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.
- Citizens Business Bank—
- Value
- $664m
- Stocks
- 139
- Top holdings
- NVDA, AVGO, AAPL
- Mcmorgan—
- Value
- $664m
- Stocks
- 37
- Top holdings
- YOU, SN, CROX
- Capital Group Investment Management Pte.—
- Value
- $664m
- Stocks
- 143
- Top holdings
- META, NVDA, AVGO
- Pacific Capital Wealth Advisors—
- Value
- $663m
- Stocks
- 92
- Top holdings
- AAPL, MSTR, NTNX
- Bain Capital Prairie—
- Value
- $663m
- Stocks
- 1
- Top holdings
- LNC
- Overbrook Management—
- Value
- $663m
- Stocks
- 68
- Top holdings
- NVDA, GOOG, AVGO
- WFM Asia (bvi)—
- Value
- $663m
- Stocks
- 5
- Top holdings
- GRAB, SE, ACMR
- Wick Capital Partners—
- Value
- $663m
- Stocks
- 246
- Top holdings
- QRVO, AAPL, NVDA
- Dudley & Shanley—
- Value
- $662m
- Stocks
- 37
- Top holdings
- WPM, APH, AME
- Brady Martz Wealth Solutions—
- Value
- $662m
- Stocks
- 228
- Top holdings
- AVGO, NVDA, AAPL
- Factor Wealth Management—
- Value
- $661m
- Stocks
- 170
- Top holdings
- AAPL, CAT, BRK-A
- Verum Partners—
- Value
- $661m
- Stocks
- 200
- Top holdings
- BAC, AAPL, KO
- Wealthstream Advisors—
- Value
- $661m
- Stocks
- 204
- Top holdings
- LIF, MSFT, NVDA
- Providence Capital Advisors—
- Value
- $660m
- Stocks
- 385
- Top holdings
- AAPL, NVDA, GOOG
- Beck Bode—
- Value
- $660m
- Stocks
- 104
- Top holdings
- NVDA, CRWD, CAH
- Fourth Sail Capital LP—
- Value
- $660m
- Stocks
- 26
- Top holdings
- BCO, DLO, AVO
- Partners in Financial Planning—
- Value
- $660m
- Stocks
- 131
- Top holdings
- NSC, XOM, AAPL
- Ellis Investment Partners—
- Value
- $659m
- Stocks
- 284
- Top holdings
- AAPL, GOOG, GOOGL
- MinichMacGregor Wealth Management—
- Value
- $659m
- Stocks
- 150
- Top holdings
- NVDA, KLAC, MSFT
- Essex—
- Value
- $659m
- Stocks
- 180
- Top holdings
- NBIS, GS, JPM
- West Financial Advisors—
- Value
- $659m
- Stocks
- 223
- Top holdings
- AAPL, CASY, MSFT
- Pandi—
- Value
- $658m
- Stocks
- 4
- Top holdings
- PSBD
- Blue Owl Capital Holdings LP—
- Value
- $658m
- Stocks
- 71
- Top holdings
- SPCX, AKTS, CGEM
- Mengis Capital Management—
- Value
- $658m
- Stocks
- 218
- Top holdings
- AAPL, MSFT, GOOG
- Allen Mooney & Barnes Investment Advisors—
- Value
- $658m
- Stocks
- 152
- Top holdings
- AAPL, GOOGL, ABBV
- Mitchell Capital Management—
- Value
- $657m
- Stocks
- 117
- Top holdings
- NVDA, GOOG, AAPL
- Alpha Omega Wealth Management—
- Value
- $657m
- Stocks
- 208
- Top holdings
- MSFT, AAPL, CSCO
- Ritter Daniher Financial Advisory—
- Value
- $657m
- Stocks
- 602
- Top holdings
- PG, AAPL, LCNB
- CMH Wealth Management—
- Value
- $655m
- Stocks
- 117
- Top holdings
- GOOGL, MSFT, AAPL
- Clear Trail Advisors—
- Value
- $655m
- Stocks
- 161
- Top holdings
- DRI, XOM, AAPL
- WealthShield Partners—
- Value
- $654m
- Stocks
- 379
- Top holdings
- AAPL, NVDA, MSFT
- Sovereign Financial Group—
- Value
- $654m
- Stocks
- 384
- Top holdings
- GOOG, AAPL, GOOGL
- Marble Wealth—
- Value
- $653m
- Stocks
- 234
- Top holdings
- NVDA, AAPL, GOOGL
- Endurance Services—
- Value
- $653m
- Stocks
- 8
- Top holdings
- —
- Stamos Capital Partners, L.P.—
- Value
- $653m
- Stocks
- 140
- Top holdings
- MRK, MSFT, GOOGL
- Nordwand Advisors—
- Value
- $652m
- Stocks
- 146
- Top holdings
- AVGO, MRVL, MSFT
- Three Arch Wealth Management—
- Value
- $652m
- Stocks
- 69
- Top holdings
- AAPL, AMZN, TSLA
- Presilium Private Wealth—
- Value
- $651m
- Stocks
- 96
- Top holdings
- XOM, AAPL, MSFT
- Garrett Wealth Advisory Group—
- Value
- $650m
- Stocks
- 149
- Top holdings
- ET, AAPL, GOOG
- BlueSpruce Investments, LP—
- Value
- $650m
- Stocks
- 18
- Top holdings
- TSM, AMZN, META
- Broad Run Investment ManagementQuality
David Firestone
- Value
- $650m
- Stocks
- 24
- Top holdings
- ASTS, AMAT, SUNB
- Onex Canada Asset Management—
- Value
- $649m
- Stocks
- 80
- Top holdings
- NVDA, MSFT, GOOGL
- ASK Capital Management—
- Value
- $649m
- Stocks
- 3
- Top holdings
- AVGO, ABNB, FA
- Asset Allocation Strategies—
- Value
- $649m
- Stocks
- 177
- Top holdings
- Invesco QQQ TR, Invesco Exch Traded FD TR II, First TR Exch Traded FD III
- SSI Investment Management—
- Value
- $648m
- Stocks
- 93
- Top holdings
- Alphabet, Alphabet, Boeing
- Goodman Financial—
- Value
- $647m
- Stocks
- 73
- Top holdings
- UCTT, NXT, MSFT
- Harvest Investment Services—
- Value
- $647m
- Stocks
- 383
- Top holdings
- VSAT, WDC, SSRM
- Gibraltar Capital Management—
- Value
- $646m
- Stocks
- 124
- Top holdings
- AAPL, MSFT, GOOG
- JB Capital Partners LP—
- Value
- $646m
- Stocks
- 87
- Top holdings
- RDNT, RYZ, OPY
- Broderick Brian C—
- Value
- $646m
- Stocks
- 95
- Top holdings
- AMD, GOOGL, NVDA
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Citizens Business Bank | — | $664m | 139 | NVDA, AVGO, AAPL |
| Mcmorgan | — | $664m | 37 | YOU, SN, CROX |
| Capital Group Investment Management Pte. | — | $664m | 143 | META, NVDA, AVGO |
| Pacific Capital Wealth Advisors | — | $663m | 92 | AAPL, MSTR, NTNX |
| Bain Capital Prairie | — | $663m | 1 | LNC |
| Overbrook Management | — | $663m | 68 | NVDA, GOOG, AVGO |
| WFM Asia (bvi) | — | $663m | 5 | GRAB, SE, ACMR |
| Wick Capital Partners | — | $663m | 246 | QRVO, AAPL, NVDA |
| Dudley & Shanley | — | $662m | 37 | WPM, APH, AME |
| Brady Martz Wealth Solutions | — | $662m | 228 | AVGO, NVDA, AAPL |
| Factor Wealth Management | — | $661m | 170 | AAPL, CAT, BRK-A |
| Verum Partners | — | $661m | 200 | BAC, AAPL, KO |
| Wealthstream Advisors | — | $661m | 204 | LIF, MSFT, NVDA |
| Providence Capital Advisors | — | $660m | 385 | AAPL, NVDA, GOOG |
| Beck Bode | — | $660m | 104 | NVDA, CRWD, CAH |
| Fourth Sail Capital LP | — | $660m | 26 | BCO, DLO, AVO |
| Partners in Financial Planning | — | $660m | 131 | NSC, XOM, AAPL |
| Ellis Investment Partners | — | $659m | 284 | AAPL, GOOG, GOOGL |
| MinichMacGregor Wealth Management | — | $659m | 150 | NVDA, KLAC, MSFT |
| Essex | — | $659m | 180 | NBIS, GS, JPM |
| West Financial Advisors | — | $659m | 223 | AAPL, CASY, MSFT |
| Pandi | — | $658m | 4 | PSBD |
| Blue Owl Capital Holdings LP | — | $658m | 71 | SPCX, AKTS, CGEM |
| Mengis Capital Management | — | $658m | 218 | AAPL, MSFT, GOOG |
| Allen Mooney & Barnes Investment Advisors | — | $658m | 152 | AAPL, GOOGL, ABBV |
| Mitchell Capital Management | — | $657m | 117 | NVDA, GOOG, AAPL |
| Alpha Omega Wealth Management | — | $657m | 208 | MSFT, AAPL, CSCO |
| Ritter Daniher Financial Advisory | — | $657m | 602 | PG, AAPL, LCNB |
| CMH Wealth Management | — | $655m | 117 | GOOGL, MSFT, AAPL |
| Clear Trail Advisors | — | $655m | 161 | DRI, XOM, AAPL |
| WealthShield Partners | — | $654m | 379 | AAPL, NVDA, MSFT |
| Sovereign Financial Group | — | $654m | 384 | GOOG, AAPL, GOOGL |
| Marble Wealth | — | $653m | 234 | NVDA, AAPL, GOOGL |
| Endurance Services | — | $653m | 8 | — |
| Stamos Capital Partners, L.P. | — | $653m | 140 | MRK, MSFT, GOOGL |
| Nordwand Advisors | — | $652m | 146 | AVGO, MRVL, MSFT |
| Three Arch Wealth Management | — | $652m | 69 | AAPL, AMZN, TSLA |
| Presilium Private Wealth | — | $651m | 96 | XOM, AAPL, MSFT |
| Garrett Wealth Advisory Group | — | $650m | 149 | ET, AAPL, GOOG |
| BlueSpruce Investments, LP | — | $650m | 18 | TSM, AMZN, META |
| Broad Run Investment ManagementDavid Firestone | Quality | $650m | 24 | ASTS, AMAT, SUNB |
| Onex Canada Asset Management | — | $649m | 80 | NVDA, MSFT, GOOGL |
| ASK Capital Management | — | $649m | 3 | AVGO, ABNB, FA |
| Asset Allocation Strategies | — | $649m | 177 | Invesco QQQ TR, Invesco Exch Traded FD TR II, First TR Exch Traded FD III |
| SSI Investment Management | — | $648m | 93 | Alphabet, Alphabet, Boeing |
| Goodman Financial | — | $647m | 73 | UCTT, NXT, MSFT |
| Harvest Investment Services | — | $647m | 383 | VSAT, WDC, SSRM |
| Gibraltar Capital Management | — | $646m | 124 | AAPL, MSFT, GOOG |
| JB Capital Partners LP | — | $646m | 87 | RDNT, RYZ, OPY |
| Broderick Brian C | — | $646m | 95 | AMD, GOOGL, NVDA |