKF, OTPBF

Showing 1501 to 1550 of 9384

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Show only the long-term investors we follow