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.
- Fortis Capital Management—
- Value
- $889m
- Stocks
- 235
- Top holdings
- MSFT, NVDA, AMD
- Discerene Group LP—
- Value
- $889m
- Stocks
- 12
- Top holdings
- BABA, JD, EDU
- Philip James Wealth Mangement—
- Value
- $888m
- Stocks
- 151
- Top holdings
- BRK-B, XOM, CB
- Bronte Capital Management Pty—
- Value
- $888m
- Stocks
- 56
- Top holdings
- GOOGL, REGN, IBKR
- Legacy Financial Group—
- Value
- $888m
- Stocks
- 133
- Top holdings
- CASY, BRK-B, AMZN
- Independence Bank of Kentucky—
- Value
- $888m
- Stocks
- 589
- Top holdings
- AAPL, MSFT, JPM
- Nishkama Capital—
- Value
- $886m
- Stocks
- 34
- Top holdings
- EQIX, AMD, STX
- KFG Wealth Management—
- Value
- $886m
- Stocks
- 224
- Top holdings
- AAPL, NVDA, MSFT
- Camrose Capital Investment Partners LLP—
- Value
- $885m
- Stocks
- 10
- Top holdings
- TXN, CNM, MA
- Semper AugustusValue
Christopher Bloomstran
- Value
- $885m
- Stocks
- 50
- Top holdings
- BRK-B, ALK, BRK-A
- City Holding—
- Value
- $884m
- Stocks
- 587
- Top holdings
- GOOGL, CHCO, AAPL
- Arbor Investment Advisors—
- Value
- $883m
- Stocks
- 145
- Top holdings
- AAPL, LOW, MSFT
- Caledonia Investments—
- Value
- $883m
- Stocks
- 15
- Top holdings
- PM, TXN, WSO
- 1834 Investment Advisors—
- Value
- $883m
- Stocks
- 211
- Top holdings
- AAPL, MSFT, GOOGL
- Fiduciary Financial Group—
- Value
- $882m
- Stocks
- 373
- Top holdings
- AAPL, NVDA, GOOG
- TCP Asset Management—
- Value
- $882m
- Stocks
- 141
- Top holdings
- XOM, AAPL, NVDA
- Canyon Capital Advisors—
- Value
- $882m
- Stocks
- 21
- Top holdings
- CBL, FSUN, WBD
- Adams Asset Advisors—
- Value
- $882m
- Stocks
- 88
- Top holdings
- OXY, CLMT, SUN
- Permian Investment Partners, LP—
- Value
- $881m
- Stocks
- 11
- Top holdings
- TIC, GRFS, MRP
- Atlas Venture Life Science Advisors—
- Value
- $881m
- Stocks
- 7
- Top holdings
- KYMR, DYN, SION
- Front Street Capital Management—
- Value
- $881m
- Stocks
- 70
- Top holdings
- LUMN, CGNX, GE
- Meridian Wealth Advisors—
- Value
- $880m
- Stocks
- 211
- Top holdings
- XOM, AAPL, MSFT
- Euro Pacific Asset Management—
- Value
- $880m
- Stocks
- 96
- Top holdings
- AEM, B, FNV
- Foguth Wealth Management, LLC.—
- Value
- $879m
- Stocks
- 213
- Top holdings
- AAPL, NVDA, TSLA
- Cannon Financial Strategists—
- Value
- $879m
- Stocks
- 133
- Top holdings
- KO, MSFT, BRK-B
- Absher Wealth Management—
- Value
- $878m
- Stocks
- 72
- Top holdings
- ADP, EMR, MTB
- Eclectic Associates INC /adv—
- Value
- $878m
- Stocks
- 162
- Top holdings
- AAPL, JPM, UNH
- Marathon Trading Investment Management—
- Value
- $877m
- Stocks
- 141
- Top holdings
- NVDA, TSLA, GOOGL
- Vision Capital Management—
- Value
- $876m
- Stocks
- 156
- Top holdings
- AAPL, GOOGL, MSFT
- St. Louis Trust—
- Value
- $875m
- Stocks
- 125
- Top holdings
- VLN, SO, RTX
- Managed Asset Portfolios—
- Value
- $875m
- Stocks
- 51
- Top holdings
- AMAT, CVX, TTEK
- Iron Triangle Partners LP—
- Value
- $875m
- Stocks
- 27
- Top holdings
- CRL, ISRG, RGEN
- Lake Street Private Wealth—
- Value
- $874m
- Stocks
- 275
- Top holdings
- AAPL, NVDA, AMZN
- Concord Wealth Partners—
- Value
- $873m
- Stocks
- 884
- Top holdings
- NVDA, AAPL, MSFT
- Credit Industriel ET Commercial—
- Value
- $873m
- Stocks
- 203
- Top holdings
- Janus Henderson Group, Hewlett Packard Enterprise C, Alphabet
- Inspirion Wealth Advisors—
- Value
- $873m
- Stocks
- 185
- Top holdings
- ABBV, ABT, AAPL
- Compass Financial Group—
- Value
- $872m
- Stocks
- 119
- Top holdings
- BRK-B, AAPL, NLY
- Thompson Investment Management—
- Value
- $872m
- Stocks
- 503
- Top holdings
- GOOGL, MSFT, XOM
- J.P. Marvel Investment Advisors—
- Value
- $871m
- Stocks
- 64
- Top holdings
- NVDA, LRCX, LLY
- Scarborough Advisors—
- Value
- $871m
- Stocks
- 147
- Top holdings
- NVDA, AAPL, AMZN
- McMillan Office—
- Value
- $871m
- Stocks
- 507
- Top holdings
- GOOGL, AAPL, GOOG
- SIR Capital Management, L.P.—
- Value
- $870m
- Stocks
- 79
- Top holdings
- XOM, DVN, PR
- Premier Path Wealth Partners—
- Value
- $870m
- Stocks
- 400
- Top holdings
- AAPL, NVDA, MSFT
- Oslo Pensjonsforsikring AS—
- Value
- $869m
- Stocks
- 457
- Top holdings
- GOOGL, CVS, V
- Gilbert & Cook—
- Value
- $869m
- Stocks
- 229
- Top holdings
- NVDA, GOOG, ARCC
- Tran Capital Management, L.P.—
- Value
- $869m
- Stocks
- 66
- Top holdings
- ARM, PANW, NVDA
- Nicola Wealth Management—
- Value
- $868m
- Stocks
- 61
- Top holdings
- WCN, PBA, NVDA
- Hunter Associates Investment Management—
- Value
- $868m
- Stocks
- 294
- Top holdings
- AAPL, MSFT, AMGN
- Walkner Condon Financial Advisors—
- Value
- $868m
- Stocks
- 343
- Top holdings
- AAPL, GOOGL, MSFT
- 8 Knots Management—
- Value
- $868m
- Stocks
- 12
- Top holdings
- MOH, CNC, ELV