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
Arizona State Retirement System	—	$19.9bn	2,071	NVDA, AAPL, MSFT
Fort Washington Investment Advisors	—	$19.9bn	420	GOOG, MSFT, AAPL
Baker Bros. Advisors LP	—	$19.9bn	83	INCY, ONC, RVMD
Walleye Capital	—	$19.7bn	1,866	AMZN, MSFT, JPM
Davenport	—	$19.6bn	1,328	AMZN, AAPL, BN
Steward Partners Investment Advisory	—	$19.6bn	4,621	AAPL, NVDA, GOOGL
Pershing SquareBill Ackman	Activist	$19.5bn	14	UBER, BN, MSFT
M&G	—	$19.3bn	345	AMCR, MSFT, AZN
UniSuper Management Pty	—	$19.3bn	652	NVDA, AAPL, MSFT
Hudson Bay Capital Management LP	—	$19.3bn	1,195	AMZN, TSM, TSLA
H&H International InvestmentDuan Yongping	Value	$19.1bn	18	AAPL, BRK-B, PDD
Empowered Funds	—	$19.0bn	2,112	NVDA, AAPL, TSM
Varma Mutual Pension Insurance	—	$18.9bn	313	NVDA, AAPL, GOOGL
Select Equity GroupGeorge Loening	Quality	$18.9bn	143	VIK, LYV, SGI
Schonfeld Strategic Advisors	—	$18.8bn	2,288	MU, NVDA, MSFT
Prudential	—	$18.4bn	691	AZN, SUNB, NVDA
Czech National Bank	—	$18.3bn	503	NVDA, AAPL, MSFT
Clark Capital Management Group	—	$18.3bn	542	AAPL, NVDA, GOOGL
Jarislowsky, Fraser	—	$18.2bn	188	BN, TD, CNI
Softbank Group	—	$18.2bn	30	INTC, SYM, TMUS
Wealthspire Advisors	—	$18.2bn	1,298	AON, AAPL, NVDA
United Capital Financial Advisors	—	$18.1bn	1,609	AAPL, NVDA, RGEN
D.A. Davidson	—	$18.1bn	1,578	AAPL, MSFT, AVGO
HB Wealth Management	—	$17.8bn	1,701	AAPL, HD, NVDA
Advent International, L.P.	—	$17.7bn	34	INIO, NIQ, Olaplex Hldgs
Epoch Investment Partners	—	$17.6bn	220	NVDA, AAPL, AVGO
London CO of Virginia	—	$17.5bn	169	GLW, AAPL, BRK-B
Employees Provident Fund Board	—	$17.4bn	68	MSFT, NVDA, MU
Driehaus Capital Management	—	$17.3bn	354	TSM, DFTX, PRAX
Waverly Advisors	—	$17.2bn	1,737	AAPL, NVDA, MSFT
Farallon Capital Management, L.L.C.	—	$16.9bn	82	RVMD, EA, BBIO
AMF Tjanstepension AB	—	$16.9bn	121	NVDA, MSFT, AAPL
First Command Advisory Services	—	$16.8bn	1,243	AAPL, NVDA, MSFT
Capitolis Liquid Global Markets	—	$16.8bn	317	NVDA, META, AAPL
Regions Financial	—	$16.8bn	856	AAPL, NVDA, MSFT
Equitable Holdings	—	$16.7bn	1,799	AAPL, NVDA, AMZN
VIRGINIA RETIREMENT SYSTEMS ET Al	—	$16.7bn	1,300	NVDA, AAPL, MSFT
Value Aligned Research Advisors	—	$16.7bn	59	BE, NBIS, CRWV
Omers Administration	—	$16.7bn	906	NVDA, AAPL, BBUC
Newlands Management Operations	—	$16.6bn	16	META, HOOD, GOOGL
Lone Pine Capital	—	$16.4bn	34	NBIS, ASML, STX
Xponance	—	$16.3bn	1,841	NVDA, AAPL, MSFT
Congress Asset Management	—	$16.3bn	376	NVDA, AAPL, GOOGL
PineStone Asset Management	—	$16.2bn	44	TSM, GOOGL, MCO
Trexquant Investment LP	—	$16.2bn	1,625	NVDA, AMZN, AAPL
Merit Financial Group	—	$16.1bn	2,318	AAPL, NVDA, MSFT
Banco Santander	—	$16.1bn	511	BSBR, MSFT, NVDA
Banco Bilbao Vizcaya Argentaria	—	$16.1bn	733	NVDA, AAPL, MSFT
Park Avenue Securities	—	$16.0bn	1,776	NVDA, AAPL, GOOGL
British Columbia Investment Management	—	$16.0bn	661	NVDA, AAPL, TD

Showing 351 to 400 of 9384

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Show only the long-term investors we follow