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
Catalyst Financial Partners	—	$1.0bn	416	STT, AAPL, NVDA
Grove Bank & Trust	—	$1.0bn	886	AAPL, NVDA, GOOGL
Atika Capital Management	—	$1.0bn	62	VRT, STX, AMD
Occidental Asset Management	—	$1.0bn	325	NVDA, AAPL, MSFT
Eagle Strategies	—	$1.0bn	273	NVDA, AAPL, TSM
Patton Albertson Miller Group	—	$1.0bn	213	NVDA, AAPL, KLAC
MAR Vista Investment Partners	—	$1.0bn	33	NVDA, AAPL, MSFT
B&D White Capital Company	—	$1.0bn	94	MSFT, META, ABT
Sendero Wealth Management	—	$1.0bn	209	NVDA, GOOGL, AVGO
BlueStem Wealth Partners	—	$1.0bn	127	AAPL, NVDA, AMP
Fulcrum Asset Management LLP	—	$1.0bn	1,027	NVDA, AAPL, MU
Advisory Research	—	$1.0bn	136	MYE, OPLN, TRS
Howard Financial Services	—	$1.0bn	268	AAPL, NVDA, MSFT
Sheets Smith Wealth Management	—	$1.0bn	408	GOOG, KO, AMZN
Liberty One Investment Management	—	$1.0bn	154	LLY, UNH, CAH
Ascent Wealth Partners	—	$1.0bn	200	AAPL, AMAT, GOOGL
Embree Financial Group	—	$998m	283	AAPL, GOOGL, MSFT
Governors Lane LP	—	$998m	184	NSC, TXNM, WBD
180 Wealth Advisors	—	$997m	485	MSFT, NVDA, AAPL
Shell Asset Management	—	$996m	1,141	NVDA, AAPL, MSFT
Leuthold Group	—	$995m	237	GOOGL, FLEX, MSFT
Romano Brothers and Company	—	$994m	331	ABBV, AAPL, AVGO
Souders Financial Advisors	—	$994m	224	PG, AAPL, AVGO
Rock Creek Group	—	$994m	57	CHH, FLYW, SRE
Power Alpha Investment	—	$994m	4	BRK-B
HHM Wealth Advisors	—	$994m	895	AAPL, MSFT, AMZN
Denali Advisors	—	$993m	318	NVDA, GOOG, AAPL
Capital Advisors	—	$991m	1,518	AAPL, MSFT, GOOG
KTF Investments	—	$989m	93	DORM, MU, HD
State of Wyoming	—	$989m	1,872	NVDA, AAPL, MSFT
Archford Capital Strategies	—	$987m	359	NVDA, AAPL, MSFT
Mark Asset Management LP	—	$987m	31	NVDA, ARM, TSM
Global Endowment Management, LP	—	$987m	72	GOOGL, NVDA, AAPL
Novem Group	—	$986m	437	AAPL, AVGO, WMT
Financial Partners Group	—	$985m	250	AAPL, GOOGL, MSFT
Polymer Capital Management (HK)	—	$985m	140	SNDK, LLY, NVDA
Southeast Asset Advisors	—	$984m	225	GOOG, BRK-B, CNX
Fiduciary Financial Advisors	—	$984m	2,786	NVDA, AAPL, AVGO
Stanley-Laman Group	—	$984m	298	LRCX, GOOGL, KLAC
LVZ	—	$984m	176	AAPL, AMZN, MSFT
Cheviot Value Management	—	$984m	441	BRK-B, AEM, GOOGL
Marble Harbor Investment Counsel	—	$984m	200	AAPL, CSCO, MSFT
James Investment Research	—	$984m	375	GOOGL, NVDA, AAPL
Infinitum Asset Management	—	$983m	17	SE, AVBP, U
Greenline Partners	—	$983m	149	BRK-B, GOOG, SCCO
Twin Focus Capital Partners	—	$983m	170	DELL, MRNA, CGEM
Hanson & Doremus Investment Management	—	$983m	484	TSM, GLW, STX
Radcliffe Capital Management, L.P.	—	$983m	433	DBCA, EVAC, MESH
Cabot Wealth Management	—	$982m	142	TSM, AAPL, GOOG
Van Cleef Asset Management,Inc	—	$981m	119	PGR, AAPL, GOOGL

Showing 2551 to 2600 of 9384

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Show only the long-term investors we follow