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.
- ArchPoint Investors—
- Value
- $473m
- Stocks
- 80
- Top holdings
- GOOGL, AMZN, CW
- Century ManagementValue
Arnold Van Den Berg
- Value
- $473m
- Stocks
- 120
- Top holdings
- DELL, INTC, LUMN
- American Investment Services—
- Value
- $473m
- Stocks
- 133
- Top holdings
- CVX, MRK, VZ
- Logan Stone Capital—
- Value
- $473m
- Stocks
- 155
- Top holdings
- FOX, HEI-A, LLYVK
- BCGM Wealth Management—
- Value
- $473m
- Stocks
- 182
- Top holdings
- LLY, XOM, PM
- Shelter Mutual Insurance—
- Value
- $473m
- Stocks
- 58
- Top holdings
- BRK-A, CAT, ABBV
- Cherry Tree Wealth Management—
- Value
- $473m
- Stocks
- 582
- Top holdings
- TITN, AAPL, MSFT
- Copper Harbor Investment Advisors—
- Value
- $472m
- Stocks
- 95
- Top holdings
- GOOG, MSFT, GOOGL
- Whitener Capital Management—
- Value
- $472m
- Stocks
- 184
- Top holdings
- GOOGL, NVDA, AAPL
- Summit Wealth & Retirement Planning—
- Value
- $472m
- Stocks
- 113
- Top holdings
- AAPL, GOOGL, MSFT
- Cordoba Advisory Partners—
- Value
- $472m
- Stocks
- 144
- Top holdings
- SPCX, NVDA, GOOG
- Acumen Wealth Advisors—
- Value
- $472m
- Stocks
- 490
- Top holdings
- NVDA, AAPL, GOOGL
- Aisling Capital Management LP—
- Value
- $472m
- Stocks
- 14
- Top holdings
- BBIO, GLUE, SNDX
- Peavine Capital—
- Value
- $472m
- Stocks
- 9
- Top holdings
- AAPL, CAT, JNJ
- Paulson Wealth Management—
- Value
- $471m
- Stocks
- 146
- Top holdings
- AAPL, JPM, MSFT
- California First Leasing—
- Value
- $471m
- Stocks
- 34
- Top holdings
- MU, AMAT, MRVL
- D.B. Root & Company—
- Value
- $471m
- Stocks
- 207
- Top holdings
- AAPL, DKS, NVDA
- High Net Worth Advisory Group—
- Value
- $471m
- Stocks
- 250
- Top holdings
- NVDA, AAPL, ABBV
- Decker Wealth Management—
- Value
- $471m
- Stocks
- 106
- Top holdings
- LLY, AAPL, GOOG
- AMI Investment Management—
- Value
- $471m
- Stocks
- 78
- Top holdings
- BRK-B, GOOG, MSFT
- Jones Hill Capital LP—
- Value
- $470m
- Stocks
- 29
- Top holdings
- BMRN, GILD, ARQT
- Aster Capital Management (DIFC)—
- Value
- $470m
- Stocks
- 808
- Top holdings
- AAPL, MSFT, HON
- Lansing Street Advisors—
- Value
- $469m
- Stocks
- 166
- Top holdings
- MCD, CMG, AAPL
- Park Edge Advisors—
- Value
- $469m
- Stocks
- 149
- Top holdings
- LECO, XOM, JNJ
- White Pine Investment—
- Value
- $469m
- Stocks
- 72
- Top holdings
- BRK-B, GOOGL, AAPL
- MilWealth Group—
- Value
- $469m
- Stocks
- 82
- Top holdings
- ABT, AAPL, BRK-B
- Hill Island Financial—
- Value
- $469m
- Stocks
- 93
- Top holdings
- AAPL, NVDA, MSFT
- Kadensa Capital—
- Value
- $469m
- Stocks
- 28
- Top holdings
- TSM, TSLA, NVDA
- Evergreen Advisors—
- Value
- $469m
- Stocks
- 31
- Top holdings
- AAPL, AVGO, NVDA
- Hilltop National Bank—
- Value
- $468m
- Stocks
- 805
- Top holdings
- MSFT, NVDA, AAPL
- Sollinda Capital Management—
- Value
- $468m
- Stocks
- 78
- Top holdings
- AMZN, AAPL, BRK-B
- Diversified Management—
- Value
- $468m
- Stocks
- 171
- Top holdings
- ROK, WSC, AAPL
- Paradigm Asset Management—
- Value
- $468m
- Stocks
- 419
- Top holdings
- GOOGL, MU, ASML Holding NV
- Kelly Lawrence W & Associates—
- Value
- $468m
- Stocks
- 128
- Top holdings
- AMD, GOOGL, AAPL
- Sequent Planning—
- Value
- $468m
- Stocks
- 269
- Top holdings
- AMZN, GOOGL, NVDA
- Mystic Asset Management—
- Value
- $468m
- Stocks
- 225
- Top holdings
- AAPL, MSFT, NVDA
- Trustees of Columbia University in the City of New York—
- Value
- $468m
- Stocks
- 3
- Top holdings
- CBRS, Surrozen
- Bill Few Associates—
- Value
- $468m
- Stocks
- 225
- Top holdings
- AAPL, NVDA, MSFT
- Quattro Financial Advisors—
- Value
- $468m
- Stocks
- 93
- Top holdings
- AMZN, MSFT, BRK-B
- Speece Thorson Capital Group—
- Value
- $468m
- Stocks
- 37
- Top holdings
- CBSH, WTM, MGEE
- Guidance Capital—
- Value
- $468m
- Stocks
- 233
- Top holdings
- AAPL, MSFT, BRK-B
- Foyston, Gordon & Payne—
- Value
- $468m
- Stocks
- 68
- Top holdings
- MSFT, AVGO, GOOGL
- Steamboat Capital Partners—
- Value
- $468m
- Stocks
- 59
- Top holdings
- ACMR, GOOG, AVGO
- Brave Asset Management—
- Value
- $467m
- Stocks
- 146
- Top holdings
- ZD, AAPL, GOOG
- Mizuho Bank—
- Value
- $467m
- Stocks
- 6
- Top holdings
- CME
- Talaria Asset Management Pty—
- Value
- $467m
- Stocks
- 12
- Top holdings
- EG, AOS, MDT
- Kelly Financial Services—
- Value
- $467m
- Stocks
- 141
- Top holdings
- SHW, AAPL, INDB
- Stokes Capital Advisors—
- Value
- $467m
- Stocks
- 118
- Top holdings
- AVGO, MSFT, JPM
- CVC Management Holdings II—
- Value
- $467m
- Stocks
- 4
- Top holdings
- WOOF, DPC, ADV
- Poehling Capital Management—
- Value
- $466m
- Stocks
- 166
- Top holdings
- BRK-B, MKL, GOOG
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| ArchPoint Investors | — | $473m | 80 | GOOGL, AMZN, CW |
| Century ManagementArnold Van Den Berg | Value | $473m | 120 | DELL, INTC, LUMN |
| American Investment Services | — | $473m | 133 | CVX, MRK, VZ |
| Logan Stone Capital | — | $473m | 155 | FOX, HEI-A, LLYVK |
| BCGM Wealth Management | — | $473m | 182 | LLY, XOM, PM |
| Shelter Mutual Insurance | — | $473m | 58 | BRK-A, CAT, ABBV |
| Cherry Tree Wealth Management | — | $473m | 582 | TITN, AAPL, MSFT |
| Copper Harbor Investment Advisors | — | $472m | 95 | GOOG, MSFT, GOOGL |
| Whitener Capital Management | — | $472m | 184 | GOOGL, NVDA, AAPL |
| Summit Wealth & Retirement Planning | — | $472m | 113 | AAPL, GOOGL, MSFT |
| Cordoba Advisory Partners | — | $472m | 144 | SPCX, NVDA, GOOG |
| Acumen Wealth Advisors | — | $472m | 490 | NVDA, AAPL, GOOGL |
| Aisling Capital Management LP | — | $472m | 14 | BBIO, GLUE, SNDX |
| Peavine Capital | — | $472m | 9 | AAPL, CAT, JNJ |
| Paulson Wealth Management | — | $471m | 146 | AAPL, JPM, MSFT |
| California First Leasing | — | $471m | 34 | MU, AMAT, MRVL |
| D.B. Root & Company | — | $471m | 207 | AAPL, DKS, NVDA |
| High Net Worth Advisory Group | — | $471m | 250 | NVDA, AAPL, ABBV |
| Decker Wealth Management | — | $471m | 106 | LLY, AAPL, GOOG |
| AMI Investment Management | — | $471m | 78 | BRK-B, GOOG, MSFT |
| Jones Hill Capital LP | — | $470m | 29 | BMRN, GILD, ARQT |
| Aster Capital Management (DIFC) | — | $470m | 808 | AAPL, MSFT, HON |
| Lansing Street Advisors | — | $469m | 166 | MCD, CMG, AAPL |
| Park Edge Advisors | — | $469m | 149 | LECO, XOM, JNJ |
| White Pine Investment | — | $469m | 72 | BRK-B, GOOGL, AAPL |
| MilWealth Group | — | $469m | 82 | ABT, AAPL, BRK-B |
| Hill Island Financial | — | $469m | 93 | AAPL, NVDA, MSFT |
| Kadensa Capital | — | $469m | 28 | TSM, TSLA, NVDA |
| Evergreen Advisors | — | $469m | 31 | AAPL, AVGO, NVDA |
| Hilltop National Bank | — | $468m | 805 | MSFT, NVDA, AAPL |
| Sollinda Capital Management | — | $468m | 78 | AMZN, AAPL, BRK-B |
| Diversified Management | — | $468m | 171 | ROK, WSC, AAPL |
| Paradigm Asset Management | — | $468m | 419 | GOOGL, MU, ASML Holding NV |
| Kelly Lawrence W & Associates | — | $468m | 128 | AMD, GOOGL, AAPL |
| Sequent Planning | — | $468m | 269 | AMZN, GOOGL, NVDA |
| Mystic Asset Management | — | $468m | 225 | AAPL, MSFT, NVDA |
| Trustees of Columbia University in the City of New York | — | $468m | 3 | CBRS, Surrozen |
| Bill Few Associates | — | $468m | 225 | AAPL, NVDA, MSFT |
| Quattro Financial Advisors | — | $468m | 93 | AMZN, MSFT, BRK-B |
| Speece Thorson Capital Group | — | $468m | 37 | CBSH, WTM, MGEE |
| Guidance Capital | — | $468m | 233 | AAPL, MSFT, BRK-B |
| Foyston, Gordon & Payne | — | $468m | 68 | MSFT, AVGO, GOOGL |
| Steamboat Capital Partners | — | $468m | 59 | ACMR, GOOG, AVGO |
| Brave Asset Management | — | $467m | 146 | ZD, AAPL, GOOG |
| Mizuho Bank | — | $467m | 6 | CME |
| Talaria Asset Management Pty | — | $467m | 12 | EG, AOS, MDT |
| Kelly Financial Services | — | $467m | 141 | SHW, AAPL, INDB |
| Stokes Capital Advisors | — | $467m | 118 | AVGO, MSFT, JPM |
| CVC Management Holdings II | — | $467m | 4 | WOOF, DPC, ADV |
| Poehling Capital Management | — | $466m | 166 | BRK-B, MKL, GOOG |