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
ALM First Financial Advisors	—	$594m	22	—
Jmac Enterprises	—	$593m	122	AMGN, JPM, NVDA
Science & Technology Partners, L.P.	—	$593m	84	NVDA, GH, AAPL
Matthew Goff Investment Advisor	—	$593m	91	BRK-B, GOOG, MSFT
Florida Financial Advisors	—	$592m	362	GOOGL, NVDA, MU
Studio Investment Management	—	$592m	181	GOOGL, BRK-B, AAPL
Astoria Portfolio Advisors LLC.	—	$591m	354	NVDA, AAPL, GOOGL
Duncker Streett	—	$591m	521	AVGO, AAPL, GOOGL
Anatole Investment Management	—	$590m	13	NBIS, RBRK, STAA
Dorsey Wright & Associates	—	$590m	131	CRS, APH, GEV
MIG Capital	—	$589m	43	META, DXCM, SHC
Estuary Capital Management LP	—	$589m	21	GPN, ICFI, OWL
Aspen Wealth Management	—	$589m	132	WMT, XOM, AAPL
Solel Partners LP	—	$588m	24	HUM, UNH, CPT
New World Advisors	—	$588m	125	TJX, AAPL, NVDA
Triata Capital	—	$588m	12	PDD, VNET, QFIN
Nuance InvestmentsScott Moore	Value	$588m	52	QGEN, CWT, CLX
WestHill Financial Advisors	—	$587m	82	AAPL, NRIX, AMZN
Premier Financial Group	—	$587m	44	Monarch Procap ETF, State Street Spdr S&P China ETF, Monarch Ambassador Income ETF
Curbstone Financial Management	—	$587m	215	AAPL, GOOG, MSFT
Whalerock Point Partners	—	$587m	207	NVDA, GOOGL, AAPL
Davern Capital Partners, LP	—	$587m	15	BNTX, ROIV, RPRX
Running Oak Capital	—	$587m	59	NVT, GWW, RBA
ESL Trust Services	—	$587m	266	INTC, SONY, IBM
MFA Wealth Advisors	—	$586m	98	AXP, NVDA, AAPL
High Note Wealth	—	$586m	957	AAPL, GOOGL, AMZN
Opes Wealth Management	—	$586m	141	AAPL, GILD, NVDA
REAP Financial Group	—	$586m	542	AAPL, NVDA, GOOGL
Bernardo Wealth Planning	—	$585m	139	AAPL, AMZN, GOOG
Arcadia Investment Management	—	$584m	366	AVGO, NVDA, AAPL
Hutchinson Capital Management	—	$584m	108	BRK-B, AAPL, GOOGL
Sio Capital Management	—	$584m	57	AVR, COR, MMS
Land & BuildingsJonathan Litt	Activist	$583m	19	AHR, SPG, FR
Div Capital Phoenix Assets	—	$583m	9	GOOGL, META, AMZN
Hobart Private Capital	—	$583m	137	NVDA, AAPL, AMZN
Frisch Financial Group	—	$583m	187	GOOGL, AAPL, JPM
Magnolia Capital Advisors	—	$583m	295	AAPL, MSFT, NVDA
111 Capital	—	$582m	488	NVDA, AAPL, AZN
Great Diamond Partners	—	$582m	238	PG, MSFT, KLAC
Liberty Capital Management	—	$582m	184	AAPL, NVDA, GOOGL
Marietta Investment Partners	—	$582m	170	AAPL, BE, NVDA
Cambridge Advisors	—	$582m	183	BRK-A, AAPL, MSFT
Global Frontier Investments	—	$581m	21	JPM, AXP, GS
Retirement Income Solutions	—	$581m	172	AAPL, BRK-B, GOOGL
Cedar Mountain Advisors	—	$581m	1,175	ADP, AAPL, CSX
Prosight Management, LP	—	$580m	36	LKFT, JANX, NKTR
Correct Capital Wealth Management	—	$580m	108	AAPL, BRK-B, MSFT
McNamara Financial Services	—	$580m	104	NVDA, AAPL, PEP
Praetorian Wealth Management	—	$580m	84	AAPL, KO, NVDA
COFG Advisors	—	$579m	319	AAPL, NVDA, AMZN

Showing 3551 to 3600 of 9384

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Show only the long-term investors we follow