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.
- Azzad Asset Management INC /adv—
- Value
- $1.1bn
- Stocks
- 351
- Top holdings
- NVDA, AAPL, GOOGL
- MV Capital Management—
- Value
- $1.1bn
- Stocks
- 1,278
- Top holdings
- ABBV, MU, ABT
- Owl Creek Asset Management, L.P.—
- Value
- $1.1bn
- Stocks
- 31
- Top holdings
- ATEX, RJET, PCG
- Coastline Trust—
- Value
- $1.1bn
- Stocks
- 406
- Top holdings
- NVDA, GOOGL, AAPL
- Inscription Capital—
- Value
- $1.1bn
- Stocks
- 789
- Top holdings
- AAPL, NVDA, GOOG
- VR Advisory Services—
- Value
- $1.1bn
- Stocks
- 43
- Top holdings
- YPF, AERO, KSPI
- Wedbush Fund Advisers—
- Value
- $1.1bn
- Stocks
- 103
- Top holdings
- MU, TSM, AMD
- Great Lakes Retirement—
- Value
- $1.1bn
- Stocks
- 216
- Top holdings
- NVDA, AMD, GOOGL
- Bfsg—
- Value
- $1.1bn
- Stocks
- 765
- Top holdings
- NVDA, NEM, AAPL
- Knollwood Investment Advisory—
- Value
- $1.1bn
- Stocks
- 270
- Top holdings
- NVDA, AMZN, GOOG
- Atom Investors LP—
- Value
- $1.1bn
- Stocks
- 818
- Top holdings
- VTRS, INTC, HPE
- Ninepoint Partners LP—
- Value
- $1.1bn
- Stocks
- 162
- Top holdings
- SU, CVE, DVN
- Penn Davis Mcfarland—
- Value
- $1.1bn
- Stocks
- 79
- Top holdings
- GOOG, NVDA, UNH
- Informed Momentum—
- Value
- $1.1bn
- Stocks
- 268
- Top holdings
- VICR, BE, GH
- Hudson Way Capital Management—
- Value
- $1.1bn
- Stocks
- 18
- Top holdings
- KKR, V, SGI
- Wealth Management Nebraska—
- Value
- $1.1bn
- Stocks
- 106
- Top holdings
- BRK-B, PM, AAPL
- Triple Frond PartnersQuality
Triple Frond partners
- Value
- $1.1bn
- Stocks
- 13
- Top holdings
- ASML, TDG, MSFT
- Shannon River Fund Management—
- Value
- $1.1bn
- Stocks
- 37
- Top holdings
- TSEM, FLEX, AMD
- Cornerstone Capital—
- Value
- $1.1bn
- Stocks
- 120
- Top holdings
- GLW, GOOGL, V
- Strategies Wealth Advisors—
- Value
- $1.1bn
- Stocks
- 202
- Top holdings
- NVDA, AMZN, AAPL
- HCR Wealth Advisors—
- Value
- $1.1bn
- Stocks
- 259
- Top holdings
- AAPL, NVDA, GOOGL
- Canandaigua National—
- Value
- $1.1bn
- Stocks
- 310
- Top holdings
- XOM, AAPL, MSFT
- Global Strategic Investment Solutions—
- Value
- $1.1bn
- Stocks
- 150
- Top holdings
- BXSL, AAPL, NVDA
- WNY Asset Management—
- Value
- $1.1bn
- Stocks
- 260
- Top holdings
- AAPL, BRK-B, LLY
- Viking Fund Management—
- Value
- $1.1bn
- Stocks
- 146
- Top holdings
- AVGO, GLW, CVX
- Arrow Financial—
- Value
- $1.1bn
- Stocks
- 162
- Top holdings
- AROW, AAPL, NVDA
- Versant Capital Management—
- Value
- $1.1bn
- Stocks
- 2,744
- Top holdings
- MSFT, AVGO, AAPL
- JGP Wealth Management—
- Value
- $1.1bn
- Stocks
- 231
- Top holdings
- KLAC, AAPL, MSFT
- Frec Markets—
- Value
- $1.1bn
- Stocks
- 905
- Top holdings
- NVDA, AAPL, MSFT
- Gryphon Financial Partners—
- Value
- $1.1bn
- Stocks
- 381
- Top holdings
- AAPL, NVDA, WBD
- Onyx Bridge Wealth Group—
- Value
- $1.1bn
- Stocks
- 389
- Top holdings
- AAPL, NVDA, PEN
- Mason Street Advisors—
- Value
- $1.1bn
- Stocks
- 15
- Top holdings
- —
- Guardian Partners—
- Value
- $1.1bn
- Stocks
- 391
- Top holdings
- RY, TD, BMO
- Tower Bridge Advisors—
- Value
- $1.1bn
- Stocks
- 222
- Top holdings
- GOOG, AAPL, MSFT
- Trust—
- Value
- $1.1bn
- Stocks
- 907
- Top holdings
- AAPL, MSFT, BRK-B
- Galileo (PTC)—
- Value
- $1.1bn
- Stocks
- 3
- Top holdings
- CHYM, DDL, ROOT
- HBW Advisory Services—
- Value
- $1.1bn
- Stocks
- 463
- Top holdings
- AAPL, AMZN, NVDA
- AIGH Capital Management—
- Value
- $1.1bn
- Stocks
- 42
- Top holdings
- SNDK, MXL, INTC
- CVA Family Office—
- Value
- $1.1bn
- Stocks
- 1,801
- Top holdings
- AAPL, NVDA, GOOGL
- Opaleye Management—
- Value
- $1.1bn
- Stocks
- 58
- Top holdings
- LQDA, ETON, HROW
- Premier Fund Managers—
- Value
- $1.1bn
- Stocks
- 174
- Top holdings
- SCI, NVDA, V
- Heron Bay Capital Management—
- Value
- $1.1bn
- Stocks
- 97
- Top holdings
- CCSI, LPLA, AMZN
- SG Capital Management—
- Value
- $1.1bn
- Stocks
- 76
- Top holdings
- ZBRA, ESAB, SLGN
- Private Capital Management—
- Value
- $1.1bn
- Stocks
- 179
- Top holdings
- QNST, HROW, TH
- Trivium Point Advisory—
- Value
- $1.1bn
- Stocks
- 354
- Top holdings
- NVDA, SPOT, GOOGL
- Zweig-DiMenna Associates—
- Value
- $1.1bn
- Stocks
- 70
- Top holdings
- SNDK, AMZN, MU
- Rodgers & Associates—
- Value
- $1.1bn
- Stocks
- 108
- Top holdings
- PH, LOW, AAPL
- Naviter Wealth—
- Value
- $1.1bn
- Stocks
- 304
- Top holdings
- TSM, NVDA, AAPL
- Dumac—
- Value
- $1.1bn
- Stocks
- 16
- Top holdings
- NVDA, GOOGL, MSFT
- Ullmann Wealth Partners Group—
- Value
- $1.1bn
- Stocks
- 174
- Top holdings
- AAPL, NVDA, JPM
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Azzad Asset Management INC /adv | — | $1.1bn | 351 | NVDA, AAPL, GOOGL |
| MV Capital Management | — | $1.1bn | 1,278 | ABBV, MU, ABT |
| Owl Creek Asset Management, L.P. | — | $1.1bn | 31 | ATEX, RJET, PCG |
| Coastline Trust | — | $1.1bn | 406 | NVDA, GOOGL, AAPL |
| Inscription Capital | — | $1.1bn | 789 | AAPL, NVDA, GOOG |
| VR Advisory Services | — | $1.1bn | 43 | YPF, AERO, KSPI |
| Wedbush Fund Advisers | — | $1.1bn | 103 | MU, TSM, AMD |
| Great Lakes Retirement | — | $1.1bn | 216 | NVDA, AMD, GOOGL |
| Bfsg | — | $1.1bn | 765 | NVDA, NEM, AAPL |
| Knollwood Investment Advisory | — | $1.1bn | 270 | NVDA, AMZN, GOOG |
| Atom Investors LP | — | $1.1bn | 818 | VTRS, INTC, HPE |
| Ninepoint Partners LP | — | $1.1bn | 162 | SU, CVE, DVN |
| Penn Davis Mcfarland | — | $1.1bn | 79 | GOOG, NVDA, UNH |
| Informed Momentum | — | $1.1bn | 268 | VICR, BE, GH |
| Hudson Way Capital Management | — | $1.1bn | 18 | KKR, V, SGI |
| Wealth Management Nebraska | — | $1.1bn | 106 | BRK-B, PM, AAPL |
| Triple Frond PartnersTriple Frond partners | Quality | $1.1bn | 13 | ASML, TDG, MSFT |
| Shannon River Fund Management | — | $1.1bn | 37 | TSEM, FLEX, AMD |
| Cornerstone Capital | — | $1.1bn | 120 | GLW, GOOGL, V |
| Strategies Wealth Advisors | — | $1.1bn | 202 | NVDA, AMZN, AAPL |
| HCR Wealth Advisors | — | $1.1bn | 259 | AAPL, NVDA, GOOGL |
| Canandaigua National | — | $1.1bn | 310 | XOM, AAPL, MSFT |
| Global Strategic Investment Solutions | — | $1.1bn | 150 | BXSL, AAPL, NVDA |
| WNY Asset Management | — | $1.1bn | 260 | AAPL, BRK-B, LLY |
| Viking Fund Management | — | $1.1bn | 146 | AVGO, GLW, CVX |
| Arrow Financial | — | $1.1bn | 162 | AROW, AAPL, NVDA |
| Versant Capital Management | — | $1.1bn | 2,744 | MSFT, AVGO, AAPL |
| JGP Wealth Management | — | $1.1bn | 231 | KLAC, AAPL, MSFT |
| Frec Markets | — | $1.1bn | 905 | NVDA, AAPL, MSFT |
| Gryphon Financial Partners | — | $1.1bn | 381 | AAPL, NVDA, WBD |
| Onyx Bridge Wealth Group | — | $1.1bn | 389 | AAPL, NVDA, PEN |
| Mason Street Advisors | — | $1.1bn | 15 | — |
| Guardian Partners | — | $1.1bn | 391 | RY, TD, BMO |
| Tower Bridge Advisors | — | $1.1bn | 222 | GOOG, AAPL, MSFT |
| Trust | — | $1.1bn | 907 | AAPL, MSFT, BRK-B |
| Galileo (PTC) | — | $1.1bn | 3 | CHYM, DDL, ROOT |
| HBW Advisory Services | — | $1.1bn | 463 | AAPL, AMZN, NVDA |
| AIGH Capital Management | — | $1.1bn | 42 | SNDK, MXL, INTC |
| CVA Family Office | — | $1.1bn | 1,801 | AAPL, NVDA, GOOGL |
| Opaleye Management | — | $1.1bn | 58 | LQDA, ETON, HROW |
| Premier Fund Managers | — | $1.1bn | 174 | SCI, NVDA, V |
| Heron Bay Capital Management | — | $1.1bn | 97 | CCSI, LPLA, AMZN |
| SG Capital Management | — | $1.1bn | 76 | ZBRA, ESAB, SLGN |
| Private Capital Management | — | $1.1bn | 179 | QNST, HROW, TH |
| Trivium Point Advisory | — | $1.1bn | 354 | NVDA, SPOT, GOOGL |
| Zweig-DiMenna Associates | — | $1.1bn | 70 | SNDK, AMZN, MU |
| Rodgers & Associates | — | $1.1bn | 108 | PH, LOW, AAPL |
| Naviter Wealth | — | $1.1bn | 304 | TSM, NVDA, AAPL |
| Dumac | — | $1.1bn | 16 | NVDA, GOOGL, MSFT |
| Ullmann Wealth Partners Group | — | $1.1bn | 174 | AAPL, NVDA, JPM |