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
Bouvel Investment Partners	—	$442m	84	MRVL, INTC, NVDA
Franklin, Parlapiano, Turner & Welch	—	$442m	55	HUBB, JNJ, RTX
HWG Holdings LP	—	$442m	44	GOOGL, CW, NVDA
Cerro Pacific Wealth Advisors	—	$442m	165	AAPL, NVDA, MSFT
Sagewood Asset Management LP	—	$442m	432	BRK-B, NVDA, AAPL
Doliver Advisors, LP	—	$442m	190	XOM, GOOG, AMZN
Twin Peaks Wealth Advisors	—	$442m	226	AAPL, NVDA, META
EdgeRock Capital	—	$441m	134	AAPL, NVDA, MSFT
ADAPT Investment Managers SA	—	$441m	27	NVDA, MSFT, AVGO
Alta Advisers	—	$441m	219	NVDA, AMZN, GOOG
Pioneer Trust Bank N A	—	$441m	87	AAPL, MSFT, BRK-B
Morton Brown Family Wealth	—	$441m	416	AAPL, MSFT, AVGO
Cardinal Strategic Wealth Guidance	—	$441m	67	AAPL, MSFT, GOOG
Long Walk Management LP	—	$441m	14	TSM, GOOGL, APPF
Advus Financial Partners	—	$441m	261	AAPL, NVDA, JPM
Droms Strauss Advisors INC /mo/ /adv	—	$441m	81	AMAT, TSLA, AAPL
Roberts Wealth Advisors	—	$440m	111	AAPL, GOOG, COHR
Euclidean Capital	—	$440m	11	ORIC, TMS, FHTX
Turiya Advisors Asia	—	$440m	3	NOK, TSEM, GEO
Msop GP, L.L.C.	—	$439m	3	CHYM, BRZE, Senti Biosciences
New Capital Management LP	—	$439m	60	BRK-B, AAPL, PEP
HighVista Strategies	—	$439m	147	ABVX, RVMD, DFTX
Bridge City Capital	—	$438m	114	ONTO, KLIC, VPG
Astoria Strategic Wealth	—	$438m	36	BRK-B, MEOH, AMZN
Citizens & Northern	—	$438m	117	NVDA, AAPL, GOOG
Prudent Man Advisors	—	$438m	139	NVDA, AAPL, GOOG
Fairway Wealth	—	$437m	238	RPM, AAPL, BRK-B
Strategic Investment Solutions	—	$437m	706	AAPL, NVDA, BRK-B
Westend Capital Management	—	$437m	241	BA, KGS, PWR
IDG-Accel China Capital II Associates L.P.	—	$437m	1	CRCL
Gitterman Wealth Management	—	$436m	128	AAPL, MSFT, JNJ
City State Bank	—	$436m	809	AAPL, MU, GOOG
Boltwood Capital Management	—	$436m	192	AAPL, NVDA, GOOGL
Monarch Capital Management	—	$436m	130	MSFT, AAPL, MRK
Aquire Wealth Advisors	—	$436m	53	NVDA, AAPL, GOOGL
Bare Financial Services	—	$436m	1,784	AAPL, NVDA, GOOGL
Able Wealth Management	—	$436m	182	AAPL, MA, NVDA
Peak Financial Management	—	$436m	114	AAPL, NVDA, RTX
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York	—	$435m	2	—
Goodman Advisory Group	—	$435m	69	TSM, NVDA, RPRX
Segra Capital Management	—	$435m	7	XE, VST, AMTM
Lionstone Capital Management	—	$435m	11	APG, GOOG, AMZN
MPS Loria Financial Planners	—	$435m	91	AAPL, ABBV, UNH
Cape Ann Asset Management	—	$434m	12	KGC, VIST, ERO
Carr Financial Group	—	$434m	182	AMAT, AAPL, NVDA
New Republic Capital	—	$434m	352	AAPL, MS, JPM
Neo Ivy Capital Management	—	$434m	345	VMC, NVDA, ADM
Hussman Strategic Advisors	—	$434m	231	PEP, UI, INCY
Divisar Capital Management	—	$434m	28	ONTO, PII, MKSI
Seafarer Capital Partners	—	$434m	9	ITUB, BUD, BAP

Showing 4251 to 4300 of 9384

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Show only the long-term investors we follow