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.
- Lombard Odier Asset Management (Europe)—
- Value
- $1.4bn
- Stocks
- 142
- Top holdings
- NVDA, GOOGL, AMZN
- Magnus Financial Group—
- Value
- $1.4bn
- Stocks
- 387
- Top holdings
- AAPL, JPM, AMZN
- Sonora Investment Management Group—
- Value
- $1.4bn
- Stocks
- 301
- Top holdings
- MSFT, AAPL, ORCL
- Pembroke Management—
- Value
- $1.4bn
- Stocks
- 100
- Top holdings
- P, MOD, MPWR
- First Long Island Investors—
- Value
- $1.4bn
- Stocks
- 73
- Top holdings
- APH, NVDA, AMZN
- MidFirst Bank—
- Value
- $1.4bn
- Stocks
- 943
- Top holdings
- NVDA, AAPL, GOOGL
- Sava Infond d.o.o.—
- Value
- $1.4bn
- Stocks
- 242
- Top holdings
- GOOGL, AVGO, ANET
- Novare Capital Management—
- Value
- $1.4bn
- Stocks
- 210
- Top holdings
- AAPL, GOOGL, MSFT
- Efficient Advisors—
- Value
- $1.4bn
- Stocks
- 58
- Top holdings
- JPM
- GuardCap Asset ManagementQuality
GuardCap team
- Value
- $1.4bn
- Stocks
- 18
- Top holdings
- CME, UNH, YUMC
- Pale Fire Capital SE—
- Value
- $1.4bn
- Stocks
- 71
- Top holdings
- GRPN, BTG, ZD
- Van Hulzen Asset Management—
- Value
- $1.4bn
- Stocks
- 387
- Top holdings
- AAPL, GOOGL, AVGO
- Weatherly Asset Management L. P.—
- Value
- $1.4bn
- Stocks
- 188
- Top holdings
- LLY, AAPL, AMZN
- Retirement Investment Advisors—
- Value
- $1.4bn
- Stocks
- 66
- Top holdings
- AAPL, BRK-B, NVDA
- First Financial Bank - Trust Division—
- Value
- $1.4bn
- Stocks
- 208
- Top holdings
- AAPL, PG, FFBC
- Impactive CapitalActivist
Lauren Taylor Wolfe
- Value
- $1.4bn
- Stocks
- 8
- Top holdings
- VAC, WEX, ABG
- Traphagen Investment Advisors—
- Value
- $1.4bn
- Stocks
- 219
- Top holdings
- AAPL, CME, BRK-A
- Parkwood—
- Value
- $1.4bn
- Stocks
- 71
- Top holdings
- GOOG, TSM, AMZN
- Madrone Advisors—
- Value
- $1.4bn
- Stocks
- 6
- Top holdings
- STUB, STNE, QXO
- Private Wealth Partners—
- Value
- $1.4bn
- Stocks
- 178
- Top holdings
- AAPL, NVDA, GOOGL
- Pertento Partners LLP—
- Value
- $1.4bn
- Stocks
- 14
- Top holdings
- USFD, PRMB, IESC
- Scheer, Rowlett & Associates Investment Management—
- Value
- $1.4bn
- Stocks
- 30
- Top holdings
- RY, TD, CNI
- Irenic CapitalActivist
Adam Katz
- Value
- $1.4bn
- Stocks
- 43
- Top holdings
- SNAP, RAL, ITGR
- AltraVue Capital—
- Value
- $1.4bn
- Stocks
- 26
- Top holdings
- SNEX, VSEC, TFIN
- Axxion—
- Value
- $1.4bn
- Stocks
- 496
- Top holdings
- CVNA, CACC, META
- Telemark Asset Management—
- Value
- $1.4bn
- Stocks
- 57
- Top holdings
- NVDA, CCJ, NOVT
- Kwmg—
- Value
- $1.4bn
- Stocks
- 153
- Top holdings
- STX, LRCX, GLW
- Rakuten Group—
- Value
- $1.4bn
- Stocks
- 5
- Top holdings
- ASTS
- Dundas Partners LLP—
- Value
- $1.4bn
- Stocks
- 31
- Top holdings
- AMAT, TSM, GOOG
- Teewinot Capital Advisers, L.L.C.—
- Value
- $1.4bn
- Stocks
- 31
- Top holdings
- LLY, GOOGL, AMZN
- Crewe Advisors—
- Value
- $1.4bn
- Stocks
- 1,135
- Top holdings
- PACS, BRK-A, MSFT
- Diversified Portfolios—
- Value
- $1.4bn
- Stocks
- 201
- Top holdings
- AAPL, AMZN, UMBF
- Advyzon Investment Management—
- Value
- $1.4bn
- Stocks
- 754
- Top holdings
- NVDA, AAPL, AVGO
- Leo Wealth—
- Value
- $1.4bn
- Stocks
- 452
- Top holdings
- AFRM, JNJ, AAPL
- PKO Investment Management Joint-Stock—
- Value
- $1.4bn
- Stocks
- 228
- Top holdings
- NVDA, AAPL, MU
- XML Financial—
- Value
- $1.4bn
- Stocks
- 447
- Top holdings
- AAPL, MSFT, BRK-B
- CGN Advisors—
- Value
- $1.4bn
- Stocks
- 322
- Top holdings
- AAPL, NVDA, GOOGL
- Mcdonald Capital Investors—
- Value
- $1.4bn
- Stocks
- 20
- Top holdings
- PGR, BRK-B, REGN
- W.G. Shaheen & Associates DBA Whitney—
- Value
- $1.4bn
- Stocks
- 179
- Top holdings
- AAPL, GOOG, MSFT
- AE Industrial Partners, LP—
- Value
- $1.4bn
- Stocks
- 4
- Top holdings
- FLY, YSS, CTSH
- Fernbridge Capital Management LP—
- Value
- $1.4bn
- Stocks
- 16
- Top holdings
- CRM, V, PTC
- Litman Gregory Wealth Management—
- Value
- $1.4bn
- Stocks
- 356
- Top holdings
- AAPL, GOOG, MSFT
- Amplius Wealth Advisors—
- Value
- $1.4bn
- Stocks
- 211
- Top holdings
- CB, BX, AAPL
- Clearwater Capital Advisors—
- Value
- $1.4bn
- Stocks
- 189
- Top holdings
- AAPL, IBRX, MSFT
- Phillips Financial Management—
- Value
- $1.4bn
- Stocks
- 291
- Top holdings
- JPM, AAPL, NVDA
- Prelude Capital Management—
- Value
- $1.4bn
- Stocks
- 1,171
- Top holdings
- WBD, Chart Inds, BHF
- Bpifrance SA—
- Value
- $1.4bn
- Stocks
- 2
- Top holdings
- STLA, CSTM
- Oak Grove Capital—
- Value
- $1.4bn
- Stocks
- 97
- Top holdings
- MU, NVDA, NBIS
- Bangor Savings Bank—
- Value
- $1.4bn
- Stocks
- 543
- Top holdings
- AAPL, JPM, GOOGL
- Talbot Financial—
- Value
- $1.4bn
- Stocks
- 71
- Top holdings
- AAPL, AMAT, MSFT
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Lombard Odier Asset Management (Europe) | — | $1.4bn | 142 | NVDA, GOOGL, AMZN |
| Magnus Financial Group | — | $1.4bn | 387 | AAPL, JPM, AMZN |
| Sonora Investment Management Group | — | $1.4bn | 301 | MSFT, AAPL, ORCL |
| Pembroke Management | — | $1.4bn | 100 | P, MOD, MPWR |
| First Long Island Investors | — | $1.4bn | 73 | APH, NVDA, AMZN |
| MidFirst Bank | — | $1.4bn | 943 | NVDA, AAPL, GOOGL |
| Sava Infond d.o.o. | — | $1.4bn | 242 | GOOGL, AVGO, ANET |
| Novare Capital Management | — | $1.4bn | 210 | AAPL, GOOGL, MSFT |
| Efficient Advisors | — | $1.4bn | 58 | JPM |
| GuardCap Asset ManagementGuardCap team | Quality | $1.4bn | 18 | CME, UNH, YUMC |
| Pale Fire Capital SE | — | $1.4bn | 71 | GRPN, BTG, ZD |
| Van Hulzen Asset Management | — | $1.4bn | 387 | AAPL, GOOGL, AVGO |
| Weatherly Asset Management L. P. | — | $1.4bn | 188 | LLY, AAPL, AMZN |
| Retirement Investment Advisors | — | $1.4bn | 66 | AAPL, BRK-B, NVDA |
| First Financial Bank - Trust Division | — | $1.4bn | 208 | AAPL, PG, FFBC |
| Impactive CapitalLauren Taylor Wolfe | Activist | $1.4bn | 8 | VAC, WEX, ABG |
| Traphagen Investment Advisors | — | $1.4bn | 219 | AAPL, CME, BRK-A |
| Parkwood | — | $1.4bn | 71 | GOOG, TSM, AMZN |
| Madrone Advisors | — | $1.4bn | 6 | STUB, STNE, QXO |
| Private Wealth Partners | — | $1.4bn | 178 | AAPL, NVDA, GOOGL |
| Pertento Partners LLP | — | $1.4bn | 14 | USFD, PRMB, IESC |
| Scheer, Rowlett & Associates Investment Management | — | $1.4bn | 30 | RY, TD, CNI |
| Irenic CapitalAdam Katz | Activist | $1.4bn | 43 | SNAP, RAL, ITGR |
| AltraVue Capital | — | $1.4bn | 26 | SNEX, VSEC, TFIN |
| Axxion | — | $1.4bn | 496 | CVNA, CACC, META |
| Telemark Asset Management | — | $1.4bn | 57 | NVDA, CCJ, NOVT |
| Kwmg | — | $1.4bn | 153 | STX, LRCX, GLW |
| Rakuten Group | — | $1.4bn | 5 | ASTS |
| Dundas Partners LLP | — | $1.4bn | 31 | AMAT, TSM, GOOG |
| Teewinot Capital Advisers, L.L.C. | — | $1.4bn | 31 | LLY, GOOGL, AMZN |
| Crewe Advisors | — | $1.4bn | 1,135 | PACS, BRK-A, MSFT |
| Diversified Portfolios | — | $1.4bn | 201 | AAPL, AMZN, UMBF |
| Advyzon Investment Management | — | $1.4bn | 754 | NVDA, AAPL, AVGO |
| Leo Wealth | — | $1.4bn | 452 | AFRM, JNJ, AAPL |
| PKO Investment Management Joint-Stock | — | $1.4bn | 228 | NVDA, AAPL, MU |
| XML Financial | — | $1.4bn | 447 | AAPL, MSFT, BRK-B |
| CGN Advisors | — | $1.4bn | 322 | AAPL, NVDA, GOOGL |
| Mcdonald Capital Investors | — | $1.4bn | 20 | PGR, BRK-B, REGN |
| W.G. Shaheen & Associates DBA Whitney | — | $1.4bn | 179 | AAPL, GOOG, MSFT |
| AE Industrial Partners, LP | — | $1.4bn | 4 | FLY, YSS, CTSH |
| Fernbridge Capital Management LP | — | $1.4bn | 16 | CRM, V, PTC |
| Litman Gregory Wealth Management | — | $1.4bn | 356 | AAPL, GOOG, MSFT |
| Amplius Wealth Advisors | — | $1.4bn | 211 | CB, BX, AAPL |
| Clearwater Capital Advisors | — | $1.4bn | 189 | AAPL, IBRX, MSFT |
| Phillips Financial Management | — | $1.4bn | 291 | JPM, AAPL, NVDA |
| Prelude Capital Management | — | $1.4bn | 1,171 | WBD, Chart Inds, BHF |
| Bpifrance SA | — | $1.4bn | 2 | STLA, CSTM |
| Oak Grove Capital | — | $1.4bn | 97 | MU, NVDA, NBIS |
| Bangor Savings Bank | — | $1.4bn | 543 | AAPL, JPM, GOOGL |
| Talbot Financial | — | $1.4bn | 71 | AAPL, AMAT, MSFT |