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
Beacon Financial Group	—	$1.1bn	377	BRK-B, NVDA, AAPL
ARCH Venture Management	—	$1.1bn	12	PBLS, BEAM, RAPP
Bbfit Investments PTE	—	$1.1bn	7	VSXY, ANF, SPG
Taikang Asset Management (Hong Kong)	—	$1.1bn	77	MU, TSLA, LITE
Three Seasons Wealth	—	$1.1bn	180	AMZN, TSLA, AAPL
Swiss RE	—	$1.1bn	237	NVDA, AAPL, MSFT
Anson Funds Management LP	—	$1.1bn	146	SLS, LION, MTCH
Golden State Wealth Management	—	$1.1bn	1,620	AAPL, NVDA, GOOGL
Red Door Wealth Management	—	$1.1bn	320	NVDA, AAPL, DELL
Bruni J V	—	$1.1bn	33	DELL, BN, AMG
Vivo Capital	—	$1.1bn	47	TRVI, PRAX, ERAS
Miller Investment Management, LP	—	$1.1bn	83	BRK-B, META, GOOGL
Berkshire Money Management	—	$1.1bn	56	AAPL, NVDA, AMZN
Goldstein Advisors	—	$1.1bn	249	NVDA, AAPL, GOOG
Taiyo Life Insurance	—	$1.1bn	11	—
Koch	—	$1.1bn	10	MRVL, CMP, IBTA
Goldstone Financial Group	—	$1.1bn	240	AAPL, NVDA, JPM
Asset Advisors Investment Management	—	$1.1bn	102	MSFT, GOOGL, COST
Rational Advisors	—	$1.1bn	195	Alliant Energy, Global Pmts, PPL CAP FDG
Octagon Capital Advisors LP	—	$1.1bn	26	DNTH, DFTX, ABVX
Legacy Edge Advisors	—	$1.1bn	239	MSFT, AAPL, NVDA
Common Fund FOR Nonprofit Organizations	—	$1.1bn	29	VIA, MDLN
Granite Bay Wealth Management	—	$1.1bn	170	AMZN, AAPL, SNOW
Bison Wealth	—	$1.1bn	477	AAPL, NVDA, MSFT
Bares Capital Management	—	$1.1bn	24	PEGA, XYZ, WDAY
Palisade Asset Management	—	$1.1bn	204	AAPL, MSFT, CSCO
Graham Holdings	—	$1.1bn	6	GOOG, BRK-A, BRK-B
RPg Family Wealth Advisory	—	$1.1bn	141	INTC, XOM, TSM
Dock Street Asset Management	—	$1.1bn	64	NVDA, AMZN, PLTR
Boulay Financial Advisors	—	$1.1bn	6	—
Great Waters Wealth Management	—	$1.1bn	127	AAPL, UNH, NVDA
Alta Park Capital, LP	—	$1.1bn	26	SNDK, WDC, MRVL
Hook Mill Capital Partners, LP	—	$1.1bn	37	W, FND, FIVE
KMG Fiduciary Partners	—	$1.1bn	207	AAPL, NVDA, GOOGL
TriCert Investment Counsel	—	$1.1bn	88	JNJ, BRK-B, MSFT
JIA Investment Alliance Pte.	—	$1.1bn	23	GOOGL, AAPL, MSFT
Ironvine Capital Partners	—	$1.1bn	56	AMZN, HEI-A, MSFT
Graves Light Lenhart Wealth	—	$1.1bn	203	BRK-B, AAPL, GOOGL
Teamwork Financial Advisors	—	$1.1bn	184	AAPL, AMZN, NVDA
Cypress Capital Group	—	$1.1bn	314	AAPL, LLY, MSFT
Morgan Stanley Institutional Investment Advisors	—	$1.1bn	5	ENB, WM, NHC
Legacy Advisors	—	$1.1bn	337	MTZ, AAPL, GOOGL
Steel Grove Capital Advisors	—	$1.1bn	221	NVDA, GOOGL, META
Center for Financial Planning	—	$1.1bn	665	BRK-A, MSFT, AAPL
Tamar Securities	—	$1.1bn	90	GOOG, IBOC, AMZN
Oak Harvest Investment Services	—	$1.1bn	156	AAPL, JPM, AVGO
Uniplan Investment Counsel	—	$1.1bn	175	WELL, EQIX, PLD
JAG Capital Management	—	$1.1bn	141	AAPL, NVDA, GOOGL
Schneider Downs Wealth Management Advisors, LP	—	$1.1bn	177	FHI, AAPL, MSFT
NWF Advisory Services	—	$1.1bn	452	MU, BRK-B, AAPL

Showing 2401 to 2450 of 9384

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Show only the long-term investors we follow