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.
- DGS Capital Management—
- Value
- $607m
- Stocks
- 619
- Top holdings
- COIN, AAPL, NVDA
- Mason Capital Management—
- Value
- $607m
- Stocks
- 9
- Top holdings
- ATS, BKD, NVRI
- Conifer Management, L.L.C.—
- Value
- $607m
- Stocks
- 6
- Top holdings
- GPI, EQH, AIIR
- Findell Capital Management—
- Value
- $607m
- Stocks
- 12
- Top holdings
- LQDA, ESTA, DAVE
- Skba Capital Management—
- Value
- $606m
- Stocks
- 79
- Top holdings
- KTB, MDT, HR
- North Point Portfolio Managers—
- Value
- $606m
- Stocks
- 79
- Top holdings
- APH, ASML, GOOGL
- Seven Fleet Capital Management LP—
- Value
- $606m
- Stocks
- 96
- Top holdings
- CGON, TNGX, RVMD
- Banc Funds—
- Value
- $605m
- Stocks
- 92
- Top holdings
- OSBC, PBAM, AVBH
- Verbena Value LP—
- Value
- $605m
- Stocks
- 31
- Top holdings
- CTRI, OR, GLNG
- Requisite Capital Management—
- Value
- $604m
- Stocks
- 125
- Top holdings
- OTF, RRC, NOG
- VeraBank, N.A.—
- Value
- $604m
- Stocks
- 167
- Top holdings
- Blue Bell Creameries, AAPL, GOOG
- ERn Financial—
- Value
- $604m
- Stocks
- 161
- Top holdings
- AAPL, NVDA, MSFT
- Morse Asset Management—
- Value
- $604m
- Stocks
- 413
- Top holdings
- NVDA, MU, KLAC
- Jackson Hole Capital Partners—
- Value
- $604m
- Stocks
- 312
- Top holdings
- ARLP, GOOG, AAPL
- Advisors Management Group INC /adv—
- Value
- $604m
- Stocks
- 159
- Top holdings
- INTC, MU, NVDA
- Eagle Health Investments LP—
- Value
- $603m
- Stocks
- 27
- Top holdings
- ARGX, ICLR, GH
- Perkins Coie Trust—
- Value
- $603m
- Stocks
- 260
- Top holdings
- AAPL, MSFT, GOOGL
- Fox RUN Management, L.L.C.—
- Value
- $603m
- Stocks
- 891
- Top holdings
- BURL, IDXX, ORCL
- Oakwell Private Wealth Management—
- Value
- $603m
- Stocks
- 83
- Top holdings
- NVDA, AAPL, GOOGL
- GSK—
- Value
- $602m
- Stocks
- 13
- Top holdings
- CRSP, WVE, VIR
- Family Investment Center—
- Value
- $602m
- Stocks
- 120
- Top holdings
- AAPL, NSC, MU
- Westover Capital Advisors—
- Value
- $602m
- Stocks
- 240
- Top holdings
- AAPL, GOOGL, NVDA
- Brass TAX Wealth Management—
- Value
- $602m
- Stocks
- 246
- Top holdings
- AAPL, LLY, PG
- Precedent Wealth Partners—
- Value
- $601m
- Stocks
- 207
- Top holdings
- LRCX, AVGO, AAPL
- Pinnbrook Capital Management LP—
- Value
- $601m
- Stocks
- 88
- Top holdings
- CSX, KGS, JBL
- Marotta Asset Management—
- Value
- $601m
- Stocks
- 103
- Top holdings
- GD, WFC, AMZN
- Kendall Capital Management—
- Value
- $600m
- Stocks
- 236
- Top holdings
- DELL, AVGO, KLAC
- ZEGA Investments—
- Value
- $600m
- Stocks
- 215
- Top holdings
- AAPL, NVDA, COST
- Holderness Investments—
- Value
- $600m
- Stocks
- 261
- Top holdings
- AMAT, AAPL, NVDA
- Manhattan West Asset Management—
- Value
- $599m
- Stocks
- 185
- Top holdings
- NVDA, GOOGL, AMZN
- Whitaker-Myers Wealth Managers—
- Value
- $599m
- Stocks
- 113
- Top holdings
- AMD, AAPL, ANET
- Systelligence—
- Value
- $599m
- Stocks
- 62
- Top holdings
- —
- Sterling Investment Advisors—
- Value
- $599m
- Stocks
- 225
- Top holdings
- AAPL, GOOGL, CRWD
- Iowa State Bank—
- Value
- $598m
- Stocks
- 118
- Top holdings
- AAPL, GOOGL, JPM
- Sunburst Financial Group—
- Value
- $598m
- Stocks
- 132
- Top holdings
- NVDA, AAPL, MSFT
- Value Holdings Management—
- Value
- $598m
- Stocks
- 24
- Top holdings
- MKSI, WAB, EME
- GWN Securities—
- Value
- $598m
- Stocks
- 486
- Top holdings
- AAPL, NVDA, MSFT
- Meiji Yasuda America—
- Value
- $598m
- Stocks
- 57
- Top holdings
- NVDA, AAPL, GOOG
- Woodson Capital Management, LP—
- Value
- $597m
- Stocks
- 26
- Top holdings
- RDDT, XYZ, SG
- Lodge Hill Capital—
- Value
- $596m
- Stocks
- 27
- Top holdings
- OC, NDSN, RKT
- West Paces Advisors—
- Value
- $596m
- Stocks
- 765
- Top holdings
- KO, AAPL, MSFT
- Tufton Capital Management—
- Value
- $596m
- Stocks
- 127
- Top holdings
- GLW, GOOG, MSFT
- Varenne Capital Partners—
- Value
- $596m
- Stocks
- 26
- Top holdings
- AVGO, TSM, ANET
- ABLE Financial Group—
- Value
- $596m
- Stocks
- 222
- Top holdings
- AAPL, STGW, NVDA
- Rockport Wealth—
- Value
- $595m
- Stocks
- 110
- Top holdings
- GOOGL, AAPL, NVDA
- SOA Wealth Advisors, LLC.—
- Value
- $595m
- Stocks
- 886
- Top holdings
- AAPL, NVDA, AMZN
- Edge Wealth Management—
- Value
- $594m
- Stocks
- 87
- Top holdings
- GOOGL, AAPL, MSFT
- Rptc—
- Value
- $594m
- Stocks
- 7
- Top holdings
- SCHW
- Kirr Marbach—
- Value
- $594m
- Stocks
- 57
- Top holdings
- MTZ, EME, AVGO
- Drake & Associates—
- Value
- $594m
- Stocks
- 108
- Top holdings
- AAPL, NVDA, MSFT
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| DGS Capital Management | — | $607m | 619 | COIN, AAPL, NVDA |
| Mason Capital Management | — | $607m | 9 | ATS, BKD, NVRI |
| Conifer Management, L.L.C. | — | $607m | 6 | GPI, EQH, AIIR |
| Findell Capital Management | — | $607m | 12 | LQDA, ESTA, DAVE |
| Skba Capital Management | — | $606m | 79 | KTB, MDT, HR |
| North Point Portfolio Managers | — | $606m | 79 | APH, ASML, GOOGL |
| Seven Fleet Capital Management LP | — | $606m | 96 | CGON, TNGX, RVMD |
| Banc Funds | — | $605m | 92 | OSBC, PBAM, AVBH |
| Verbena Value LP | — | $605m | 31 | CTRI, OR, GLNG |
| Requisite Capital Management | — | $604m | 125 | OTF, RRC, NOG |
| VeraBank, N.A. | — | $604m | 167 | Blue Bell Creameries, AAPL, GOOG |
| ERn Financial | — | $604m | 161 | AAPL, NVDA, MSFT |
| Morse Asset Management | — | $604m | 413 | NVDA, MU, KLAC |
| Jackson Hole Capital Partners | — | $604m | 312 | ARLP, GOOG, AAPL |
| Advisors Management Group INC /adv | — | $604m | 159 | INTC, MU, NVDA |
| Eagle Health Investments LP | — | $603m | 27 | ARGX, ICLR, GH |
| Perkins Coie Trust | — | $603m | 260 | AAPL, MSFT, GOOGL |
| Fox RUN Management, L.L.C. | — | $603m | 891 | BURL, IDXX, ORCL |
| Oakwell Private Wealth Management | — | $603m | 83 | NVDA, AAPL, GOOGL |
| GSK | — | $602m | 13 | CRSP, WVE, VIR |
| Family Investment Center | — | $602m | 120 | AAPL, NSC, MU |
| Westover Capital Advisors | — | $602m | 240 | AAPL, GOOGL, NVDA |
| Brass TAX Wealth Management | — | $602m | 246 | AAPL, LLY, PG |
| Precedent Wealth Partners | — | $601m | 207 | LRCX, AVGO, AAPL |
| Pinnbrook Capital Management LP | — | $601m | 88 | CSX, KGS, JBL |
| Marotta Asset Management | — | $601m | 103 | GD, WFC, AMZN |
| Kendall Capital Management | — | $600m | 236 | DELL, AVGO, KLAC |
| ZEGA Investments | — | $600m | 215 | AAPL, NVDA, COST |
| Holderness Investments | — | $600m | 261 | AMAT, AAPL, NVDA |
| Manhattan West Asset Management | — | $599m | 185 | NVDA, GOOGL, AMZN |
| Whitaker-Myers Wealth Managers | — | $599m | 113 | AMD, AAPL, ANET |
| Systelligence | — | $599m | 62 | — |
| Sterling Investment Advisors | — | $599m | 225 | AAPL, GOOGL, CRWD |
| Iowa State Bank | — | $598m | 118 | AAPL, GOOGL, JPM |
| Sunburst Financial Group | — | $598m | 132 | NVDA, AAPL, MSFT |
| Value Holdings Management | — | $598m | 24 | MKSI, WAB, EME |
| GWN Securities | — | $598m | 486 | AAPL, NVDA, MSFT |
| Meiji Yasuda America | — | $598m | 57 | NVDA, AAPL, GOOG |
| Woodson Capital Management, LP | — | $597m | 26 | RDDT, XYZ, SG |
| Lodge Hill Capital | — | $596m | 27 | OC, NDSN, RKT |
| West Paces Advisors | — | $596m | 765 | KO, AAPL, MSFT |
| Tufton Capital Management | — | $596m | 127 | GLW, GOOG, MSFT |
| Varenne Capital Partners | — | $596m | 26 | AVGO, TSM, ANET |
| ABLE Financial Group | — | $596m | 222 | AAPL, STGW, NVDA |
| Rockport Wealth | — | $595m | 110 | GOOGL, AAPL, NVDA |
| SOA Wealth Advisors, LLC. | — | $595m | 886 | AAPL, NVDA, AMZN |
| Edge Wealth Management | — | $594m | 87 | GOOGL, AAPL, MSFT |
| Rptc | — | $594m | 7 | SCHW |
| Kirr Marbach | — | $594m | 57 | MTZ, EME, AVGO |
| Drake & Associates | — | $594m | 108 | AAPL, NVDA, MSFT |