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
Stuart Chaussee & Associates	—	$458m	180	NOC, MSFT, AAPL
Global Assets Advisory	—	$458m	322	AAPL, NVDA, XOM
Seven Springs Wealth Group	—	$458m	85	CI, GOOGL, DUK
AllGen Financial Advisors	—	$458m	36	AAPL, BRK-B, MSFT
Strategic Advisors	—	$457m	164	AAPL, GOOGL, MSFT
Atlas Private Wealth Advisors	—	$457m	139	AAPL, AMGN, PLTR
Carmel Capital Management L.L.C.	—	$456m	28	AMAT, AVGO, VST
Canal Insurance	—	$456m	76	DELL, ABBV, MSFT
Warther Private Wealth	—	$456m	50	SCHW, FICO, MELI
Carderock Capital Management	—	$456m	67	LRCX, GOOGL, APH
Legacy Wealth Asset Management	—	$456m	380	MU, LRCX, AMD
CLG	—	$455m	156	AAPL, CVX, ECHO
Cordatus Wealth Management	—	$455m	168	AAPL, AVGO, MSFT
Natural Investments	—	$455m	301	AAPL, NVDA, MSFT
Colony Family Offices	—	$455m	61	AAPL, NVDA, AMZN
Miramar Capital	—	$455m	57	ABBV, GOOGL, AVGO
Bulldog Investors, LLP	—	$455m	225	TRC, TPL, CION
Lisanti Capital Growth	—	$455m	109	HNGE, BTSG, XMTR
Highland Financial Advisors	—	$455m	73	AAPL, PM, JPM
Westmount Partners	—	$454m	260	AAPL, NVDA, AVGO
Progressive Investment Management	—	$454m	56	AAPL, NVDA, GOOG
GSG Advisors	—	$454m	148	AAPL, NVDA, MSFT
Markowski Investments	—	$454m	618	AAPL, GOOGL, NVDA
Integral Investment Advisors	—	$454m	181	AAPL, GOOGL, NVDA
Gray Foundation	—	$454m	9	HLT, GOOG, INVH
Beam Wealth Advisors	—	$453m	117	NVDA, AAPL, XOM
Weaver Capital Management	—	$453m	170	NVDA, AVGO, AAPL
Indigo Partners	—	$453m	2	ULCC, VLRS
Aspen Capital Management	—	$453m	83	USB, AAPL, NVDA
Boston Research & Management	—	$453m	121	GOOGL, CSCO, AAPL
Brand Asset Management Group	—	$452m	223	PLTR, AAPL, NVDA
Freedom Day Solutions	—	$452m	134	AAPL, FIX, ASML
Winmill	—	$452m	56	LRCX, STLD, GOOGL
Remedium Capital Partners	—	$452m	6	ORKA, SYRE, APGE
Ironwood Wealth Management, LLC.	—	$451m	54	XRAY
Lpwm	—	$451m	98	NVDA, BRK-B, AMZN
CWS Financial Advisors	—	$451m	171	SYK, AAPL, MSFT
Bard Associates	—	$451m	291	COHR, AEHR, MAMA
Anchorage Capital Group, L.L.C.	—	$450m	3	EQPT, S, DNA
RIA Advisory Group	—	$450m	153	KO, SPCX, NVDA
Kelly Financial Group	—	$450m	107	AAPL, VOYA, MSFT
Clear Wave Wealth Management	—	$450m	182	NVDA, AAPL, MSFT
Strengthening Families & Communities	—	$450m	844	AAPL, NVDA, MRVL
Brant Point Investment Management	—	$449m	96	FLEX, APH, TTMI
Diligent Investors	—	$449m	357	AAPL, NVDA, MSFT
Cincinnati Specialty Underwriters Insurance	—	$449m	45	AAPL, AVGO, ENB
Bregal Sagemount IV General Partner Jersey	—	$449m	1	NP
Gardner Lewis Asset Management L P	—	$449m	75	NVDA, Stellar Bancorp, Janus Henderson Group
Continental Grain	—	$448m	4	IFF, LW, EL
PCG Wealth Advisors	—	$448m	180	NVDA, AAPL, MSFT

Showing 4151 to 4200 of 9384

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Show only the long-term investors we follow