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
Sixth Street Partners Management Company, L.P.	—	$579m	7	PCG, CAI, BATRK
EFG Asset Management (Americas)	—	$579m	146	MSFT, NVDA, AMZN
Call To Action Foundation	—	$579m	1	—
Abel Hall	—	$579m	955	NVDA, AAPL, MSFT
Professional Financial Advisors	—	$578m	146	BRK-B, UNP, MSFT
Stempoint Capital LP	—	$578m	73	TNGX, ABVX, RVMD
Allegiance Financial Group Advisory Services	—	$578m	205	MSFT, NVDA, GOOG
HughesLittle Investment Management	—	$577m	13	TSM, AMZN, BN
Intellectus Partners	—	$577m	311	TSLA, MU, AMZN
Flat Footed	—	$577m	20	DHC, CNR, SVC
Kozak & Associates	—	$576m	433	AAPL, NVDA, MSFT
Conrad N. Hilton Foundation	—	$576m	2	—
Columbia Asset Management	—	$575m	168	AAPL, MSFT, GOOGL
Winslow Asset Management	—	$575m	82	TER, AAPL, LLY
MSH Capital Advisors	—	$575m	320	AAPL, JPM, MSFT
M37 Management LP	—	$575m	9	SPCX, TSM, ORCL
Solidarity Wealth	—	$574m	92	AAPL, GOOGL, AMZN
Serenus Wealth Advisors	—	$573m	75	GOOGL, AAPL, AMZN
Blue Zone Wealth Advisors	—	$573m	125	AMZN, GOOGL, AAPL
Lynch & Associates	—	$573m	129	MSFT, JNJ, WMT
Trust Co of Tennessee	—	$572m	8	—
Southland Equity Partners	—	$571m	306	AAPL, ABBV, BRK-B
Sanchez Wealth Management Group	—	$571m	52	AAPL, MSFT, CSX
PCM Encore	—	$569m	459	NVDA, AAPL, GOOGL
OCO Capital Partners, L.P.	—	$569m	5	VSAT, RKT, OWL
Mission Creek Capital Partners	—	$569m	231	AAPL, BRK-B, NVDA
Fund 1 Investments	—	$569m	45	CTRN, JMIA, TLYS
Chapin Davis	—	$569m	256	WDC, STX, AAPL
Single Point Partners	—	$568m	102	AAPL, BAC, GOOG
ORG Partners	—	$568m	1,708	VOXR, AAPL, MSFT
Panview Capital	—	$568m	14	APP, CRWV, NOK
Horiko Capital Management	—	$568m	17	MU, TSM, NVDA
Weil Company	—	$568m	133	AAPL, PSA, BRK-A
Insight Advisors	—	$567m	241	NVDA, AAPL, AVGO
Clarity Wealth Advisors	—	$567m	116	AAPL, GOOGL, NVDA
Contravisory Investment Management	—	$566m	391	KLAC, TSM, UBS
Legacy Trust	—	$566m	210	AAPL, PANW, URI
BetterWealth	—	$565m	86	AAPL, GOOG, NVDA
Primavera Capital Management	—	$565m	5	YUMC, XPEV, DSC
Lathrop Investment Management	—	$565m	89	WMT, CSCO, ADI
Affinity Partners GP LP	—	$565m	1	QXO
Financial Advisors	—	$564m	80	MSFT, AAPL, GOOG
IDG China Capital Fund III Associates L.P.	—	$564m	2	CRCL, WDH
Tradewinds Capital Management	—	$563m	714	MSFT, AAPL, MU
Sachem Hill	—	$563m	67	UNP, BRK-B, JPM
Ramsay, Stattman, Vela & Price	—	$562m	84	AAPL, MSFT, NVDA
Covenant Asset Management	—	$562m	145	NVDA, MSFT, AAPL
Lincoln Capital	—	$562m	137	GOOGL, BRK-B, BRK-A
Financial Gravity Asset Management	—	$562m	962	TSLA, AMZN, NVS
Manchester Financial	—	$562m	144	NVDA, AAPL, META

Showing 3601 to 3650 of 9384

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Show only the long-term investors we follow