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
CacheTech	—	$618m	169	NVDA, MSFT, AMD
SMI Advisory Services	—	$617m	62	HUBB, LLY, NVDA
PBMares Wealth Management	—	$617m	195	XOM, AAPL, MSFT
Financial Gravity Companies	—	$616m	1,030	TSLA, PANW, ARM
Quarry LP	—	$616m	2,360	MRVL, Chart Inds, WBD
Intelligence Driven Advisers	—	$616m	140	AAPL, NVDA, GOOG
Baring Fintech Fund III Managers	—	$616m	1	KSPI
Alight Capital Management LP	—	$615m	76	AMZN, NVDA, MSFT
Tlwm	—	$615m	73	NVDA, AAPL, TSLA
Odyssean	—	$615m	485	RARE, KYMR, IDYA
Financial Security Advisor	—	$615m	161	Neos Enhanced Income Credit Select ETF, BRK-B, GOOGL
Aire Advisors	—	$615m	179	AAPL, CMCSA, NVDA
Conrad Siegel Investment Advisors	—	$615m	74	AAPL, GOOGL, NVDA
Tetragon Partners GP	—	$614m	32	PATH, KGEI, AUTL
Halter Ferguson Financial	—	$614m	35	TSLA, LMND, UPST
Deltroit Asset Management (UK) LLP	—	$614m	31	TLN, BRK-A, HEI-A
Sands Capital Alternatives	—	$614m	24	ALMR, NU, KVYO
Turim 21 Investimentos Ltda.	—	$613m	121	Vaneck ETF Trust Vaneck Russia, VALE, Invesco QQQ Trust Series 1
Balefire	—	$613m	475	NVDA, AAPL, DE
M. Kulyk & Associates	—	$613m	113	GOOGL, NVDA, AAPL
Periscope Capital	—	$613m	456	CRAN, ARTC, PTOR
Fonville Wealth Management	—	$612m	147	AAPL, GD, MSFT
Twele Capital Management	—	$612m	40	AAPL, NVDA
Jacobson & Schmitt Advisors	—	$612m	81	APH, ASML, AMZN
SkyOak Wealth	—	$612m	251	AAPL, LLY, JPM
Avenir Tech	—	$612m	31	TIGR, AMD, MRVL
Birnam Oak Advisors, LP	—	$612m	37	Chart Inds, KVUE, NSC
KCM Capital	—	$611m	30	SNDK, MU, NVDA
West Wealth Group	—	$611m	143	AAPL, NVDA, AVGO
Ikarian Capital	—	$611m	126	ABVX, KOD, ALMS
Platform Technology Partners	—	$611m	393	AAPL, NVDA, MSFT
Key Financial	—	$611m	1,356	AAPL, MSFT, XOM
Integrated Quantitative Investments	—	$610m	373	TSM, NVDA, GOOGL
Ursa Fund Management	—	$610m	20	MSFT, MU, TSLA
Addison Capital	—	$610m	184	GOOGL, JNJ, LNG
Grant Street Asset Management	—	$610m	92	AAPL, MSFT, BRK-B
Childress Capital Advisors	—	$610m	378	XOM, GS, NVDA
FRG Family Wealth Advisors	—	$610m	154	MSFT, AMZN, AVGO
Portfolio Design Labs	—	$610m	227	NVDA, AAPL, GOOG
FLC Capital Advisors	—	$610m	229	AAPL, MRK, GOOGL
Francis Financial	—	$610m	131	META, NVDA, AAPL
Gibson Capital	—	$610m	94	BRK-A, DCO, AAPL
Alpine Global Management	—	$609m	232	IMVT, RIVN, SPCX
Mattern Wealth Management	—	$609m	183	AAPL, MSFT, CAT
Sompo Asset Management	—	$609m	177	GOOGL, NVDA, AAPL
Summit Partners L P	—	$609m	5	KVYO, LFST, AKA
Crusonia Wealth Advisors	—	$609m	234	AAPL, NVDA, MSFT
Ellsworth Advisors	—	$609m	182	NVDA, AAPL, DELL
Sage Rhino Capital	—	$608m	380	AAPL, TSLA, GOOG
Delta Investment Management	—	$608m	293	MSFT, AAPL, GOOG

Showing 3451 to 3500 of 9384

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Show only the long-term investors we follow