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
Silver OAK Securities, Incorporated	—	$1.6bn	830	AAPL, NVDA, CAT
Nichols & Pratt Advisers LLP	—	$1.6bn	109	AAPL, GOOG, JNJ
Aureus Asset Management	—	$1.6bn	239	GOOGL, AMAT, AAPL
First Light Asset Management	—	$1.6bn	31	NEO, SIBN, AXGN
Armstrong Advisory Group	—	$1.6bn	983	AAPL, BRK-B, MSFT
Triodos Investment Management BV	—	$1.6bn	50	KLAC, TSM, PANW
Lutz Financial Services	—	$1.6bn	112	NVDA, AAPL, MSFT
Sfmg	—	$1.6bn	334	ATO, AAPL, BRK-B
MPM Bioimpact	—	$1.6bn	37	CGEM, AKTS, LQDA
Milestone Resources Group	—	$1.6bn	8	AVGO, AMZN, MSFT
Evolve Private Wealth	—	$1.6bn	1,002	NVDA, AAPL, GOOGL
Moneco Advisors	—	$1.6bn	595	AAPL, NVDA, MSFT
Howard Capital Management Group	—	$1.6bn	150	NVDA, AAPL, GOOGL
Tradition Wealth Management	—	$1.6bn	538	AAPL, NVDA, MSFT
Appleton Partners	—	$1.6bn	275	AAPL, MU, GOOG
Kopernik Global InvestorsDavid Iben	Deep value	$1.6bn	26	RRC, SA, EXE
Himension Capital (singapore) Pte.	—	$1.6bn	168	TSM, INTC, NVDA
Atalan Capital Partners, LP	—	$1.6bn	9	STX, MA, TTMI
CORDA Investment Management, LLC.	—	$1.6bn	85	GLW, AMAT, BNY
Lyell Wealth Management, LP	—	$1.6bn	232	NVDA, GOOG, GOOGL
Quent Capital	—	$1.6bn	1,647	AAPL, NVDA, MSFT
Sage Mountain Advisors	—	$1.6bn	304	GBDC, AVGO, AAPL
Avalon Trust	—	$1.6bn	461	NVDA, AAPL, GOOG
Concentric Capital Strategies, LP	—	$1.6bn	304	NVDA, AMZN, AAPL
Westpac Banking	—	$1.6bn	498	NVDA, AAPL, GOOGL
Strategy Capital	—	$1.6bn	11	NET, AXON, DDOG
Morningstar Investment Management	—	$1.6bn	317	MSFT, AAPL, GOOGL
Pine Ridge Advisers	—	$1.6bn	40	AESI, GOOG, TSLA
Naples Global Advisors	—	$1.6bn	466	AAPL, GLW, TSM
Capital Investment Advisory Services	—	$1.6bn	1,290	NVDA, AAPL, AMZN
Coastal Bridge Advisors	—	$1.6bn	469	LION, AAPL, GOOG
Strategic Wealth Partners	—	$1.6bn	1,436	MSFT, AAPL, GOOGL
Recurrent Investment Advisors	—	$1.6bn	71	TRGP, CVE, ET
Sound View Wealth Advisors Group	—	$1.6bn	440	AAPL, NVDA, MSFT
RMR Wealth Builders	—	$1.6bn	316	NVDA, AAPL, MSFT
Valiant Capital Management, L.P.	—	$1.6bn	25	CORZ, SEI, GEV
Quintet Private Bank (Europe)	—	$1.6bn	196	NVDA, GOOGL, MSFT
Moss Adams Wealth Advisors	—	$1.6bn	307	AAPL, NVDA, MSFT
Investure	—	$1.6bn	17	ESS, INVH, VMRK
Clear Harbor Asset Management	—	$1.6bn	443	FLEX, AAPL, ROP
DDD Partners	—	$1.6bn	164	MSFT, BRK-B, AAPL
IMA Advisory Services	—	$1.6bn	1,384	MU, NVDA, AAPL
Alpine Associates Management	—	$1.6bn	66	NSC, Chart Inds, QRVO
Beaird Harris Wealth Management	—	$1.6bn	700	TSLA, AAPL, NVDA
TENOR CAPITAL MANAGEMENT Co., L.P.	—	$1.6bn	422	Alphabet, Alphabet, Churchill Capital Corp IX
Vestor Capital	—	$1.6bn	276	ACHR, KRYS, ORCL
Devon Energy	—	$1.6bn	2	FRVO, WBI
Janney Capital Management	—	$1.6bn	253	MSFT, C, JPM
Asset Dedication	—	$1.6bn	1,241	AAPL, NVDA, AVGO
NEA Management Company	—	$1.6bn	26	TRVI, MBX, GLUE

Showing 1851 to 1900 of 9384

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Show only the long-term investors we follow