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.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| 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.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| 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.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| 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.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| 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.
- Unio Capital—
- Value
- $526m
- Stocks
- 19
- Top holdings
- CB, GOOGL, AAPL
- Shah Capital Management—
- Value
- $526m
- Stocks
- 9
- Top holdings
- VEON, NVAX, CYD
- Militia Capital Partners, LP—
- Value
- $526m
- Stocks
- 184
- Top holdings
- ET, AMZN, OMAB
- West Michigan Advisors—
- Value
- $526m
- Stocks
- 295
- Top holdings
- GNTX, Amplify CWP Enhanced DIV Inm ETF, Apple
- Artia Global Partners LP—
- Value
- $526m
- Stocks
- 47
- Top holdings
- ABVX, INSM, TRVI
- Stevens Capital Partners—
- Value
- $526m
- Stocks
- 157
- Top holdings
- TPR, UNP, AAPL
- Alongside—
- Value
- $525m
- Stocks
- 190
- Top holdings
- AAPL, MSFT, ABBV
- Beacon Bank & Trust—
- Value
- $524m
- Stocks
- 160
- Top holdings
- AAPL, GOOGL, NVDA
- DAFNA Capital Management—
- Value
- $524m
- Stocks
- 88
- Top holdings
- RVMD, CMPS, STXS
- 49 Wealth Management—
- Value
- $524m
- Stocks
- 189
- Top holdings
- AAPL, MSFT, ABBV
- Hedeker Wealth—
- Value
- $524m
- Stocks
- 92
- Top holdings
- AVGO, MSFT, PLTR
- Schwarz Dygos Wheeler Investment Advisors—
- Value
- $524m
- Stocks
- 174
- Top holdings
- BRK-B, AAPL, GOOGL
- Stieven Capital Advisors, L.P.—
- Value
- $524m
- Stocks
- 36
- Top holdings
- COLB, WAL, AUB
- Independent Investors—
- Value
- $524m
- Stocks
- 73
- Top holdings
- AAPL, MSFT, JNJ
- Silverlake Wealth Management—
- Value
- $523m
- Stocks
- 391
- Top holdings
- MSFT, AAPL, IBM
- WealthPLAN Partners—
- Value
- $523m
- Stocks
- 223
- Top holdings
- AAPL, BRK-B, NVDA
- Newman Dignan & Sheerar—
- Value
- $523m
- Stocks
- 197
- Top holdings
- GOOGL, AAPL, NVDA
- Wiser Wealth Management—
- Value
- $523m
- Stocks
- 75
- Top holdings
- AAPL, NVDA, MSFT
- Wealth Group—
- Value
- $523m
- Stocks
- 95
- Top holdings
- NVDA, AAPL, CLFD
- Rockline Wealth Management—
- Value
- $522m
- Stocks
- 107
- Top holdings
- NVDA, AAPL, LRCX
- Adams Wealth Management—
- Value
- $522m
- Stocks
- 147
- Top holdings
- NVDA, MSFT, AMD
- Crumly & Associates—
- Value
- $522m
- Stocks
- 194
- Top holdings
- AAPL, AVGO, CRWV
- Canton Hathaway—
- Value
- $522m
- Stocks
- 283
- Top holdings
- BRK-A, BE, GOOG
- Legacy Capital Wealth Partners—
- Value
- $521m
- Stocks
- 377
- Top holdings
- WMT, JBHT, DHI
- AM Investment Strategies—
- Value
- $521m
- Stocks
- 114
- Top holdings
- AAPL, BRK-B, AMZN
- Beverly Hills Private Wealth—
- Value
- $520m
- Stocks
- 249
- Top holdings
- AAPL, NVDA, AMZN
- Scissortail Wealth Management—
- Value
- $520m
- Stocks
- 106
- Top holdings
- AAPL, JCI, MPC
- venBio Partners—
- Value
- $519m
- Stocks
- 7
- Top holdings
- PHVS, PBLS, ALMS
- Compton Financial Group—
- Value
- $519m
- Stocks
- 84
- Top holdings
- AMZN, AAPL, MSFT
- Mindset Wealth Management—
- Value
- $519m
- Stocks
- 191
- Top holdings
- NVDA, AAPL, UUUU
- Churchill Financial Advisors—
- Value
- $519m
- Stocks
- 123
- Top holdings
- WMT, AAPL, AMAT
- Wendel SE—
- Value
- $519m
- Stocks
- 1
- Top holdings
- IHS
- Gagnon Securities—
- Value
- $519m
- Stocks
- 83
- Top holdings
- CDNA, WGS, ENSG
- MBM Wealth Consultants—
- Value
- $519m
- Stocks
- 123
- Top holdings
- AAPL, LRCX, VLO
- Palo Duro Investment Partners, LP—
- Value
- $518m
- Stocks
- 32
- Top holdings
- AR, GPOR, PR
- E&G Advisors—
- Value
- $518m
- Stocks
- 243
- Top holdings
- GOOGL, LRCX, JPM
- Cove Private Wealth—
- Value
- $518m
- Stocks
- 207
- Top holdings
- AAPL, NVDA, UPS
- Activest Wealth Management—
- Value
- $518m
- Stocks
- 1,339
- Top holdings
- MU, AAPL, NVDA
- Milestones Administradora de Recursos Ltda.—
- Value
- $518m
- Stocks
- 21
- Top holdings
- AMZN, MSFT, GE
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje—
- Value
- $518m
- Stocks
- 12
- Top holdings
- —
- Operose Advisors—
- Value
- $517m
- Stocks
- 522
- Top holdings
- AVGO, NVDA, AAPL
- Broadleaf Partners—
- Value
- $517m
- Stocks
- 86
- Top holdings
- NVDA, GOOG, AAPL
- Dividend Assets Capital—
- Value
- $517m
- Stocks
- 137
- Top holdings
- MSFT, COST, KLAC
- Prudent Investors Network—
- Value
- $516m
- Stocks
- 87
- Top holdings
- AMZN, MSFT, AAPL
- Summit Securities Group—
- Value
- $516m
- Stocks
- 910
- Top holdings
- AMZN, MSFT, NEE
- Monarch Alternative Capital LP—
- Value
- $516m
- Stocks
- 6
- Top holdings
- ECHO, KEEL, CORZ
- Searchlight Capital Partners, L.P.—
- Value
- $516m
- Stocks
- 1
- Top holdings
- DPC
- Simcoe Capital Management—
- Value
- $515m
- Stocks
- 14
- Top holdings
- NGVT, KOP, BCO
- Vickerman Investment Advisors—
- Value
- $515m
- Stocks
- 100
- Top holdings
- GOOGL, AAPL, TSM
- Curtis Advisory Group—
- Value
- $515m
- Stocks
- 117
- Top holdings
- NVDA, AMZN, BRK-B
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Unio Capital | — | $526m | 19 | CB, GOOGL, AAPL |
| Shah Capital Management | — | $526m | 9 | VEON, NVAX, CYD |
| Militia Capital Partners, LP | — | $526m | 184 | ET, AMZN, OMAB |
| West Michigan Advisors | — | $526m | 295 | GNTX, Amplify CWP Enhanced DIV Inm ETF, Apple |
| Artia Global Partners LP | — | $526m | 47 | ABVX, INSM, TRVI |
| Stevens Capital Partners | — | $526m | 157 | TPR, UNP, AAPL |
| Alongside | — | $525m | 190 | AAPL, MSFT, ABBV |
| Beacon Bank & Trust | — | $524m | 160 | AAPL, GOOGL, NVDA |
| DAFNA Capital Management | — | $524m | 88 | RVMD, CMPS, STXS |
| 49 Wealth Management | — | $524m | 189 | AAPL, MSFT, ABBV |
| Hedeker Wealth | — | $524m | 92 | AVGO, MSFT, PLTR |
| Schwarz Dygos Wheeler Investment Advisors | — | $524m | 174 | BRK-B, AAPL, GOOGL |
| Stieven Capital Advisors, L.P. | — | $524m | 36 | COLB, WAL, AUB |
| Independent Investors | — | $524m | 73 | AAPL, MSFT, JNJ |
| Silverlake Wealth Management | — | $523m | 391 | MSFT, AAPL, IBM |
| WealthPLAN Partners | — | $523m | 223 | AAPL, BRK-B, NVDA |
| Newman Dignan & Sheerar | — | $523m | 197 | GOOGL, AAPL, NVDA |
| Wiser Wealth Management | — | $523m | 75 | AAPL, NVDA, MSFT |
| Wealth Group | — | $523m | 95 | NVDA, AAPL, CLFD |
| Rockline Wealth Management | — | $522m | 107 | NVDA, AAPL, LRCX |
| Adams Wealth Management | — | $522m | 147 | NVDA, MSFT, AMD |
| Crumly & Associates | — | $522m | 194 | AAPL, AVGO, CRWV |
| Canton Hathaway | — | $522m | 283 | BRK-A, BE, GOOG |
| Legacy Capital Wealth Partners | — | $521m | 377 | WMT, JBHT, DHI |
| AM Investment Strategies | — | $521m | 114 | AAPL, BRK-B, AMZN |
| Beverly Hills Private Wealth | — | $520m | 249 | AAPL, NVDA, AMZN |
| Scissortail Wealth Management | — | $520m | 106 | AAPL, JCI, MPC |
| venBio Partners | — | $519m | 7 | PHVS, PBLS, ALMS |
| Compton Financial Group | — | $519m | 84 | AMZN, AAPL, MSFT |
| Mindset Wealth Management | — | $519m | 191 | NVDA, AAPL, UUUU |
| Churchill Financial Advisors | — | $519m | 123 | WMT, AAPL, AMAT |
| Wendel SE | — | $519m | 1 | IHS |
| Gagnon Securities | — | $519m | 83 | CDNA, WGS, ENSG |
| MBM Wealth Consultants | — | $519m | 123 | AAPL, LRCX, VLO |
| Palo Duro Investment Partners, LP | — | $518m | 32 | AR, GPOR, PR |
| E&G Advisors | — | $518m | 243 | GOOGL, LRCX, JPM |
| Cove Private Wealth | — | $518m | 207 | AAPL, NVDA, UPS |
| Activest Wealth Management | — | $518m | 1,339 | MU, AAPL, NVDA |
| Milestones Administradora de Recursos Ltda. | — | $518m | 21 | AMZN, MSFT, GE |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | — | $518m | 12 | — |
| Operose Advisors | — | $517m | 522 | AVGO, NVDA, AAPL |
| Broadleaf Partners | — | $517m | 86 | NVDA, GOOG, AAPL |
| Dividend Assets Capital | — | $517m | 137 | MSFT, COST, KLAC |
| Prudent Investors Network | — | $516m | 87 | AMZN, MSFT, AAPL |
| Summit Securities Group | — | $516m | 910 | AMZN, MSFT, NEE |
| Monarch Alternative Capital LP | — | $516m | 6 | ECHO, KEEL, CORZ |
| Searchlight Capital Partners, L.P. | — | $516m | 1 | DPC |
| Simcoe Capital Management | — | $515m | 14 | NGVT, KOP, BCO |
| Vickerman Investment Advisors | — | $515m | 100 | GOOGL, AAPL, TSM |
| Curtis Advisory Group | — | $515m | 117 | NVDA, AMZN, BRK-B |