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.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| 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.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| 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.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| 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.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| 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.
- Cryder Capital Partners LLP—
- Value
- $1.6bn
- Stocks
- 10
- Top holdings
- GOOG, TMO, MSFT
- SVB Wealth—
- Value
- $1.6bn
- Stocks
- 384
- Top holdings
- AAPL, MSFT, NVDA
- GSA Capital Partners LLP—
- Value
- $1.6bn
- Stocks
- 1,692
- Top holdings
- ADC, OZK, TXNM
- Wealthquest—
- Value
- $1.6bn
- Stocks
- 177
- Top holdings
- AFG, PG, AAPL
- PPSC Investment Service—
- Value
- $1.6bn
- Stocks
- 8
- Top holdings
- —
- Sunbelt Securities—
- Value
- $1.6bn
- Stocks
- 2,953
- Top holdings
- XOM, NVDA, AAPL
- Blue Chip Partners—
- Value
- $1.6bn
- Stocks
- 184
- Top holdings
- KLAC, GOOG, AAPL
- Rockwood Wealth Management—
- Value
- $1.6bn
- Stocks
- 131
- Top holdings
- ET, BRK-A, EPD
- Falcon Wealth Planning—
- Value
- $1.6bn
- Stocks
- 244
- Top holdings
- KRMN, AAPL, NVDA
- Ranger Investment Management, L.P.—
- Value
- $1.6bn
- Stocks
- 83
- Top holdings
- LGND, PDFS, SEI
- Penn Capital Management Company—
- Value
- $1.6bn
- Stocks
- 185
- Top holdings
- OUST, ACMR, MIRM
- Checchi Capital Advisers—
- Value
- $1.6bn
- Stocks
- 603
- Top holdings
- AAPL, NVDA, MSFT
- AlphaStar Capital Management—
- Value
- $1.6bn
- Stocks
- 279
- Top holdings
- NVDA, GOOGL, PLTR
- Beaumont Financial Advisors—
- Value
- $1.6bn
- Stocks
- 383
- Top holdings
- GOOGL, AAPL, NVDA
- IQ EQ Fund Management (ireland)—
- Value
- $1.6bn
- Stocks
- 289
- Top holdings
- TSLA, TSM, AMD
- Avity Investment Management—
- Value
- $1.6bn
- Stocks
- 118
- Top holdings
- AMAT, AAPL, APH
- NWI Management LP—
- Value
- $1.6bn
- Stocks
- 49
- Top holdings
- NTRA, MU, META
- Stonebridge Capital Advisors—
- Value
- $1.6bn
- Stocks
- 215
- Top holdings
- AAPL, GOOGL, MSFT
- Everhart Financial Group—
- Value
- $1.6bn
- Stocks
- 481
- Top holdings
- AAPL, NVDA, MSFT
- Dorsey Asset ManagementQuality
Pat Dorsey
- Value
- $1.6bn
- Stocks
- 11
- Top holdings
- ASML, APP, RPRX
- YHB Investment Advisors—
- Value
- $1.6bn
- Stocks
- 314
- Top holdings
- AAPL, GOOGL, MSFT
- P/E Global—
- Value
- $1.6bn
- Stocks
- 8
- Top holdings
- —
- Heitman Real Estate Securities—
- Value
- $1.6bn
- Stocks
- 57
- Top holdings
- WELL, PLD, EQIX
- Main Street Financial Solutions—
- Value
- $1.6bn
- Stocks
- 595
- Top holdings
- NMM, AAPL, NVDA
- HoldCo Asset Management, LP—
- Value
- $1.6bn
- Stocks
- 29
- Top holdings
- FITB, COLB, KEY
- Philadelphia Trust—
- Value
- $1.6bn
- Stocks
- 269
- Top holdings
- NVDA, COHR, AAPL
- Hardy Reed—
- Value
- $1.6bn
- Stocks
- 252
- Top holdings
- JPM, AAPL, BRK-A
- Fullerton Fund Management—
- Value
- $1.6bn
- Stocks
- 119
- Top holdings
- GOOG, AAPL, INTC
- Clear Creek Financial Management—
- Value
- $1.6bn
- Stocks
- 642
- Top holdings
- MU, NVDA, AAPL
- Parvus Asset Management Jersey—
- Value
- $1.6bn
- Stocks
- 1
- Top holdings
- FLUT
- Nicholas Investment Partners, LP—
- Value
- $1.6bn
- Stocks
- 175
- Top holdings
- BWXT, RVMD, CALY
- Clearline Capital LP—
- Value
- $1.5bn
- Stocks
- 101
- Top holdings
- AMZN, CORZ, AMD
- Dark Forest Capital Management LP—
- Value
- $1.5bn
- Stocks
- 777
- Top holdings
- AXS, MU, SSNC
- Vicus Capital—
- Value
- $1.5bn
- Stocks
- 268
- Top holdings
- MSFT, AAPL, BHP
- Earned Wealth Advisors—
- Value
- $1.5bn
- Stocks
- 310
- Top holdings
- AAPL, NVDA, MSFT
- Cozad Asset Management—
- Value
- $1.5bn
- Stocks
- 453
- Top holdings
- MU, AAPL, FLEX
- Bouchey Financial Group—
- Value
- $1.5bn
- Stocks
- 191
- Top holdings
- AAPL, MSFT, AMZN
- First Heartland Consultants—
- Value
- $1.5bn
- Stocks
- 589
- Top holdings
- AAPL, NVDA, AMZN
- Neville Rodie & Shaw—
- Value
- $1.5bn
- Stocks
- 244
- Top holdings
- AAPL, LRCX, GOOGL
- Cumberland Partners—
- Value
- $1.5bn
- Stocks
- 153
- Top holdings
- RY, NVDA, MSFT
- Bank of Finland—
- Value
- $1.5bn
- Stocks
- 4
- Top holdings
- —
- QVT Financial LP—
- Value
- $1.5bn
- Stocks
- 70
- Top holdings
- ROIV, ECO, ALLT
- Landscape Capital Management, L.L.C.—
- Value
- $1.5bn
- Stocks
- 625
- Top holdings
- HEI-A, STZ, MO
- Smith, Moore—
- Value
- $1.5bn
- Stocks
- 586
- Top holdings
- AAPL, NVDA, CAT
- Abundance Wealth Counselors—
- Value
- $1.5bn
- Stocks
- 314
- Top holdings
- PCT, AAPL, NVDA
- Flagship Pioneering—
- Value
- $1.5bn
- Stocks
- 5
- Top holdings
- GENB, MRNA, SANA
- Kanawha Capital Management—
- Value
- $1.5bn
- Stocks
- 228
- Top holdings
- AAPL, MSFT, GOOGL
- UNICOM Systems—
- Value
- $1.5bn
- Stocks
- 39
- Top holdings
- TSLA, NVDA, SNDK
- Stony Point Capital—
- Value
- $1.5bn
- Stocks
- 29
- Top holdings
- TSM, GOOGL, PANW
- Alaska Permanent Capital Management—
- Value
- $1.5bn
- Stocks
- 41
- Top holdings
- NVDA
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Cryder Capital Partners LLP | — | $1.6bn | 10 | GOOG, TMO, MSFT |
| SVB Wealth | — | $1.6bn | 384 | AAPL, MSFT, NVDA |
| GSA Capital Partners LLP | — | $1.6bn | 1,692 | ADC, OZK, TXNM |
| Wealthquest | — | $1.6bn | 177 | AFG, PG, AAPL |
| PPSC Investment Service | — | $1.6bn | 8 | — |
| Sunbelt Securities | — | $1.6bn | 2,953 | XOM, NVDA, AAPL |
| Blue Chip Partners | — | $1.6bn | 184 | KLAC, GOOG, AAPL |
| Rockwood Wealth Management | — | $1.6bn | 131 | ET, BRK-A, EPD |
| Falcon Wealth Planning | — | $1.6bn | 244 | KRMN, AAPL, NVDA |
| Ranger Investment Management, L.P. | — | $1.6bn | 83 | LGND, PDFS, SEI |
| Penn Capital Management Company | — | $1.6bn | 185 | OUST, ACMR, MIRM |
| Checchi Capital Advisers | — | $1.6bn | 603 | AAPL, NVDA, MSFT |
| AlphaStar Capital Management | — | $1.6bn | 279 | NVDA, GOOGL, PLTR |
| Beaumont Financial Advisors | — | $1.6bn | 383 | GOOGL, AAPL, NVDA |
| IQ EQ Fund Management (ireland) | — | $1.6bn | 289 | TSLA, TSM, AMD |
| Avity Investment Management | — | $1.6bn | 118 | AMAT, AAPL, APH |
| NWI Management LP | — | $1.6bn | 49 | NTRA, MU, META |
| Stonebridge Capital Advisors | — | $1.6bn | 215 | AAPL, GOOGL, MSFT |
| Everhart Financial Group | — | $1.6bn | 481 | AAPL, NVDA, MSFT |
| Dorsey Asset ManagementPat Dorsey | Quality | $1.6bn | 11 | ASML, APP, RPRX |
| YHB Investment Advisors | — | $1.6bn | 314 | AAPL, GOOGL, MSFT |
| P/E Global | — | $1.6bn | 8 | — |
| Heitman Real Estate Securities | — | $1.6bn | 57 | WELL, PLD, EQIX |
| Main Street Financial Solutions | — | $1.6bn | 595 | NMM, AAPL, NVDA |
| HoldCo Asset Management, LP | — | $1.6bn | 29 | FITB, COLB, KEY |
| Philadelphia Trust | — | $1.6bn | 269 | NVDA, COHR, AAPL |
| Hardy Reed | — | $1.6bn | 252 | JPM, AAPL, BRK-A |
| Fullerton Fund Management | — | $1.6bn | 119 | GOOG, AAPL, INTC |
| Clear Creek Financial Management | — | $1.6bn | 642 | MU, NVDA, AAPL |
| Parvus Asset Management Jersey | — | $1.6bn | 1 | FLUT |
| Nicholas Investment Partners, LP | — | $1.6bn | 175 | BWXT, RVMD, CALY |
| Clearline Capital LP | — | $1.5bn | 101 | AMZN, CORZ, AMD |
| Dark Forest Capital Management LP | — | $1.5bn | 777 | AXS, MU, SSNC |
| Vicus Capital | — | $1.5bn | 268 | MSFT, AAPL, BHP |
| Earned Wealth Advisors | — | $1.5bn | 310 | AAPL, NVDA, MSFT |
| Cozad Asset Management | — | $1.5bn | 453 | MU, AAPL, FLEX |
| Bouchey Financial Group | — | $1.5bn | 191 | AAPL, MSFT, AMZN |
| First Heartland Consultants | — | $1.5bn | 589 | AAPL, NVDA, AMZN |
| Neville Rodie & Shaw | — | $1.5bn | 244 | AAPL, LRCX, GOOGL |
| Cumberland Partners | — | $1.5bn | 153 | RY, NVDA, MSFT |
| Bank of Finland | — | $1.5bn | 4 | — |
| QVT Financial LP | — | $1.5bn | 70 | ROIV, ECO, ALLT |
| Landscape Capital Management, L.L.C. | — | $1.5bn | 625 | HEI-A, STZ, MO |
| Smith, Moore | — | $1.5bn | 586 | AAPL, NVDA, CAT |
| Abundance Wealth Counselors | — | $1.5bn | 314 | PCT, AAPL, NVDA |
| Flagship Pioneering | — | $1.5bn | 5 | GENB, MRNA, SANA |
| Kanawha Capital Management | — | $1.5bn | 228 | AAPL, MSFT, GOOGL |
| UNICOM Systems | — | $1.5bn | 39 | TSLA, NVDA, SNDK |
| Stony Point Capital | — | $1.5bn | 29 | TSM, GOOGL, PANW |
| Alaska Permanent Capital Management | — | $1.5bn | 41 | NVDA |