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
CoreView Capital Management	—	$547m	8	BZ, JD, TAL
Rossby Financial, LCC	—	$547m	2,144	NVDA, AAPL, MSFT
de Burlo Group	—	$547m	90	AMD, AAPL, GOOGL
USA Financial Formulas	—	$546m	412	AMAT, LRCX, WDC
Lantz Financial	—	$546m	259	AAPL, MSFT, NVDA
AR Asset Management	—	$546m	122	AAPL, GOOG, PM
Q3 Asset Management	—	$546m	70	CAT, MPC, HAL
Stordahl Capital Management	—	$546m	68	MSFT, WPC, AAPL
TBH Global Asset Management	—	$546m	263	AAPL, GOOGL, BRK-B
Hamilton Wealth	—	$546m	117	AAPL, GOOGL, NVDA
Trigran Investments	—	$545m	17	MTRN, NPO, SYNA
Drummond Knight Asset Management Pty	—	$545m	16	FCX, ECL, NTR
FWL Investment Management	—	$545m	501	MU, GOOG, LNG
Brooklyn FI	—	$545m	372	GOOG, RDDT, BRK-A
Riverpoint Wealth Management Holdings	—	$544m	61	AAPL, CECO, ABBV
Privium Fund Management B.V.	—	$544m	61	TSLA, SHOP, AMD
Broad Peak Investment Advisers Pte	—	$544m	21	U, AVGO, ORCL
Abacus FCF Advisors	—	$544m	58	AAPL, NVDA, KLAC
Townsquare Capital	—	$544m	284	AAPL, NVDA, AMZN
Coerente Capital Management	—	$543m	43	GOOGL, MSFT, JNJ
Madrona Financial Services	—	$543m	143	MSFT, AAPL, COST
Lafayette Investments	—	$542m	162	BRK-B, KLAC, MKL
Beck Capital Management	—	$542m	139	MU, NVDA, VRT
F&V Capital Management	—	$542m	63	URI, AMAT, RTX
Louisbourg Investments	—	$542m	210	CNI, SHOP, TECK
Westerly Capital Management	—	$542m	46	Invesco QQQ TR, COUR, VIAV
Chemung Canal Trust	—	$541m	111	CHMG, MSFT, JNJ
Dagco	—	$541m	117	SLS, AAPL, GOOGL
Verde Capital Management	—	$541m	80	NVDA, TSLA, GOOG
Wagner Wealth Management	—	$541m	282	AAPL, MSFT, AVGO
Mandatum Life Insurance	—	$540m	90	GOOGL, CSCO, C
Regent Peak Wealth Advisors	—	$540m	221	AAPL, NVDA, TSLA
Northwest Quadrant Wealth Management	—	$540m	77	AAPL, CAT, LLY
DecisionPoint Financial	—	$540m	1,416	HOMB, AAPL, MSFT
Aljian Capital Management	—	$540m	134	AAPL, GOOGL, COST
Mascoma Wealth Management	—	$539m	608	AAPL, MSFT, HWM
GoalVest Advisory	—	$539m	500	GOOGL, TSLA, AMZN
America First Investment Advisors	—	$539m	45	GOOGL, JNJ, AMZN
Keystone Wealth Services	—	$538m	326	AAPL, NVDA, STX
Manitou Investment Management	—	$538m	48	BRK-B, GOOGL, AMZN
Cander Asset Management LP	—	$538m	47	AER, COF, AIG
Reverence Capital Partners, L.P.	—	$538m	1	FLG
Basecamp Wealth Advisors	—	$537m	1,822	LLY, MSFT, AAPL
Avion Wealth	—	$537m	1,747	NVDA, AAPL, SCI
Firestone Capital Management	—	$537m	168	AAPL, META, MSFT
Second Line Capital	—	$537m	173	APP, AAPL, NVDA
Rosenberg Matthew Hamilton	—	$537m	792	NVDA, GOOG, AAPL
Stelac Advisory Services	—	$537m	168	GOOGL, NVDA, FSUN
Headinvest	—	$536m	217	MSFT, GOOGL, AAPL
WESCAP Management Group	—	$536m	107	AAPL, TKR, CAT

Showing 3701 to 3750 of 9384

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Show only the long-term investors we follow