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
Atlas Wealth	—	$701m	178	U.S. Bancorp 5.56 Pfdpfd SER B, AAPL, GOOG
OAK Hill Advisors LP	—	$701m	12	VAL, XPRO, FSK
American Money Management	—	$700m	174	AAPL, MSFT, GOOG
Bwcp, LP	—	$700m	24	ZETA, UAL, BYD
Rainey & Randall Wealth Advisors	—	$700m	77	OHI, WELL, AAPL
Larch Capital Partners	—	$700m	58	NU, VALE, BBD
Probity Advisors	—	$699m	232	LRCX, MSFT, AVGO
Sphera Funds Management	—	$699m	97	TEVA, MLYS, TSEM
Fiducient Advisors	—	$698m	153	PCAR, BRK-B, AAPL
Tarbox Family Office	—	$698m	96	ABBV, AVGO, AAPL
Princeton Global Asset Management	—	$698m	831	TSM, AVGO, MSFT
Saturn V Capital Management LP	—	$697m	23	AMLX, ALMS, ABVX
Mraz, Amerine & Associates	—	$697m	199	BRK-B, FRFHF, WTM
Financial Management Network	—	$697m	211	AAPL, NVDA, AMZN
Crane Advisory	—	$697m	55	AAPL, GOOG, JNJ
Brickley Wealth Management	—	$696m	68	AAPL, SNOW, NVDA
IPG Investment Advisors	—	$696m	268	NVDA, AMZN, AAPL
Cornerstone Management	—	$695m	67	BRK-A, BRK-B, LRCX
Affiance Financial	—	$695m	110	AAPL, GOOG, MSFT
Aspen Grove Capital	—	$694m	214	FWONK, FWONA, GOOGL
Keywise Capital Management (hk)	—	$694m	12	TSM, GOOGL, STX
Woodard & CO Asset Management Group INC /adv	—	$694m	172	MU, AAPL, NVDA
Bienville Capital Management	—	$694m	92	MELI, DASH, SE
Texas Treasury Safekeeping Trust	—	$692m	6	OTF
Black Swift Group	—	$692m	143	AMZN, GOOGL, AMD
Personal CFO Solutions	—	$692m	529	CB, AAPL, GOOG
Cortland Associates	—	$692m	62	V, AMZN, BKNG
Blue Fin Capital	—	$692m	164	NVDA, AAPL, GOOGL
SeaBridge Investment Advisors	—	$692m	188	TSM, AAPL, MU
Capital Planning Advisors	—	$692m	146	GOOGL, AAPL, MSFT
Wealth Alliance Advisory Group	—	$691m	203	AAPL, NVDA, MSFT
CHICAGO TRUST Co NA	—	$690m	377	AAPL, NVDA, H Fink Holdco
Heirloom Wealth Management	—	$690m	61	GOOG, V, NVDA
Technology Crossover Management IX	—	$690m	6	SRAD, LZ, Z
DV Equities	—	$690m	100	SONY, TNGX, HMC
Matrix Trust	—	$690m	100	AAPL, AVGO, LLY
Boston Standard Wealth Management	—	$689m	59	NVDA, BA, MU
Buffalo Business & Estate Services	—	$689m	87	NVDA, AMZN, AAPL
GABELLI & Co INVESTMENT ADVISERS	—	$688m	316	EA, WBD, Chart Inds
Pettyjohn, Wood & White	—	$687m	222	AAPL, GOOGL, MSFT
Laurel OAK Wealth Management	—	$687m	383	AAPL, NVDA, GOOGL
Community Financial Services Group	—	$686m	531	AAPL, CMTV, MSFT
HMI Capital Management, L.P.	—	$686m	13	AMZN, TOST, NCNO
Marshall Financial Group	—	$686m	311	NVDA, AAPL, LRCX
Toews Corp /adv	—	$686m	150	AVGO, AAPL, MSFT
Burling Wealth Partners	—	$683m	180	AAPL, AMZN, NVDA
Asset Management Group	—	$683m	137	AAPL, CAT, DPZ
Calton & Associates	—	$683m	418	AAPL, NVDA, MU
Calydon Capital	—	$683m	277	AAPL, HPE, TXN
Beacon Capital Management	—	$683m	175	AAPL, NVDA, AMZN

Showing 3201 to 3250 of 9384

Previous Next

Show only the long-term investors we follow