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.
- Faithward Advisors—
- Value
- $819m
- Stocks
- 339
- Top holdings
- KLAC, NVDA, AAPL
- Compass Financial Management—
- Value
- $819m
- Stocks
- 1,490
- Top holdings
- NVDA, AAPL, PLTR
- Canal Capital Management—
- Value
- $819m
- Stocks
- 220
- Top holdings
- ODFL, AAPL, MSFT
- Ion Asset Management—
- Value
- $818m
- Stocks
- 61
- Top holdings
- TEVA, DK, CHKP
- LaSalle St. Investment Advisors—
- Value
- $818m
- Stocks
- 429
- Top holdings
- NVDA, AAPL, AMZN
- Dillon & Associates—
- Value
- $817m
- Stocks
- 80
- Top holdings
- NVDA, AAPL, GOOGL
- Fund Resources Investment Holding Group—
- Value
- $817m
- Stocks
- 7
- Top holdings
- MU, INTC, MRVL
- Biondo Investment Advisors—
- Value
- $817m
- Stocks
- 89
- Top holdings
- AAPL, GOOGL, NVDA
- Parsifal Capital Management, LP—
- Value
- $817m
- Stocks
- 14
- Top holdings
- COMP, HGV, SN
- Mirador Capital Partners LP—
- Value
- $816m
- Stocks
- 216
- Top holdings
- GOOG, AAPL, AMZN
- Schwerin Boyle Capital Management—
- Value
- $816m
- Stocks
- 49
- Top holdings
- BRK-B, GOOG, WFC
- Financial Advisors Network—
- Value
- $816m
- Stocks
- 208
- Top holdings
- GILD, AAPL, NVDA
- Ayalon Insurance Comp—
- Value
- $815m
- Stocks
- 66
- Top holdings
- AAPL, NVDA, AMZN
- Mitchell Mcleod Pugh & Williams—
- Value
- $815m
- Stocks
- 307
- Top holdings
- AAPL, NVDA, MSFT
- Skylands Capital—
- Value
- $814m
- Stocks
- 166
- Top holdings
- UNP, GOOGL, DBD
- Wallington Asset Management—
- Value
- $814m
- Stocks
- 61
- Top holdings
- MU, GOOG, AAPL
- Tri Locum Partners LP—
- Value
- $813m
- Stocks
- 19
- Top holdings
- JNJ, VRTX, LLY
- MacKay Shields—
- Value
- $813m
- Stocks
- 32
- Top holdings
- Alphabet, Hewlett Packard Enterprise C, QXO
- Renesas Electronics America—
- Value
- $813m
- Stocks
- 1
- Top holdings
- WOLF
- Cambient Family Office—
- Value
- $813m
- Stocks
- 328
- Top holdings
- NVDA, MSFT, LLY
- Cypress Wealth Services—
- Value
- $813m
- Stocks
- 422
- Top holdings
- AAPL, GOOGL, NVDA
- Fagan Associates—
- Value
- $813m
- Stocks
- 137
- Top holdings
- GOOGL, AMD, AAPL
- Deer Management—
- Value
- $812m
- Stocks
- 9
- Top holdings
- STUB, XNDU, HNGE
- Kavar Capital Partners Group—
- Value
- $812m
- Stocks
- 204
- Top holdings
- AAPL, GOOGL, NVDA
- Intrinsic Edge Capital Management—
- Value
- $811m
- Stocks
- 102
- Top holdings
- ARM, HUT, CRS
- Think Investments LP—
- Value
- $811m
- Stocks
- 21
- Top holdings
- MRVL, AMZN, LRCX
- Third View Private Wealth—
- Value
- $811m
- Stocks
- 288
- Top holdings
- NVDA, AMZN, MSFT
- Sloy Dahl & Holst—
- Value
- $811m
- Stocks
- 122
- Top holdings
- TSLA, AAPL, NVDA
- Affinity Capital Advisors—
- Value
- $810m
- Stocks
- 203
- Top holdings
- AAPL, MSFT, LLY
- Abacus Planning Group—
- Value
- $809m
- Stocks
- 257
- Top holdings
- UNP, AMZN, AAPL
- Polianta—
- Value
- $809m
- Stocks
- 86
- Top holdings
- RBLX, AMKR, INTC
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet—
- Value
- $809m
- Stocks
- 72
- Top holdings
- TEVA, PANW, AMZN
- Eagle Rock Investment Company—
- Value
- $808m
- Stocks
- 156
- Top holdings
- GOOGL, AVGO, KLAC
- Nfsg—
- Value
- $808m
- Stocks
- 1,225
- Top holdings
- NVDA, AMZN, AAPL
- Mechanics Bank Trust Department—
- Value
- $808m
- Stocks
- 211
- Top holdings
- GOOGL, AAPL, MCHB
- Capital Investment Counsel—
- Value
- $808m
- Stocks
- 152
- Top holdings
- CAT, GOOGL, AVGO
- ARQ Wealth Advisors—
- Value
- $807m
- Stocks
- 209
- Top holdings
- AAPL, MSFT, GOOGL
- Klaas Financial Asset Advisors—
- Value
- $803m
- Stocks
- 59
- Top holdings
- —
- Benchstone Capital Management LP—
- Value
- $803m
- Stocks
- 36
- Top holdings
- SNOW, FWONK, TXN
- White Lighthouse Investment Management—
- Value
- $802m
- Stocks
- 151
- Top holdings
- AAPL, GOOG, GOOGL
- Blue Bell Private Wealth Management—
- Value
- $802m
- Stocks
- 716
- Top holdings
- AAPL, MSFT, JNJ
- Newtyn Management—
- Value
- $801m
- Stocks
- 34
- Top holdings
- QDEL, TBPH, INDV
- Liberty Wealth Management—
- Value
- $800m
- Stocks
- 268
- Top holdings
- AAPL, NVDA, MSFT
- HORAN Wealth—
- Value
- $800m
- Stocks
- 217
- Top holdings
- AAPL, GOOGL, AVGO
- Live Oak Private Wealth—
- Value
- $800m
- Stocks
- 211
- Top holdings
- BRK-B, AAPL, GOOG
- Johnson & Johnson—
- Value
- $799m
- Stocks
- 15
- Top holdings
- PTGX, NBTX, MGTX
- Suncoast Equity Management—
- Value
- $798m
- Stocks
- 63
- Top holdings
- NVDA, MSFT, GOOG
- TrueMark Investments—
- Value
- $798m
- Stocks
- 187
- Top holdings
- UNH, BTI, PM
- Garden Investment Management, L.P.—
- Value
- $798m
- Stocks
- 2
- Top holdings
- MIDD, FBIN
- Quantum Capital Management—
- Value
- $798m
- Stocks
- 35
- Top holdings
- HEI-A, NVR, PRI
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Faithward Advisors | — | $819m | 339 | KLAC, NVDA, AAPL |
| Compass Financial Management | — | $819m | 1,490 | NVDA, AAPL, PLTR |
| Canal Capital Management | — | $819m | 220 | ODFL, AAPL, MSFT |
| Ion Asset Management | — | $818m | 61 | TEVA, DK, CHKP |
| LaSalle St. Investment Advisors | — | $818m | 429 | NVDA, AAPL, AMZN |
| Dillon & Associates | — | $817m | 80 | NVDA, AAPL, GOOGL |
| Fund Resources Investment Holding Group | — | $817m | 7 | MU, INTC, MRVL |
| Biondo Investment Advisors | — | $817m | 89 | AAPL, GOOGL, NVDA |
| Parsifal Capital Management, LP | — | $817m | 14 | COMP, HGV, SN |
| Mirador Capital Partners LP | — | $816m | 216 | GOOG, AAPL, AMZN |
| Schwerin Boyle Capital Management | — | $816m | 49 | BRK-B, GOOG, WFC |
| Financial Advisors Network | — | $816m | 208 | GILD, AAPL, NVDA |
| Ayalon Insurance Comp | — | $815m | 66 | AAPL, NVDA, AMZN |
| Mitchell Mcleod Pugh & Williams | — | $815m | 307 | AAPL, NVDA, MSFT |
| Skylands Capital | — | $814m | 166 | UNP, GOOGL, DBD |
| Wallington Asset Management | — | $814m | 61 | MU, GOOG, AAPL |
| Tri Locum Partners LP | — | $813m | 19 | JNJ, VRTX, LLY |
| MacKay Shields | — | $813m | 32 | Alphabet, Hewlett Packard Enterprise C, QXO |
| Renesas Electronics America | — | $813m | 1 | WOLF |
| Cambient Family Office | — | $813m | 328 | NVDA, MSFT, LLY |
| Cypress Wealth Services | — | $813m | 422 | AAPL, GOOGL, NVDA |
| Fagan Associates | — | $813m | 137 | GOOGL, AMD, AAPL |
| Deer Management | — | $812m | 9 | STUB, XNDU, HNGE |
| Kavar Capital Partners Group | — | $812m | 204 | AAPL, GOOGL, NVDA |
| Intrinsic Edge Capital Management | — | $811m | 102 | ARM, HUT, CRS |
| Think Investments LP | — | $811m | 21 | MRVL, AMZN, LRCX |
| Third View Private Wealth | — | $811m | 288 | NVDA, AMZN, MSFT |
| Sloy Dahl & Holst | — | $811m | 122 | TSLA, AAPL, NVDA |
| Affinity Capital Advisors | — | $810m | 203 | AAPL, MSFT, LLY |
| Abacus Planning Group | — | $809m | 257 | UNP, AMZN, AAPL |
| Polianta | — | $809m | 86 | RBLX, AMKR, INTC |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet | — | $809m | 72 | TEVA, PANW, AMZN |
| Eagle Rock Investment Company | — | $808m | 156 | GOOGL, AVGO, KLAC |
| Nfsg | — | $808m | 1,225 | NVDA, AMZN, AAPL |
| Mechanics Bank Trust Department | — | $808m | 211 | GOOGL, AAPL, MCHB |
| Capital Investment Counsel | — | $808m | 152 | CAT, GOOGL, AVGO |
| ARQ Wealth Advisors | — | $807m | 209 | AAPL, MSFT, GOOGL |
| Klaas Financial Asset Advisors | — | $803m | 59 | — |
| Benchstone Capital Management LP | — | $803m | 36 | SNOW, FWONK, TXN |
| White Lighthouse Investment Management | — | $802m | 151 | AAPL, GOOG, GOOGL |
| Blue Bell Private Wealth Management | — | $802m | 716 | AAPL, MSFT, JNJ |
| Newtyn Management | — | $801m | 34 | QDEL, TBPH, INDV |
| Liberty Wealth Management | — | $800m | 268 | AAPL, NVDA, MSFT |
| HORAN Wealth | — | $800m | 217 | AAPL, GOOGL, AVGO |
| Live Oak Private Wealth | — | $800m | 211 | BRK-B, AAPL, GOOG |
| Johnson & Johnson | — | $799m | 15 | PTGX, NBTX, MGTX |
| Suncoast Equity Management | — | $798m | 63 | NVDA, MSFT, GOOG |
| TrueMark Investments | — | $798m | 187 | UNH, BTI, PM |
| Garden Investment Management, L.P. | — | $798m | 2 | MIDD, FBIN |
| Quantum Capital Management | — | $798m | 35 | HEI-A, NVR, PRI |