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
Fiduciary Alliance	—	$1.5bn	535	AAPL, JPM, MSFT
Mosaic Family Wealth Partners	—	$1.5bn	428	AAPL, NVDA, MU
Transcend Capital Advisors	—	$1.5bn	814	AAPL, BRK-B, MSFT
Lanark Financial	—	$1.5bn	2,420	AAPL, NVDA, MSFT
Knightsbridge Asset Management	—	$1.5bn	339	SIMO, AAPL, GOOGL
Hilton Capital Management	—	$1.5bn	135	NVDA, MSFT, AAPL
Partners Group Holding AG	—	$1.5bn	52	KLC, APO, ARES
Harbor Capital Advisors	—	$1.5bn	1,213	AMZN, GOOGL, AAPL
Rovida Investment Management	—	$1.5bn	20	NBIS, GOOGL, BA
Edgemoor Investment Advisors	—	$1.5bn	188	AMAT, AAPL, URI
MBL Wealth	—	$1.5bn	381	AAPL, NVDA, MSFT
Park West Asset Management	—	$1.5bn	46	FLEX, AMZN, HQY
Neumeier Poma Investment Counsel	—	$1.5bn	42	DY, HASI, SIMO
Arini Capital Management	—	$1.5bn	28	ECHO, AMBP, SABR
CapWealth Advisors	—	$1.5bn	118	GLW, Federal Natl MTG Assn VAR PFD SER P, WMB
FORA Capital	—	$1.5bn	345	BSX, INTU, FISV
Penobscot Investment Management Company	—	$1.5bn	315	AAPL, NVDA, AVGO
Bank Hapoalim BM	—	$1.5bn	107	TSLA, KLAC, GOOG
Chai Trust	—	$1.5bn	12	ARDT, VMRK, ELS
Verity & Verity	—	$1.5bn	138	DELL, AVGO, STT
SHP Wealth Management	—	$1.5bn	1,975	AAPL, NVDA, AMZN
Danmarks Nationalbank	—	$1.5bn	1	—
Maven Securities	—	$1.5bn	164	State STR Spdr S&P 500 ETF T, MSFT, Advanced Micro Devices
Torno Capital	—	$1.5bn	31	NVDA, MSFT, GOOG
Baring Fintech Manager Holding	—	$1.5bn	1	KSPI
Vantage Investment Partners	—	$1.4bn	64	GOOG, UNH, WSO
Narwhal Capital Management	—	$1.4bn	155	NVDA, GOOG, AAPL
Weitz Investment ManagementWally Weitz	Value	$1.4bn	50	BRK-B, GOOG, DHR
Nilsine Partners	—	$1.4bn	429	ATO, AAPL, LRCX
Harvey Partners	—	$1.4bn	47	NPO, MTRN, MKSI
One Day In July	—	$1.4bn	167	AAPL, NVDA, MSFT
Point72 (DIFC)	—	$1.4bn	900	META, MSFT, TSM
Colonial Trust Advisors	—	$1.4bn	803	AAPL, MSFT, GOOGL
Bristol Gate Capital Partners	—	$1.4bn	33	AMAT, KLAC, LLY
Inspire Advisors	—	$1.4bn	722	MRVL, CAT, AAPL
Clean Energy Transition LLP	—	$1.4bn	14	FSLR, SWK, EMR
Soma Equity Partners LP	—	$1.4bn	24	NVDA, AMZN, RIVN
Unison Advisors	—	$1.4bn	173	COF, NUE, META
Value Partners Investments	—	$1.4bn	104	MSFT, CNI, SLF
Hemenway Trust	—	$1.4bn	135	AMD, GOOGL, NVDA
Washington Trust Bank	—	$1.4bn	206	PCAR, AAPL, MSFT
Harbor Investment Advisory	—	$1.4bn	1,309	MAR, AAPL, GOOGL
Arnhold	—	$1.4bn	113	COHR, VRT, GOOGL
V3 Holding	—	$1.4bn	1	CIFR
Tompkins Financial	—	$1.4bn	548	TMP, AAPL, NVDA
Tensor Edge Capital	—	$1.4bn	17	MU, INTC, MRVL
Summit Financial Strategies	—	$1.4bn	172	PKG, AAPL, BRK-B
United Asset Strategies	—	$1.4bn	259	NVDA, AAPL, GOOGL
Main Management Fund Advisors	—	$1.4bn	8	—
Nixon Peabody Trust	—	$1.4bn	177	NVDA, AAPL, MSFT

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