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.

See all

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.

See all

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.

See all

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.

See all

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
Benedict Financial Advisors	—	$515m	142	AAPL, CSCO, GLW
Total Clarity Wealth Management	—	$515m	361	AAPL, BRK-B, NVDA
Leverty Financial Group	—	$514m	49	MMM, ECL, CAT
Entrust Global Partners L L C	—	$514m	4	DB, STUB, FLYX
Navigation Group	—	$514m	121	TSLA, AAPL, GOOGL
FTV Management Company, L.P.	—	$514m	1	NP
Alliance Wealth Management Group	—	$514m	103	AAPL, CL, MSFT
Cypress Asset Management	—	$514m	107	NVDA, AAPL, LLY
BCM Advisors	—	$514m	80	JNJ, AVGO, XOM
Aspire Capital Advisors	—	$514m	134	MSFT, AAPL, AMZN
Beacon Harbor Wealth Advisors	—	$513m	70	LITE, FLEX, AMGN
IAM Advisory	—	$513m	107	AMD, AAPL, AVGO
Detalus Advisors	—	$513m	191	AAPL, BY, USB
Fortitude Family Office	—	$513m	2,269	AAPL, CVX, MU
Bull Harbor Capital	—	$513m	552	NVDA, MU, AAPL
Naria	—	$513m	1	GLNG
Magnitude Capital	—	$512m	1	HG
Retirement Solution	—	$511m	75	MSFT, AAPL, MU
RB Capital Management	—	$511m	199	AAPL, BRK-B, NVDA
Tempus Wealth Planning	—	$511m	281	GE, GEV, NVDA
JFG Wealth Management	—	$511m	67	NVDA, AAPL, BRK-A
Next Level Private	—	$511m	174	AAPL, GE, JPM
Medina Value Partners	—	$510m	28	KMT, GEF, MSM
Midwest Professional Planners	—	$510m	131	AMAT, LRCX, NVDA
Welch Capital Partners	—	$510m	26	GOOG, BX, STE
Garden State Investment Advisory Services	—	$510m	323	NVDA, AMZN, AAPL
Once Capital Management	—	$510m	22	NVDA, AMD, ASTS
Vishria Bird Financial Group	—	$510m	97	GOOGL, AAPL, FDX
Spruce Street Capital LP	—	$510m	30	KNSA, RLAY, LBRX
Towneley Capital Management	—	$509m	46	NTB, BRK-B, SELF
Castle Rock Wealth Management	—	$509m	268	NVDA, KO, AAPL
Alibaba Group Holding	—	$509m	2	XPEV, WB
Aries Wealth Management	—	$509m	242	AAPL, CAT, MSFT
Financial Sense Advisors	—	$508m	137	Boeing, FCX, Northern Oil & Gas
Renaissance Investment Group	—	$508m	84	AVGO, GOOGL, CRWD
Hourglass Capital	—	$508m	127	GOOGL, C, CSCO
55 North Private Wealth	—	$508m	304	NVDA, AAPL, BRK-B
Mcrae Capital Management	—	$508m	112	WSM, KEYS, MSFT
Beacon Financial Advisory	—	$508m	417	AAPL, NVDA, AMZN
Roof Eidam Maycock Peralta	—	$508m	127	AAPL, GOOG, JPM
Integrated Investment Consultants	—	$508m	269	UWMC, AAPL, MSFT
Liberty Street Advisors	—	$507m	4	SPCX, CBRS, EQPT
HGC Investment Management	—	$507m	183	Artius II Acquisition, SDHI, SOUL
Old Port Advisors	—	$507m	266	STX, GLW, INTC
Lightrock Netherlands B.V.	—	$506m	36	SPSC, CBT, WTFC
Herold Advisors	—	$506m	273	AAPL, NVDA, MSFT
Keenan Capital	—	$506m	11	APP, GLBE, APPF
Rialto Wealth Management	—	$505m	1,934	NVDA, AAPL, MSFT
Eldridge Investment Advisors	—	$505m	163	AAPL, CAT, MSFT
Builder Investment Group INC /adv	—	$505m	107	NVDA, LLY, MSFT

Showing 3851 to 3900 of 9384

Previous Next

Show only the long-term investors we follow