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.
- Absolute Investment Advisers—
- Value
- $1.0bn
- Stocks
- 112
- Top holdings
- MKS, Granite Constr, Applied Optoelectronics
- Sierra Capital—
- Value
- $1.0bn
- Stocks
- 228
- Top holdings
- AAPL, BRK-B, AMZN
- Isthmus Partners—
- Value
- $1.0bn
- Stocks
- 226
- Top holdings
- AAPL, GOOGL, AMAT
- Baldwin Investment Management—
- Value
- $1.0bn
- Stocks
- 231
- Top holdings
- BRK-A, LRCX, AAPL
- Laurel Wealth Advisors—
- Value
- $1.0bn
- Stocks
- 200
- Top holdings
- BRK-A, AMZN, AAPL
- AssuredPartners Investment Advisors—
- Value
- $1.0bn
- Stocks
- 414
- Top holdings
- AAPL, GOOGL, MU
- Wolf Hill Capital Management, LP—
- Value
- $1.0bn
- Stocks
- 26
- Top holdings
- SIMO, LBTYA, W
- Armstrong Henry H Associates—
- Value
- $1.0bn
- Stocks
- 64
- Top holdings
- MSFT, BRK-A, BRK-B
- Opus Capital Group—
- Value
- $1.0bn
- Stocks
- 150
- Top holdings
- PG, SLS, AAPL
- Paradigm Operations LP—
- Value
- $1.0bn
- Stocks
- 4
- Top holdings
- HOOD, COIN, AMBR
- Altfest L J—
- Value
- $1.0bn
- Stocks
- 311
- Top holdings
- AAPL, USAR, LLY
- Archer Investment—
- Value
- $1.0bn
- Stocks
- 1,254
- Top holdings
- LLY, AAPL, MSFT
- Rodgers Brothers—
- Value
- $1.0bn
- Stocks
- 247
- Top holdings
- COHR, LLY, WSM
- Provident Investment Management—
- Value
- $1.0bn
- Stocks
- 89
- Top holdings
- V, GOOG, VRTX
- Impact Partnership Wealth—
- Value
- $1.0bn
- Stocks
- 439
- Top holdings
- AAPL, NVDA, GOOGL
- Columbus Macro—
- Value
- $1.0bn
- Stocks
- 207
- Top holdings
- ENB, OKE, AM
- Engine CapitalActivist
Arnaud Ajdler
- Value
- $1.0bn
- Stocks
- 29
- Top holdings
- AVTR, NATL, BCO
- Apis Capital Advisors—
- Value
- $1.0bn
- Stocks
- 60
- Top holdings
- GTX, SIMO, CELC
- Quadcap Wealth Management—
- Value
- $1.0bn
- Stocks
- 418
- Top holdings
- AAPL, NVDA, AMZN
- Invst—
- Value
- $1.0bn
- Stocks
- 343
- Top holdings
- AAPL, NVDA, LLY
- Fort Baker Capital Management LP—
- Value
- $1.0bn
- Stocks
- 99
- Top holdings
- WBD, NSC, EA
- Insight Wealth Strategies—
- Value
- $1.0bn
- Stocks
- 182
- Top holdings
- CVX, LRCX, AAPL
- Toth Financial Advisory—
- Value
- $1.0bn
- Stocks
- 875
- Top holdings
- GOOGL, AAPL, CSCO
- Moisand Fitzgerald Tamayo—
- Value
- $1.0bn
- Stocks
- 534
- Top holdings
- LRCX, AAPL, NVDA
- Keebeck Wealth Management—
- Value
- $1.0bn
- Stocks
- 471
- Top holdings
- NVDA, AAPL, MSFT
- NTV Asset Management—
- Value
- $1.0bn
- Stocks
- 317
- Top holdings
- LLY, AAPL, MSFT
- Capital Investment Services of America—
- Value
- $1.0bn
- Stocks
- 83
- Top holdings
- NVDA, GOOG, MSFT
- Silicon Valley Capital Partners—
- Value
- $1.0bn
- Stocks
- 453
- Top holdings
- NVDA, MSFT, GOOGL
- Portfolio Strategies—
- Value
- $1.0bn
- Stocks
- 81
- Top holdings
- AAPL, GOOG, MSFT
- Jabodon PT—
- Value
- $1.0bn
- Stocks
- 8
- Top holdings
- —
- Greenwood Capital Associates—
- Value
- $1.0bn
- Stocks
- 284
- Top holdings
- AAPL, GOOGL, MSFT
- Morguard Lincluden Global Investments—
- Value
- $1.0bn
- Stocks
- 68
- Top holdings
- RY, TD, TRP
- Tritonpoint Wealth—
- Value
- $1.0bn
- Stocks
- 281
- Top holdings
- AAPL, GOOGL, GOOG
- CKW Financial Group—
- Value
- $1.0bn
- Stocks
- 317
- Top holdings
- MCD, NVDA, MATX
- Genus Capital Management—
- Value
- $1.0bn
- Stocks
- 204
- Top holdings
- NVDA, TD, RY
- Redhawk Wealth Advisors—
- Value
- $1.0bn
- Stocks
- 408
- Top holdings
- NVDA, AAPL, MSFT
- Allen Holding—
- Value
- $1.0bn
- Stocks
- 10
- Top holdings
- KO, BRK-A, PLTR
- Dream Peak Capital—
- Value
- $1.0bn
- Stocks
- 7
- Top holdings
- CVNA, WSE, VIK
- CloudAlpha Capital Management Limited/Hong Kong—
- Value
- $1.0bn
- Stocks
- 24
- Top holdings
- AMD, LRCX, TSLA
- NAN Fung Trinity (hk)—
- Value
- $1.0bn
- Stocks
- 55
- Top holdings
- AMD, AMCR, PPG
- Havemeyer Place LP—
- Value
- $1.0bn
- Stocks
- 495
- Top holdings
- KLAC, MSFT, F
- Accel Leaders 4 Associates L.P.—
- Value
- $1.0bn
- Stocks
- 1
- Top holdings
- NBIS
- Counterpoint Mutual Funds—
- Value
- $1.0bn
- Stocks
- 295
- Top holdings
- ALAB, MU, BRBR
- Quantum Financial Advisors—
- Value
- $1.0bn
- Stocks
- 251
- Top holdings
- AAPL, NVDA, MSFT
- DiNuzzo Private Wealth—
- Value
- $1.0bn
- Stocks
- 1,346
- Top holdings
- AAPL, MCD, NVDA
- Gladstone Capital Management LLP—
- Value
- $1.0bn
- Stocks
- 40
- Top holdings
- GOOGL, PWR, V
- IAG Wealth Partners—
- Value
- $1.0bn
- Stocks
- 508
- Top holdings
- BRK-B, JNJ, AAPL
- Redwood Investment Management—
- Value
- $1.0bn
- Stocks
- 306
- Top holdings
- AAPL, GOOGL, NVDA
- Steigerwald, Gordon & Koch—
- Value
- $1.0bn
- Stocks
- 765
- Top holdings
- AAPL, JPM, RTX
- KR Capital LP—
- Value
- $1.0bn
- Stocks
- 79
- Top holdings
- ARMK, PFGC, LTH
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Absolute Investment Advisers | — | $1.0bn | 112 | MKS, Granite Constr, Applied Optoelectronics |
| Sierra Capital | — | $1.0bn | 228 | AAPL, BRK-B, AMZN |
| Isthmus Partners | — | $1.0bn | 226 | AAPL, GOOGL, AMAT |
| Baldwin Investment Management | — | $1.0bn | 231 | BRK-A, LRCX, AAPL |
| Laurel Wealth Advisors | — | $1.0bn | 200 | BRK-A, AMZN, AAPL |
| AssuredPartners Investment Advisors | — | $1.0bn | 414 | AAPL, GOOGL, MU |
| Wolf Hill Capital Management, LP | — | $1.0bn | 26 | SIMO, LBTYA, W |
| Armstrong Henry H Associates | — | $1.0bn | 64 | MSFT, BRK-A, BRK-B |
| Opus Capital Group | — | $1.0bn | 150 | PG, SLS, AAPL |
| Paradigm Operations LP | — | $1.0bn | 4 | HOOD, COIN, AMBR |
| Altfest L J | — | $1.0bn | 311 | AAPL, USAR, LLY |
| Archer Investment | — | $1.0bn | 1,254 | LLY, AAPL, MSFT |
| Rodgers Brothers | — | $1.0bn | 247 | COHR, LLY, WSM |
| Provident Investment Management | — | $1.0bn | 89 | V, GOOG, VRTX |
| Impact Partnership Wealth | — | $1.0bn | 439 | AAPL, NVDA, GOOGL |
| Columbus Macro | — | $1.0bn | 207 | ENB, OKE, AM |
| Engine CapitalArnaud Ajdler | Activist | $1.0bn | 29 | AVTR, NATL, BCO |
| Apis Capital Advisors | — | $1.0bn | 60 | GTX, SIMO, CELC |
| Quadcap Wealth Management | — | $1.0bn | 418 | AAPL, NVDA, AMZN |
| Invst | — | $1.0bn | 343 | AAPL, NVDA, LLY |
| Fort Baker Capital Management LP | — | $1.0bn | 99 | WBD, NSC, EA |
| Insight Wealth Strategies | — | $1.0bn | 182 | CVX, LRCX, AAPL |
| Toth Financial Advisory | — | $1.0bn | 875 | GOOGL, AAPL, CSCO |
| Moisand Fitzgerald Tamayo | — | $1.0bn | 534 | LRCX, AAPL, NVDA |
| Keebeck Wealth Management | — | $1.0bn | 471 | NVDA, AAPL, MSFT |
| NTV Asset Management | — | $1.0bn | 317 | LLY, AAPL, MSFT |
| Capital Investment Services of America | — | $1.0bn | 83 | NVDA, GOOG, MSFT |
| Silicon Valley Capital Partners | — | $1.0bn | 453 | NVDA, MSFT, GOOGL |
| Portfolio Strategies | — | $1.0bn | 81 | AAPL, GOOG, MSFT |
| Jabodon PT | — | $1.0bn | 8 | — |
| Greenwood Capital Associates | — | $1.0bn | 284 | AAPL, GOOGL, MSFT |
| Morguard Lincluden Global Investments | — | $1.0bn | 68 | RY, TD, TRP |
| Tritonpoint Wealth | — | $1.0bn | 281 | AAPL, GOOGL, GOOG |
| CKW Financial Group | — | $1.0bn | 317 | MCD, NVDA, MATX |
| Genus Capital Management | — | $1.0bn | 204 | NVDA, TD, RY |
| Redhawk Wealth Advisors | — | $1.0bn | 408 | NVDA, AAPL, MSFT |
| Allen Holding | — | $1.0bn | 10 | KO, BRK-A, PLTR |
| Dream Peak Capital | — | $1.0bn | 7 | CVNA, WSE, VIK |
| CloudAlpha Capital Management Limited/Hong Kong | — | $1.0bn | 24 | AMD, LRCX, TSLA |
| NAN Fung Trinity (hk) | — | $1.0bn | 55 | AMD, AMCR, PPG |
| Havemeyer Place LP | — | $1.0bn | 495 | KLAC, MSFT, F |
| Accel Leaders 4 Associates L.P. | — | $1.0bn | 1 | NBIS |
| Counterpoint Mutual Funds | — | $1.0bn | 295 | ALAB, MU, BRBR |
| Quantum Financial Advisors | — | $1.0bn | 251 | AAPL, NVDA, MSFT |
| DiNuzzo Private Wealth | — | $1.0bn | 1,346 | AAPL, MCD, NVDA |
| Gladstone Capital Management LLP | — | $1.0bn | 40 | GOOGL, PWR, V |
| IAG Wealth Partners | — | $1.0bn | 508 | BRK-B, JNJ, AAPL |
| Redwood Investment Management | — | $1.0bn | 306 | AAPL, GOOGL, NVDA |
| Steigerwald, Gordon & Koch | — | $1.0bn | 765 | AAPL, JPM, RTX |
| KR Capital LP | — | $1.0bn | 79 | ARMK, PFGC, LTH |