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.
- PW Nova Financial Services—
- Value
- $466m
- Stocks
- 208
- Top holdings
- AAPL, NVDA, AVGO
- Pilgrim Global Advisors—
- Value
- $466m
- Stocks
- 3
- Top holdings
- NMM, RIG, SOC
- Baker Tilly Wealth Management—
- Value
- $466m
- Stocks
- 284
- Top holdings
- NVDA, AAPL, GOOGL
- O'Dell Group—
- Value
- $466m
- Stocks
- 42
- Top holdings
- AAPL, JPM, AMZN
- Meridian Investment Counsel—
- Value
- $466m
- Stocks
- 250
- Top holdings
- TSM, AAPL, MSFT
- Eldred Rock Partners—
- Value
- $465m
- Stocks
- 29
- Top holdings
- LRCX, ASML, GOOGL
- Hartree Partners, LP—
- Value
- $465m
- Stocks
- 112
- Top holdings
- SGU, DVN, OVV
- FARMERS & MERCHANTS TRUST Co OF LONG BEACH—
- Value
- $465m
- Stocks
- 200
- Top holdings
- FMBL, AAPL, MSFT
- Gator Capital Management—
- Value
- $465m
- Stocks
- 67
- Top holdings
- HOOD, COMP, FCNCA
- Rothschild Capital Partners—
- Value
- $464m
- Stocks
- 89
- Top holdings
- AAPL, GOOGL, JPM
- RWC Asset Advisors (us)—
- Value
- $464m
- Stocks
- 14
- Top holdings
- SQM, PBR, VALE
- United American Securities Inc. (d/b/a UAS Asset Management)—
- Value
- $464m
- Stocks
- 13
- Top holdings
- BRK-B, AMZN, GOOGL
- SMART Wealth—
- Value
- $464m
- Stocks
- 222
- Top holdings
- NVDA, WDC, MU
- Paradiem—
- Value
- $464m
- Stocks
- 68
- Top holdings
- STLD, VLO, CL
- Nikulski Financial—
- Value
- $464m
- Stocks
- 180
- Top holdings
- AAPL, PANW, LRCX
- Home Federal Bank of Tennessee—
- Value
- $463m
- Stocks
- 114
- Top holdings
- LLY, AAPL, ADI
- Centennial Wealth Advisory—
- Value
- $463m
- Stocks
- 181
- Top holdings
- AAPL, NVDA, MSFT
- Deeter Investments LLP—
- Value
- $463m
- Stocks
- 105
- Top holdings
- GOOGL, TSM, ASML
- SWS Partners—
- Value
- $463m
- Stocks
- 108
- Top holdings
- NVDA, MU, PCT
- Opal Wealth Advisors—
- Value
- $463m
- Stocks
- 224
- Top holdings
- AAPL, NCDL, NVDA
- Whitcomb & Hess—
- Value
- $463m
- Stocks
- 66
- Top holdings
- LQDA, AAPL, NVT
- Guidance Point Advisors—
- Value
- $463m
- Stocks
- 100
- Top holdings
- JPM, AAPL, AVGO
- Outlook Wealth Advisors—
- Value
- $463m
- Stocks
- 305
- Top holdings
- NVDA, AAPL, LRCX
- Milestone Investment Advisors—
- Value
- $463m
- Stocks
- 141
- Top holdings
- —
- Great OAK Capital Partners—
- Value
- $463m
- Stocks
- 45
- Top holdings
- JNJ, AAPL, JPM
- Vantage Wealth—
- Value
- $463m
- Stocks
- 30
- Top holdings
- GOOG, GLW, TEL
- Essex Bank—
- Value
- $462m
- Stocks
- 318
- Top holdings
- AAPL, CVX, JNJ
- Patton Fund Management—
- Value
- $462m
- Stocks
- 86
- Top holdings
- BRK-B, SNDK, INTC
- Berkshire Capital Holdings—
- Value
- $462m
- Stocks
- 122
- Top holdings
- MU, TSM, AMD
- Fielder Capital Group—
- Value
- $462m
- Stocks
- 303
- Top holdings
- TPL, REFI, NVDA
- Marks Wealth—
- Value
- $462m
- Stocks
- 19
- Top holdings
- MAR, BDX, GEV
- Mokosak Advisory Group—
- Value
- $462m
- Stocks
- 38
- Top holdings
- AAPL, CASY, NVDA
- Brightline Capital Management—
- Value
- $462m
- Stocks
- 11
- Top holdings
- VSAT, CSTM, RRX
- Uncommon Cents Investing—
- Value
- $461m
- Stocks
- 215
- Top holdings
- RTX, WFC, JPM
- Harrell Investment Partners—
- Value
- $461m
- Stocks
- 144
- Top holdings
- AVGO, AAPL, NVDA
- Prevatt Capital—
- Value
- $461m
- Stocks
- 12
- Top holdings
- CARG, GTX, CME
- Peregrine Asset Advisers—
- Value
- $461m
- Stocks
- 218
- Top holdings
- PWR, AAPL, NVDA
- Finepoint Capital LP—
- Value
- $461m
- Stocks
- 6
- Top holdings
- QXO, RXO, ANNA
- Investment Advisory Group—
- Value
- $461m
- Stocks
- 220
- Top holdings
- AAPL, AMZN, MSFT
- Sector Gamma AS—
- Value
- $461m
- Stocks
- 40
- Top holdings
- BMY, MRK, MDT
- Joho Capital—
- Value
- $460m
- Stocks
- 10
- Top holdings
- MSFT, BROS, TSM
- Generali Investments, Management—
- Value
- $460m
- Stocks
- 164
- Top holdings
- NVDA, GOOGL, AMZN
- DeDora Capital—
- Value
- $460m
- Stocks
- 129
- Top holdings
- AAPL, NVDA, AMZN
- Bracebridge Capital—
- Value
- $460m
- Stocks
- 26
- Top holdings
- UNIT, CZR, ADT
- Atwater Malick—
- Value
- $459m
- Stocks
- 124
- Top holdings
- CAT, AAPL, GOOGL
- Syverson Strege—
- Value
- $459m
- Stocks
- 186
- Top holdings
- AAPL, NVDA, MU
- Peterson Wealth Services—
- Value
- $459m
- Stocks
- 245
- Top holdings
- FIX, NVDA, AAPL
- RDA Financial Network—
- Value
- $459m
- Stocks
- 284
- Top holdings
- NVDA, GOOGL, AVGO
- G2 Capital Management—
- Value
- $459m
- Stocks
- 70
- Top holdings
- AAPL, NVDA, GOOG
- Coleford Investment Management—
- Value
- $459m
- Stocks
- 23
- Top holdings
- RY, GOOGL, WMT
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| PW Nova Financial Services | — | $466m | 208 | AAPL, NVDA, AVGO |
| Pilgrim Global Advisors | — | $466m | 3 | NMM, RIG, SOC |
| Baker Tilly Wealth Management | — | $466m | 284 | NVDA, AAPL, GOOGL |
| O'Dell Group | — | $466m | 42 | AAPL, JPM, AMZN |
| Meridian Investment Counsel | — | $466m | 250 | TSM, AAPL, MSFT |
| Eldred Rock Partners | — | $465m | 29 | LRCX, ASML, GOOGL |
| Hartree Partners, LP | — | $465m | 112 | SGU, DVN, OVV |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | — | $465m | 200 | FMBL, AAPL, MSFT |
| Gator Capital Management | — | $465m | 67 | HOOD, COMP, FCNCA |
| Rothschild Capital Partners | — | $464m | 89 | AAPL, GOOGL, JPM |
| RWC Asset Advisors (us) | — | $464m | 14 | SQM, PBR, VALE |
| United American Securities Inc. (d/b/a UAS Asset Management) | — | $464m | 13 | BRK-B, AMZN, GOOGL |
| SMART Wealth | — | $464m | 222 | NVDA, WDC, MU |
| Paradiem | — | $464m | 68 | STLD, VLO, CL |
| Nikulski Financial | — | $464m | 180 | AAPL, PANW, LRCX |
| Home Federal Bank of Tennessee | — | $463m | 114 | LLY, AAPL, ADI |
| Centennial Wealth Advisory | — | $463m | 181 | AAPL, NVDA, MSFT |
| Deeter Investments LLP | — | $463m | 105 | GOOGL, TSM, ASML |
| SWS Partners | — | $463m | 108 | NVDA, MU, PCT |
| Opal Wealth Advisors | — | $463m | 224 | AAPL, NCDL, NVDA |
| Whitcomb & Hess | — | $463m | 66 | LQDA, AAPL, NVT |
| Guidance Point Advisors | — | $463m | 100 | JPM, AAPL, AVGO |
| Outlook Wealth Advisors | — | $463m | 305 | NVDA, AAPL, LRCX |
| Milestone Investment Advisors | — | $463m | 141 | — |
| Great OAK Capital Partners | — | $463m | 45 | JNJ, AAPL, JPM |
| Vantage Wealth | — | $463m | 30 | GOOG, GLW, TEL |
| Essex Bank | — | $462m | 318 | AAPL, CVX, JNJ |
| Patton Fund Management | — | $462m | 86 | BRK-B, SNDK, INTC |
| Berkshire Capital Holdings | — | $462m | 122 | MU, TSM, AMD |
| Fielder Capital Group | — | $462m | 303 | TPL, REFI, NVDA |
| Marks Wealth | — | $462m | 19 | MAR, BDX, GEV |
| Mokosak Advisory Group | — | $462m | 38 | AAPL, CASY, NVDA |
| Brightline Capital Management | — | $462m | 11 | VSAT, CSTM, RRX |
| Uncommon Cents Investing | — | $461m | 215 | RTX, WFC, JPM |
| Harrell Investment Partners | — | $461m | 144 | AVGO, AAPL, NVDA |
| Prevatt Capital | — | $461m | 12 | CARG, GTX, CME |
| Peregrine Asset Advisers | — | $461m | 218 | PWR, AAPL, NVDA |
| Finepoint Capital LP | — | $461m | 6 | QXO, RXO, ANNA |
| Investment Advisory Group | — | $461m | 220 | AAPL, AMZN, MSFT |
| Sector Gamma AS | — | $461m | 40 | BMY, MRK, MDT |
| Joho Capital | — | $460m | 10 | MSFT, BROS, TSM |
| Generali Investments, Management | — | $460m | 164 | NVDA, GOOGL, AMZN |
| DeDora Capital | — | $460m | 129 | AAPL, NVDA, AMZN |
| Bracebridge Capital | — | $460m | 26 | UNIT, CZR, ADT |
| Atwater Malick | — | $459m | 124 | CAT, AAPL, GOOGL |
| Syverson Strege | — | $459m | 186 | AAPL, NVDA, MU |
| Peterson Wealth Services | — | $459m | 245 | FIX, NVDA, AAPL |
| RDA Financial Network | — | $459m | 284 | NVDA, GOOGL, AVGO |
| G2 Capital Management | — | $459m | 70 | AAPL, NVDA, GOOG |
| Coleford Investment Management | — | $459m | 23 | RY, GOOGL, WMT |