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
Nextech Invest	—	$2.1bn	15	RVMD, PBLS, RLAY
Rivernorth Capital Management	—	$2.1bn	585	OTF, TSLX, PS
Oakworth Capital	—	$2.1bn	939	JPM, GOOG, AAPL
GDS Wealth Management	—	$2.1bn	232	MU, AMD, LRCX
Creative Financial Designs INC /adv	—	$2.1bn	2,257	AAPL, LLY, AMZN
Willis Investment Counsel	—	$2.1bn	125	CSCO, JNJ, TXN
Cerberus Capital Management, L.P.	—	$2.1bn	11	ACI, SCOR, OPTU
Nations Financial Group Inc, /ia/ /adv	—	$2.1bn	789	NVDA, AAPL, GOOGL
Resonant Capital Advisors	—	$2.1bn	538	AAPL, NVDA, MSFT
Index Venture Associates VI	—	$2.1bn	3	HOOD, FIG, WLTH
OneAscent Financial Services	—	$2.1bn	605	NVDA, AAPL, BRK-B
Shanda Asset Management Holdings	—	$2.1bn	6	GOOGL, MSFT, META
Thoroughbred Financial Services	—	$2.1bn	624	NVDA, AAPL, MU
Cobblestone Capital Advisors	—	$2.1bn	304	AAPL, MSFT, AMZN
Palisade Capital Management, LP	—	$2.1bn	248	APH, AAPL, NVDA
TruWealth Advisors	—	$2.1bn	182	AAPL, GOOG, AMZN
Tectonic Advisors	—	$2.1bn	289	CSCO, IRM, OKE
Kovack Advisors	—	$2.1bn	1,070	NVDA, AAPL, AMZN
Cidel Asset Management	—	$2.1bn	480	RY, AAPL, NVDA
Ocean Park Asset Management	—	$2.1bn	81	—
Woodley Farra Manion Portfolio Management	—	$2.1bn	131	ASML, AVGO, GOOGL
Ostrum Asset Management	—	$2.1bn	549	AMAT, NVDA, GOOGL
Caligan Partners LP	—	$2.1bn	25	LQDA, RVMD, ABVX
UNC Management Company	—	$2.1bn	6	PR, CBRS
Diversified Enterprises	—	$2.1bn	425	AAPL, NVDA, MSFT
Spinnaker Trust	—	$2.1bn	309	AAPL, MMM, BRK-B
Apexium Financial, LP	—	$2.1bn	288	AAPL, NVDA, MSFT
Rice Hall James & Associates	—	$2.1bn	240	LGND, ACIW, ARLO
Arvest Bank Trust Division	—	$2.1bn	240	WMT, AAPL, NVDA
Dorsey & Whitney Trust	—	$2.1bn	730	NVDA, MSFT, AAPL
Capstone Financial Advisors	—	$2.1bn	191	MCD, AAPL, JPM
Ribbit Management Company	—	$2.1bn	15	NU, HOOD, FIGR
Sigma Investment Counselors	—	$2.1bn	218	AAPL, NVDA, CAT
First Western Trust Bank	—	$2.1bn	215	SYK, AAPL, WWD
Rock Springs Capital Management LP	—	$2.0bn	104	RVMD, TVTX, LLY
Abrams Bison Investments	—	$2.0bn	11	SNX, AMAT, SN
Whitebox Advisors	—	$2.0bn	581	PEN, TECH, WBS
Jacobi Capital Management	—	$2.0bn	644	BRK-B, AAPL, MSFT
Evanson Financial	—	$2.0bn	325	AAPL, GOOGL, GOOG
Berkley W R	—	$2.0bn	339	EPD, ET, KMI
Univest Financial	—	$2.0bn	275	AAPL, GOOGL, MU
Siemens Fonds Invest GmbH	—	$2.0bn	538	NVDA, AAPL, MSFT
CenterBook Partners LP	—	$2.0bn	693	AMZN, GOOGL, META
Dnca Finance	—	$2.0bn	92	TTE, CRH, AZN
Waters Parkerson	—	$2.0bn	200	COHR, JPM, V
Bank of Hawaii	—	$2.0bn	233	MCD, AAPL, MSFT
Certuity	—	$2.0bn	672	MU, C, AAPL
Principle Wealth Partners	—	$2.0bn	398	JPM, AAPL, NVDA
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	—	$2.0bn	424	AAPL, NVDA, MSFT
Aprio Wealth Management	—	$2.0bn	635	AAPL, NVDA, MSFT

Showing 1551 to 1600 of 9384

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Show only the long-term investors we follow