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
King Luther Capital Management	—	$24.2bn	511	AAPL, NVDA, DSGR
Tiger Global Management	—	$24.0bn	46	TSM, AMZN, NVDA
Alecta Tjanstepension Omsesidigt	—	$23.8bn	91	NVDA, GOOGL, MSFT
Nissay Asset Management Corp /japan	—	$23.7bn	687	NVDA, AAPL, AMZN
Nomura Holdings	—	$23.6bn	1,093	MU, Alibaba Group Hldg, AMD
Swiss Life Asset Management	—	$23.6bn	1,610	NVDA, AAPL, MSFT
Voloridge Investment Management	—	$23.5bn	784	AMZN, NVDA, PLTR
Allworth Financial LP	—	$23.5bn	5,114	AAPL, NVDA, Invesco QQQ TR
Davis Selected AdvisersChris Davis	Value	$23.3bn	112	COF, USB, CVS
Macquarie Group	—	$23.2bn	929	NVDA, AAPL, GOOGL
AustralianSuper Pty	—	$23.1bn	288	AAPL, NVDA, GOOGL
Capitolis Liquid Global Markets	—	$23.0bn	320	NVDA, MSFT, META
Brown Brothers Harriman	—	$22.8bn	1,818	GOOG, KLAC, AAPL
Commerce Bank	—	$22.8bn	1,332	AAPL, NVDA, GOOGL
Capula Management	—	$22.7bn	298	BABA, BA, WDC
Glenmede Trust CO NA	—	$22.7bn	1,487	AAPL, MSFT, GOOGL
State of Michigan Retirement System	—	$22.6bn	960	NVDA, AAPL, MSFT
Capricorn Investment Group	—	$22.5bn	10	SPCX, FRVO, JOBY
Lansforsakringar Fondforvaltning AB (publ)	—	$22.3bn	591	NVDA, AAPL, MSFT
Darsana Capital Partners LP	—	$22.3bn	16	SPCX, AMZN, ECHO
Clal Insurance Enterprises Holdings	—	$22.2bn	215	TEVA, ESLT, TSEM
Candriam S.C.A.	—	$22.1bn	660	NVDA, AAPL, MSFT
Flossbach VON Storch SE	—	$22.1bn	98	GOOGL, AMZN, MSFT
Tredje AP-fonden	—	$22.1bn	424	NVDA, AAPL, MSFT
MetLife Investment Management	—	$22.1bn	2,883	NVDA, AAPL, MSFT
Private Advisor Group	—	$21.8bn	2,512	AAPL, NVDA, AMZN
IEQ Capital	—	$21.7bn	2,011	NVDA, RBLX, AAPL
Bahl & Gaynor	—	$21.7bn	341	AVGO, LLY, MSFT
Calamos Advisors	—	$21.6bn	769	NVDA, AAPL, MSFT
Sanctuary Advisors	—	$21.5bn	2,780	NVDA, MSFT, GOOGL
Beacon Pointe Advisors	—	$21.5bn	1,868	AAPL, NVDA, MSFT
O'shaughnessy Asset Management	—	$21.5bn	2,587	AAPL, NVDA, MSFT
AE Wealth Management	—	$21.5bn	2,654	NVDA, AAPL, MSFT
Life Cycle Investment Partners	—	$21.4bn	158	NVDA, GOOGL, AAPL
Alps Advisors	—	$21.3bn	1,170	ET, SUN, MPLX
Resona Asset Management Co.,Ltd.	—	$21.3bn	786	NVDA, AAPL, MSFT
Natixis	—	$21.1bn	1,107	NVDA, META, GOOGL
Fjarde Ap-Fonden /fourth Swedish National Pension Fund	—	$20.9bn	525	NVDA, AAPL, MSFT
Envestnet Portfolio Solutions	—	$20.9bn	1,369	NVDA, AAPL, MSFT
Glenmede Investment Management, LP	—	$20.7bn	1,410	AAPL, MSFT, JPM
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	—	$20.6bn	1,759	NVDA, AAPL, MSFT
Integrated Wealth Concepts	—	$20.5bn	5,880	AAPL, NVDA, MSFT
Harel Insurance Investments & Financial Services	—	$20.5bn	531	TEVA, NVMI, GOOGL
ING Groep NV	—	$20.5bn	514	NVDA, AAPL, MSFT
Exchange Traded Concepts	—	$20.2bn	1,559	SNDK, WDC, STX
Situational Awareness LP	—	$20.2bn	23	SNDK, MU, BE
Jupiter Asset Management	—	$20.2bn	537	NVDA, AVGO, GOOG
Capital Wealth Planning	—	$20.0bn	154	CAT, AAPL, GS
Sequoia Financial Advisors	—	$20.0bn	2,124	AAPL, NVDA, MSFT
Cibc World Markets	—	$19.9bn	1,134	NVDA, FLUT, MSFT

Showing 301 to 350 of 9384

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Show only the long-term investors we follow