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
Payden & Rygel	—	$1.3bn	131	AAPL, JPM, AMZN
Parkside Financial Bank & Trust	—	$1.3bn	2,684	BLK, AAPL, ROIV
Waratah Capital Advisors	—	$1.3bn	107	DSGX, TDY, FSS
QV Investors	—	$1.3bn	68	SUNC, CNI, RY
Koss-Olinger Consulting	—	$1.3bn	172	NVDA, AAPL, GE
American Trust	—	$1.3bn	334	SRCE, AAPL, MSFT
FourThought Financial Partners	—	$1.3bn	393	AVGO, MSFT, KLAC
Kryger Capital	—	$1.3bn	50	NSC, Confluent, Exact Sciences
CCM Investment Advisers	—	$1.3bn	88	STX, AMAT, CAT
Wescott Financial Advisory Group	—	$1.3bn	200	AAPL, MRK, LLY
Syntegra Private Wealth Group	—	$1.3bn	199	AAPL, NVDA, MSFT
Charter Oak Capital Management	—	$1.3bn	208	AAPL, ADI, MSFT
First Business Financial Services	—	$1.3bn	201	FBIZ, NVDA, AAPL
Hengehold Capital Management	—	$1.3bn	229	PG, MSFT, UPS
Heartwood Wealth Advisors	—	$1.3bn	227	AAPL, BRK-B, GOOGL
Cardiff Park Advisors	—	$1.3bn	347	META, AAPL, GOOG
Stack Financial Management	—	$1.3bn	54	WMT, MSFT, PWR
Infrastructure Capital Advisors	—	$1.3bn	179	ET, SUN, PAA
SPC Financial	—	$1.3bn	278	AAPL, MSFT, JPM
Mcdaniel Terry	—	$1.3bn	81	TSM, MSFT, AAPL
Formuepleje A/S	—	$1.3bn	96	NVDA, GOOGL, TSM
ARS Wealth Advisors Group	—	$1.3bn	220	AVGO, AAPL, GOOG
True Freedom Investing	—	$1.3bn	97	COP, XOM, MSFT
Ibex Wealth Advisors	—	$1.3bn	209	NVDA, MU, AVGO
Anderson Hoagland	—	$1.3bn	136	NVDA, AMZN, MSFT
Fiduciary Group	—	$1.3bn	305	AAPL, GOOG, MSFT
Clark Asset Management	—	$1.3bn	294	AAPL, AMZN, MSFT
Kapitalo Investimentos Ltda	—	$1.3bn	51	TSLA, AMZN, TSM
Forbes J M & CO LLP	—	$1.3bn	159	NVDA, GOOGL, AAPL
Baskin Financial Services	—	$1.3bn	54	GOOG, AAPL, TSM
Wealth Architects	—	$1.3bn	248	LRCX, AAPL, BRK-B
Jackson Thornton Wealth Management	—	$1.3bn	417	AAPL, NVDA, MSFT
Mmbg Investment Advisors	—	$1.3bn	177	AAPL, GOOGL, AMZN
Navellier & Associates	—	$1.3bn	322	NVDA, STX, BE
Wilkinson Global Asset Management	—	$1.3bn	62	NVDA, TSM, JPM
Convergence Financial	—	$1.3bn	272	NVDA, AAPL, GOOGL
Conservest Capital Advisors	—	$1.3bn	132	AAPL, AMZN, LRCX
Fishman JAY A	—	$1.3bn	79	AAPL, GOOGL, AMZN
RKL Wealth Management	—	$1.3bn	189	AAPL, GOOGL, MU
J. L. Bainbridge	—	$1.3bn	111	AAPL, MSFT, GOOGL
Rothschild Wealth	—	$1.3bn	656	AAPL, NVDA, JPM
Prime Capital Management	—	$1.3bn	7	TSM, TSLA, MU
Private Trust CO NA	—	$1.3bn	2,707	AAPL, MSFT, NVDA
Capricorn Fund Managers	—	$1.3bn	167	LPLA, KKR, BP
Hartford Funds Management	—	$1.3bn	98	GOOGL, AAPL, NVDA
FountainVest China Capital Partners GP3	—	$1.2bn	2	AS, QFIN
AWM Capital	—	$1.2bn	122	FFIN, AAPL, GOOGL
KLCM Advisors	—	$1.2bn	283	NVDA, AAPL, ATI
Advent Capital Management	—	$1.2bn	54	Bank of Amer, Wells Fargo, NextEra Energy
SP Asset Management	—	$1.2bn	137	META, AAPL, BRK-B

Showing 2151 to 2200 of 9384

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Show only the long-term investors we follow