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.
- CPC Advisors—
- Value
- $742m
- Stocks
- 159
- Top holdings
- AAPL, FIX, CSCO
- Lebenthal Global Advisors—
- Value
- $741m
- Stocks
- 204
- Top holdings
- AAPL, NVDA, AMAT
- Torray Investment PartnersValue
Robert Torray (founder)
- Value
- $741m
- Stocks
- 91
- Top holdings
- AVGO, RPRX, CEG
- Newbrook Capital Advisors LP—
- Value
- $741m
- Stocks
- 14
- Top holdings
- APO, HUT, SNPS
- Triasima Portfolio Management—
- Value
- $740m
- Stocks
- 127
- Top holdings
- RY, TD, CM
- Bearing Point Capital—
- Value
- $740m
- Stocks
- 203
- Top holdings
- NVDA, PANW, AAPL
- Copos Capital B.V.—
- Value
- $739m
- Stocks
- 37
- Top holdings
- TSLA, GOOG, AAPL
- Estabrook Capital Management—
- Value
- $739m
- Stocks
- 344
- Top holdings
- MSFT, JPM, AAPL
- Everest Financial Group—
- Value
- $738m
- Stocks
- 208
- Top holdings
- GOOGL, AMZN, NVDA
- Barton Investment Management—
- Value
- $738m
- Stocks
- 60
- Top holdings
- SHOP, NFLX, AMZN
- LS Investment Advisors—
- Value
- $738m
- Stocks
- 127
- Top holdings
- AAPL, GOOG, CAT
- Herald Investment Management—
- Value
- $737m
- Stocks
- 92
- Top holdings
- SIMO, CLS, VICR
- GFI Investment Counsel—
- Value
- $737m
- Stocks
- 30
- Top holdings
- HLT, V, AXP
- Kingsway Capital Partners—
- Value
- $736m
- Stocks
- 5
- Top holdings
- AIIR, KSPI, TONX
- Walmart—
- Value
- $736m
- Stocks
- 3
- Top holdings
- SYM, KLAR, GDOT
- GR Financial Group—
- Value
- $736m
- Stocks
- 37
- Top holdings
- AAPL, RTX, MU
- S-Bank Fund Management—
- Value
- $736m
- Stocks
- 249
- Top holdings
- NVDA, AAPL, MSFT
- Cohen Capital Management—
- Value
- $735m
- Stocks
- 152
- Top holdings
- AMAT, TMO, MSFT
- Camden Asset Management L P—
- Value
- $735m
- Stocks
- 14
- Top holdings
- Boeing, Alphabet, Bank of Amer
- Daido Life Insurance—
- Value
- $735m
- Stocks
- 6
- Top holdings
- —
- Virtus Wealth Solutions—
- Value
- $735m
- Stocks
- 53
- Top holdings
- SNDK, ALAB, DELL
- Greenfield FTC—
- Value
- $735m
- Stocks
- 4
- Top holdings
- —
- MainStreet Investment Advisors—
- Value
- $734m
- Stocks
- 166
- Top holdings
- AAPL, MSFT, GOOGL
- Balboa Wealth Partners—
- Value
- $734m
- Stocks
- 458
- Top holdings
- TSLA, NVDA, AMD
- Graham Holdings Co Master Retirement Trust—
- Value
- $734m
- Stocks
- 2
- Top holdings
- BRK-A, MKL
- Smithbridge Asset Management—
- Value
- $734m
- Stocks
- 188
- Top holdings
- AMAT, AAPL, NVDA
- Massachusetts Institute of Technology—
- Value
- $733m
- Stocks
- 8
- Top holdings
- CPNG, CVNA, BOC
- New Wave Wealth Advisors—
- Value
- $732m
- Stocks
- 199
- Top holdings
- WMT, NVDA, AAPL
- Liquid Strategies—
- Value
- $732m
- Stocks
- 7
- Top holdings
- —
- Hudson Edge Investment Partners—
- Value
- $732m
- Stocks
- 123
- Top holdings
- TSM, ICLR, RYAAY
- Decheng Capital—
- Value
- $732m
- Stocks
- 14
- Top holdings
- CGON, NUVB, AARD
- ThornTree Capital Partners LP—
- Value
- $731m
- Stocks
- 19
- Top holdings
- VIK, CIEN, NU
- Morton Capital Management—
- Value
- $731m
- Stocks
- 160
- Top holdings
- AAPL, MSFT, AMZN
- M Holdings Securities—
- Value
- $731m
- Stocks
- 148
- Top holdings
- JPM, NVDA, GOOGL
- Gilman Hill Asset Management—
- Value
- $731m
- Stocks
- 236
- Top holdings
- SWK, RHP, BMY
- KKM Financial—
- Value
- $730m
- Stocks
- 169
- Top holdings
- PANW, INTC, MSFT
- Caitong International Asset Management—
- Value
- $729m
- Stocks
- 2,999
- Top holdings
- AMD, INTC, GLW
- Wexford Capital LP—
- Value
- $729m
- Stocks
- 221
- Top holdings
- MAKO, ACMR, TUSK
- Vanderbilt University—
- Value
- $728m
- Stocks
- 74
- Top holdings
- META, MSFT, WELL
- Ignite Planners—
- Value
- $728m
- Stocks
- 422
- Top holdings
- AAPL, NVDA, MSFT
- Inspire Trust CO, N.A.—
- Value
- $727m
- Stocks
- 111
- Top holdings
- AVGO, GOOG, AAPL
- Lone Peak Global Investors—
- Value
- $727m
- Stocks
- 43
- Top holdings
- CSCO, KDP, SOLV
- SFE Investment Counsel—
- Value
- $726m
- Stocks
- 149
- Top holdings
- NVDA, PANW, AAPL
- Proffitt & Goodson—
- Value
- $726m
- Stocks
- 294
- Top holdings
- NVDA, AAPL, GOOGL
- IFG Advisors—
- Value
- $725m
- Stocks
- 165
- Top holdings
- AAPL, MU, CTAS
- Tensile Capital ManagementValue
Tensile Capital team
- Value
- $724m
- Stocks
- 22
- Top holdings
- DKS, TYL, LAD
- Palo Alto Investors LP—
- Value
- $724m
- Stocks
- 52
- Top holdings
- PTCT, ACAD, INSM
- Stablepoint Partners—
- Value
- $723m
- Stocks
- 260
- Top holdings
- AAPL, AVGO, JPM
- Stonebridge Financial Group—
- Value
- $722m
- Stocks
- 310
- Top holdings
- BRK-B, AAPL, NVDA
- Allen Operations—
- Value
- $722m
- Stocks
- 33
- Top holdings
- PLTR, AYI, AUR