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
Benin Management	—	$494m	152	AAPL, MSFT, V
Siemens AG	—	$494m	2	FLNC, XMTR
Dash Acquisitions	—	$494m	72	GOOG, AMZN, MSFT
High Falls Advisors	—	$494m	144	AAPL, NVDA, MSFT
Headwater Capital	—	$493m	14	TSM, META, GOOG
Fulcrum Capital	—	$493m	103	LRCX, MSFT, AAPL
Vantage Financial Partners	—	$493m	212	AAPL, MSFT, ABBV
Uniting Wealth Partners	—	$492m	207	WMT, NVDA, CHRW
First National Bank & Trust CO of Newtown	—	$492m	156	AAPL, MSFT, JNJ
Cypress Point Wealth Management	—	$492m	142	PLTR, AAPL, NVDA
Bellars Harris Wealth Management	—	$491m	96	CAT, CSCO, JPM
Morton Community Bank	—	$491m	120	LRCX, AVGO, GOOGL
Bulltick Wealth Management	—	$490m	134	NVDA, MSFT, AMZN
Fortem Financial Group	—	$490m	188	KLAC, DELL, NVDA
Summit Wealth Group	—	$490m	129	AAPL, MU, COHR
Marion Wealth Management	—	$490m	156	AAPL, ADI, GOOGL
Timber Creek Capital Management	—	$490m	80	MU, TSM, GOOG
Waterway Wealth Management	—	$490m	96	NVDA, AAPL, GOOGL
Highline Wealth Partners	—	$490m	1,408	NVDA, AAPL, AMZN
Ancient Art, L.P.	—	$489m	16	IBKR, Z, UPWK
Montis Financial	—	$489m	152	AAPL, BRK-B, GOOG
Longfellow Investment Management	—	$489m	244	ET, WES, EPD
Collective Family Office	—	$489m	161	AAPL, GOOGL, TPL
Dunhill Financial	—	$489m	1,617	AAPL, NFLX, GOOG
Retirement Management Systems	—	$488m	55	WELL, VTR, NVDA
Rempart Asset Management	—	$488m	36	RY, BMO, NVT
von Borstel & Associates	—	$488m	44	GBX, AAPL, JPM
Weaver Consulting Group	—	$488m	297	NVDA, AAPL, MSFT
O'Keefe Stevens Advisory	—	$488m	81	NVDA, GLW, SPHR
Lineage Point Capital LP	—	$487m	371	CXII, BEBE, APXT
Endeavour Capital Advisors	—	$487m	35	SFST, QCRH, BCAL
Atlantic Edge Private Wealth Management	—	$487m	611	KLAC, AAPL, AMD
Parisi Gray Wealth Management	—	$487m	155	NVDA, AAPL, GOOGL
Wealth Advisory Solutions	—	$487m	150	LLY, AMZN, AAPL
Monetary Management Group	—	$487m	335	NVDA, AAPL, MSFT
Proem Advisors	—	$487m	34	NVDA, MU, MSFT
Lorne Steinberg Wealth Management	—	$487m	72	RY, GOOGL, TD
Harvey Capital Management	—	$486m	92	NVDA, GOOG, AMZN
Vodafone Ventures	—	$486m	1	ASTS
Smith & Howard Wealth Management	—	$486m	87	KO, BRK-B, AAPL
Genworth Financial	—	$486m	2	—
Berkeley Capital Partners	—	$486m	203	COSO, MSFT, NVDA
Vaquero Private Wealth	—	$486m	194	MU, GOOG, WMT
First Wilshire Securities Management	—	$486m	82	ECVT, LBTYA, NWPX
Waller Financial Planning Group	—	$486m	78	AAPL, AMZN, UPS
Carlson Capital, L.P.	—	$485m	67	HBAN, WFC, PNFP
Stephens Greth Foundation	—	$485m	4	—
Crestview Partners IV GP, L.P.	—	$485m	2	PRSU, PLGO
Field & Main Bank	—	$485m	271	SYBT, AAPL, MSFT
Ashford Advisors	—	$485m	23	—

Showing 3951 to 4000 of 9384

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Show only the long-term investors we follow