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.
- Baldwin Wealth Partners—
- Value
- $1.5bn
- Stocks
- 234
- Top holdings
- GOOGL, AAPL, NVDA
- Kontiki Capital Management (HK)—
- Value
- $1.5bn
- Stocks
- 7
- Top holdings
- NU, CPNG, HDB
- Hollencrest Capital Management—
- Value
- $1.5bn
- Stocks
- 1,191
- Top holdings
- UPS, TSLA, AAPL
- Mangrove Partners IM—
- Value
- $1.5bn
- Stocks
- 426
- Top holdings
- INDV, VISN, ATMU
- Adelante Capital Management—
- Value
- $1.5bn
- Stocks
- 42
- Top holdings
- WELL, PLD, EQIX
- Callodine Capital Management, LP—
- Value
- $1.5bn
- Stocks
- 62
- Top holdings
- SPB, VTRS, WWW
- Marco Investment Management—
- Value
- $1.5bn
- Stocks
- 245
- Top holdings
- AVGO, AAPL, CAT
- RVW Wealth—
- Value
- $1.5bn
- Stocks
- 183
- Top holdings
- AAPL, HOG, NVDA
- Algebris (uk)—
- Value
- $1.5bn
- Stocks
- 73
- Top holdings
- AIG, GPN, EQH
- Wellspring Financial Advisors—
- Value
- $1.5bn
- Stocks
- 288
- Top holdings
- AAPL, NVDA, AMZN
- Carrhae Capital LLP—
- Value
- $1.5bn
- Stocks
- 23
- Top holdings
- TSM, SE, EMBJ
- Styrax Capital, LP—
- Value
- $1.5bn
- Stocks
- 18
- Top holdings
- AMZN, AMAT, GOOGL
- Readystate Asset Management LP—
- Value
- $1.5bn
- Stocks
- 476
- Top holdings
- WBD, NSC, HSY
- Fairmount Funds Management—
- Value
- $1.5bn
- Stocks
- 12
- Top holdings
- ORKA, DNTH, Damora Therapeutics
- Arete Wealth Advisors—
- Value
- $1.5bn
- Stocks
- 334
- Top holdings
- AAPL, DIS, NVDA
- Hodges Capital Management—
- Value
- $1.5bn
- Stocks
- 223
- Top holdings
- WULF, MU, TPL
- M.D. Sass—
- Value
- $1.5bn
- Stocks
- 38
- Top holdings
- HSIC, AMZN, WMB
- NBT Bank, N.A.—
- Value
- $1.5bn
- Stocks
- 1,069
- Top holdings
- MSFT, AAPL, GOOGL
- Alaska Permanent Fund—
- Value
- $1.5bn
- Stocks
- 14
- Top holdings
- PDER, BWEL, Eagle Hospitality Trust Units
- Rush Island Management, LP—
- Value
- $1.5bn
- Stocks
- 22
- Top holdings
- INVH, ESS, NNN
- Meritage Portfolio Management—
- Value
- $1.5bn
- Stocks
- 322
- Top holdings
- AAPL, GOOGL, MSFT
- Hikari Tsushin—
- Value
- $1.5bn
- Stocks
- 76
- Top holdings
- BRK-A, GOOGL, V
- Fusion Family Wealth—
- Value
- $1.5bn
- Stocks
- 50
- Top holdings
- AAPL, GOOGL, MLI
- Emerald Investment Advisers—
- Value
- $1.5bn
- Stocks
- 268
- Top holdings
- NVDA, AAPL, GOOGL
- CFS Investment Advisory Services—
- Value
- $1.5bn
- Stocks
- 357
- Top holdings
- AAPL, NVDA, AVGO
- Perennial Investment Advisors—
- Value
- $1.5bn
- Stocks
- 561
- Top holdings
- NVDA, AAPL, TSLA
- Advisor OS—
- Value
- $1.5bn
- Stocks
- 586
- Top holdings
- AAPL, NVDA, NOC
- Mill Capital Management—
- Value
- $1.5bn
- Stocks
- 128
- Top holdings
- AAPL, MU, GOOG
- Schaper Benz & Wise Investment Counsel—
- Value
- $1.5bn
- Stocks
- 160
- Top holdings
- AMD, GOOG, CSCO
- Nexpoint Asset Management, L.P.—
- Value
- $1.5bn
- Stocks
- 67
- Top holdings
- NREF, Nuvalent, GBTG
- Ethos Financial Group—
- Value
- $1.5bn
- Stocks
- 648
- Top holdings
- AAPL, GOOG, NVDA
- Johns Hopkins University—
- Value
- $1.5bn
- Stocks
- 18
- Top holdings
- GOOGL, AMZN, MSFT
- N.E.W. Advisory Services—
- Value
- $1.5bn
- Stocks
- 980
- Top holdings
- AAPL, BRK-B, PG
- SWF—
- Value
- $1.5bn
- Stocks
- 14
- Top holdings
- BRK-B, BRK-A, NVDA
- Tandem Investment Advisors—
- Value
- $1.5bn
- Stocks
- 68
- Top holdings
- APH, NEE, ICE
- ProVise Management Group—
- Value
- $1.5bn
- Stocks
- 282
- Top holdings
- GOOG, AMAT, MSFT
- Aristotle Capital Boston—
- Value
- $1.5bn
- Stocks
- 119
- Top holdings
- MTSI, HASI, LFUS
- Fairholme Capital ManagementDeep value
Bruce Berkowitz
- Value
- $1.5bn
- Stocks
- 13
- Top holdings
- JOE, EPD, OZK
- Redmile Group—
- Value
- $1.5bn
- Stocks
- 39
- Top holdings
- SRRK, KRYS, STOK
- Levin Capital Strategies, L.P.—
- Value
- $1.5bn
- Stocks
- 256
- Top holdings
- CAT, GOOGL, BNY
- Main Management—
- Value
- $1.5bn
- Stocks
- 95
- Top holdings
- —
- WBH Advisory—
- Value
- $1.5bn
- Stocks
- 363
- Top holdings
- AAPL, MSFT, BRK-B
- Gemmer Asset Management—
- Value
- $1.5bn
- Stocks
- 187
- Top holdings
- MU, NVDA, ABM
- Winthrop Advisory Group—
- Value
- $1.5bn
- Stocks
- 226
- Top holdings
- AAPL, MSFT, AMZN
- Nicolet Advisory Services—
- Value
- $1.5bn
- Stocks
- 421
- Top holdings
- AAPL, BRK-B, MSFT
- Titleist Asset Management—
- Value
- $1.5bn
- Stocks
- 410
- Top holdings
- TSLA, NVDA, BRK-B
- Petredis Investment Advisors—
- Value
- $1.5bn
- Stocks
- 114
- Top holdings
- NVDA, MU, GOOGL
- Cantor Fitzgerald Investment Advisors L.P.—
- Value
- $1.5bn
- Stocks
- 184
- Top holdings
- HPE, CVS, TXN
- American Express—
- Value
- $1.5bn
- Stocks
- 1
- Top holdings
- GBTG
- Hackensack Meridian Health—
- Value
- $1.5bn
- Stocks
- 7
- Top holdings
- —
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Baldwin Wealth Partners | — | $1.5bn | 234 | GOOGL, AAPL, NVDA |
| Kontiki Capital Management (HK) | — | $1.5bn | 7 | NU, CPNG, HDB |
| Hollencrest Capital Management | — | $1.5bn | 1,191 | UPS, TSLA, AAPL |
| Mangrove Partners IM | — | $1.5bn | 426 | INDV, VISN, ATMU |
| Adelante Capital Management | — | $1.5bn | 42 | WELL, PLD, EQIX |
| Callodine Capital Management, LP | — | $1.5bn | 62 | SPB, VTRS, WWW |
| Marco Investment Management | — | $1.5bn | 245 | AVGO, AAPL, CAT |
| RVW Wealth | — | $1.5bn | 183 | AAPL, HOG, NVDA |
| Algebris (uk) | — | $1.5bn | 73 | AIG, GPN, EQH |
| Wellspring Financial Advisors | — | $1.5bn | 288 | AAPL, NVDA, AMZN |
| Carrhae Capital LLP | — | $1.5bn | 23 | TSM, SE, EMBJ |
| Styrax Capital, LP | — | $1.5bn | 18 | AMZN, AMAT, GOOGL |
| Readystate Asset Management LP | — | $1.5bn | 476 | WBD, NSC, HSY |
| Fairmount Funds Management | — | $1.5bn | 12 | ORKA, DNTH, Damora Therapeutics |
| Arete Wealth Advisors | — | $1.5bn | 334 | AAPL, DIS, NVDA |
| Hodges Capital Management | — | $1.5bn | 223 | WULF, MU, TPL |
| M.D. Sass | — | $1.5bn | 38 | HSIC, AMZN, WMB |
| NBT Bank, N.A. | — | $1.5bn | 1,069 | MSFT, AAPL, GOOGL |
| Alaska Permanent Fund | — | $1.5bn | 14 | PDER, BWEL, Eagle Hospitality Trust Units |
| Rush Island Management, LP | — | $1.5bn | 22 | INVH, ESS, NNN |
| Meritage Portfolio Management | — | $1.5bn | 322 | AAPL, GOOGL, MSFT |
| Hikari Tsushin | — | $1.5bn | 76 | BRK-A, GOOGL, V |
| Fusion Family Wealth | — | $1.5bn | 50 | AAPL, GOOGL, MLI |
| Emerald Investment Advisers | — | $1.5bn | 268 | NVDA, AAPL, GOOGL |
| CFS Investment Advisory Services | — | $1.5bn | 357 | AAPL, NVDA, AVGO |
| Perennial Investment Advisors | — | $1.5bn | 561 | NVDA, AAPL, TSLA |
| Advisor OS | — | $1.5bn | 586 | AAPL, NVDA, NOC |
| Mill Capital Management | — | $1.5bn | 128 | AAPL, MU, GOOG |
| Schaper Benz & Wise Investment Counsel | — | $1.5bn | 160 | AMD, GOOG, CSCO |
| Nexpoint Asset Management, L.P. | — | $1.5bn | 67 | NREF, Nuvalent, GBTG |
| Ethos Financial Group | — | $1.5bn | 648 | AAPL, GOOG, NVDA |
| Johns Hopkins University | — | $1.5bn | 18 | GOOGL, AMZN, MSFT |
| N.E.W. Advisory Services | — | $1.5bn | 980 | AAPL, BRK-B, PG |
| SWF | — | $1.5bn | 14 | BRK-B, BRK-A, NVDA |
| Tandem Investment Advisors | — | $1.5bn | 68 | APH, NEE, ICE |
| ProVise Management Group | — | $1.5bn | 282 | GOOG, AMAT, MSFT |
| Aristotle Capital Boston | — | $1.5bn | 119 | MTSI, HASI, LFUS |
| Fairholme Capital ManagementBruce Berkowitz | Deep value | $1.5bn | 13 | JOE, EPD, OZK |
| Redmile Group | — | $1.5bn | 39 | SRRK, KRYS, STOK |
| Levin Capital Strategies, L.P. | — | $1.5bn | 256 | CAT, GOOGL, BNY |
| Main Management | — | $1.5bn | 95 | — |
| WBH Advisory | — | $1.5bn | 363 | AAPL, MSFT, BRK-B |
| Gemmer Asset Management | — | $1.5bn | 187 | MU, NVDA, ABM |
| Winthrop Advisory Group | — | $1.5bn | 226 | AAPL, MSFT, AMZN |
| Nicolet Advisory Services | — | $1.5bn | 421 | AAPL, BRK-B, MSFT |
| Titleist Asset Management | — | $1.5bn | 410 | TSLA, NVDA, BRK-B |
| Petredis Investment Advisors | — | $1.5bn | 114 | NVDA, MU, GOOGL |
| Cantor Fitzgerald Investment Advisors L.P. | — | $1.5bn | 184 | HPE, CVS, TXN |
| American Express | — | $1.5bn | 1 | GBTG |
| Hackensack Meridian Health | — | $1.5bn | 7 | — |