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
Evensky & Katz	—	$1.9bn	72	—
Guyasuta Investment Advisors	—	$1.9bn	276	GOOG, MSFT, BRK-B
Lakewood Capital Management, LP	—	$1.9bn	62	CI, AXTA, ICLR
Segment Wealth Management	—	$1.9bn	311	BRK-B, GEV, AVGO
Regal Investment Advisors	—	$1.9bn	647	AAPL, NVDA, MSFT
Sourcerock Group	—	$1.9bn	36	AR, CRC, PTEN
Distillate Capital Partners	—	$1.9bn	118	MRK, CRM, CMCSA
MHR Fund Management	—	$1.9bn	11	TSAT, LION, HAFN
GMT Capital	—	$1.9bn	68	HBM, DAL, JAZZ
FAS Wealth Partners	—	$1.9bn	516	AAPL, NVDA, CORT
Hill Path Capital LP	—	$1.9bn	7	PRKS, HGV, PENN
Southeastern Asset Management (Longleaf)Mason Hawkins	Value	$1.9bn	47	RYN, MAT, CNX
First Interstate Bank	—	$1.9bn	196	FIBK, AAPL, GOOGL
Broadwood Capital	—	$1.9bn	6	MNST, STAA, AXON
Kintra Wealth	—	$1.9bn	514	NVDA, AAPL, AMZN
Roffman Miller Associates	—	$1.9bn	87	GOOGL, AAPL, MSFT
Legacy Wealth Management	—	$1.9bn	30	NVDA, T, AAPL
Signal Advisors Wealth	—	$1.9bn	626	AAPL, MSFT, GOOGL
Rebalance	—	$1.9bn	103	BRK-B, PRTH, AAPL
Campbell & CO Investment Adviser	—	$1.9bn	1,005	HLT, PBR, DAR
Grandfield & Dodd	—	$1.9bn	217	AMAT, ADI, GE
Verdence Capital Advisors	—	$1.9bn	653	AAPL, MU, MSFT
PDT Partners	—	$1.9bn	489	STLA, MKSI, TSN
Foster Victor Wealth Advisors	—	$1.9bn	252	GOOGL, AMZN, LRCX
JANA PartnersBarry Rosenstein	Activist	$1.9bn	10	MRCY, COO, LW
Praxis Investment Management	—	$1.9bn	853	NVDA, AAPL, MSFT
Greenhouse Funds LLLP	—	$1.9bn	29	VYX, RBC, NEO
Triglav Investments, D.O.O.	—	$1.9bn	184	NVDA, AMZN, MSFT
GFS Advisors	—	$1.9bn	370	BY, CAH, GOOGL
Fairview Capital Investment Management	—	$1.9bn	205	GOOG, LNG, LPLA
Moody Lynn Lieberson & Walker	—	$1.9bn	264	GOOGL, NVDA, AVGO
Turtle Creek Wealth Advisors	—	$1.9bn	513	AAPL, CVX, NVDA
TOMS Capital Investment Management LP	—	$1.9bn	16	DVN, STX, RIOT
Patten & Patten	—	$1.9bn	350	AAPL, GOOGL, MSFT
Next Century Growth Investors	—	$1.9bn	113	XMTR, LGND, ALHC
CAS Investment PartnersClifford Sosin	Value	$1.9bn	6	CVNA, HGV, META
Occudo Quantitative Strategies LP	—	$1.9bn	748	FTNT, ATO, AS
Kathmere Capital Management	—	$1.9bn	671	AAPL, GMED, NVDA
Koshinski Asset Management	—	$1.9bn	767	AAPL, NVDA, JNJ
Atwood & Palmer	—	$1.9bn	493	GOOG, URI, CSCO
Sofinnova Investments	—	$1.9bn	53	NTRA, VERA, GMAB
Fragasso Financial Advisors	—	$1.9bn	360	AAPL, NVDA, GOOGL
Robinhood Asset Management	—	$1.9bn	83	NVDA, MSFT, AAPL
Texas Capital Bank Wealth Management Services	—	$1.9bn	349	NVDA, AAPL, TCBI
Keystone Investors PTE	—	$1.9bn	84	WDC, STX, AMZN
Lmcg Investments	—	$1.9bn	225	AAPL, GOOGL, MSFT
Evanson Asset Management	—	$1.9bn	321	AAPL, GOOGL, GOOG
BAR Harbor Wealth Management	—	$1.9bn	268	AAPL, LLY, CAT
Invictus Private Wealth	—	$1.9bn	86	AAPL, GOOG, NVDA
SRB	—	$1.9bn	23	MSFT, INTC, SAFT

Showing 1651 to 1700 of 9384

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Show only the long-term investors we follow