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
Daiwa Securities Group	—	$44.1bn	1,116	NVDA, MSFT, AAPL
Rafferty Asset Management	—	$43.9bn	1,133	MU, NVDA, AMD
Holocene Advisors, LP	—	$43.7bn	782	AMZN, MSFT, TSLA
Gotham Asset ManagementJoel Greenblatt	Quant value	$43.0bn	1,791	AAPL, NVDA, SNOW
Fayez Sarofim	—	$42.5bn	300	AAPL, MSFT, GOOG
Empower Advisory Group	—	$41.9bn	532	AAPL, NVDA, AMZN
Newport Trust Company	—	$41.5bn	63	BA, GD, T
Tidal Investments	—	$41.2bn	2,147	NVDA, GOOGL, MSFT
APG Asset Management	—	$40.7bn	493	NVDA, AAPL, MSFT
Storebrand Asset Management AS	—	$40.6bn	762	NVDA, AAPL, MSFT
Vanguard Investments Australia	—	$40.2bn	2,370	NVDA, AAPL, MSFT
Credit Agricole S A	—	$39.4bn	1,114	NVDA, MSFT, GOOGL
PFA Pension, Forsikringsaktieselskab	—	$39.4bn	419	NVDA, AAPL, MSFT
First Manhattan Co.First Manhattan partners	Value	$39.2bn	742	BRK-A, MSFT, ASML
Asset Management One	—	$39.0bn	957	NVDA, AAPL, MSFT
Alyeska Investment Group, L.P.	—	$38.9bn	652	CRWV, META, CRM
Treasurer of the State of North Carolina	—	$38.8bn	1,096	NVDA, AAPL, MSFT
Chevy Chase Trust Holdings	—	$38.8bn	649	NVDA, AAPL, MSFT
Bank Julius Baer & Co. Ltd, Zurich	—	$38.6bn	661	GOOGL, NVDA, MSFT
Pacer Advisors	—	$38.5bn	2,582	NVDA, BMY, MO
Blair William	—	$38.4bn	1,977	AAPL, AMZN, MSFT
Public Sector Pension Investment Board	—	$38.1bn	1,324	NVDA, AAPL, MSFT
CWM	—	$38.0bn	5,643	AAPL, NVDA, MSFT
TD Waterhouse Canada	—	$38.0bn	2,404	TD, RY, AAPL
Public Investment Fund	—	$37.9bn	5	SPCX, UBER, EA
Parnassus Investments	—	$37.4bn	135	GOOGL, AMAT, MSFT
Eurizon Capital SGR S.p.A.	—	$37.3bn	1,237	NVDA, AAPL, MSFT
Teacher Retirement System of Texas	—	$37.3bn	1,510	SPCX, NVDA, AAPL
AXA Investment Managers	—	$36.9bn	1,134	NVDA, MSFT, AAPL
Fuller & Thaler Asset Management	—	$36.7bn	504	AMCR, DOC, EXEL
Temasek Holdings (Private)	—	$36.5bn	176	BLK, GOOGL, V
DNB Asset Management AS	—	$35.7bn	1,276	MSFT, NVDA, GOOGL
Polar Capital Holdings	—	$35.2bn	224	NVDA, AMD, MU
Handelsbanken Fonder AB	—	$35.1bn	1,485	NVDA, AAPL, MSFT
Viking Global InvestorsAndreas Halvorsen	Opportunistic	$35.1bn	90	V, TSM, APD
D1 Capital Partners L.P.	—	$34.8bn	55	SPCX, CART, JHX
Mubadala Investment Co PJSC	—	$34.8bn	72	GFS, ARM, OTF
Rakuten Investment Management	—	$34.6bn	467	NVDA, MSFT, GOOGL
Gates Foundation Trust	—	$34.4bn	24	BRK-B, CAT, CNI
Pathstone Holdings	—	$34.3bn	2,317	AAPL, NVDA, MSFT
Hotchkis & WileyHotchkis & Wiley team	Deep value	$34.3bn	460	WDAY, APA, AIG
M&T Bank	—	$34.1bn	1,741	AAPL, MSFT, NVDA
Pzena Investment ManagementRichard Pzena	Deep value	$34.1bn	161	MGA, HUM, BAX
Savant Capital	—	$34.1bn	1,836	AAPL, MSFT, NVDA
Public Employees Retirement System of Ohio	—	$34.0bn	2,291	NVDA, AAPL, MSFT
State of Tennessee, Department of Treasury	—	$33.7bn	1,721	NVDA, AAPL, MSFT
NewEdge Advisors	—	$33.6bn	4,180	AAPL, NVDA, MSFT
Lord, Abbett	—	$33.4bn	449	NVDA, GOOGL, LRCX
William Blair Investment Management	—	$33.3bn	403	TSM, NVDA, GOOGL
Retirement Systems of Alabama	—	$33.2bn	950	NVDA, AAPL, MSFT

Showing 201 to 250 of 9384

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Show only the long-term investors we follow