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.

See all

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.

See all

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.

See all

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.

See all

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
North of South Capital LLP	—	$1.4bn	28	IBN, YPF, JD
Kimelman & Baird	—	$1.4bn	260	AAPL, MRVL, JPM
Richard C. Young	—	$1.4bn	101	MU, DELL, CAT
Intrust Bank NA	—	$1.4bn	416	NVDA, AAPL, HCA
Crosslink Capital	—	$1.4bn	22	CHYM, LRCX, MU
Rwwm	—	$1.4bn	40	DJCO, BABA, WFC
Galvin, Gaustad & Stein	—	$1.4bn	261	NVDA, GE, AMZN
Optimus Prime Fund Management	—	$1.4bn	26	FROG, SNOW, OKTA
Mainstay Capital Management LLC /adv	—	$1.4bn	144	LRCX, NVDA, GOOG
McIlrath & Eck	—	$1.3bn	1,637	MSFT, AAPL, COST
Sagefield Capital LP	—	$1.3bn	107	EXE, PR, DBRG
Campbell Newman Asset Management	—	$1.3bn	99	KLAC, AAPL, AVGO
Washington Trust Advisors	—	$1.3bn	723	PWR, PANW, AAPL
NewSquare Capital	—	$1.3bn	227	JPM, NVDA, IBM
Alta Capital Management	—	$1.3bn	109	GOOGL, NVDA, AMZN
Applied Finance Capital Management	—	$1.3bn	218	AAPL, AMAT, KLAC
Sovran Advisors	—	$1.3bn	615	AAPL, MSFT, NVDA
Tortoise Investment Management	—	$1.3bn	252	AAPL, BRK-B, PGR
DT Investment Partners	—	$1.3bn	511	MSFT, JNJ, JPM
Central Securities	—	$1.3bn	29	GOOGL, ADI, PGR
Edgar Lomax	—	$1.3bn	58	TGT, UNH, CVS
Greenbrier Partners Capital Management	—	$1.3bn	11	AAPL, META, COST
Austin Private Wealth	—	$1.3bn	265	AAPL, NVDA, MSFT
Condor Capital Management	—	$1.3bn	173	AAPL, GOOGL, MSFT
Graticule Asia Macro Advisors	—	$1.3bn	208	BE, NVDA, DXPE
Ovata Capital Management	—	$1.3bn	43	Seagate HDD Cayman, WEC Energy Group, PPL CAP FDG
German American Bancorp	—	$1.3bn	156	MU, GOOGL, NVDA
CSS	—	$1.3bn	694	Hewlett Packard Enterprise C, Apollo Global Mgmt, Bank of Amer
Boxer Capital Management	—	$1.3bn	63	TNGX, RVMD, ABVX
Callahan Advisors	—	$1.3bn	181	GOOG, META, AMZN
Laurion Capital Management LP	—	$1.3bn	250	NSC, EA, WBD
Means Investment	—	$1.3bn	198	AAPL, NVDA, AMZN
Cullinan Associates	—	$1.3bn	204	AAPL, KO, MSFT
BTG Pactual Asset Management US	—	$1.3bn	413	NVDA, AMZN, TSM
Cadian Capital Management, LP	—	$1.3bn	28	IQV, GH, FLYW
JNBA Financial Advisors	—	$1.3bn	829	APG, AFL, MSFT
Windward Capital Management	—	$1.3bn	73	AAPL, GOOGL, GOOG
Tweedy, BrowneTweedy Browne partners	Deep value	$1.3bn	91	CNH, IONS, KOF
TCV Trust & Wealth Management	—	$1.3bn	226	AVGO, GLW, AAPL
Stonebridge Financial Group	—	$1.3bn	275	AAPL, GOOGL, MSFT
Brandywine OAK Private Wealth	—	$1.3bn	245	AAPL, NVDA, GOOGL
Leith Wheeler Investment Counsel	—	$1.3bn	85	MSFT, UNH, GOOGL
Insight Holdings Group	—	$1.3bn	30	EQPT, HAWK, NVDA
Sone Capital Management	—	$1.3bn	108	HEI-A, VLTO, QGEN
Advanced Micro Devices	—	$1.3bn	6	SPCX, SANM, NTNX
Journey Advisory Group	—	$1.3bn	282	AAPL, MSFT, GOOGL
Bramshill Investments	—	$1.3bn	157	NLY, AGNC, CQP
SlateStone Wealth	—	$1.3bn	296	AAPL, NVDA, MSFT
GAM Holding AG	—	$1.3bn	273	NVDA, GOOGL, MSFT
Sora Investors	—	$1.3bn	76	OLED, ASML, AEIS

Showing 2101 to 2150 of 9384

Previous Next

Show only the long-term investors we follow