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
Mycio Wealth Partners	—	$535m	49	CB, AAPL, KKR
Shulman DeMeo Asset Management	—	$535m	146	AAPL, WDC, WSM
12 West Capital Management LP	—	$535m	18	GDS, TBBB, RBLX
Cranbrook Wealth Management	—	$534m	406	AAPL, JPM, ABBV
SailingStone Capital Partners	—	$534m	19	CMP, RRC, LIN
Sanofi	—	$534m	10	MGTX, INBX, NVAX
Arvin Capital Management LP	—	$534m	32	TAC, VST, GXO
OAK Hill Wealth Advisors	—	$534m	148	AAPL, MSFT, AMZN
RS Crum	—	$533m	103	AMZN, AAPL, CAT
Board of Trustees of The Leland Stanford Junior University	—	$533m	19	GOOGL, KOD, CRWD
Crossingbridge Advisors	—	$533m	151	Agriculture & NAT SOL ACQ, WENN, VLOS
Technology Crossover Management XI	—	$533m	2	SPOT, Z
Sovereign Investment Advisors	—	$533m	109	MPLX, EPD, WES
Catalio Capital Management, LP	—	$532m	39	AVLN, JNJ, GILD
3Chopt Investment Partners	—	$532m	274	NVDA, AAPL, GOOG
Interchange Capital Partners	—	$532m	430	AAPL, NVDA, MSFT
Icon Advisers	—	$532m	195	STX, PLOW, AVT
Northstar Asset Management	—	$531m	261	AAPL, BRK-B, MSFT
Long Run Wealth Advisors	—	$531m	106	NVDA, AAPL, MSFT
Fortress Investment Group	—	$531m	25	NN, FSUN, PLBY
USA Financial Formulas	—	$531m	437	AMAT, WDC, CSCO
Old Second National Bank of Aurora	—	$530m	275	NVDA, AVGO, AAPL
Spirit of America Management	—	$530m	308	NVDA, GOOGL, CAT
Thrive Capital Management	—	$530m	170	AMD, NVDA, JNJ
Ballast	—	$530m	156	AAPL, MU, UNH
New Hampshire Trust	—	$530m	176	AAPL, MSFT, NVDA
Adamsbrown Wealth Consultants	—	$530m	173	BRK-B, AAPL, NVDA
Valicenti Advisory Services	—	$530m	83	AAPL, GLW, AMD
Bridgewealth Advisory Group	—	$530m	141	CWBC, MSFT, AAPL
DMKC Advisory Services	—	$530m	92	BAC, DE, USB
Alliance Wealth Advisors	—	$529m	233	NVDA, AAPL, MSFT
J. Derek Lewis & Associates	—	$529m	216	AAPL, TSLA, MSFT
First Fiduciary Investment Counsel	—	$529m	75	JPM, MSFT, BLK
Keudell/Morrison Wealth Management	—	$529m	254	AAPL, GOOG, LRCX
Clearlake Capital Group, L.P.	—	$529m	6	BLKB, BL, FWRD
Voisard Asset Management Group	—	$529m	111	MU, GEV, AAPL
Compass Wealth Management	—	$528m	167	AVGO, AMAT, GOOG
CV Advisors	—	$528m	133	GOOGL, NVDA, AAPL
Paragon Capital Management	—	$528m	222	ABNB, DOCN, MSFT
Webs Creek Capital Management LP	—	$528m	13	PTEN, SM, BTE
Auxano Advisors	—	$528m	207	AAPL, MSFT, AMZN
Global Wealth Strategies & Associates	—	$528m	97	AMZN, V, AAPL
First National Corp /ma/ /adv	—	$527m	174	AAPL, MSFT, GOOGL
Yelin Lapidot Holdings Management	—	$527m	85	ZIM, GLBE, GOOGL
New York Life Insurance	—	$527m	3	NTSK
Portman Square Capital LLP	—	$527m	36	BABA, Southern Company, RDDT
Pinion Investment Advisors	—	$527m	204	NVDA, GOOGL, ARWR
Altrius Capital Management	—	$526m	89	RY, BBVA, ABEV
Merck	—	$526m	13	PSNL, MRNA, KYMR
H/2 Credit Manager LP	—	$526m	16	DHC, RLJ, INN

Showing 3751 to 3800 of 9384

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