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
Leading Edge Financial Planning	—	$562m	78	AAPL, EPD, AMZN
Ma Investment Partnership, LP	—	$561m	13	SNDK, NVDA, AMD
Drive Wealth Management	—	$561m	459	NVDA, AAPL, MSFT
NatWest Group	—	$560m	48	AAPL, NVDA, AZN
Knighthead Capital Management	—	$560m	4	HTZ, UP, TDS
Riggs Asset Managment	—	$560m	132	CBU, NVDA, C
Okabena Investment Services	—	$560m	145	TGT, AAPL, TSM
University of Illinois Foundation	—	$560m	29	TSM, NVDA, GOOGL
Opal Capital	—	$560m	136	UNH, PM, BTI
Soros Capital Management	—	$559m	58	MU, TSM, CAT
Bleichroeder LP	—	$559m	78	GPGI, RHLD, LIN
Noble Family Wealth	—	$559m	74	MSFT, UPS, BRK-A
Investors Research	—	$559m	805	MSFT, AAPL, GOOGL
Palidye Holdings (Caymans)	—	$559m	11	NVDA, META, MSFT
Frontier Asset Management	—	$558m	90	ABBV, ABT, GE
Wealth Dimensions Group	—	$558m	178	PG, AAPL, NVDA
Strong Tower Advisory Services	—	$558m	93	NVDA, UNH, PWR
WESPAC Advisors SoCal	—	$558m	118	GOOGL, AVGO, AAPL
Moody Aldrich Partners	—	$557m	175	ESI, ORKA, INDB
Foresight Group Ltd Liability Partnership	—	$556m	62	ECL, XYL, AWK
Northwest Bancshares	—	$555m	175	LRCX, AAPL, AMAT
Westchester Capital Management	—	$555m	46	CAT, AAPL, GOOGL
BCS Wealth Management	—	$555m	270	PG, AAPL, NVDA
Moment Partners	—	$555m	101	AAPL, GOOGL, MSFT
Community Bank & Trust, Waco, Texas	—	$555m	168	AAPL, CAT, MU
Militia Capital Management	—	$554m	242	AMZN, TSM, ET
CM Wealth Advisors	—	$554m	194	LECO, NVDA, AAPL
Brasada Capital Management, LP	—	$554m	151	GOOGL, CRH, AMZN
Bricktown Capital	—	$553m	28	—
Moller Wealth Partners	—	$553m	75	JPM, JNJ, GE
Twinbeech Capital LP	—	$553m	352	CME, HLT, BSX
Triumph Capital Management	—	$552m	1,860	AAPL, NVDA, AMZN
Cypress Point Investment Management LP	—	$552m	33	BAND, SRAD, QTWO
Pacific Ridge Capital Partners	—	$551m	134	NBN, RRGB, VBNK
Ithaka Group	—	$551m	40	AMD, NVDA, AMZN
Sensible Financial Planning & Management, LLC.	—	$551m	31	CBT
Prestige Wealth Management Group	—	$551m	1,101	AAPL, CL, MSFT
Lead Edge Capital Management	—	$550m	12	TOST, WDAY, APPN
Kickstand Ventures, Llc.	—	$550m	154	LITE, MSFT, XOM
Landaas & CO /WI /adv	—	$550m	149	AAPL, MSFT, AMZN
Harbour Capital Advisors	—	$549m	299	AVGO, AAPL, LLY
G2 Investment Partners Management	—	$549m	73	XMTR, BAND, DAVE
Rezny Wealth Management	—	$549m	33	MU, AMD, CLS
Rowlandmiller & Partners.adv	—	$549m	195	AAPL, GOOG, INTC
Maltese Capital Management	—	$549m	100	SSB, USB, FSUN
EWA	—	$548m	332	AAPL, NVDA, AMZN
Clare Market Investments	—	$548m	173	AAPL, AMZN, MSFT
Stonebrook Private	—	$548m	271	AAPL, NVDA, MSFT
Coyle Financial Counsel	—	$548m	125	NVDA, AAPL, AMZN
SIG North Trading, ULC	—	$547m	79	BNS, CM, TU

Showing 3651 to 3700 of 9384

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Show only the long-term investors we follow