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.
- Hazelview Securities—
- Value
- $722m
- Stocks
- 83
- Top holdings
- WELL, EQIX, PLD
- GCQ Funds Management PTY—
- Value
- $721m
- Stocks
- 14
- Top holdings
- AMZN, ABNB, V
- Security Financial Services—
- Value
- $721m
- Stocks
- 203
- Top holdings
- AAPL, JPM, CAT
- Phocas Financial—
- Value
- $721m
- Stocks
- 153
- Top holdings
- DCO, AMRX, AIR
- Galaxy Group Investments—
- Value
- $720m
- Stocks
- 36
- Top holdings
- Forward Industries, BLSH, BABA
- Jackson Square Capital—
- Value
- $719m
- Stocks
- 138
- Top holdings
- MU, NVDA, AAPL
- Drexel Morgan—
- Value
- $719m
- Stocks
- 60
- Top holdings
- T, UPS, JNJ
- Elgethun Capital Management—
- Value
- $718m
- Stocks
- 174
- Top holdings
- LLY, BRK-B, FRFHF
- Austin Asset Management—
- Value
- $718m
- Stocks
- 93
- Top holdings
- NVDA, DELL, AAPL
- Towercrest Capital Management—
- Value
- $717m
- Stocks
- 110
- Top holdings
- AAPL, CL, MSFT
- Canvas Wealth Advisors—
- Value
- $717m
- Stocks
- 251
- Top holdings
- CTOS, GOOGL, AAPL
- Rather & Kittrell—
- Value
- $716m
- Stocks
- 108
- Top holdings
- MLM, AAPL, NVDA
- Squadra Investments - Gestao de Recursos Ltda.—
- Value
- $715m
- Stocks
- 4
- Top holdings
- NU, MELI, INTR
- Abu Dhabi Investment Council Co P.J.S.C—
- Value
- $715m
- Stocks
- 26
- Top holdings
- VIST, STUB, RBRK
- First Commonwealth Financial—
- Value
- $715m
- Stocks
- 269
- Top holdings
- FCF, AAPL, MSFT
- Huntleigh Advisors—
- Value
- $714m
- Stocks
- 303
- Top holdings
- NVDA, AAPL, AVGO
- LJI Wealth Management—
- Value
- $714m
- Stocks
- 201
- Top holdings
- AAPL, LLY, JPM
- Nine Masts Capital—
- Value
- $714m
- Stocks
- 87
- Top holdings
- HDB, WBD, FOX
- MAK Capital One—
- Value
- $714m
- Stocks
- 17
- Top holdings
- AGYS, GGAL, ACHC
- Optas—
- Value
- $714m
- Stocks
- 494
- Top holdings
- GOOGL, GOOG, NVDA
- Zevin Asset Management—
- Value
- $713m
- Stocks
- 97
- Top holdings
- AAPL, GOOG, NVDA
- Summit Street Capital Management—
- Value
- $713m
- Stocks
- 31
- Top holdings
- LNTH, MOH, HUM
- Tyche Wealth Partners—
- Value
- $712m
- Stocks
- 339
- Top holdings
- AAPL, PEP, XOM
- Radnor Capital Management—
- Value
- $712m
- Stocks
- 312
- Top holdings
- MRK, AAPL, JPM
- First National Advisers—
- Value
- $712m
- Stocks
- 251
- Top holdings
- AAPL, NVDA, GOOG
- SageGuard Financial Group—
- Value
- $712m
- Stocks
- 211
- Top holdings
- AAPL, NVDA, WMT
- Hexagon Capital Partners—
- Value
- $711m
- Stocks
- 268
- Top holdings
- WMT, JBHT, META
- Masters Capital Management—
- Value
- $711m
- Stocks
- 42
- Top holdings
- DAL, FLR, ASTS
- Secure Asset Management—
- Value
- $711m
- Stocks
- 320
- Top holdings
- NVDA, AAPL, LRCX
- Trust Co of the South—
- Value
- $710m
- Stocks
- 146
- Top holdings
- AAPL, MSFT, LOB
- Tulsa Wealth Advisors—
- Value
- $710m
- Stocks
- 166
- Top holdings
- AVGO, AAPL, JPM
- Hamilton Point Investment Advisors—
- Value
- $710m
- Stocks
- 192
- Top holdings
- BRK-A, GOOG, AAPL
- Chandler Asset Management—
- Value
- $710m
- Stocks
- 21
- Top holdings
- —
- Hel Ved Capital Management—
- Value
- $710m
- Stocks
- 63
- Top holdings
- SNDK, GLW, INTC
- Destiny Wealth Partners—
- Value
- $709m
- Stocks
- 184
- Top holdings
- GOOGL, AMZN, AAPL
- K.J. Harrison & Partners—
- Value
- $706m
- Stocks
- 224
- Top holdings
- AAPL, RY, GOOGL
- Central Bank & Trust—
- Value
- $705m
- Stocks
- 185
- Top holdings
- NVDA, GOOGL, LRCX
- Kelleher Financial Advisors—
- Value
- $705m
- Stocks
- 862
- Top holdings
- GOOG, AAPL, BRK-A
- Rivermont Capital Management LP—
- Value
- $705m
- Stocks
- 20
- Top holdings
- STX, SXT, TTMI
- Vega Investment Solutions—
- Value
- $705m
- Stocks
- 144
- Top holdings
- LLY, PG, TXN
- DSG Capital Advisors—
- Value
- $704m
- Stocks
- 118
- Top holdings
- AAPL, AVGO, LLY
- TLT Family Holdco ULC—
- Value
- $704m
- Stocks
- 9
- Top holdings
- TRI
- Platinum Paramount Investment—
- Value
- $704m
- Stocks
- 3
- Top holdings
- ONON, QSR, STUB
- Market Street Wealth Management Advisors—
- Value
- $703m
- Stocks
- 120
- Top holdings
- LLY, AAPL, NVDA
- Global Wealth Management Investment Advisory—
- Value
- $703m
- Stocks
- 160
- Top holdings
- NVDA, AAPL, MSFT
- Pacific Sage Partners—
- Value
- $702m
- Stocks
- 126
- Top holdings
- MSFT, AMZN, AAPL
- Mountain Capital Investment Advisors—
- Value
- $702m
- Stocks
- 95
- Top holdings
- TSLA, AAPL, NVDA
- Summit Wealth Partners—
- Value
- $702m
- Stocks
- 280
- Top holdings
- BRO, NVDA, AAPL
- 12th Street Asset Management Company—
- Value
- $702m
- Stocks
- 32
- Top holdings
- CLH, PNFP, KNX
- Strategic Global Advisors—
- Value
- $702m
- Stocks
- 129
- Top holdings
- NVDA, GOOGL, SPOT