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
Cambria Investment Management, L.P.	—	$2.0bn	731	AAPL, VLO, ZD
Bowie Capital Management	—	$2.0bn	30	META, MSFT, GOOGL
Waddell & Associates	—	$2.0bn	543	FDX, FDXF, AAPL
Punch & Associates Investment Management	—	$2.0bn	164	SNEX, ACA, UTI
Hamilton Capital	—	$2.0bn	159	AAPL, ABBV, XOM
EcoR1 Capital	—	$2.0bn	31	ZYME, ANAB, AKTS
Affinity Asset Advisors	—	$2.0bn	101	ROIV, APGE, SYRE
Trek Financial	—	$2.0bn	501	AAPL, MU, IAUX
WealthPlan Investment Management	—	$2.0bn	473	AAPL, NVDA, MSFT
Essex Financial Services	—	$2.0bn	836	AAPL, MSFT, GOOGL
JFS Wealth Advisors	—	$2.0bn	2,253	BRK-B, AAPL, BRK-A
Courier Capital	—	$2.0bn	399	AAPL, MSFT, JPM
Strategic Blueprint	—	$2.0bn	689	NVDA, AAPL, GOOGL
Voss CapitalTravis Cocke	Value	$2.0bn	35	FLYW, SRE, CLBT
Nwam	—	$2.0bn	684	MSFT, AAPL, NVDA
Casdin Capital	—	$2.0bn	43	RVMD, RLAY, WGS
Knights of Columbus Asset Advisors	—	$2.0bn	386	NVDA, AAPL, MSFT
Cacti Asset Management	—	$2.0bn	76	Seagate Technology, GS, GLW
Westchester Capital Management	—	$2.0bn	300	EA, NSC, WBD
Sepio Capital, LP	—	$2.0bn	346	ABBV, NVDA, MSFT
Toyota Motor	—	$2.0bn	2	JOBY, GRAB
PFG Advisors	—	$2.0bn	791	AAPL, NVDA, MSFT
Reynders McVeigh Capital Management	—	$2.0bn	195	NVDA, AAPL, ADI
Wesleyan Assurance Society	—	$2.0bn	109	GOOGL, FERG, CAT
Boussard & Gavaudan Gestion SAS	—	$2.0bn	95	Western Digital, WBD, EA
Cerity Partners OCIO	—	$2.0bn	28	BSM
LGT Capital Partners	—	$2.0bn	38	NVDA, GOOGL, MSFT
Oxford Financial Group	—	$2.0bn	296	LLY, ISRG, AAPL
Jordan Park Group	—	$2.0bn	68	TSM, NVDA, AMAT
Cramer Rosenthal Mcglynn	—	$2.0bn	95	SKY, BKU, RRX
Aaron Wealth Advisors	—	$2.0bn	688	NVDA, MBX, AMGN
F/m Investments	—	$2.0bn	352	GOOGL, AVGO, AAPL
Easterly Investment Partners	—	$2.0bn	252	JPM, ST, COLB
Gobi Capital	—	$2.0bn	10	META, GOOG, CACC
Symmetry Partners	—	$2.0bn	295	AAPL, NVDA, XOM
Prescott General Partners	—	$2.0bn	10	CACC, CMPR, WRLD
Meeder Asset Management	—	$2.0bn	930	NVDA, AAPL, GOOG
Berger Financial Group	—	$2.0bn	475	AAPL, NVDA, CHRW
Sun Life Financial	—	$2.0bn	44	CCAP, SEAT, EQIX
Granite Investment Partners	—	$2.0bn	277	GEV, AAPL, GOOG
Founders Financial Securities	—	$2.0bn	555	NVDA, AAPL, MSFT
Cormorant Asset Management, LP	—	$2.0bn	50	PRAX, BBOT, PBLS
Adell Harriman & Carpenter	—	$2.0bn	158	AVGO, NVDA, AAPL
BOK Financial Private Wealth	—	$1.9bn	780	AAPL, GOOGL, AVGO
Trinity Street Asset Management LLP	—	$1.9bn	23	TSM, ICLR, SW
Mufg Securities Americas	—	$1.9bn	502	NVDA, AAPL, MSFT
Tao Capital Management LP	—	$1.9bn	6	SPCX, TWST, TSLA
Progeny 3	—	$1.9bn	29	CCJ, IBKR, APG
Community Trust & Investment	—	$1.9bn	144	NVDA, GOOG, AAPL
McKinley Carter Wealth Services	—	$1.9bn	317	AAPL, AVGO, GOOGL

Showing 1601 to 1650 of 9384

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Show only the long-term investors we follow