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
Coliseum Capital Management	—	$1.2bn	11	SONO, BLDR, HRI
Forge Financial Services	—	$1.2bn	36	UPS, BRK-B, AMZN
Compass Ion Advisors	—	$1.2bn	297	NVDA, TPL, GOOG
Stadion Money Management	—	$1.2bn	27	—
TWO Sigma Securities	—	$1.2bn	1,668	AMAT, LRCX, ORCL
TRUE Private Wealth Advisors	—	$1.2bn	283	AAPL, MU, NVDA
Octavia Wealth Advisors	—	$1.2bn	231	AAPL, GOOGL, NVDA
LVW Advisors	—	$1.2bn	462	AAPL, NVDA, GOOG
Mayflower Financial Advisors	—	$1.2bn	498	DUK, MCD, ABBV
Prescott Group Capital Management, L.L.C.	—	$1.2bn	292	NATR, APEI, DBD
Lodestar Private Asset Management	—	$1.2bn	232	AAPL, AMZN, NVDA
Delta Asset Management	—	$1.2bn	598	MSFT, GS, ETN
WGI DM	—	$1.2bn	7	AER, SHEL, ALC
Connors Investor Services	—	$1.2bn	153	AAPL, PLTR, NVDA
Apriem Advisors	—	$1.2bn	182	AAPL, GOOGL, AMZN
Heritage Trust	—	$1.2bn	313	AAPL, JNJ, MSFT
Webster Bank, N. A.	—	$1.2bn	698	AAPL, GOOGL, NVDA
AWM Investment Company	—	$1.2bn	106	LASR, VICR, MASS
PFM Health Sciences, LP	—	$1.2bn	96	ASND, AXSM, LLY
Cascade Financial Partners	—	$1.2bn	279	LLY, AAPL, NVDA
Consolidated Investment Group	—	$1.2bn	77	MU, AVGO, GOOGL
Tanager Wealth Management LLP	—	$1.1bn	158	GOOG, AAPL, MSFT
1607 Capital Partners	—	$1.1bn	141	First TR SR Fltg Rate Income
Marks Group Wealth Management	—	$1.1bn	350	AAPL, GOOG, NVDA
Hartline Investment	—	$1.1bn	115	NVDA, BRK-A, MRVL
Discipline Wealth Solutions	—	$1.1bn	197	AAPL, NVDA, AMZN
Gleason Group	—	$1.1bn	449	JPM, CSCO, PG
Liberty Mutual Group Asset Management	—	$1.1bn	39	FRVO, QXO, CRGY
O'Connor Alternative Investments	—	$1.1bn	140	Chart Inds, Topbuild COR, GOOG
Symetra Investment Management	—	$1.1bn	6	—
Carret Asset Management	—	$1.1bn	309	AAPL, GOOG, JPM
Vista Capital Partners	—	$1.1bn	170	AAPL, MSFT, NVDA
McGuire Investment Group	—	$1.1bn	137	AMD, LRCX, AMAT
Shellback Capital, LP	—	$1.1bn	89	HD, NXPI, TPR
Private Capital Advisors	—	$1.1bn	76	LLY, AAPL, GOOGL
RW Investment Management	—	$1.1bn	115	MU, AAPL, MSFT
High Ground Investment Management LLP	—	$1.1bn	7	ELV, ACGL, AER
EnCap Energy Capital Fund XI, L.P.	—	$1.1bn	3	FANG, DVN, PR
YCG	—	$1.1bn	41	MA, MCO, FICO
Connable Office	—	$1.1bn	231	NVDA, AAPL, MSFT
Voya Financial Advisors	—	$1.1bn	208	XOM, AMAT, MSFT
Telos Capital Management	—	$1.1bn	201	AAPL, QCOM, GOOGL
Pictet North America Advisors SA	—	$1.1bn	154	TSM, GOOGL, AZN
Pekin Hardy Strauss	—	$1.1bn	510	CCJ, BRK-B, AAPL
Black Diamond Financial	—	$1.1bn	198	LIND, AAPL, GOOG
Institute for Wealth Management, LLC.	—	$1.1bn	1,754	NVDA, AAPL, LRCX
Focused Wealth Management	—	$1.1bn	228	AAPL, GOOGL, NVDA
Tairen Capital	—	$1.1bn	44	TSM, AMD, LITE
Bensler	—	$1.1bn	198	KLAC, NVDA, GOOGL
Sentinel Trust CO LBA	—	$1.1bn	136	PLTR, AAPL, NET

Showing 2301 to 2350 of 9384

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Show only the long-term investors we follow