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.

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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.

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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.

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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.

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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
Point72 Asia (Singapore) Pte.	—	$646m	864	Cyberark Software, Kellogg, AVGO
Concord Asset Management	—	$646m	126	NVDA, AAPL, AVGO
Legacy Financial Strategies	—	$646m	152	NVDA, AAPL, CAT
Advisors Preferred	—	$646m	220	NVDA, COST, CAT
Patient Square Capital LP	—	$646m	23	ROIV, RVMD, MIRM
Waterfront Wealth	—	$645m	298	AAPL, BRK-B, GOOGL
Mayport	—	$645m	134	AAPL, META, NVDA
Harfst & Associates	—	$643m	124	RJF, PG, AMD
Schmidt P J Investment Management	—	$643m	215	AAPL, MSFT, GOOG
Patten Group	—	$643m	325	NVDA, BRK-B, AAPL
Perennial Advisors	—	$643m	136	AAPL, GOOG, MSFT
Centric Wealth Management	—	$643m	209	UPS, AAPL, UNH
Uptick Partners	—	$643m	337	AAPL, MSFT, AMZN
Foresite Capital Management VI	—	$643m	23	CGON, ALMS, SPTX
Twin Tree Management, LP	—	$642m	420	MSFT, NFLX, ORCL
GenWealth Group	—	$642m	89	AAPL, JPM, BRK-B
Martin	—	$640m	100	GOOG, Trubridge, AAPL
Arthur M. Cohen & Associates	—	$640m	139	NVDA, AAPL, GOOG
Sprucegrove Investment Management	—	$639m	40	CPA, RYAAY, SSNHZ
Ironwood Financial	—	$639m	179	AAPL, AMZN, GOOGL
Kiley Juergens Wealth Management	—	$639m	241	MSFT, AAPL, COST
Scott Capital Advisors	—	$639m	66	MSFT, NVDA, BRK-A
FFT Wealth Management	—	$638m	96	AAPL, AMZN, WMB
Adventist Health System/ West	—	$638m	12	—
Grey Fox Wealth Advisors	—	$637m	179	AM, AAPL, NVDA
Farmers Trust	—	$637m	203	AAPL, MSFT, JPM
Sunriver Management	—	$637m	21	ARMK, WCN, SSNC
Leonard Rickey Investment Advisors P.L.L.C.	—	$637m	122	MU, AMZN, MSFT
Maytus Capital Management	—	$636m	62	AMAT, STX, TXN
Martel Wealth Advisors	—	$636m	61	AMZN, ADM, TSLA
Milestone Asset Management	—	$635m	259	AAPL, NVDA, BMY
Mountain Pacific Investment Advisers	—	$635m	146	APH, AME, VRT
Golden Reserve Retirement	—	$635m	112	AAPL, NVDA, MSFT
Gould Asset Management	—	$635m	176	AAPL, MSFT, AVGO
Altiora Financial Group	—	$634m	112	AAPL, MSFT, TSLA
BOCHK Asset Management	—	$634m	144	NVDA, AAPL, MSFT
Aegis FinancialScott Barbee	Deep value	$633m	39	CVE, PDS, EQX
Gries Financial	—	$633m	323	MSFT, AAPL, NVDA
Kahn BrothersThomas Kahn	Deep value	$633m	48	C, BAYRY, FLG
Drucker Wealth 3.0	—	$632m	289	AAPL, AMAT, NVDA
Delaney Capital Management	—	$632m	53	WPM, TD, BMO
Grace & White	—	$632m	133	AIT, UNM, GRC
Galaxy Digital	—	$632m	54	FWDI, BABA, JD
Peak Retirement Planning	—	$632m	194	NVDA, GOOGL, MU
Kesler, Norman & Wride	—	$631m	271	AAPL, KR, ADI
Generali Powszechne Towarzystwo Emerytalne	—	$631m	25	FCX, AMZN, NVDA
Machina Capital S.A.S.	—	$631m	368	CVX, GD, RTX
Atlanta Consulting Group Advisors	—	$631m	185	ARLP, JPM, XOM
Trails Edge Capital Partners, LP	—	$630m	35	LBRX, NRIX, IMCR
St. James Investment Company	—	$630m	24	BRK-B, L, FNV

Showing 3351 to 3400 of 9384

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Show only the long-term investors we follow