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
Fulton Breakefield Broenniman	—	$1.7bn	208	AAPL, GOOGL, TSM
Keel Point	—	$1.7bn	514	NFLX, AAPL, NVDA
Tiaa Trust, National Association	—	$1.7bn	344	AAPL, GOOGL, MSFT
Avestar Capital	—	$1.7bn	490	GOOG, NVDA, AAPL
Browning West LP	—	$1.7bn	6	COO, SGI, CAE
Country Club Bank	—	$1.7bn	325	MSFT, WMT, AAPL
Boston Common Asset Management	—	$1.7bn	186	TSM, NVDA, AAPL
Triad Wealth Partners	—	$1.7bn	553	NVDA, AAPL, MSFT
Keystone Financial Group	—	$1.7bn	567	AAPL, STX, AMD
Maple Capital Management	—	$1.7bn	127	AAPL, GOOG, NVDA
Theleme Partners LLP	—	$1.7bn	9	MRNA, META, UBER
Bain Capital Life Sciences Investors	—	$1.7bn	21	KLRA, HTFL, NAMS
Jaffetilchin Investment Partners	—	$1.7bn	461	AAPL, NVDA, TSLA
Cornerstone Wealth Group	—	$1.7bn	496	AAPL, NVDA, MSFT
Pinnacle Wealth Management Advisory Group	—	$1.7bn	572	AAPL, NVDA, MSFT
Commodore Capital LP	—	$1.7bn	33	RLAY, ELVN, ALKS
Trustmark Bank Trust Department	—	$1.7bn	278	AAPL, NVDA, MSFT
DRW Securities	—	$1.7bn	811	NVDA, GOOG, VWSYF
Spear Holdings RSC	—	$1.7bn	18	TSM, MSFT, NU
PBCay One RSC	—	$1.7bn	18	TSM, MSFT, NU
Heck Capital Advisors	—	$1.7bn	214	NVDA, AAPL, MU
Invenomic Capital Management LP	—	$1.7bn	115	GPN, UHS, WDAY
International Assets Investment Management	—	$1.7bn	2,354	NVDA, AAPL, AMZN
AEW Capital Management L P	—	$1.7bn	39	WELL, PLD, EQIX
Leonteq Securities AG	—	$1.7bn	1,187	META, NVDA, INTC
China Universal Asset Management	—	$1.7bn	511	NVDA, AAPL, MU
Zions Bancorporation, National Association	—	$1.7bn	1,629	NVDA, AAPL, GOOG
Kentucky Retirement Systems Insurance Trust Fund	—	$1.7bn	495	NVDA, AAPL, MSFT
Global Alpha Capital Management	—	$1.7bn	48	ORA, UMBF, SANM
Naya Capital Management UK	—	$1.7bn	3	HUM, FWONK, UNH
Gateway Wealth Partners	—	$1.7bn	750	AAPL, NVDA, MSFT
Angeles Investment Advisors	—	$1.7bn	31	ECG, KNF, MDU
No Street GP LP	—	$1.7bn	32	UBER, GNRC, TWLO
DigitalBridge Group	—	$1.7bn	57	EQIX, DOX, AMT
City of London Investment Management	—	$1.7bn	80	NVDA, AAPL, GOOGL
Icon Wealth Advisors	—	$1.7bn	420	AAPL, NVDA, MSFT
Compass Capital Management	—	$1.7bn	91	APH, MRK, GOOGL
First American Trust, FSB	—	$1.7bn	300	AAPL, MSFT, NVDA
Cahaba Wealth Management	—	$1.7bn	158	SO, AAPL, RJF
Ally Invest Advisors	—	$1.7bn	75	—
Strategic Investment Advisors	—	$1.7bn	398	AAPL, NVDA, GOOGL
Beacon Capital Management	—	$1.7bn	120	AAPL, BA, PECO
American Assets Investment Management	—	$1.7bn	146	BAC, WFC, AAPL
General American Investors	—	$1.6bn	69	ASML, GEV, BRK-A
Shapiro Capital Management	—	$1.6bn	50	TENB, VYX, FDS
Oriental Harbor Investment Master Fund	—	$1.6bn	13	GOOG, INTC, NVDA
Gilead Sciences	—	$1.6bn	5	RCUS, LKFT, ASMB
MFF Capital Investments	—	$1.6bn	19	GOOGL, V, MA
Boston Family Office	—	$1.6bn	314	AAPL, GOOG, AMZN
BTC Capital Management	—	$1.6bn	207	NVDA, AAPL, MSFT

Showing 1801 to 1850 of 9384

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Show only the long-term investors we follow