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.
- Bank of Nova Scotia Trust—
- Value
- $1.2bn
- Stocks
- 173
- Top holdings
- RY, TD, BMO
- Meteora Capital—
- Value
- $1.2bn
- Stocks
- 428
- Top holdings
- GFUZ, CEPO, VLOS
- TritonPoint Partners—
- Value
- $1.2bn
- Stocks
- 351
- Top holdings
- AAPL, GOOGL, GOOG
- Cooper Financial Group—
- Value
- $1.2bn
- Stocks
- 448
- Top holdings
- NVDA, AAPL, AMZN
- Cornerstone Advisory—
- Value
- $1.2bn
- Stocks
- 273
- Top holdings
- AAPL, BRK-B, GOOGL
- Woodstock—
- Value
- $1.2bn
- Stocks
- 163
- Top holdings
- NVDA, MSFT, GOOG
- Oribel Capital Management, LP—
- Value
- $1.2bn
- Stocks
- 50
- Top holdings
- ADI, JBL, MMM
- Trust CO of Toledo NA—
- Value
- $1.2bn
- Stocks
- 865
- Top holdings
- AAPL, MSFT, GOOGL
- Belvedere Trading—
- Value
- $1.2bn
- Stocks
- 316
- Top holdings
- NVDA, MU, SNDK
- Amica Mutual Insurance—
- Value
- $1.2bn
- Stocks
- 142
- Top holdings
- NVDA, AAPL, MSFT
- Consolidated Portfolio Review—
- Value
- $1.2bn
- Stocks
- 34
- Top holdings
- GOOG, GOOGL, AESI
- Relyea Zuckerberg Hanson—
- Value
- $1.2bn
- Stocks
- 302
- Top holdings
- AAPL, NVDA, MSFT
- Blueprint Investment Partners—
- Value
- $1.2bn
- Stocks
- 159
- Top holdings
- SNDR, NVDA, AAPL
- Anchor Investment Management—
- Value
- $1.2bn
- Stocks
- 1,066
- Top holdings
- MSFT, AAPL, V
- Heritage Financial Services—
- Value
- $1.2bn
- Stocks
- 126
- Top holdings
- AAPL, NVDA, MSFT
- Blue Grotto Capital—
- Value
- $1.2bn
- Stocks
- 29
- Top holdings
- SN, TLN, TSM
- Royal Fund Management—
- Value
- $1.2bn
- Stocks
- 273
- Top holdings
- LRCX, NVDA, JPM
- HSG Holding—
- Value
- $1.2bn
- Stocks
- 20
- Top holdings
- PDD, FUTU, PONY
- Bristlecone Advisors—
- Value
- $1.2bn
- Stocks
- 233
- Top holdings
- MSFT, NVDA, AAPL
- Wealth Alliance—
- Value
- $1.2bn
- Stocks
- 573
- Top holdings
- AAPL, MSFT, NVDA
- LVM Capital Management—
- Value
- $1.2bn
- Stocks
- 163
- Top holdings
- AAPL, AVGO, MSFT
- Biglari CapitalActivist
Sardar Biglari
- Value
- $1.2bn
- Stocks
- 12
- Top holdings
- BH, BH-A, RACE
- Khrom Capital Management—
- Value
- $1.2bn
- Stocks
- 15
- Top holdings
- COF, DASH, GXO
- Petersen Hastings Wealth Advisors—
- Value
- $1.2bn
- Stocks
- 87
- Top holdings
- AAPL, MSFT, COST
- Randolph—
- Value
- $1.2bn
- Stocks
- 47
- Top holdings
- GLW, AVGO, PANW
- Canandaigua National Bank & Trust—
- Value
- $1.2bn
- Stocks
- 305
- Top holdings
- AAPL, MSFT, XOM
- GRS Advisors—
- Value
- $1.2bn
- Stocks
- 27
- Top holdings
- CTRE, AMT, CBRE
- Clarkston Capital PartnersQuality
Jeff Hakala
- Value
- $1.2bn
- Stocks
- 96
- Top holdings
- POST, CLVT, AMG
- Arlington Trust—
- Value
- $1.2bn
- Stocks
- 846
- Top holdings
- AAPL, BRK-B, NVDA
- Transamerica Financial Advisors—
- Value
- $1.2bn
- Stocks
- 2,180
- Top holdings
- NVDA, AVGO, GEV
- Crescent Grove Advisors—
- Value
- $1.2bn
- Stocks
- 297
- Top holdings
- ZWS, CDW, MAN
- Financial Synergies Wealth Advisors—
- Value
- $1.2bn
- Stocks
- 116
- Top holdings
- MU, AAPL, SNDK
- Nadler Financial Group—
- Value
- $1.2bn
- Stocks
- 149
- Top holdings
- AAPL, NVDA, MSFT
- MMCAP International Inc. SPC—
- Value
- $1.2bn
- Stocks
- 303
- Top holdings
- ARIS, ASTL, CXII
- Cache Advisors—
- Value
- $1.2bn
- Stocks
- 139
- Top holdings
- NVDA, AAPL, AVGO
- Kohmann Bosshard Financial Services—
- Value
- $1.2bn
- Stocks
- 229
- Top holdings
- AAPL, SCHW, NVDA
- Trust Point—
- Value
- $1.2bn
- Stocks
- 463
- Top holdings
- NVDA, PFG, GOOGL
- Zuckerman Investment Group—
- Value
- $1.2bn
- Stocks
- 137
- Top holdings
- VRT, GOOGL, ICLR
- Tanglewood Wealth Management—
- Value
- $1.2bn
- Stocks
- 44
- Top holdings
- GOOGL, BRK-A, AAPL
- Waycross Partners—
- Value
- $1.2bn
- Stocks
- 72
- Top holdings
- GOOGL, NVDA, AAPL
- Townsend & Associates—
- Value
- $1.2bn
- Stocks
- 114
- Top holdings
- BHP, NTR, MYRG
- American National Bank & Trust—
- Value
- $1.2bn
- Stocks
- 631
- Top holdings
- GOOGL, AAPL, AMZN
- KWB Wealth—
- Value
- $1.2bn
- Stocks
- 169
- Top holdings
- LPLA, AAPL, MSFT
- Clarity Financial—
- Value
- $1.2bn
- Stocks
- 127
- Top holdings
- MSFT, GOOG, ABBV
- Verus Financial Partners—
- Value
- $1.2bn
- Stocks
- 127
- Top holdings
- PM, MO, AAPL
- Motco—
- Value
- $1.2bn
- Stocks
- 840
- Top holdings
- AVGO, AAPL, GOOGL
- Jacobs—
- Value
- $1.2bn
- Stocks
- 134
- Top holdings
- AAPL, NVDA, AMD
- Pinkerton Wealth—
- Value
- $1.2bn
- Stocks
- 103
- Top holdings
- COP, XOM, MSFT
- MASTERINVEST Kapitalanlage GmbH—
- Value
- $1.2bn
- Stocks
- 300
- Top holdings
- NVDA, AAPL, MSFT
- Estate Counselors—
- Value
- $1.2bn
- Stocks
- 91
- Top holdings
- CHTR, CRBG, STX
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Bank of Nova Scotia Trust | — | $1.2bn | 173 | RY, TD, BMO |
| Meteora Capital | — | $1.2bn | 428 | GFUZ, CEPO, VLOS |
| TritonPoint Partners | — | $1.2bn | 351 | AAPL, GOOGL, GOOG |
| Cooper Financial Group | — | $1.2bn | 448 | NVDA, AAPL, AMZN |
| Cornerstone Advisory | — | $1.2bn | 273 | AAPL, BRK-B, GOOGL |
| Woodstock | — | $1.2bn | 163 | NVDA, MSFT, GOOG |
| Oribel Capital Management, LP | — | $1.2bn | 50 | ADI, JBL, MMM |
| Trust CO of Toledo NA | — | $1.2bn | 865 | AAPL, MSFT, GOOGL |
| Belvedere Trading | — | $1.2bn | 316 | NVDA, MU, SNDK |
| Amica Mutual Insurance | — | $1.2bn | 142 | NVDA, AAPL, MSFT |
| Consolidated Portfolio Review | — | $1.2bn | 34 | GOOG, GOOGL, AESI |
| Relyea Zuckerberg Hanson | — | $1.2bn | 302 | AAPL, NVDA, MSFT |
| Blueprint Investment Partners | — | $1.2bn | 159 | SNDR, NVDA, AAPL |
| Anchor Investment Management | — | $1.2bn | 1,066 | MSFT, AAPL, V |
| Heritage Financial Services | — | $1.2bn | 126 | AAPL, NVDA, MSFT |
| Blue Grotto Capital | — | $1.2bn | 29 | SN, TLN, TSM |
| Royal Fund Management | — | $1.2bn | 273 | LRCX, NVDA, JPM |
| HSG Holding | — | $1.2bn | 20 | PDD, FUTU, PONY |
| Bristlecone Advisors | — | $1.2bn | 233 | MSFT, NVDA, AAPL |
| Wealth Alliance | — | $1.2bn | 573 | AAPL, MSFT, NVDA |
| LVM Capital Management | — | $1.2bn | 163 | AAPL, AVGO, MSFT |
| Biglari CapitalSardar Biglari | Activist | $1.2bn | 12 | BH, BH-A, RACE |
| Khrom Capital Management | — | $1.2bn | 15 | COF, DASH, GXO |
| Petersen Hastings Wealth Advisors | — | $1.2bn | 87 | AAPL, MSFT, COST |
| Randolph | — | $1.2bn | 47 | GLW, AVGO, PANW |
| Canandaigua National Bank & Trust | — | $1.2bn | 305 | AAPL, MSFT, XOM |
| GRS Advisors | — | $1.2bn | 27 | CTRE, AMT, CBRE |
| Clarkston Capital PartnersJeff Hakala | Quality | $1.2bn | 96 | POST, CLVT, AMG |
| Arlington Trust | — | $1.2bn | 846 | AAPL, BRK-B, NVDA |
| Transamerica Financial Advisors | — | $1.2bn | 2,180 | NVDA, AVGO, GEV |
| Crescent Grove Advisors | — | $1.2bn | 297 | ZWS, CDW, MAN |
| Financial Synergies Wealth Advisors | — | $1.2bn | 116 | MU, AAPL, SNDK |
| Nadler Financial Group | — | $1.2bn | 149 | AAPL, NVDA, MSFT |
| MMCAP International Inc. SPC | — | $1.2bn | 303 | ARIS, ASTL, CXII |
| Cache Advisors | — | $1.2bn | 139 | NVDA, AAPL, AVGO |
| Kohmann Bosshard Financial Services | — | $1.2bn | 229 | AAPL, SCHW, NVDA |
| Trust Point | — | $1.2bn | 463 | NVDA, PFG, GOOGL |
| Zuckerman Investment Group | — | $1.2bn | 137 | VRT, GOOGL, ICLR |
| Tanglewood Wealth Management | — | $1.2bn | 44 | GOOGL, BRK-A, AAPL |
| Waycross Partners | — | $1.2bn | 72 | GOOGL, NVDA, AAPL |
| Townsend & Associates | — | $1.2bn | 114 | BHP, NTR, MYRG |
| American National Bank & Trust | — | $1.2bn | 631 | GOOGL, AAPL, AMZN |
| KWB Wealth | — | $1.2bn | 169 | LPLA, AAPL, MSFT |
| Clarity Financial | — | $1.2bn | 127 | MSFT, GOOG, ABBV |
| Verus Financial Partners | — | $1.2bn | 127 | PM, MO, AAPL |
| Motco | — | $1.2bn | 840 | AVGO, AAPL, GOOGL |
| Jacobs | — | $1.2bn | 134 | AAPL, NVDA, AMD |
| Pinkerton Wealth | — | $1.2bn | 103 | COP, XOM, MSFT |
| MASTERINVEST Kapitalanlage GmbH | — | $1.2bn | 300 | NVDA, AAPL, MSFT |
| Estate Counselors | — | $1.2bn | 91 | CHTR, CRBG, STX |