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.
- Fourpath Capital Management—
- Value
- $759m
- Stocks
- 227
- Top holdings
- WMT, XOM, CAT
- Bedrijfstakpensioenfonds Voor de Media PNO—
- Value
- $759m
- Stocks
- 39
- Top holdings
- NVDA, MSFT, AAPL
- Hoey Investments—
- Value
- $759m
- Stocks
- 452
- Top holdings
- NVDA, AMZN, META
- Alvarez & Marsal Private Wealth Partners—
- Value
- $759m
- Stocks
- 107
- Top holdings
- GOOGL, RTX, V
- Northwest Wealth Management—
- Value
- $758m
- Stocks
- 265
- Top holdings
- NVDA, AAPL, TSLA
- Xcelsior Advisor Partners—
- Value
- $758m
- Stocks
- 452
- Top holdings
- FFIN, AAPL, NVDA
- Sawgrass Asset Management—
- Value
- $757m
- Stocks
- 193
- Top holdings
- AAPL, NVDA, MSFT
- McLean Asset Management—
- Value
- $757m
- Stocks
- 181
- Top holdings
- AAPL, NVDA, MSFT
- Matauro—
- Value
- $756m
- Stocks
- 158
- Top holdings
- AAPL, CRDO, UNH
- Academy Capital Management—
- Value
- $756m
- Stocks
- 36
- Top holdings
- AAPL, TSM, GOOG
- O'Brien Wealth Partners—
- Value
- $756m
- Stocks
- 110
- Top holdings
- AAPL, MCD, MSFT
- Pier Capital—
- Value
- $755m
- Stocks
- 129
- Top holdings
- HXL, ALGM, ONTO
- Hughes Financial Services—
- Value
- $755m
- Stocks
- 1,839
- Top holdings
- AAPL, NVDA, JPM
- Founders Financial Alliance—
- Value
- $754m
- Stocks
- 779
- Top holdings
- AAPL, NVDA, MSFT
- Kinsale Capital Group—
- Value
- $754m
- Stocks
- 41
- Top holdings
- JNJ, JPM, WMT
- Stanley Capital Management—
- Value
- $754m
- Stocks
- 37
- Top holdings
- AMAT, VRT, MRVL
- Financial Advisory—
- Value
- $754m
- Stocks
- 58
- Top holdings
- AAPL, TSLA, GOOGL
- SC&H Financial Advisors—
- Value
- $754m
- Stocks
- 160
- Top holdings
- AAPL, MSFT, GOOGL
- Acorn Financial Advisory Services INC /adv—
- Value
- $753m
- Stocks
- 223
- Top holdings
- BRK-B, LLY, AG
- Riversedge Advisors—
- Value
- $753m
- Stocks
- 315
- Top holdings
- AAPL, NVDA, GOOGL
- Talon Private Wealth—
- Value
- $753m
- Stocks
- 187
- Top holdings
- Proshares TR II, WMT, MU
- Stone House Investment Management—
- Value
- $752m
- Stocks
- 1,337
- Top holdings
- PG, AAPL, NVDA
- Northwest Financial Advisors—
- Value
- $752m
- Stocks
- 89
- Top holdings
- BN, JNJ, AAPL
- Banco BTG Pactual—
- Value
- $752m
- Stocks
- 136
- Top holdings
- TSLA, AVGO, CIB
- Perryman Financial Advisory—
- Value
- $751m
- Stocks
- 191
- Top holdings
- NVDA, AAPL, AMZN
- TRB Wealth Management—
- Value
- $751m
- Stocks
- 296
- Top holdings
- AAPL, NVDA, GOOGL
- Northstar Group—
- Value
- $751m
- Stocks
- 166
- Top holdings
- BRK-B, AAPL, GOOG
- Fcpm III Services B.V.—
- Value
- $750m
- Stocks
- 11
- Top holdings
- NAMS, MPLT, DYN
- Cercano Management—
- Value
- $750m
- Stocks
- 131
- Top holdings
- UNP, META, BKSY
- Qtron Investments—
- Value
- $750m
- Stocks
- 449
- Top holdings
- NVDA, AAPL, MSFT
- Virtue Capital Management—
- Value
- $749m
- Stocks
- 343
- Top holdings
- NVDA, AAPL, MU
- JLB & Associates—
- Value
- $748m
- Stocks
- 68
- Top holdings
- KLAC, APH, CASY
- Defilade Capital Management, L.P.—
- Value
- $747m
- Stocks
- 39
- Top holdings
- LLY, PFE, VEEV
- Bdf-Gestion—
- Value
- $747m
- Stocks
- 143
- Top holdings
- MS, AMD, SWK
- Permanent Capital Management, LP—
- Value
- $747m
- Stocks
- 211
- Top holdings
- MSFT, CAT, NVDA
- EagleClaw Capital Managment—
- Value
- $745m
- Stocks
- 145
- Top holdings
- TPL, NVDA, AAPL
- Auxier Asset ManagementValue
Jeff Auxier
- Value
- $745m
- Stocks
- 184
- Top holdings
- PM, GOOGL, MSFT
- Insight Wealth Partners—
- Value
- $745m
- Stocks
- 135
- Top holdings
- F, NVDA, SNDK
- CIBC Capital Markets (Europe)—
- Value
- $745m
- Stocks
- 10
- Top holdings
- AMZN, BRK-B, NFLX
- Heritage Investment Group—
- Value
- $744m
- Stocks
- 135
- Top holdings
- AAPL, BRK-A, LLY
- Commonwealth Financial Services—
- Value
- $744m
- Stocks
- 317
- Top holdings
- NVDA, AAPL, MSFT
- Regatta Capital Group—
- Value
- $744m
- Stocks
- 223
- Top holdings
- AAPL, GOOGL, AMZN
- Well Done—
- Value
- $743m
- Stocks
- 202
- Top holdings
- BRK-A, BRK-B, ABBV
- SkyView Investment Advisors—
- Value
- $743m
- Stocks
- 318
- Top holdings
- NVDA, Partners Group, IBKR
- SouthernSun Asset ManagementValue
Michael Cook
- Value
- $743m
- Stocks
- 29
- Top holdings
- EXTR, LPX, BOOT
- CFO4Life Group—
- Value
- $742m
- Stocks
- 236
- Top holdings
- AAPL, UPS, MSFT
- Wilkins Investment Counsel—
- Value
- $742m
- Stocks
- 119
- Top holdings
- NEM, MRK, CTVA
- Tolleson Wealth Management—
- Value
- $742m
- Stocks
- 96
- Top holdings
- GLXY, MA, GS
- Northcape Capital Pty—
- Value
- $742m
- Stocks
- 8
- Top holdings
- America Movil SAB de CV, MELI, HDB
- Kingdon Capital Management, L.L.C.—
- Value
- $742m
- Stocks
- 57
- Top holdings
- SNDX, NVDA, WRBY
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Fourpath Capital Management | — | $759m | 227 | WMT, XOM, CAT |
| Bedrijfstakpensioenfonds Voor de Media PNO | — | $759m | 39 | NVDA, MSFT, AAPL |
| Hoey Investments | — | $759m | 452 | NVDA, AMZN, META |
| Alvarez & Marsal Private Wealth Partners | — | $759m | 107 | GOOGL, RTX, V |
| Northwest Wealth Management | — | $758m | 265 | NVDA, AAPL, TSLA |
| Xcelsior Advisor Partners | — | $758m | 452 | FFIN, AAPL, NVDA |
| Sawgrass Asset Management | — | $757m | 193 | AAPL, NVDA, MSFT |
| McLean Asset Management | — | $757m | 181 | AAPL, NVDA, MSFT |
| Matauro | — | $756m | 158 | AAPL, CRDO, UNH |
| Academy Capital Management | — | $756m | 36 | AAPL, TSM, GOOG |
| O'Brien Wealth Partners | — | $756m | 110 | AAPL, MCD, MSFT |
| Pier Capital | — | $755m | 129 | HXL, ALGM, ONTO |
| Hughes Financial Services | — | $755m | 1,839 | AAPL, NVDA, JPM |
| Founders Financial Alliance | — | $754m | 779 | AAPL, NVDA, MSFT |
| Kinsale Capital Group | — | $754m | 41 | JNJ, JPM, WMT |
| Stanley Capital Management | — | $754m | 37 | AMAT, VRT, MRVL |
| Financial Advisory | — | $754m | 58 | AAPL, TSLA, GOOGL |
| SC&H Financial Advisors | — | $754m | 160 | AAPL, MSFT, GOOGL |
| Acorn Financial Advisory Services INC /adv | — | $753m | 223 | BRK-B, LLY, AG |
| Riversedge Advisors | — | $753m | 315 | AAPL, NVDA, GOOGL |
| Talon Private Wealth | — | $753m | 187 | Proshares TR II, WMT, MU |
| Stone House Investment Management | — | $752m | 1,337 | PG, AAPL, NVDA |
| Northwest Financial Advisors | — | $752m | 89 | BN, JNJ, AAPL |
| Banco BTG Pactual | — | $752m | 136 | TSLA, AVGO, CIB |
| Perryman Financial Advisory | — | $751m | 191 | NVDA, AAPL, AMZN |
| TRB Wealth Management | — | $751m | 296 | AAPL, NVDA, GOOGL |
| Northstar Group | — | $751m | 166 | BRK-B, AAPL, GOOG |
| Fcpm III Services B.V. | — | $750m | 11 | NAMS, MPLT, DYN |
| Cercano Management | — | $750m | 131 | UNP, META, BKSY |
| Qtron Investments | — | $750m | 449 | NVDA, AAPL, MSFT |
| Virtue Capital Management | — | $749m | 343 | NVDA, AAPL, MU |
| JLB & Associates | — | $748m | 68 | KLAC, APH, CASY |
| Defilade Capital Management, L.P. | — | $747m | 39 | LLY, PFE, VEEV |
| Bdf-Gestion | — | $747m | 143 | MS, AMD, SWK |
| Permanent Capital Management, LP | — | $747m | 211 | MSFT, CAT, NVDA |
| EagleClaw Capital Managment | — | $745m | 145 | TPL, NVDA, AAPL |
| Auxier Asset ManagementJeff Auxier | Value | $745m | 184 | PM, GOOGL, MSFT |
| Insight Wealth Partners | — | $745m | 135 | F, NVDA, SNDK |
| CIBC Capital Markets (Europe) | — | $745m | 10 | AMZN, BRK-B, NFLX |
| Heritage Investment Group | — | $744m | 135 | AAPL, BRK-A, LLY |
| Commonwealth Financial Services | — | $744m | 317 | NVDA, AAPL, MSFT |
| Regatta Capital Group | — | $744m | 223 | AAPL, GOOGL, AMZN |
| Well Done | — | $743m | 202 | BRK-A, BRK-B, ABBV |
| SkyView Investment Advisors | — | $743m | 318 | NVDA, Partners Group, IBKR |
| SouthernSun Asset ManagementMichael Cook | Value | $743m | 29 | EXTR, LPX, BOOT |
| CFO4Life Group | — | $742m | 236 | AAPL, UPS, MSFT |
| Wilkins Investment Counsel | — | $742m | 119 | NEM, MRK, CTVA |
| Tolleson Wealth Management | — | $742m | 96 | GLXY, MA, GS |
| Northcape Capital Pty | — | $742m | 8 | America Movil SAB de CV, MELI, HDB |
| Kingdon Capital Management, L.L.C. | — | $742m | 57 | SNDX, NVDA, WRBY |