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
Barrow HanleyBarrow Hanley team	Value	$33.0bn	369	HPE, MRK, GEHC
Eagle Capital ManagementBoykin Curry	Quality	$32.7bn	56	AMZN, UNH, MELI
Panagora Asset Management	—	$32.6bn	1,163	NVDA, AAPL, MSFT
Federation des caisses Desjardins du Quebec	—	$32.4bn	3,020	RY, TD, NVDA
Woodline Partners LP	—	$32.3bn	1,009	NVDA, AAPL, MSFT
Kayne Anderson Rudnick Investment Management	—	$32.2bn	964	PRI, RBC, WTS
Mastercard Foundation Asset Management	—	$32.1bn	3	MA
Nisa Investment Advisors	—	$32.0bn	3,093	NVDA, AAPL, MSFT
SC US (ttgp)	—	$31.8bn	18	SPCX, DASH, CART
Clear Street Group	—	$31.6bn	1,364	SNDK, NVDA, AMD
Nykredit A/S	—	$31.4bn	1,904	NVDA, AAPL, GOOGL
CI Investments	—	$31.1bn	746	NVDA, AMZN, MSFT
KLP Kapitalforvaltning AS	—	$31.0bn	2,141	NVDA, AAPL, MSFT
Kestra Advisory Services	—	$31.0bn	3,248	AAPL, NVDA, PH
Westfield Capital Management CO LP	—	$30.6bn	278	NVDA, GOOGL, ASND
Blackstone	—	$30.6bn	514	CQP, SPCX, DLR
Keybank National Association	—	$30.4bn	1,310	AAPL, GOOGL, NVDA
Fred Alger Management	—	$30.0bn	424	NVDA, MSFT, AMZN
Vontobel Holding	—	$29.9bn	1,197	NVDA, AVGO, UBS
Gigafund Management Company	—	$29.4bn	2	SPCX, ANGX
Vanguard Advisers	—	$29.4bn	715	ABBV, SPCX, ABT
State of New Jersey Common Pension Fund D	—	$29.3bn	1,718	NVDA, AAPL, MSFT
Worldquant Millennium Advisors	—	$29.1bn	702	AAPL, NVDA, MSFT
Orbis Investment ManagementOrbis team (Allan Gray lineage)	Value	$29.1bn	97	CPAY, NBIS, BKNG
Winslow Capital Management	—	$29.1bn	66	NVDA, GOOG, AVGO
Tiaa-Cref Individual & Institutional Services	—	$29.1bn	751	AAPL, MSFT, GOOGL
Public Employees Retirement Association of Colorado	—	$28.9bn	1,842	NVDA, AAPL, GOOGL
USS Investment Management	—	$27.8bn	617	NVDA, AMZN, ENLT
Jacobs Levy Equity Management	—	$27.8bn	934	NVDA, GOOG, AAPL
Lido Advisors	—	$27.8bn	1,847	AAPL, NVDA, MSFT
Earnest Partners	—	$27.7bn	304	MOG-A, FORM, WWD
Fiera Capital	—	$27.6bn	401	TSM, GOOGL, MSFT
Cresset Asset Management	—	$27.5bn	1,667	ANET, AAPL, GOOGL
LOS Angeles Capital Management	—	$27.2bn	2,324	NVDA, AAPL, MSFT
Rathbones Group	—	$27.1bn	665	AZN, GOOGL, MSFT
NEOS Investment Management	—	$27.1bn	578	NVDA, AAPL, MSFT
Sands Capital Management	—	$26.9bn	71	NVDA, TSM, GOOGL
Scotia Capital	—	$26.8bn	915	RY, TD, BNS
Strs Ohio	—	$26.7bn	2,154	NVDA, AAPL, MSFT
SEB Asset Management AB	—	$26.6bn	700	NVDA, AAPL, AZN
MAI Capital Management	—	$26.3bn	1,887	AAPL, NVDA, MSFT
EP Wealth Advisors	—	$26.2bn	1,713	AAPL, NVDA, GOOGL
Alkeon Capital Management	—	$25.9bn	79	TSM, AMZN, LRCX
AGF Management	—	$25.6bn	600	NVDA, GOOGL, AMZN
Menora Mivtachim Holdings	—	$25.6bn	173	NVDA, AAPL, GOOGL
Woodbridge	—	$25.2bn	48	TRI, GOOGL, AMZN
Comerica Bank	—	$25.1bn	3,708	LLY, AAPL, MSFT
Bridgewater Associates, LP	—	$24.4bn	997	NVDA, AVGO, AMZN
&partners	—	$24.4bn	2,508	AAPL, NVDA, MSFT
Tudor Investment Corp ET AL	—	$24.2bn	1,679	TSM, MSFT, NVDA

Showing 251 to 300 of 9384

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Show only the long-term investors we follow