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
Waterloo Capital, L.P.	—	$1.8bn	555	WMT, AAPL, NVDA
Financiere des Professionnels - Fonds d'investissement	—	$1.8bn	344	NVDA, AAPL, MSFT
Covalis Capital LLP	—	$1.8bn	100	PCG, BKH, AR
Stephens Group Asset Management	—	$1.8bn	26	—
Indivisible Partners	—	$1.8bn	637	TXN, STX, AAPL
OAK Ridge Investments	—	$1.8bn	170	NVDA, GOOG, AAPL
Park Presidio Capital	—	$1.8bn	14	JBHT, AMZN, VMC
Frank, Rimerman Advisors	—	$1.8bn	612	NVDA, GOOGL, AAPL
Guardian Wealth Advisors	—	$1.8bn	375	NVDA, AAPL, AVGO
Cardinal Point Capital Management ULC	—	$1.8bn	294	AAPL, RY, GOOG
Atairos Group	—	$1.8bn	5	TNET, LUCK, LTH
Rheos Capital Works	—	$1.8bn	82	RACE, META, BJ
Fifth Third Securities	—	$1.8bn	360	—
Simmons Bank	—	$1.8bn	369	ORLY, NVDA, MSFT
Kryger Capital	—	$1.8bn	109	NSC, Chart Inds, KVUE
Liberty 77 Capital L.P.	—	$1.8bn	3	FLG, LION, SATL
Plato Investment Management	—	$1.8bn	496	NVDA, AAPL, MSFT
Clarius Group	—	$1.8bn	384	PCAR, MSFT, AMZN
Kepler Cheuvreux (Suisse) SA	—	$1.7bn	162	AAPL, NVDA, CSCO
Mogy Joel R Investment Counsel	—	$1.7bn	121	NVDA, AAPL, GOOG
Aventail Capital Group, LP	—	$1.7bn	155	NFG, AEE, LNT
Sather Financial Group	—	$1.7bn	121	BRK-B, GOOG, ANET
Goehring & Rozencwajg Associates	—	$1.7bn	41	CNQ, SLB, RRC
Shufro Rose	—	$1.7bn	311	GLW, AAPL, LLY
AMI Asset Management	—	$1.7bn	99	AAPL, GOOGL, TSM
Fidelis Capital Partners	—	$1.7bn	538	AAPL, NVDA, MSFT
GC Wealth Management RIA	—	$1.7bn	483	TEM, NVDA, AAPL
LEE Danner & Bass	—	$1.7bn	250	HCA, BRK-B, VSAT
Soltis Investment Advisors	—	$1.7bn	613	NVDA, MSFT, AAPL
Beese Fulmer Investment Management	—	$1.7bn	401	AAPL, DELL, AVGO
S&co	—	$1.7bn	222	CAT, BRK-B, MSFT
Valley Wealth Managers	—	$1.7bn	339	STX, AAPL, DELL
True Link Financial Advisors	—	$1.7bn	104	LMT, AAPL, NVDA
PDS Planning	—	$1.7bn	609	AAPL, NVDA, ABBV
Albion Financial Group	—	$1.7bn	647	AAPL, GOOGL, AMZN
Patriot Investment Management Group	—	$1.7bn	240	AAPL, NVDA, BRK-A
Howe & Rusling	—	$1.7bn	479	JPM, AVGO, AAPL
Novo Holdings A/S	—	$1.7bn	25	EWTX, ASML, COAG
Foster Dykema Cabot & Partners	—	$1.7bn	324	APH, PWR, GOOGL
Fukoku Mutual Life Insurance	—	$1.7bn	256	AVGO, CSCO, NVDA
First Trust Capital Management L.P.	—	$1.7bn	161	Taylor Morrison Home, Chart Inds, Nuvalent
Goldentree Asset Management LP	—	$1.7bn	29	CMCSA, BHC, WAY
Dendur Capital LP	—	$1.7bn	23	DIS, ATI, VSEC
Cadence Bank	—	$1.7bn	332	MUSA, AVGO, MSFT
L1 Capital International Pty	—	$1.7bn	21	AER, AMZN, NVDA
Sienna Gestion	—	$1.7bn	177	NVDA, AAPL, MSFT
CTC	—	$1.7bn	28	AMZN, MU, GS
Ardmore Road Asset Management LP	—	$1.7bn	70	AMD, GWRE, TMUS
Amanah Holdings Trust	—	$1.7bn	20	SNDK, STX, WDC
Gillson Capital LP	—	$1.7bn	80	AIZ, AJG, AON

Showing 1751 to 1800 of 9384

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Show only the long-term investors we follow