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.
- Allspring Global Investments Holdings—
- Value
- $65.2bn
- Stocks
- 1,873
- Top holdings
- NVDA, AAPL, AVGO
- Bank of Nova Scotia—
- Value
- $65.0bn
- Stocks
- 1,020
- Top holdings
- KEY, NVDA, RY
- Brown Advisory—
- Value
- $64.6bn
- Stocks
- 1,447
- Top holdings
- MSFT, TSM, GOOG
- Universal- Beteiligungs- und Servicegesellschaft mbH—
- Value
- $64.3bn
- Stocks
- 1,987
- Top holdings
- NVDA, AAPL, MSFT
- Nvidia—
- Value
- $63.4bn
- Stocks
- 8
- Top holdings
- INTC, SPCX, CRWV
- Cohen & Steers—
- Value
- $63.2bn
- Stocks
- 442
- Top holdings
- WELL, DLR, PLD
- Point72 Asset Management, L.P.—
- Value
- $62.9bn
- Stocks
- 1,913
- Top holdings
- CRDO, ASML, AMZN
- Canada Life Assurance—
- Value
- $62.7bn
- Stocks
- 1,810
- Top holdings
- NVDA, AAPL, MSFT
- Fifth Third Bancorp—
- Value
- $61.7bn
- Stocks
- 4,306
- Top holdings
- NVDA, AAPL, LLY
- Artisan Partners Limited Partnership—
- Value
- $61.3bn
- Stocks
- 328
- Top holdings
- ACGL, BNY, GOOGL
- Ensign Peak Advisors—
- Value
- $60.8bn
- Stocks
- 1,724
- Top holdings
- NVDA, AAPL, MSFT
- State Board of Administration of Florida Retirement System—
- Value
- $60.3bn
- Stocks
- 2,136
- Top holdings
- NVDA, AAPL, MSFT
- Toronto Dominion Bank—
- Value
- $59.7bn
- Stocks
- 1,848
- Top holdings
- EBAY, NVDA, AAPL
- Wealth Enhancement Advisory Services—
- Value
- $59.6bn
- Stocks
- 3,929
- Top holdings
- AAPL, NVDA, MSFT
- Cibc World Market—
- Value
- $59.4bn
- Stocks
- 1,469
- Top holdings
- TD, RY, BMO
- DekaBank Deutsche Girozentrale—
- Value
- $59.2bn
- Stocks
- 1,102
- Top holdings
- GOOGL, AAPL, MSFT
- CIBC Private Wealth Group—
- Value
- $59.2bn
- Stocks
- 3,395
- Top holdings
- MSFT, AAPL, AMZN
- Betterment—
- Value
- $59.1bn
- Stocks
- 675
- Top holdings
- AAPL, NVDA, GOOG
- Thrivent Financial for Lutherans—
- Value
- $58.2bn
- Stocks
- 2,503
- Top holdings
- NVDA, AMZN, AAPL
- Assetmark—
- Value
- $58.2bn
- Stocks
- 3,553
- Top holdings
- NVDA, GOOGL, AAPL
- Financial Engines Advisors L.L.C.—
- Value
- $56.3bn
- Stocks
- 552
- Top holdings
- AAPL, NVDA, GOOGL
- WCM Investment Management—
- Value
- $55.2bn
- Stocks
- 266
- Top holdings
- STX, TSM, SE
- LSV Asset ManagementQuant value
Josef Lakonishok
- Value
- $55.1bn
- Stocks
- 889
- Top holdings
- GOOGL, DELL, CSCO
- HRT Financial LP—
- Value
- $54.8bn
- Stocks
- 4,113
- Top holdings
- GOOG, BE, Advanced Micro Devices
- Royal London Asset Management—
- Value
- $54.3bn
- Stocks
- 678
- Top holdings
- NVDA, AAPL, GOOGL
- New York State Teachers Retirement System—
- Value
- $54.2bn
- Stocks
- 1,631
- Top holdings
- NVDA, AAPL, MSFT
- Man Group—
- Value
- $53.8bn
- Stocks
- 1,925
- Top holdings
- NVDA, AAPL, AMZN
- GQG Partners—
- Value
- $53.8bn
- Stocks
- 102
- Top holdings
- PM, CB, PBR
- Balyasny Asset Management L.P.—
- Value
- $53.0bn
- Stocks
- 2,006
- Top holdings
- AMZN, NVDA, SPCX
- Connor, Clark & Lunn Investment Management—
- Value
- $52.8bn
- Stocks
- 1,622
- Top holdings
- RY, TD, NVDA
- TCI Fund ManagementQuality
Chris Hohn
- Value
- $52.8bn
- Stocks
- 11
- Top holdings
- GE, V, MCO
- Korea Investment—
- Value
- $52.7bn
- Stocks
- 677
- Top holdings
- NVDA, AAPL, MSFT
- Mirae Asset Global Investments—
- Value
- $52.4bn
- Stocks
- 1,664
- Top holdings
- SPCX, NVDA, AAPL
- Zurcher Kantonalbank (Zurich Cantonalbank)—
- Value
- $52.1bn
- Stocks
- 2,483
- Top holdings
- NVDA, UBS, AAPL
- Wealthfront Advisers—
- Value
- $52.0bn
- Stocks
- 1,119
- Top holdings
- NVDA, AAPL, GOOGL
- Janney Montgomery Scott—
- Value
- $51.6bn
- Stocks
- 3,105
- Top holdings
- AAPL, NVDA, MSFT
- Squarepoint Ops—
- Value
- $51.0bn
- Stocks
- 2,701
- Top holdings
- AMZN, NVDA, AAPL
- Danske Bank A/S—
- Value
- $50.2bn
- Stocks
- 1,138
- Top holdings
- NVDA, AAPL, AMZN
- State of Wisconsin Investment Board—
- Value
- $49.6bn
- Stocks
- 2,527
- Top holdings
- NVDA, AAPL, MSFT
- MML Investors Services—
- Value
- $49.0bn
- Stocks
- 3,254
- Top holdings
- NVDA, AAPL, MSFT
- Coatue Management—
- Value
- $48.6bn
- Stocks
- 66
- Top holdings
- TSM, LRCX, MU
- Aristotle Capital ManagementValue
Howard Gleicher
- Value
- $47.7bn
- Stocks
- 212
- Top holdings
- WSM, PH, GOOG
- VY Capital Management—
- Value
- $47.0bn
- Stocks
- 6
- Top holdings
- SPCX, CBRS, TONX
- Evelyn Partners Group—
- Value
- $46.9bn
- Stocks
- 551
- Top holdings
- AZN, GOOGL, AMZN
- Nomura Asset Management—
- Value
- $46.7bn
- Stocks
- 1,402
- Top holdings
- NVDA, AVGO, AAPL
- KBC Group NV—
- Value
- $46.3bn
- Stocks
- 1,844
- Top holdings
- NVDA, GOOG, AAPL
- Mitsubishi UFJ Trust & Banking—
- Value
- $45.7bn
- Stocks
- 1,541
- Top holdings
- NVDA, AAPL, MSFT
- CIBC Asset Management—
- Value
- $45.6bn
- Stocks
- 1,428
- Top holdings
- RY, NVDA, TD
- Ninety One UK—
- Value
- $44.7bn
- Stocks
- 271
- Top holdings
- GOOGL, NVDA, V
- GMOValue
Jeremy Grantham
- Value
- $44.4bn
- Stocks
- 661
- Top holdings
- MSFT, LRCX, GOOGL
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Allspring Global Investments Holdings | — | $65.2bn | 1,873 | NVDA, AAPL, AVGO |
| Bank of Nova Scotia | — | $65.0bn | 1,020 | KEY, NVDA, RY |
| Brown Advisory | — | $64.6bn | 1,447 | MSFT, TSM, GOOG |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | $64.3bn | 1,987 | NVDA, AAPL, MSFT |
| Nvidia | — | $63.4bn | 8 | INTC, SPCX, CRWV |
| Cohen & Steers | — | $63.2bn | 442 | WELL, DLR, PLD |
| Point72 Asset Management, L.P. | — | $62.9bn | 1,913 | CRDO, ASML, AMZN |
| Canada Life Assurance | — | $62.7bn | 1,810 | NVDA, AAPL, MSFT |
| Fifth Third Bancorp | — | $61.7bn | 4,306 | NVDA, AAPL, LLY |
| Artisan Partners Limited Partnership | — | $61.3bn | 328 | ACGL, BNY, GOOGL |
| Ensign Peak Advisors | — | $60.8bn | 1,724 | NVDA, AAPL, MSFT |
| State Board of Administration of Florida Retirement System | — | $60.3bn | 2,136 | NVDA, AAPL, MSFT |
| Toronto Dominion Bank | — | $59.7bn | 1,848 | EBAY, NVDA, AAPL |
| Wealth Enhancement Advisory Services | — | $59.6bn | 3,929 | AAPL, NVDA, MSFT |
| Cibc World Market | — | $59.4bn | 1,469 | TD, RY, BMO |
| DekaBank Deutsche Girozentrale | — | $59.2bn | 1,102 | GOOGL, AAPL, MSFT |
| CIBC Private Wealth Group | — | $59.2bn | 3,395 | MSFT, AAPL, AMZN |
| Betterment | — | $59.1bn | 675 | AAPL, NVDA, GOOG |
| Thrivent Financial for Lutherans | — | $58.2bn | 2,503 | NVDA, AMZN, AAPL |
| Assetmark | — | $58.2bn | 3,553 | NVDA, GOOGL, AAPL |
| Financial Engines Advisors L.L.C. | — | $56.3bn | 552 | AAPL, NVDA, GOOGL |
| WCM Investment Management | — | $55.2bn | 266 | STX, TSM, SE |
| LSV Asset ManagementJosef Lakonishok | Quant value | $55.1bn | 889 | GOOGL, DELL, CSCO |
| HRT Financial LP | — | $54.8bn | 4,113 | GOOG, BE, Advanced Micro Devices |
| Royal London Asset Management | — | $54.3bn | 678 | NVDA, AAPL, GOOGL |
| New York State Teachers Retirement System | — | $54.2bn | 1,631 | NVDA, AAPL, MSFT |
| Man Group | — | $53.8bn | 1,925 | NVDA, AAPL, AMZN |
| GQG Partners | — | $53.8bn | 102 | PM, CB, PBR |
| Balyasny Asset Management L.P. | — | $53.0bn | 2,006 | AMZN, NVDA, SPCX |
| Connor, Clark & Lunn Investment Management | — | $52.8bn | 1,622 | RY, TD, NVDA |
| TCI Fund ManagementChris Hohn | Quality | $52.8bn | 11 | GE, V, MCO |
| Korea Investment | — | $52.7bn | 677 | NVDA, AAPL, MSFT |
| Mirae Asset Global Investments | — | $52.4bn | 1,664 | SPCX, NVDA, AAPL |
| Zurcher Kantonalbank (Zurich Cantonalbank) | — | $52.1bn | 2,483 | NVDA, UBS, AAPL |
| Wealthfront Advisers | — | $52.0bn | 1,119 | NVDA, AAPL, GOOGL |
| Janney Montgomery Scott | — | $51.6bn | 3,105 | AAPL, NVDA, MSFT |
| Squarepoint Ops | — | $51.0bn | 2,701 | AMZN, NVDA, AAPL |
| Danske Bank A/S | — | $50.2bn | 1,138 | NVDA, AAPL, AMZN |
| State of Wisconsin Investment Board | — | $49.6bn | 2,527 | NVDA, AAPL, MSFT |
| MML Investors Services | — | $49.0bn | 3,254 | NVDA, AAPL, MSFT |
| Coatue Management | — | $48.6bn | 66 | TSM, LRCX, MU |
| Aristotle Capital ManagementHoward Gleicher | Value | $47.7bn | 212 | WSM, PH, GOOG |
| VY Capital Management | — | $47.0bn | 6 | SPCX, CBRS, TONX |
| Evelyn Partners Group | — | $46.9bn | 551 | AZN, GOOGL, AMZN |
| Nomura Asset Management | — | $46.7bn | 1,402 | NVDA, AVGO, AAPL |
| KBC Group NV | — | $46.3bn | 1,844 | NVDA, GOOG, AAPL |
| Mitsubishi UFJ Trust & Banking | — | $45.7bn | 1,541 | NVDA, AAPL, MSFT |
| CIBC Asset Management | — | $45.6bn | 1,428 | RY, NVDA, TD |
| Ninety One UK | — | $44.7bn | 271 | GOOGL, NVDA, V |
| GMOJeremy Grantham | Value | $44.4bn | 661 | MSFT, LRCX, GOOGL |