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
Apollon Financial	—	$846m	293	NVDA, GOOG, AAPL
Peterson Wealth Advisors	—	$846m	120	AAPL, XOM, MSFT
ION Fund Management	—	$845m	52	TEVA, DK, SEDG
Arkos Global Advisors	—	$844m	124	AAPL, GOOGL, AMZN
Parr Mcknight Wealth Management Group	—	$844m	219	AAPL, MSFT, GOOGL
Power Corp of Canada	—	$843m	1	BEN
Kora Management LP	—	$843m	10	SE, NBIS, NU
LaFleur & Godfrey	—	$842m	149	AAPL, CAT, JPM
WoodTrust Financial	—	$842m	179	AMAT, BRK-B, JPM
Lineweaver Wealth Advisors	—	$841m	181	AAPL, AVGO, NVDA
Moloney Securities Asset Management	—	$840m	497	MSFT, NVDA, AAPL
First Pacific Financial	—	$839m	510	MSFT, CSCO, JPM
Security National Bank	—	$838m	392	NVDA, BRK-A, BRK-B
Villere ST Denis J	—	$838m	85	LGND, JPM, V
Nottingham Advisors	—	$838m	122	AAPL, LIN, NVDA
Financial Enhancement Group	—	$837m	134	AAPL, AVGO, LIN
Physician Wealth Advisors	—	$837m	2,333	AAPL, NVDA, MSFT
Professional Advisory Services	—	$836m	93	GOOG, MSFT, AMZN
Glassman Wealth Services	—	$835m	236	SNA
Artemis Wealth Advisors	—	$835m	55	SNDK, INTC, AMZN
Context Capital Management	—	$833m	328	Alphabet, Alphabet, Super Micro Computer
Breakwater Capital Group	—	$833m	374	AAPL, MSFT, AMZN
Blue Edge Capital	—	$833m	137	AAPL, CAT, AMZN
Hhlr Advisors	—	$832m	35	LEGN, FUTU, AVBP
Noesis Capital Mangement	—	$832m	124	GOOG, AMD, TSM
Sargent Investment Group	—	$832m	279	AAPL, PLTR, MSFT
AA Financial Advisors	—	$832m	230	TSLA, AAPL, NVDA
American Financial Advisors	—	$831m	169	BRK-B, LLY, DAL
MLG Wealth Management DBA Pine Grove Financial Group	—	$829m	192	MMM, AAPL, NVDA
AdvisorShares Investments	—	$828m	269	CURLF, TRLV, FIX
Sharkey, Howes & Javer	—	$828m	162	LECO, ADI, MSFT
Parker Investment Management	—	$827m	39	GOOG, NVDA, GOOGL
Arvest Investments	—	$827m	219	GOOGL, JPM, MSFT
Cullen Investment Group	—	$827m	181	AAPL, BRK-B, GOOG
Cardinal Capital Management	—	$826m	138	LLY, JNJ, AAPL
Meridian Wealth Partners	—	$826m	125	AAPL, PPG, NVDA
Strategic Wealth Investment Group	—	$825m	104	AMZN, AAPL, AVGO
John G Ullman & Associates	—	$824m	181	GLW, TSM, CSCO
Rice Partnership	—	$824m	171	AAPL, MU, GOOGL
Werba Rubin Papier Wealth Management	—	$824m	309	AAPL, NVDA, GOOGL
Intellus Advisors	—	$823m	134	GOOGL, AMD, AAPL
Orange Investment Advisors	—	$823m	143	LLY, OBT, NVDA
McGowan Group Asset Management	—	$823m	152	DELL, BTI, XOM
Leelyn Smith	—	$822m	157	AMAT, KLAC, NVDA
Sirios Capital Management L P	—	$822m	86	GEV, TSM, AMZN
Sivia Capital Partners	—	$822m	540	CRWV, NVDA, AAPL
Greenup Street Wealth Management	—	$822m	141	GOOGL, NVDA, AAPL
Avenir	—	$821m	79	MSFT, MKL, AMZN
Legacy Financial Advisors	—	$820m	435	AAPL, NVDA, MSFT
Capital Advantage	—	$820m	150	AAPL, AMD, EXTR

Showing 2851 to 2900 of 9384

Previous Next

Show only the long-term investors we follow