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
JTC Employer Solutions Trustee	—	$1.2bn	313	GSK, GOOGL, JPM
Ledyard National Bank	—	$1.2bn	255	AAPL, AVGO, MSFT
SYM Financial	—	$1.2bn	530	DOW, AAPL, NVDA
LRI Investments	—	$1.2bn	1,953	ARES, AAPL, NVDA
E20 Capital	—	$1.2bn	22	INTC, HOOD, STM
Certified Advisory	—	$1.2bn	327	AAPL, BRK-B, NVDA
United Services Automobile Association	—	$1.2bn	15	RANI
Linden Thomas Advisory Services	—	$1.2bn	542	NVDA, GOOGL, AVGO
First Nebraska Trust	—	$1.2bn	231	SYY, AAPL, AMAT
Caldwell Trust	—	$1.2bn	811	AAPL, NVDA, GOOGL
a16z Perennial Management, L.P.	—	$1.2bn	61	COIN, NU, IOT
Continuum Advisory	—	$1.2bn	1,986	AAPL, WMT, MU
Spirepoint Private Client	—	$1.2bn	332	UPS, AAPL, GOOGL
140 Summer Partners LP	—	$1.2bn	20	VSAT, MTZ, KGS
Kintegral Advisory	—	$1.2bn	234	NVDA, GOOGL, MSFT
Hilltop Holdings	—	$1.2bn	672	AAPL, NVDA, AMZN
Rockbridge Investment Management, LCC	—	$1.2bn	146	AAPL, GE, MSFT
Rossmore Private Capital	—	$1.2bn	340	XOM, AAPL, CVX
Oxbow Advisors	—	$1.2bn	265	EPD, GOOG, AAPL
Sandhill Capital Partners	—	$1.2bn	98	APH, GE, TXN
Cape COD Five Cents Savings Bank	—	$1.2bn	203	AAPL, GOOG, MSFT
Matrix Asset AdvisorsDavid Katz	Value	$1.2bn	106	MSFT, GOOG, PNC
Clough Capital Partners L P	—	$1.2bn	101	GOOG, AMZN, NVDA
Baader Bank Aktiengesellschaft	—	$1.2bn	391	GOOGL, AMZN, MSFT
West Virginia University Foundation	—	$1.2bn	6	—
TD Capital Management	—	$1.2bn	795	AZO, AAPL, MSFT
Numerai GP	—	$1.2bn	710	AME, OZK, WAB
Folger Nolan Fleming Douglas Capital Management	—	$1.2bn	180	CTVA, Q, AAPL
Spartan Wealth Advisory Services	—	$1.2bn	320	GOOGL, AAPL, NVDA
Northside Capital Management	—	$1.2bn	187	TXN, GOOGL, EPD
Norden Group	—	$1.2bn	701	AAPL, NVDA, MSFT
Allen Capital Group	—	$1.2bn	316	BRK-B, AAPL, TSM
Godsey & Gibb	—	$1.2bn	383	GLW, AAPL, AVGO
Monograph Wealth Advisors	—	$1.2bn	143	AAPL, CWK, NVDA
Samsara Biocapital	—	$1.2bn	24	SRRK, ALMS, MLYS
Shepherd Financial Partners	—	$1.2bn	256	AAPL, GOOG, AMZN
Tributary Capital Management	—	$1.2bn	135	NPO, COHU, ESE
Thames Capital Management	—	$1.2bn	56	STT, GE, MU
Ophir Asset Management Pty	—	$1.2bn	36	MRX, SXI, VVX
Salomon & Ludwin	—	$1.2bn	2,116	MSFT, AAPL, MO
E-L Financial	—	$1.2bn	1	—
Willow Creek Wealth Management	—	$1.2bn	180	AAPL, COST, CSCO
Coppell Advisory Solutions	—	$1.2bn	553	SOFI, HOOD, SOLS
Mane Global Capital Management LP	—	$1.2bn	54	GOOGL, ARMK, LYV
Nemes Rush Group	—	$1.2bn	945	AAPL, AVGO, LRCX
DV Trading	—	$1.2bn	395	GOOG, BRK-B, CGON
Summit Wealth Group	—	$1.2bn	396	AAPL, NVDA, AMZN
Moody National Bank Trust Division	—	$1.2bn	496	NVDA, AAPL, MSFT
RDST Capital	—	$1.2bn	18	JHX, TSM, MLM
Legato Capital Management	—	$1.2bn	678	AGX, SNEX, IESC

Showing 2201 to 2250 of 9384

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Show only the long-term investors we follow