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
Pacific Center for Financial Services	—	$448m	499	AAPL, BRK-B, NVDA
Hartford Financial Management	—	$448m	349	AMAT, AAPL, NVDA
Windmill Hill Asset Management	—	$448m	21	GE, V, GOOGL
One Degree Advisors	—	$448m	82	AAPL, AVGO, COST
Mudrick Capital Management, L.P.	—	$448m	4	DPC, EVTL, VRM
WealthTrust Axiom	—	$448m	302	AAPL, KMI, LYTS
Wealthspring Capital	—	$448m	208	CUB, ITHA, PACH
Level Financial Advisors	—	$448m	95	PG, LRCX, AAPL
Watchman Group	—	$447m	73	GOOG, APH, BRK-B
Dynamic Technology Lab Private	—	$447m	632	EA, TXNM, FIVE
Syquant Capital SAS	—	$447m	38	EA, Chart Inds, WBD
Brown Wealth Management	—	$447m	134	NVDA, AAPL, GOOG
Flagstone Financial Management	—	$447m	77	BRK-B, AAPL, JPM
O'Neil Global Advisors	—	$447m	62	LLY, GOOGL, TSLA
Quadrant Private Wealth Management	—	$447m	177	NVDA, GOOG, AVGO
Flagship Wealth Advisors	—	$447m	484	NVDA, AAPL, TSLA
World Equity Group	—	$447m	375	AAPL, NVDA, MSFT
Wellington Shields	—	$446m	329	AAPL, MSFT, JPM
Fosun International	—	$446m	73	LANV, BFLY, CHA
Columbia Bank	—	$446m	165	MSFT, AAPL, GOOGL
Channel Wealth	—	$446m	188	AAPL, GOOG, NVDA
Maniro	—	$446m	29	QXO, SLDE, NVDA
Tyro Capital Management	—	$446m	15	ESTA, CELH, CRS
Hunter Perkins Capital Management	—	$446m	149	BRK-B, LH, ELS
Meridian Management	—	$446m	84	WMT, DE, GNRC
Howard Hughes Medical Institute	—	$445m	30	NVDA, AAPL, GOOGL
Legacy Wealth Partners	—	$445m	189	NVDA, AAPL, MSFT
Searle	—	$445m	194	AAPL, CAT, PANW
Tillman Hartley	—	$445m	94	AAPL, GOOGL, MSFT
Little House Capital	—	$445m	113	AAPL, GOOGL, MSFT
Dumont & Blake Investment Advisors	—	$445m	204	AAPL, MSFT, GOOGL
CGC Financial Services	—	$445m	337	AAPL, CSCO, NKE
Dodds Wealth	—	$445m	56	AAPL, GOOG, NVDA
United Wealth Management	—	$444m	24	UAL, WFC
Accel Wealth Management	—	$444m	305	AAPL, AMZN, INTC
Tradewinds, LLC.	—	$444m	215	AAPL, NVDA, AMZN
Arjuna Capital	—	$444m	113	AAPL, GOOGL, NVDA
Wakefield Asset Management LLLP	—	$444m	225	LRCX, NVDA, JPM
Tidemark	—	$444m	935	AAPL, TSLA, AMZN
Venator Management	—	$444m	27	GOOG, AMZN, V
Empirical Asset Management	—	$444m	448	AAPL, NVDA, MU
SK Wealth Management	—	$444m	80	AAPL, NVDA, MSFT
Vance Wealth	—	$444m	137	AAPL, PG, NVDA
Duncan Williams Asset Management	—	$444m	172	AAPL, BRK-B, MSFT
TrueWealth Advisors	—	$444m	235	SFBS, IIPR, HEI-A
Alpine Woods Capital Investors	—	$444m	218	AVGO, WFC, JPM
Princeton Capital Management	—	$443m	145	NVDA, AAPL, GOOGL
Peak Planning Group	—	$443m	128	BRK-B, AAPL, AMAT
Warren Street Wealth Advisors	—	$443m	149	NVDA, JNJ, AMGN
Adams Street Partners	—	$443m	4	BLLN, RMNI, CBRS

Showing 4201 to 4250 of 9384

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Show only the long-term investors we follow