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
XY Planning Network	—	$797m	340	NVDA, AAPL, CRWD
Allied Investment Advisors	—	$797m	110	MSFT, JPM, CAT
Atmos Capital Gestao de Recursos Ltda.	—	$796m	16	NU, MELI, DLO
Emerald Advisors	—	$796m	130	COST, MSFT, AAPL
Technology Crossover Management X	—	$795m	6	NU, KLAR, RKT
Harbor Advisors	—	$795m	194	EQIX, MU, GOOGL
Bornite Capital Management LP	—	$795m	20	TLN, AMZN, CRS
Corsair Capital Management, L.P.	—	$795m	164	VRT, GPGI, LAUR
Cornerstone Planning Group	—	$794m	1,867	AAPL, NVDA, AMZN
Tsfg	—	$794m	891	ABBV, AAPL, NVDA
Seilern Investment ManagementPeter Seilern	Quality	$794m	24	MA, UNH, VEEV
Resources Management Corp /ct/ /adv	—	$794m	188	AAPL, APH, JPM
Raffa Wealth Management	—	$793m	1,591	AAPL, NVDA, EGBN
Glen Eagle Advisors	—	$793m	1,084	NVDA, JNJ, MSFT
Golden Unicorn (BVI)	—	$792m	7	NVDA, AAPL, GOOGL
Kemnay Advisory Services	—	$791m	1,169	VNO, TSM, COIN
Financial Solutions Advisory Group	—	$791m	177	AVGO, CMI, AAPL
Colonial Trust	—	$790m	1,134	AAPL, MSFT, LLY
First Hawaiian Bank	—	$790m	91	AAPL, ABBV, WMT
Titan Global Capital Management USA	—	$790m	78	NVDA, CIEN, GOOG
KPP Advisory Services	—	$789m	361	AAPL, NVDA, MSFT
Wellington Shields Capital Management	—	$788m	334	BE, MSFT, GOOGL
Baron Silver Stevens Financial Advisors	—	$788m	138	AAPL, MSFT, JPM
IFC Advisors	—	$788m	179	GENI, AAPL, GOOGL
Arlington Financial Advisors	—	$787m	107	AAPL, BRK-B, GOOGL
Tobias Financial Advisors	—	$787m	147	AAPL, NVDA, AMZN
Eubel Brady & Suttman Asset Management	—	$786m	107	BN, BRK-B, PYPL
Madison Wealth Partners	—	$786m	292	AAPL, MSFT, GOOGL
Gratus Wealth Advisors	—	$786m	138	NVDA, GOOG, AAPL
Almanack Investment Partners, LLC.	—	$785m	321	VZ, NVDA, AAPL
Horizon Wealth Management	—	$785m	148	AAPL, NVDA, MSFT
Harraden Circle Investments	—	$784m	236	CEPF, AIIR, D. Boral ARC ACQ I
8VC Opportunities GP II	—	$784m	3	SPCX, SKYH, BLND
TT International Asset Management	—	$783m	49	BAP, TSM, ONTO
CFM Wealth Partners	—	$783m	149	NVDA, AAPL, GOOGL
Topsail Wealth Management	—	$783m	297	CINF, TSLA, AAPL
Lee Financial	—	$783m	162	BRK-B, AAPL, MSFT
Chatham Capital Group	—	$783m	200	NVDA, GEV, AAPL
Globeflex Capital L P	—	$783m	394	IFS, BLBD, EXEL
Longbow Finance SA	—	$782m	59	NVDA, AAPL, GOOG
Pasadena Private Wealth	—	$782m	269	AAPL, GOOG, GOOGL
Summit Financial Wealth Advisors	—	$782m	225	CMI, UNH, VLO
Laffer Tengler Investments	—	$782m	179	LRCX, GS, AVGO
Hudock	—	$781m	217	BRK-B, AAPL, CAT
Asio Capital	—	$781m	109	NVDA, GOOG, PANW
Qsemble Capital Management, LP	—	$781m	371	CTSH, AIG, CME
Summit Asset Management	—	$780m	183	BRK-B, AAPL, NVDA
North Growth Management	—	$780m	48	AMAT, JBL, CIEN
Alpine Bank Wealth Management	—	$779m	404	GOOG, AAPL, CL
Coho Partners	—	$779m	32	ROST, COR, USB

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