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.
- Talos Eurisko Asset Management LP—
- Value
- $681m
- Stocks
- 24
- Top holdings
- CRDO, ALAB, SNPS
- Encompass More Asset Management—
- Value
- $681m
- Stocks
- 270
- Top holdings
- TSLA, AAPL, MU
- Wilsey Asset Management—
- Value
- $681m
- Stocks
- 28
- Top holdings
- SWK, JPM, GM
- Bell Investment Advisors—
- Value
- $681m
- Stocks
- 1,820
- Top holdings
- AAPL, GOOG, NVDA
- Peak Asset Management—
- Value
- $680m
- Stocks
- 181
- Top holdings
- AAPL, GOOGL, CSCO
- First Bank & Trust—
- Value
- $680m
- Stocks
- 270
- Top holdings
- AAPL, NVDA, MSFT
- SevenBridge Financial Group—
- Value
- $680m
- Stocks
- 212
- Top holdings
- AAPL, GOOGL, MSFT
- Citizens National Bank Trust Department—
- Value
- $680m
- Stocks
- 381
- Top holdings
- AAPL, GOOG, AVGO
- Avalon Global Asset Management—
- Value
- $680m
- Stocks
- 30
- Top holdings
- MU, CRWD, NVDA
- Spectrum Financial Alliance—
- Value
- $679m
- Stocks
- 31
- Top holdings
- C, BA, BAC
- Oliver Luxxe Assets—
- Value
- $679m
- Stocks
- 194
- Top holdings
- PM, GEV, CVS
- Huber Capital Management—
- Value
- $679m
- Stocks
- 99
- Top holdings
- GLNG, KBR, C
- Maia Wealth—
- Value
- $677m
- Stocks
- 354
- Top holdings
- GOOGL, MSFT, AAPL
- Deltec Asset Management—
- Value
- $677m
- Stocks
- 264
- Top holdings
- GOOGL, AMZN, NVDA
- Ashton Thomas Securities—
- Value
- $676m
- Stocks
- 377
- Top holdings
- NVDA, AAPL, MSFT
- Elwood & Goetz Wealth Advisory Group—
- Value
- $676m
- Stocks
- 148
- Top holdings
- AAPL, MSFT, NVDA
- Atlas Legacy Advisors—
- Value
- $676m
- Stocks
- 208
- Top holdings
- AAPL, GOOG, NVDA
- Tempo Wealth—
- Value
- $675m
- Stocks
- 237
- Top holdings
- PH, PGR, GOOGL
- Cadinha—
- Value
- $675m
- Stocks
- 107
- Top holdings
- GOOGL, BRK-B, COST
- Polymer Capital Management (US)—
- Value
- $675m
- Stocks
- 602
- Top holdings
- GOOGL, LITE, ETR
- Bellwether Advisors—
- Value
- $675m
- Stocks
- 167
- Top holdings
- BRK-B, ABBV, MU
- Annandale Capital—
- Value
- $675m
- Stocks
- 124
- Top holdings
- MSFT, META, BRK-B
- Carrera Capital Advisors—
- Value
- $675m
- Stocks
- 210
- Top holdings
- NEE, VTR, JPM
- Blume Capital Management—
- Value
- $674m
- Stocks
- 356
- Top holdings
- GOOG, MU, AAPL
- WPWealth LLP—
- Value
- $674m
- Stocks
- 103
- Top holdings
- AAPL, NVDA, BRK-B
- Orrstown Financial Services—
- Value
- $674m
- Stocks
- 118
- Top holdings
- GOOGL, AAPL, NVDA
- Vertex Planning Partners—
- Value
- $673m
- Stocks
- 158
- Top holdings
- AAPL, ABBV, BMO
- Truvestments Capital—
- Value
- $673m
- Stocks
- 1,142
- Top holdings
- NVDA, BRK-B, GLW
- PAX Financial Group—
- Value
- $673m
- Stocks
- 207
- Top holdings
- AAPL, NVDA, GOOGL
- Curran Financial Partners—
- Value
- $672m
- Stocks
- 140
- Top holdings
- AAPL, NVDA, SHW
- MA Private Wealth—
- Value
- $671m
- Stocks
- 88
- Top holdings
- AAPL, AMD, MU
- Prevail Innovative Wealth Advisors—
- Value
- $671m
- Stocks
- 197
- Top holdings
- LLY, JPM, ORLY
- Armbruster Capital Management—
- Value
- $671m
- Stocks
- 125
- Top holdings
- AAPL, BRK-B, JPM
- Square Wave Capital—
- Value
- $670m
- Stocks
- 11
- Top holdings
- MU, ASML, ATI
- Founders Capital Management—
- Value
- $670m
- Stocks
- 79
- Top holdings
- GOOG, BRK-B, META
- Strategy Asset Managers—
- Value
- $670m
- Stocks
- 265
- Top holdings
- AVGO, GOOGL, LLY
- Bourgeon Capital Management—
- Value
- $670m
- Stocks
- 102
- Top holdings
- GOOGL, LLY, JPM
- Montecito Bank & Trust—
- Value
- $668m
- Stocks
- 271
- Top holdings
- NVDA, MSFT, GOOGL
- General Pension Society PZU Joint Stock—
- Value
- $668m
- Stocks
- 16
- Top holdings
- FCX, AMZN, SCCO
- TSG Advice Partners—
- Value
- $667m
- Stocks
- 135
- Top holdings
- AAPL, NVDA, AMZN
- Ascentis Wealth Management—
- Value
- $667m
- Stocks
- 713
- Top holdings
- CORZ, VOXR, BRK-A
- Vancity Investment Management—
- Value
- $666m
- Stocks
- 92
- Top holdings
- MSFT, GOOG, AMZN
- Annis Gardner Whiting Capital Advisors—
- Value
- $666m
- Stocks
- 349
- Top holdings
- BWIN, GOOGL, NVDA
- Steginsky Capital—
- Value
- $666m
- Stocks
- 8
- Top holdings
- GOOG, COST, MKL
- Capital Management—
- Value
- $666m
- Stocks
- 72
- Top holdings
- PBI, IDCC, ACCO
- Cynosure Group—
- Value
- $666m
- Stocks
- 180
- Top holdings
- GE, CRCL, UNP
- Advocate Group—
- Value
- $665m
- Stocks
- 122
- Top holdings
- ABBV, GIS, CSCO
- Cantillon Capital ManagementQuality
William von Mueffling
- Value
- $665m
- Stocks
- 27
- Top holdings
- AVGO, GOOGL, TSM
- Advisory Resource Group—
- Value
- $665m
- Stocks
- 183
- Top holdings
- PSX, COP, AMAT
- San Luis Wealth Advisors—
- Value
- $664m
- Stocks
- 183
- Top holdings
- AAPL, NVDA, GOOGL
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Talos Eurisko Asset Management LP | — | $681m | 24 | CRDO, ALAB, SNPS |
| Encompass More Asset Management | — | $681m | 270 | TSLA, AAPL, MU |
| Wilsey Asset Management | — | $681m | 28 | SWK, JPM, GM |
| Bell Investment Advisors | — | $681m | 1,820 | AAPL, GOOG, NVDA |
| Peak Asset Management | — | $680m | 181 | AAPL, GOOGL, CSCO |
| First Bank & Trust | — | $680m | 270 | AAPL, NVDA, MSFT |
| SevenBridge Financial Group | — | $680m | 212 | AAPL, GOOGL, MSFT |
| Citizens National Bank Trust Department | — | $680m | 381 | AAPL, GOOG, AVGO |
| Avalon Global Asset Management | — | $680m | 30 | MU, CRWD, NVDA |
| Spectrum Financial Alliance | — | $679m | 31 | C, BA, BAC |
| Oliver Luxxe Assets | — | $679m | 194 | PM, GEV, CVS |
| Huber Capital Management | — | $679m | 99 | GLNG, KBR, C |
| Maia Wealth | — | $677m | 354 | GOOGL, MSFT, AAPL |
| Deltec Asset Management | — | $677m | 264 | GOOGL, AMZN, NVDA |
| Ashton Thomas Securities | — | $676m | 377 | NVDA, AAPL, MSFT |
| Elwood & Goetz Wealth Advisory Group | — | $676m | 148 | AAPL, MSFT, NVDA |
| Atlas Legacy Advisors | — | $676m | 208 | AAPL, GOOG, NVDA |
| Tempo Wealth | — | $675m | 237 | PH, PGR, GOOGL |
| Cadinha | — | $675m | 107 | GOOGL, BRK-B, COST |
| Polymer Capital Management (US) | — | $675m | 602 | GOOGL, LITE, ETR |
| Bellwether Advisors | — | $675m | 167 | BRK-B, ABBV, MU |
| Annandale Capital | — | $675m | 124 | MSFT, META, BRK-B |
| Carrera Capital Advisors | — | $675m | 210 | NEE, VTR, JPM |
| Blume Capital Management | — | $674m | 356 | GOOG, MU, AAPL |
| WPWealth LLP | — | $674m | 103 | AAPL, NVDA, BRK-B |
| Orrstown Financial Services | — | $674m | 118 | GOOGL, AAPL, NVDA |
| Vertex Planning Partners | — | $673m | 158 | AAPL, ABBV, BMO |
| Truvestments Capital | — | $673m | 1,142 | NVDA, BRK-B, GLW |
| PAX Financial Group | — | $673m | 207 | AAPL, NVDA, GOOGL |
| Curran Financial Partners | — | $672m | 140 | AAPL, NVDA, SHW |
| MA Private Wealth | — | $671m | 88 | AAPL, AMD, MU |
| Prevail Innovative Wealth Advisors | — | $671m | 197 | LLY, JPM, ORLY |
| Armbruster Capital Management | — | $671m | 125 | AAPL, BRK-B, JPM |
| Square Wave Capital | — | $670m | 11 | MU, ASML, ATI |
| Founders Capital Management | — | $670m | 79 | GOOG, BRK-B, META |
| Strategy Asset Managers | — | $670m | 265 | AVGO, GOOGL, LLY |
| Bourgeon Capital Management | — | $670m | 102 | GOOGL, LLY, JPM |
| Montecito Bank & Trust | — | $668m | 271 | NVDA, MSFT, GOOGL |
| General Pension Society PZU Joint Stock | — | $668m | 16 | FCX, AMZN, SCCO |
| TSG Advice Partners | — | $667m | 135 | AAPL, NVDA, AMZN |
| Ascentis Wealth Management | — | $667m | 713 | CORZ, VOXR, BRK-A |
| Vancity Investment Management | — | $666m | 92 | MSFT, GOOG, AMZN |
| Annis Gardner Whiting Capital Advisors | — | $666m | 349 | BWIN, GOOGL, NVDA |
| Steginsky Capital | — | $666m | 8 | GOOG, COST, MKL |
| Capital Management | — | $666m | 72 | PBI, IDCC, ACCO |
| Cynosure Group | — | $666m | 180 | GE, CRCL, UNP |
| Advocate Group | — | $665m | 122 | ABBV, GIS, CSCO |
| Cantillon Capital ManagementWilliam von Mueffling | Quality | $665m | 27 | AVGO, GOOGL, TSM |
| Advisory Resource Group | — | $665m | 183 | PSX, COP, AMAT |
| San Luis Wealth Advisors | — | $664m | 183 | AAPL, NVDA, GOOGL |