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
Stillwater Capital Advisors	—	$981m	71	AAPL, AVGO, NVDA
Hill Investment Group Partners	—	$980m	61	DELL, BSM, AAPL
Mirabella Financial Services LLP	—	$979m	662	ADSE, Super Micro Computer, OCFC
Perseverance Asset Management International	—	$977m	18	TSM, HTHT, PDD
Silver Point Capital L.P.	—	$974m	12	GPOR, AERO, DHC
Patriot Financial Group Insurance Agency	—	$974m	488	AAPL, NVDA, MSFT
Parkman Healthcare Partners	—	$974m	76	MBX, LLY, CVS
Seeds Investor	—	$973m	379	AAPL, NVDA, SNDK
RPG Investment Advisory	—	$973m	93	NVDA, GOOG, AAPL
Permanens Capital L.P.	—	$972m	100	CCJ, MSFT, GOOGL
Integrity Advisory Solutions	—	$972m	336	NVDA, MSFT, AAPL
Hohimer Wealth Management	—	$971m	377	MSFT, AAPL, NVDA
Evermay Wealth Management	—	$971m	651	AAPL, AMZN, GOOGL
Marietta Wealth Management	—	$971m	133	GOOGL, NVDA, AAPL
Noked Israel	—	$970m	11	TSM, GOOG, AMZN
RMG Wealth Management	—	$969m	577	AAPL, LMT, NVDA
Disciplina Capital Management	—	$968m	68	HD, AMAT, PWR
Stockman Wealth Management	—	$968m	178	ASML, CAT, AAPL
L & S Advisors	—	$967m	236	AAPL, NVDA, GOOGL
Jamison Private Wealth Management	—	$965m	222	AMAT, AAPL, NVDA
Bath Savings Trust	—	$965m	177	AAPL, GOOGL, TJX
Baker Ellis Asset Management	—	$964m	265	LRCX, STRL, BRK-B
Goodnow Investment Group	—	$964m	23	CVNA, CART, CACC
Aviance Capital Partners	—	$963m	388	AAPL, GOOGL, AVGO
L2 Asset Management	—	$963m	411	NVDA, AAPL, DELL
Leonard Green & Partners, L.P.	—	$962m	4	LTH, CLVT, WSM
Parthenon	—	$962m	133	MSFT, BRK-B, GLW
Revolve Wealth Partners	—	$961m	350	AAPL, NVDA, MSFT
Ramirez Asset Management	—	$960m	360	TSM, JBS, KB
Lavaca Capital	—	$959m	345	CRWV, CNK, NVDA
Burns J W	—	$959m	189	AAPL, GOOG, MSFT
Central Pacific Bank - Trust Division	—	$958m	839	AAPL, NVDA, GOOGL
Wahed Invest	—	$958m	227	NVDA, AAPL, MSFT
Buck Wealth Strategies	—	$956m	1,170	AAPL, JPM, AMZN
River Wealth Advisors	—	$956m	217	AAPL, NVDA, GOOGL
Lifeworks Advisors	—	$955m	337	DELL, STX, GLW
Long Pond Capital, LP	—	$954m	30	SBAC, IRT, JAN
Claro Advisors	—	$953m	533	AAPL, NVDA, AMZN
Night Owl Capital Management	—	$953m	30	GOOG, TSM, MSFT
Family Manage	—	$953m	323	AAPL, NVDA, GOOGL
Cvfg	—	$952m	250	NVDA, AAPL, LLY
Elyxium Wealth	—	$952m	298	NVDA, AAPL, GOOG
Makena Capital Management	—	$952m	26	VEEV, GWRE, TSM
Victory Financial Group	—	$952m	397	NVDA, AAPL, GOOGL
Abacus Wealth Partners	—	$952m	321	AAPL, NVDA, MSFT
L. Roy Papp & Associates, LLP	—	$951m	193	AAPL, GOOG, MSFT
Griffin Asset Management	—	$949m	245	AAPL, ASML, MSFT
Total Investment Management	—	$948m	89	AAPL, CAT, FSS
Asset One Wealth Management	—	$948m	346	MSFT, AAPL, NVDA
Wendell David Associates	—	$947m	155	AAPL, MA, TJX

Showing 2601 to 2650 of 9384

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Show only the long-term investors we follow