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
Thrive Wealth Management	—	$777m	254	AAPL, GOOG, NVDA
SilverOak Wealth Management	—	$777m	126	MMM, AAPL, CMS
Affinity Wealth Management	—	$776m	113	STX, NVDA, TER
Marquette Asset Management	—	$776m	830	META, AAPL, AMCR
Round Rock Advisors	—	$776m	318	AAPL, BRK-A, GOOG
Trifecta Capital Advisors	—	$776m	493	NVDA, AAPL, AMZN
Ally Financial	—	$775m	131	MSFT, NVDA, AMZN
Covington Investment Advisors	—	$774m	73	GOOG, LRCX, AVGO
EFG Asset Management (North America)	—	$773m	168	NVDA, AMZN, GOOGL
CIM	—	$773m	169	NVDA, ASML, GOOGL
Glendon Capital Management LP	—	$772m	25	EXE, NRG, ALLY
Human Investing	—	$771m	105	AVGO, AAPL, MSFT
FJ Capital Management	—	$770m	120	SFST, EQBK, NIC
Xxec	—	$770m	23	OLED, MCO, MSFT
Chescapmanager	—	$770m	21	VRT, MSFT, GOOGL
Hemington Wealth Management	—	$769m	1,727	AAPL, MSFT, NVDA
South Street Advisors	—	$769m	84	NVDA, APH, GOOGL
Manchester Capital Management	—	$768m	1,313	AAPL, UPS, AMZN
Arkansas Financial Group	—	$768m	97	AAPL, BRK-B, WEST
Camden National Bank	—	$767m	184	NVDA, PWR, GOOGL
Strategic Point Investment Advisors	—	$767m	36	AAPL, MSFT, LLY
Enclave Advisors	—	$767m	127	AMZN, WMT, NVDA
Nexus Investment Management ULC	—	$767m	72	JPM, GOOG, AEP
Albar Capital Partners LLP	—	$767m	38	FCX, TSM, DOV
Independent Solutions Wealth Management	—	$766m	194	AAPL, NVDA, AVGO
Crews Bank & Trust	—	$766m	662	AAPL, MSFT, GOOGL
Hendershot Investments	—	$766m	134	BRK-B, AAPL, JNJ
NetEase	—	$765m	2	PDD, DAO
Cigna Investments	—	$765m	480	OMDA, NVDA, AAPL
Clearstead Trust	—	$765m	970	AAPL, MSFT, NVDA
Cornerstone Advisors Asset Management	—	$765m	133	BRK-A, AAPL, BRK-B
Elequin Capital, LP	—	$764m	670	Apollo Global Mgmt, NVDA, MSFT
JBF Capital	—	$764m	98	AMZN, MSFT, GOOGL
Essex Investment Management	—	$763m	306	TSEM, LINC, KNSA
Kelman-Lazarov	—	$763m	154	BRK-B, GOOGL, AAPL
Adams Natural Resources Fund	—	$763m	51	XOM, CVX, COP
B & T Capital Management DBA Alpha Capital Management	—	$763m	128	AAPL, GOOGL, NVDA
United Capital Management of KS	—	$763m	97	PLTR, TSLA, IESC
Sentinel Pension Advisors	—	$762m	147	AAPL, EBC, MSFT
Ironwood Investment Counsel	—	$762m	267	AAPL, MSFT, GOOGL
Schnieders Capital Management, Llc.	—	$762m	246	AAPL, GOOGL, MSFT
Westside Investment Management	—	$761m	1,446	AAPL, GOOGL, TPC
Biltmore Family Office	—	$761m	333	AAPL, BRK-B, MSFT
Dean Investment Associates	—	$761m	193	HSY, JAZZ, XEL
Horst & Graben Wealth Management	—	$760m	205	AAPL, TSLA, NVDA
Diameter Capital Partners LP	—	$760m	28	TDS, MBC, UNIT
Keating Financial Advisory Services	—	$760m	2,607	AAPL, NVDA, MSFT
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	—	$759m	41	TEVA, TSEM, NVMI
Rollins Financial Advisors	—	$759m	168	AAPL, GOOGL, AMZN
Gibbs Wealth Management	—	$759m	430	NVDA, MSFT, AAPL

Showing 3001 to 3050 of 9384

Previous Next

Show only the long-term investors we follow