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
King Wealth Management Group	—	$914m	176	NVDA, MSFT, AAPL
Symphony Financial	—	$914m	371	NVDA, AAPL, AMZN
MJP Associates INC /adv	—	$914m	232	AAPL, NVDA, GOOGL
Atlas Capital Advisors	—	$914m	1,049	AAPL, AMAT, MU
ICICI Prudential Asset Management	—	$913m	157	CTSH, NVDA, AMZN
Pitcairn Wealth Advisors	—	$913m	281	BRK-A, PG, AAPL
Wallace Capital Management	—	$912m	77	GHC, WTM, BRK-B
JT Stratford	—	$912m	321	NVDA, GOOGL, AAPL
Nelson Capital Management	—	$912m	120	NVDA, GOOG, AAPL
Bard Financial Services	—	$911m	212	AAPL, MSFT, WMT
Castellan Group	—	$910m	39	CTRE, LXP, EIX
Pacific Life Fund Advisors	—	$910m	27	—
FORM Wealth Advisors	—	$909m	61	ABBV, GE, GEV
Greenvale Capital LLP	—	$909m	10	ZETA, RUN, OKTA
Luxor Capital Group, LP	—	$908m	41	NRG, SGI, PFGC
Shay Capital	—	$907m	394	FTAI, CXW, PCT
Greatmark Investment Partners	—	$906m	153	AFL, MPC, AAPL
Tennessee Valley Asset Management Partners	—	$906m	204	BRK-B, AAPL, MU
Water Island Capital	—	$906m	68	Taylor Morrison Home, EA, Chart Inds
Oak Root	—	$906m	10	—
Manchester Global Management (UK)	—	$906m	23	AMZN, SNOW, GOOGL
One Wealth Advisors	—	$906m	326	AAPL, AMZN, GOOG
SeaCrest Wealth Management	—	$903m	550	AAPL, GOOGL, GOOG
Ranmore Fund Management	—	$903m	23	CMCSA, EXPE, GDDY
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	—	$903m	493	AAPL, NVDA, AMZN
TFC Financial Management	—	$902m	1,034	JNJ, AAPL, BRK-B
Parkside Investments	—	$902m	91	GOOG, AMZN, AAPL
Symmetry Investments LP	—	$901m	112	WBD, NSC, BA
Soundwatch Capital	—	$901m	53	AAPL, NVDA, GS
Strid Group	—	$901m	93	NUE, IDCC, ABBV
Nellore Capital Management	—	$901m	10	AMZN, MELI, APPF
MIdWestOne Financial Group	—	$900m	305	MOFG, AAPL, MSFT
MayTech Global Investments	—	$900m	22	NVDA, GOOG, ASML
Wealth Enhancement Trust Services	—	$900m	1,529	TWO RDS Shared TR, AAPL, NVDA
Blueprint Financial Advisors	—	$900m	131	SNDR, NVDA, AAPL
North Peak Capital Management	—	$900m	8	HGV, AGL, SCHW
Valley National Advisers	—	$900m	1,054	AAPL, LRCX, MSFT
BSW Wealth Partners	—	$899m	331	AAPL, NVDA, TRMB
Columbus Hill Capital Management, L.P.	—	$899m	29	AMD, CPNG, NCLH
Financial Consulate	—	$899m	1,448	AAPL, MKC, NVDA
Silverarc Capital Management	—	$899m	65	ASND, CELC, COGT
SPX Gestao de Recursos Ltda	—	$898m	77	XP, LTM, TGS
Johnson Bixby & Associates	—	$896m	131	AAPL, INTC, BRK-B
Sierra Summit Advisors	—	$895m	185	NVDA, ALAB, MU
Clayton, Dubilier & Rice	—	$895m	2	REZI, AGL
BloombergSen	—	$894m	28	PGR, CPAY, HCA
Titan Investment Solutions	—	$894m	60	NVDA, TSM, LLY
Signet Financial Management	—	$892m	299	AAPL, GOOG, AVGO
Warwick Investment Management	—	$891m	149	NVDA, AAPL, MSFT
Fortis Capital Advisors	—	$889m	408	NVDA, AAPL, MSFT

Showing 2701 to 2750 of 9384

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Show only the long-term investors we follow