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.
- Wedgewood PartnersQuality
David Rolfe
- Value
- $484m
- Stocks
- 18
- Top holdings
- TSM, GOOGL, META
- Global View Capital Management—
- Value
- $484m
- Stocks
- 146
- Top holdings
- AAPL, BRK-B, NVDA
- Prentice Wealth Management—
- Value
- $484m
- Stocks
- 122
- Top holdings
- AAPL, GS, AVGO
- Aspire Private Capital—
- Value
- $484m
- Stocks
- 175
- Top holdings
- AAPL, NVDA, GOOGL
- Heartland Bank & Trust—
- Value
- $483m
- Stocks
- 211
- Top holdings
- AAPL, NVDA, MSFT
- Plan Group Financial—
- Value
- $483m
- Stocks
- 243
- Top holdings
- BRK-A, JPM, AAPL
- Sciencast Management LP—
- Value
- $482m
- Stocks
- 235
- Top holdings
- PWR, UAL, IDA
- Capital City Trust—
- Value
- $482m
- Stocks
- 129
- Top holdings
- KO, AAPL, AVGO
- Cadent Capital Advisors—
- Value
- $482m
- Stocks
- 200
- Top holdings
- AAPL, OKE, TER
- Storgate—
- Value
- $482m
- Stocks
- 351
- Top holdings
- NVDA, TSM, GOOG
- Sage Capital Advisors,llc—
- Value
- $481m
- Stocks
- 136
- Top holdings
- AAPL, GOOGL, AMZN
- Stewardship Advisors—
- Value
- $481m
- Stocks
- 175
- Top holdings
- AAPL, NVDA, FULT
- Winch Advisory Services—
- Value
- $481m
- Stocks
- 566
- Top holdings
- NVDA, AAPL, GOOG
- Bender Robert & Associates—
- Value
- $481m
- Stocks
- 39
- Top holdings
- NVDA, AAPL, AMD
- Mudita Advisors LLP—
- Value
- $481m
- Stocks
- 24
- Top holdings
- HGV, ESTA, MGM
- NovaPoint Capital—
- Value
- $481m
- Stocks
- 161
- Top holdings
- GLW, AAPL, NVDA
- Hurlow Wealth Management Group—
- Value
- $481m
- Stocks
- 125
- Top holdings
- AAPL, LLY, BRK-B
- Mason & Associates—
- Value
- $481m
- Stocks
- 45
- Top holdings
- AAPL, D, CSX
- Standard General L.P.—
- Value
- $480m
- Stocks
- 2
- Top holdings
- BALY, MDIA
- Napier Financial—
- Value
- $480m
- Stocks
- 472
- Top holdings
- AAPL, TMO, MSFT
- Marino Management—
- Value
- $480m
- Stocks
- 11
- Top holdings
- BETA
- Old Mission Investment—
- Value
- $480m
- Stocks
- 161
- Top holdings
- AAPL, AMZN, CAT
- Continental General Insurance—
- Value
- $480m
- Stocks
- 9
- Top holdings
- GEO, AMR, DQ
- Farmers National Bank—
- Value
- $479m
- Stocks
- 180
- Top holdings
- AAPL, MSFT, JPM
- Bank of New Hampshire—
- Value
- $479m
- Stocks
- 537
- Top holdings
- AAPL, GOOGL, MSFT
- ValueWorksDeep value
Charles Lemonides
- Value
- $479m
- Stocks
- 38
- Top holdings
- INTC, MU, HPP
- Triune Financial Partners—
- Value
- $479m
- Stocks
- 49
- Top holdings
- BRK-B, AAPL, LLY
- Kraft, Davis & Associates—
- Value
- $479m
- Stocks
- 155
- Top holdings
- NVDA, GOOGL, AMZN
- May Hill Capital—
- Value
- $479m
- Stocks
- 256
- Top holdings
- KEYS, NVDA, AAPL
- Evernest Financial Advisors—
- Value
- $478m
- Stocks
- 191
- Top holdings
- BRK-B, MSFT, AAPL
- Barry Investment Advisors—
- Value
- $478m
- Stocks
- 102
- Top holdings
- AAPL, RTX, TTE
- Knox Lane LP—
- Value
- $478m
- Stocks
- 1
- Top holdings
- PTRN
- Mattson Financial Services—
- Value
- $478m
- Stocks
- 235
- Top holdings
- NVDA, AAPL, AMZN
- Palumbo Wealth Management—
- Value
- $478m
- Stocks
- 237
- Top holdings
- GOOGL, AAPL, AMZN
- KP Management—
- Value
- $477m
- Stocks
- 65
- Top holdings
- ASML, NVDA, INTC
- Cornerstone Wealth Advisors—
- Value
- $477m
- Stocks
- 55
- Top holdings
- VICR, AAPL, BRK-B
- Standpoint Asset Management—
- Value
- $477m
- Stocks
- 8
- Top holdings
- —
- RFG Holdings—
- Value
- $477m
- Stocks
- 87
- Top holdings
- AMD, NVDA, MU
- Z3 Capital Partners—
- Value
- $476m
- Stocks
- 192
- Top holdings
- MU, BAC, NVDA
- Elemental Capital Partners—
- Value
- $476m
- Stocks
- 12
- Top holdings
- BE, CRDO, INDI
- Magnolia Group—
- Value
- $476m
- Stocks
- 16
- Top holdings
- NNI, BOC, ABG
- Paragon Advisors—
- Value
- $476m
- Stocks
- 77
- Top holdings
- AVGO, TSM, NVDA
- Joseph Group Capital Management—
- Value
- $476m
- Stocks
- 387
- Top holdings
- AAPL, ETN, PH
- Lighthouse Financial Services INC /adv—
- Value
- $476m
- Stocks
- 102
- Top holdings
- AAPL, GOOGL, DELL
- All Terrain Financial Advisors—
- Value
- $476m
- Stocks
- 106
- Top holdings
- LOW, AAPL, NVDA
- Financial & Tax Architects—
- Value
- $474m
- Stocks
- 110
- Top holdings
- CAT, ABBV, JNJ
- Chase Investment Counsel—
- Value
- $474m
- Stocks
- 138
- Top holdings
- GOOGL, NVDA, VRT
- Scott & Selber—
- Value
- $474m
- Stocks
- 91
- Top holdings
- MU, NVDA, AAPL
- Ipswich Investment Management—
- Value
- $474m
- Stocks
- 190
- Top holdings
- AAPL, MSFT, GOOGL
- Austin Wealth Management—
- Value
- $473m
- Stocks
- 126
- Top holdings
- AAPL, AMZN, GOOG
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Wedgewood PartnersDavid Rolfe | Quality | $484m | 18 | TSM, GOOGL, META |
| Global View Capital Management | — | $484m | 146 | AAPL, BRK-B, NVDA |
| Prentice Wealth Management | — | $484m | 122 | AAPL, GS, AVGO |
| Aspire Private Capital | — | $484m | 175 | AAPL, NVDA, GOOGL |
| Heartland Bank & Trust | — | $483m | 211 | AAPL, NVDA, MSFT |
| Plan Group Financial | — | $483m | 243 | BRK-A, JPM, AAPL |
| Sciencast Management LP | — | $482m | 235 | PWR, UAL, IDA |
| Capital City Trust | — | $482m | 129 | KO, AAPL, AVGO |
| Cadent Capital Advisors | — | $482m | 200 | AAPL, OKE, TER |
| Storgate | — | $482m | 351 | NVDA, TSM, GOOG |
| Sage Capital Advisors,llc | — | $481m | 136 | AAPL, GOOGL, AMZN |
| Stewardship Advisors | — | $481m | 175 | AAPL, NVDA, FULT |
| Winch Advisory Services | — | $481m | 566 | NVDA, AAPL, GOOG |
| Bender Robert & Associates | — | $481m | 39 | NVDA, AAPL, AMD |
| Mudita Advisors LLP | — | $481m | 24 | HGV, ESTA, MGM |
| NovaPoint Capital | — | $481m | 161 | GLW, AAPL, NVDA |
| Hurlow Wealth Management Group | — | $481m | 125 | AAPL, LLY, BRK-B |
| Mason & Associates | — | $481m | 45 | AAPL, D, CSX |
| Standard General L.P. | — | $480m | 2 | BALY, MDIA |
| Napier Financial | — | $480m | 472 | AAPL, TMO, MSFT |
| Marino Management | — | $480m | 11 | BETA |
| Old Mission Investment | — | $480m | 161 | AAPL, AMZN, CAT |
| Continental General Insurance | — | $480m | 9 | GEO, AMR, DQ |
| Farmers National Bank | — | $479m | 180 | AAPL, MSFT, JPM |
| Bank of New Hampshire | — | $479m | 537 | AAPL, GOOGL, MSFT |
| ValueWorksCharles Lemonides | Deep value | $479m | 38 | INTC, MU, HPP |
| Triune Financial Partners | — | $479m | 49 | BRK-B, AAPL, LLY |
| Kraft, Davis & Associates | — | $479m | 155 | NVDA, GOOGL, AMZN |
| May Hill Capital | — | $479m | 256 | KEYS, NVDA, AAPL |
| Evernest Financial Advisors | — | $478m | 191 | BRK-B, MSFT, AAPL |
| Barry Investment Advisors | — | $478m | 102 | AAPL, RTX, TTE |
| Knox Lane LP | — | $478m | 1 | PTRN |
| Mattson Financial Services | — | $478m | 235 | NVDA, AAPL, AMZN |
| Palumbo Wealth Management | — | $478m | 237 | GOOGL, AAPL, AMZN |
| KP Management | — | $477m | 65 | ASML, NVDA, INTC |
| Cornerstone Wealth Advisors | — | $477m | 55 | VICR, AAPL, BRK-B |
| Standpoint Asset Management | — | $477m | 8 | — |
| RFG Holdings | — | $477m | 87 | AMD, NVDA, MU |
| Z3 Capital Partners | — | $476m | 192 | MU, BAC, NVDA |
| Elemental Capital Partners | — | $476m | 12 | BE, CRDO, INDI |
| Magnolia Group | — | $476m | 16 | NNI, BOC, ABG |
| Paragon Advisors | — | $476m | 77 | AVGO, TSM, NVDA |
| Joseph Group Capital Management | — | $476m | 387 | AAPL, ETN, PH |
| Lighthouse Financial Services INC /adv | — | $476m | 102 | AAPL, GOOGL, DELL |
| All Terrain Financial Advisors | — | $476m | 106 | LOW, AAPL, NVDA |
| Financial & Tax Architects | — | $474m | 110 | CAT, ABBV, JNJ |
| Chase Investment Counsel | — | $474m | 138 | GOOGL, NVDA, VRT |
| Scott & Selber | — | $474m | 91 | MU, NVDA, AAPL |
| Ipswich Investment Management | — | $474m | 190 | AAPL, MSFT, GOOGL |
| Austin Wealth Management | — | $473m | 126 | AAPL, AMZN, GOOG |