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.
- Shaolin Capital Management—
- Value
- $1.1bn
- Stocks
- 529
- Top holdings
- Apollo Global Mgmt, KKR, Boeing
- Petrus Trust Company, LTA—
- Value
- $1.1bn
- Stocks
- 27
- Top holdings
- CPAY, TSM, AMZN
- Cutler Investment Counsel—
- Value
- $1.1bn
- Stocks
- 157
- Top holdings
- CAT, MSFT, WMT
- Brehaut David Pascal—
- Value
- $1.1bn
- Stocks
- 1
- Top holdings
- KSPI
- Polaris Capital ManagementValue
Bernard Horn
- Value
- $1.1bn
- Stocks
- 84
- Top holdings
- BPOP, JAZZ, SW
- Synergy Asset Management—
- Value
- $1.1bn
- Stocks
- 274
- Top holdings
- MSFT, NVDA, ABBV
- Planning Center—
- Value
- $1.1bn
- Stocks
- 84
- Top holdings
- DE, AAPL, BRK-B
- Rhenman & Partners Asset Management AB—
- Value
- $1.1bn
- Stocks
- 99
- Top holdings
- UNH, CVS, AZN
- J. Stern & Co. LLP—
- Value
- $1.1bn
- Stocks
- 51
- Top holdings
- NVDA, GOOG, APH
- Angelo Gordon & Co., L.P.—
- Value
- $1.1bn
- Stocks
- 46
- Top holdings
- Anywhere Real Estate, NVRI, UGI Corp New
- Stansberry Asset Management—
- Value
- $1.1bn
- Stocks
- 141
- Top holdings
- GOOGL, AMZN, AIR
- Greylock XIV GP—
- Value
- $1.1bn
- Stocks
- 1
- Top holdings
- FIG
- Intrua Financial—
- Value
- $1.1bn
- Stocks
- 491
- Top holdings
- AAPL, NVDA, XOM
- Red Cedar Investment Management—
- Value
- $1.1bn
- Stocks
- 90
- Top holdings
- GLW, AVGO, LLY
- Broad Bay Capital Management, LP—
- Value
- $1.1bn
- Stocks
- 23
- Top holdings
- AIR, BATRK, RKT
- Minneapolis Portfolio Management Group—
- Value
- $1.1bn
- Stocks
- 34
- Top holdings
- GLW, NEM, BPOP
- Convergence Investment Partners—
- Value
- $1.1bn
- Stocks
- 241
- Top holdings
- NVDA, LRCX, GOOGL
- Financial Management Professionals—
- Value
- $1.1bn
- Stocks
- 1,050
- Top holdings
- AAPL, NVDA, JPM
- FengHe Fund Management Pte.—
- Value
- $1.1bn
- Stocks
- 18
- Top holdings
- MKSI, TXN, CRDO
- Financial Plan—
- Value
- $1.1bn
- Stocks
- 95
- Top holdings
- AAPL, CAT, MSFT
- Wealthcare Capital Management—
- Value
- $1.1bn
- Stocks
- 105
- Top holdings
- IVZ, AAPL, NVDA
- Abner Herrman & Brock—
- Value
- $1.1bn
- Stocks
- 111
- Top holdings
- NVDA, AMD, DELL
- Portland Global Advisors—
- Value
- $1.1bn
- Stocks
- 154
- Top holdings
- PANW, CRWD, ROK
- V-Square Quantitative Management—
- Value
- $1.1bn
- Stocks
- 725
- Top holdings
- NVDA, MSFT, GOOGL
- Melqart Asset Management (UK)—
- Value
- $1.1bn
- Stocks
- 40
- Top holdings
- WBD, TXNM, NSC
- Pinnacle Wealth Planning Services—
- Value
- $1.0bn
- Stocks
- 2,749
- Top holdings
- ET, AAPL, NVDA
- Per Stirling Capital Management, LLC.—
- Value
- $1.0bn
- Stocks
- 332
- Top holdings
- AAPL, XOM, DELL
- Provenance Wealth Advisors—
- Value
- $1.0bn
- Stocks
- 609
- Top holdings
- NVDA, AAPL, MSFT
- Accurate Wealth Management—
- Value
- $1.0bn
- Stocks
- 576
- Top holdings
- NVDA, AAPL, PG
- True North Advisors—
- Value
- $1.0bn
- Stocks
- 291
- Top holdings
- LII, AAPL, GOOGL
- Passaic Partners—
- Value
- $1.0bn
- Stocks
- 16
- Top holdings
- —
- Tetrad—
- Value
- $1.0bn
- Stocks
- 3
- Top holdings
- BRK-B, USB, EPD
- Southern Farm Bureau Life Insurance—
- Value
- $1.0bn
- Stocks
- 15
- Top holdings
- RF
- Bedel Financial Consulting—
- Value
- $1.0bn
- Stocks
- 307
- Top holdings
- LLY, AAPL, MSFT
- Cahill Financial Advisors—
- Value
- $1.0bn
- Stocks
- 296
- Top holdings
- AAPL, BRK-B, MSFT
- Boussard & Gavaudan Investment Management LLP—
- Value
- $1.0bn
- Stocks
- 84
- Top holdings
- Western Digital, WBD, Advanced Energy Inds
- George Kaiser Family Foundation—
- Value
- $1.0bn
- Stocks
- 105
- Top holdings
- BOKF, EE, ASPN
- 683 Capital Management—
- Value
- $1.0bn
- Stocks
- 125
- Top holdings
- COF, CVNA, ANAB
- Philosophy Capital Management—
- Value
- $1.0bn
- Stocks
- 35
- Top holdings
- COMP, GLNG, CXW
- One Madison Group—
- Value
- $1.0bn
- Stocks
- 27
- Top holdings
- CR, XPO, AMZN
- Westerkirk Capital—
- Value
- $1.0bn
- Stocks
- 212
- Top holdings
- AAPL, NVDA, MSFT
- U S Global Investors—
- Value
- $1.0bn
- Stocks
- 127
- Top holdings
- AAL, UAL, LUV
- SR One Capital Management, LP—
- Value
- $1.0bn
- Stocks
- 15
- Top holdings
- MANE, ZBIO, CRSP
- Harbour Trust & Investment Management—
- Value
- $1.0bn
- Stocks
- 160
- Top holdings
- NVDA, GOOG, AAPL
- Kera Capital Partners—
- Value
- $1.0bn
- Stocks
- 629
- Top holdings
- NVDA, GLW, VRT
- Private Wealth Asset Management—
- Value
- $1.0bn
- Stocks
- 929
- Top holdings
- AAPL, MSFT, BRK-B
- Caliber Wealth Management—
- Value
- $1.0bn
- Stocks
- 300
- Top holdings
- WMT, GOOG, AVGO
- New England Private Wealth Advisors—
- Value
- $1.0bn
- Stocks
- 205
- Top holdings
- BNL
- Oak Thistle—
- Value
- $1.0bn
- Stocks
- 466
- Top holdings
- SNOW, BA, COF
- Iron Gate Global Advisors—
- Value
- $1.0bn
- Stocks
- 109
- Top holdings
- BRK-B, AMZN, GOOG