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
Lynrock Lake LP	—	$629m	20	TDC, YEXT, ALLT
Park Place Capital	—	$629m	1,091	NVDA, AVGO, AAPL
Stenger Family Office	—	$629m	123	NVDA, MSFT, AAPL
SoftVest Advisors	—	$629m	3	TPL, PBT, CRT
Formidable Asset Management	—	$629m	387	AAPL, PG, NVDA
New Harbor Financial Group	—	$628m	61	TSLA, NVDA, AAPL
D L Carlson Investment Group	—	$628m	133	GOOGL, AAPL, NVDA
RBO	—	$628m	56	JNJ, ABBV, PM
Marino, Stram & Associates	—	$628m	202	AAPL, JPM, MSFT
Elk River Wealth Management	—	$628m	103	GOOGL, AVGO, AAPL
Financial Strategies Group	—	$628m	100	AMZN, PGR, BRK-B
Satovsky Asset Management	—	$627m	74	BRK-B, AAPL, GOOGL
PKS Advisory Services	—	$627m	380	AAPL, TPL, NVDA
Paradice Investment Management	—	$627m	21	GNRC, MHK, FLS
SIG Brokerage, LP	—	$626m	305	AMD, TSM, AVGO
Fortis Group Advisors	—	$626m	619	AAPL, GOOGL, AMZN
LMG Wealth Partners	—	$626m	166	AAPL, WMT, MSFT
Bellecapital International	—	$625m	123	GOOGL, AMD, AAPL
Third Avenue ManagementMatthew Fine	Deep value	$625m	55	TDW, BCC, VAL
RAM Investment Partners	—	$625m	127	MSFT, AMZN, NVDA
Avidity Partners Management LP	—	$624m	45	DNTH, CGON, ORKA
Davidson Capital Management	—	$624m	96	KLAC, PANW, FIX
Spinnaker Investment Group	—	$624m	179	BRK-A, MSFT, AAPL
Al Mehwar Commercial Investments	—	$624m	1	VIST
Pettinga Financial Advisors	—	$624m	156	AAPL, CINF, GOOG
Amarillo National Bank	—	$624m	98	AAPL, NVDA, WMT
Proactive Wealth Strategies	—	$623m	222	NVDA, PANW, AAPL
TB Alternative Assets	—	$623m	34	INTC, MRVL, TSM
TruNorth Capital Management	—	$623m	123	SYK, NVDA, AAPL
Parkwoods Wealth Partners	—	$622m	168	AAPL, LLY, MSFT
Lind Value II ApS	—	$622m	7	CHTR, OWL, INGM
Chemistry Wealth Management	—	$622m	209	BRK-B, GOOG, AAPL
Accel Leaders 3 Associates L.P.	—	$622m	1	NBIS
Dymon Asia Capital (singapore) Pte.	—	$621m	157	NOK, STX, INTC
Element Pointe Advisors	—	$621m	90	NVDA, GOOGL, AAPL
JSF Financial	—	$621m	141	AAPL, NVDA, GOOGL
RIT Capital Partners	—	$621m	13	SPCX, BKNG, MA
Intel	—	$621m	2	MBLY, JOBY
Brandywine Trust	—	$621m	33	CPB, ABBV, BRK-A
KPS Global Asset Management UK	—	$620m	4	CVNA, NOW, SPOT
Sky Investment Group	—	$620m	135	NVDA, GOOGL, MSFT
Te Ahumairangi Investment Management	—	$620m	86	MSFT, VZ, AAPL
Baker Chad R	—	$620m	51	AMD, AAPL, GOOGL
Performa Ltd (US)	—	$620m	49	LESL, OTLY, ADBE
Robotti Robert	—	$620m	61	TDW, BLDR, FPH
Great Point Wealth Advisors	—	$619m	70	TOST, BFAM, AAPL
Watts Gwilliam	—	$619m	222	NVDA, MSFT, AAPL
Mason & Associates	—	$619m	161	AMD, AAPL, NVDA
First PREMIER Bank	—	$619m	358	AAPL, JNJ, MSFT
KEB Asset Management	—	$618m	137	WMT, AAPL, META

Showing 3401 to 3450 of 9384

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Show only the long-term investors we follow