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
one8zero8	—	$505m	265	AAPL, FTNT, BRK-B
Richard P Slaughter Associates	—	$504m	101	AAPL, NVDA, GOOG
JPL Wealth Management	—	$504m	1,875	UNH, AVGO, AAPL
Triangle Securities Wealth Management	—	$504m	213	GOOG, BX, AAPL
Abound Wealth Management	—	$504m	1,347	AAPL, AVGO, TSLA
Ddfg	—	$504m	91	AAPL, XOM, GOOG
WealthBridge Capital Management	—	$503m	235	AAPL, BRK-B, AMZN
Shorepoint Capital Partners	—	$503m	98	AVGO, AEM, MSFT
Hollow Brook Wealth Management	—	$503m	77	BRK-B, DMLP, AAPL
Beirne Wealth Consulting Services	—	$503m	102	AAPL, MSFT, CCJ
Oakmont	—	$503m	31	AMZN, MSFT, MA
CoreCommodity Management	—	$502m	124	CNH, CTVA, NTR
Wolff Financial Management	—	$501m	106	LLY, AAPL, CAT
Gifford Fong Associates	—	$501m	124	NVDA, AMZN, AAPL
Decagon Asset Management LLP	—	$501m	101	NSC, ROKU, PEN
Peddock Capital Advisors	—	$501m	165	NVDA, AAPL, XOM
Founders Grove Wealth Partners	—	$501m	184	LLY, AAPL, MSFT
Plimoth Trust	—	$501m	175	AAPL, NVDA, MSFT
Trinity Legacy Partners	—	$500m	109	AAPL, NVDA, PANW
Brown Capital Management	—	$500m	54	CAMT, CGNX, DDOG
Intesa Sanpaolo Wealth Management	—	$500m	309	MSFT, GOOGL, NVDA
First National Bank of Mount Dora, Trust Investment Services	—	$499m	126	NVDA, AAPL, AMAT
Twelve Points Wealth Management	—	$499m	213	AAPL, JBL, JPM
Bright Rock Capital Management	—	$499m	73	GOOGL, MSFT, NVDA
Mezzasalma Advisors	—	$498m	171	GOOGL, TSLA, AAPL
TRV GP V	—	$498m	3	RAPP, SEPN, MAZE
Timothy G. Youngquist 2020 Irrevocable Trust	—	$498m	70	CHRS, RLAY, VKTX
Grey Ledge Advisors	—	$498m	248	AMD, AAPL, GOOG
Capital Management Associates	—	$498m	153	AAPL, CAT, XEL
Core Wealth Advisors	—	$497m	126	AAPL, CAT, IBM
Raab & Moskowitz Asset Management	—	$497m	193	AAPL, PWR, TJX
Alta Fox Capital Management	—	$497m	15	XPEL, BTSG, NATL
Monument Capital Management	—	$497m	262	CAT, MSFT, FIX
Coston, McIsaac & Partners	—	$497m	944	BRK-B, AAPL, WSM
Petix & Botte	—	$497m	144	COST, AAPL, PWR
Greenland Capital Management LP	—	$496m	232	EA, NSC, LQDA
Nvwm	—	$496m	773	AAPL, NVDA, GOOGL
Ackerman Capital Advisors	—	$496m	119	ET, GOOGL, XOM
Blankinship & Foster	—	$495m	79	AAPL, ABBV, BRK-A
Compton Wealth Advisory Group	—	$495m	83	AAPL, GOOGL, AVGO
Integris Wealth Management	—	$495m	131	CAT, AAPL, MSFT
Bedell Frazier Investment Counselling	—	$495m	128	AAPL, GOOGL, AMZN
Fairvoy Private Wealth	—	$495m	200	AAPL, SO, AMZN
Act Two Investors	—	$495m	37	GOOG, MSFT, AMZN
Fermata Advisors	—	$495m	275	AAPL, NVDA, AMZN
Cary Street Partners Investment Advisory	—	$494m	756	AAPL, NVDA, MSFT
Mars Jewett Financial Group	—	$494m	46	MSFT, AMZN, AAPL
Maxi Investments CY	—	$494m	72	GOOGL, MSFT, AMZN
Marathon Capital Management	—	$494m	187	TROW, GLW, GOOG
Augustine Asset Management	—	$494m	121	APP, KGS, AAPL

Showing 3901 to 3950 of 9384

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Show only the long-term investors we follow