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.

See all

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.

See all

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.

See all

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.

See all

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
CRA Financial Services	—	$868m	321	AAPL, AMZN, NVDA
Fractal Investments	—	$867m	80	ET, MPLX, PAA
Freedom Together Foundation	—	$867m	2	—
LM Advisors	—	$866m	224	AMZN, GOOG, AAPL
Parkway Wealth Management Group	—	$866m	147	MU, WDC, STX
LexAurum Advisors	—	$866m	423	AAPL, SHW, BRK-A
Lynx1 Capital Management LP	—	$866m	27	GHRS, CGEM, STOK
Valliance Asset Management	—	$864m	7	SNDK, MU, ALAB
Baxter Bros	—	$864m	172	BRK-B, MSFT, GOOG
D'Orazio & Associates	—	$864m	322	BAH, BRK-B, UNH
Berman McAleer	—	$864m	175	AAPL, JNJ, AHRT
New England Asset Management	—	$863m	131	Wells Fargo, JNJ, JPM
BlueSky Wealth Advisors	—	$863m	111	GOOG, NVDA, AMZN
Curated Wealth Partners	—	$863m	241	APO, ARES, TEX
University of Texas/texas AM Investment Management	—	$863m	422	NVDA, AAPL, GOOGL
Hound Partners	—	$863m	32	NCLH, CCL, META
EQT Fund Management S.a r.l.	—	$863m	5	WAY, PHVS, OCS
Brookwood Investment Group	—	$862m	513	NVDA, AAPL, AMZN
Bernicke Wealth Management	—	$861m	111	NVDA, AAPL, GOOGL
Ellenbecker Investment Group	—	$860m	149	AAPL, NVDA, CAT
PSG Equity L.L.C.	—	$860m	1	EVCM
Foundation Resource Management	—	$860m	56	XOM, TECK, BRK-B
Oasis ManagementSeth Fischer	Activist	$860m	101	MTN, APLD, ACMR
Culbertson A N	—	$859m	139	BRK-B, AAPL, JNJ
Unique Wealth	—	$858m	201	AAPL, NVDA, GOOGL
Stokes Family Office	—	$858m	272	AAPL, GOOG, MSFT
Pathway Financial Advisors	—	$857m	130	AAPL, HON, MSFT
Mattern Capital Management	—	$857m	166	AAPL, GWW, MSFT
Slow Capital	—	$857m	111	AVGO, NVDA, GOOGL
ACK Asset Management	—	$856m	21	WMS, HLIO, LFUS
Portside Wealth Group	—	$856m	505	NVDA, GOOGL, MSFT
Alley Investment Management Company	—	$856m	89	GOOGL, JPM, AAPL
Quest Investment Management	—	$856m	115	NVDA, GOOG, AAPL
Evolution Wealth Advisors	—	$855m	181	AMZN, AAPL, BRK-B
Hikari Power	—	$855m	43	BRK-A, V, JNJ
Brio Consultants	—	$853m	164	AAPL, NVDA, GOOG
Fifthdelta	—	$853m	11	AXTA, TEL, HOG
United Bank	—	$853m	130	HUBB, GLW, AAPL
Conversant Capital	—	$852m	17	SNDA, COMP, CTRI
McGlone Suttner Wealth Management	—	$852m	196	AAPL, GOOGL, NVDA
Dimension Capital Management	—	$852m	139	BCSF, KREF, AMZN
Burton Enright Welch	—	$852m	136	CVX, AAPL, MCK
Harbor Group	—	$851m	115	TPR, CAT, AAPL
Capital Advisors Wealth Management	—	$851m	228	AAPL, AMZN, GOOGL
Light Street Capital Management	—	$851m	27	TSM, AMD, ALAB
Evelyn Partners Investment Management Services	—	$850m	281	AZN, GOOGL, MSFT
WS Management Lllp	—	$850m	31	MU, BRK-A, AMZN
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	—	$849m	165	AAPL, BAC, TPL
Kimmeridge Energy Management Company	—	$849m	3	VNOM, DVN, VTS
Ellevest	—	$848m	469	AAPL, NVDA, MSFT

Showing 2801 to 2850 of 9384

Previous Next

Show only the long-term investors we follow