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
Johnson Financial Group	—	$1.9bn	279	AAPL, NVDA, AMZN
Highbridge Capital Management	—	$1.8bn	299	Super Micro Computer, EA, Alphabet
Ninety One SA (Pty)	—	$1.8bn	110	AU, BRK-A, NVDA
Spyglass Capital Management	—	$1.8bn	25	AFRM, CRDO, IOT
Verus Capital Partners	—	$1.8bn	502	AAPL, AMD, NVDA
RK Capital Management	—	$1.8bn	21	NVDA, AMZN, SNDK
Smith Chas P & Associates PA Cpas	—	$1.8bn	176	AAPL, GOOG, WMT
FJ Investments	—	$1.8bn	6	GOOGL, PARR, AMZN
Osterweis Capital Management	—	$1.8bn	200	GOOG, AAPL, AMZN
Point72 Europe (London) LLP	—	$1.8bn	726	GOOGL, AMZN, META
Element Capital Management	—	$1.8bn	53	SPCX, DLR, Q
North Star Investment Management	—	$1.8bn	1,733	JPM, AAPL, MSFT
Vanguard National Trust	—	$1.8bn	786	AAPL, SPGI, NVDA
Eversept Partners, LP	—	$1.8bn	115	UTHR, ABVX, EHC
Bridgewater Advisors	—	$1.8bn	478	AAPL, MSFT, GOOGL
Kensington Asset Management	—	$1.8bn	39	—
Lbmc Investment Advisors	—	$1.8bn	243	AAPL, HCA, GOOG
Woodmont Investment Counsel	—	$1.8bn	286	AAPL, AVGO, SNEX
B. Riley Wealth Advisors	—	$1.8bn	831	NVDA, AAPL, AMZN
Summit Global Investments	—	$1.8bn	523	NVDA, AAPL, TSLA
Roundview Capital	—	$1.8bn	349	GOOG, AAPL, BRK-B
Saratoga Research & Investment Management	—	$1.8bn	46	GOOGL, NVO, BRK-B
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne	—	$1.8bn	43	MU, MSFT, AMD
HITE Hedge Asset Management	—	$1.8bn	123	POR, ETR, TBN
Wealthspire Retirement	—	$1.8bn	321	AAPL, VRSN, NVDA
Stratos Wealth Advisors	—	$1.8bn	638	AAPL, NVDA, AMZN
Thomasville National Bank	—	$1.8bn	241	TSM, AMZN, GOOG
Full Sail Capital	—	$1.8bn	308	AAPL, AMZN, ARLP
Regal Partners	—	$1.8bn	122	NEM, APO, BAC
Aquamarine Financial (Cayman)	—	$1.8bn	17	BBD, YPF, GGAL
Kynam Capital Management, LP	—	$1.8bn	32	CLDX, SNDX, PCVX
Sage Financial Group	—	$1.8bn	110	AAPL, JNJ, CAT
Greenspring Advisors	—	$1.8bn	355	AAPL, MSFT, LIF
Parcion Private Wealth	—	$1.8bn	529	NVDA, AAPL, GOOGL
Osborne Partners Capital Management	—	$1.8bn	203	AAPL, MSFT, GOOG
Trans-Canada Capital	—	$1.8bn	21	AMAT, MU, ASML
Private Advisory Group	—	$1.8bn	287	NVDA, AAPL, GOOG
1900 Wealth Management	—	$1.8bn	312	BRK-B, INFQ, IDCC
Willis Johnson & Associates	—	$1.8bn	102	SHEL, AAPL, NVDA
Standard Investments	—	$1.8bn	11	AMZN, ASH, MSFT
Charles Schwab Trust	—	$1.8bn	171	NVDA, XOM, AAPL
Empire Life Investments	—	$1.8bn	113	GOOG, LRCX, AMZN
Legacy Private Trust	—	$1.8bn	262	AAPL, NVDA, GOOGL
Franklin Street Advisors	—	$1.8bn	176	NVDA, AAPL, MSFT
First American Bank	—	$1.8bn	205	AAPL, AVGO, GOOGL
OAK Associates	—	$1.8bn	139	KLAC, AMZN, GOOG
Barr E S	—	$1.8bn	112	BRK-B, GOOG, MKL
Capital Impact Advisors	—	$1.8bn	29	NVDA, ALAB, GOOGL
Black Creek Investment Management	—	$1.8bn	27	ELAN, FCN, PSMT
Catalyst Funds Management Pty	—	$1.8bn	641	AAPL, BE, INTC

Showing 1701 to 1750 of 9384

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Show only the long-term investors we follow