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.

See all

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.

See all

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.

See all

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.

See all

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
One Charles Private Wealth Services	—	$434m	175	BRK-B, TPL, LB
Clark Estates	—	$434m	90	UL, DIS, AMRZ
Bay Harbor Wealth Management	—	$434m	1,293	NVDA, AAPL, GOOGL
Creative Capital Management Investments	—	$433m	1,438	AAPL, NVDA, AMZN
BRC Group Holdings	—	$433m	35	BW, DDI, SQNS
Shah Wealth Advisors	—	$433m	79	NVDA, TSLA, HDB
Safeguard Investment Advisory Group	—	$433m	178	AAPL, AVGO, NVDA
Heights Capital Management	—	$433m	323	FLUT, AMC, MGTX
Intergy Private Wealth	—	$433m	147	AAPL, PNC, NVDA
Greenstone Partners	—	$433m	8	APP, VSTS, AYI
Cornerstone Planning	—	$432m	136	NVDA, MU, AVGO
Grandeur Peak Global Advisors	—	$432m	75	KAI, MPWR, ITT
Investment Planning Advisors	—	$432m	117	AAPL, BRK-B, GOOGL
Gradient Capital Advisors	—	$432m	179	AAPL, GOOGL, JPM
Blueshift Asset Management	—	$432m	556	ETSY, MTCH, ELF
Boundless Plain Holdings	—	$432m	11	SNDK, PDD, MU
Siemens Pension Trust E V	—	$431m	1	FLNC
BWM Planning	—	$431m	99	AAPL, BRK-B, WFC
Private Wealth Management Group	—	$431m	1,455	AAPL, PLTR, NVDA
CAT Rock Capital Management LP	—	$431m	7	TDG, FA, MSFT
CCG Wealth Management	—	$431m	149	AAPL, GOOG, NVDA
SG Trading Solutions	—	$431m	211	NVDA, AAPL, MSFT
Doma Perpetual Capital Management	—	$431m	13	PCRX, NOMD, MBIN
BOS Asset Management	—	$431m	204	AAPL, LLY, NVDA
PSI Advisors	—	$430m	151	AAPL, LLY, MSFT
Fusion Capital	—	$430m	112	LRCX, AAPL, CAT
Luminvest Wealth Management	—	$430m	58	MU, MSFT, AAPL
West Branch Capital	—	$430m	355	AAPL, NVDA, GOOGL
Rakuten Securities	—	$430m	914	MU, SNDK, NVDA
Strategic Family Wealth Counselors, L.L.C.	—	$430m	177	RBLX, AAPL, NVDA
Prostatis Group	—	$429m	190	Exchange Listed FDS TR, AAPL, NVDA
Virtus Investment Advisers	—	$429m	463	MU, DDOG, MRVL
Main Street Group	—	$429m	862	MSFT, US Treasu NT 0.625 05/30ust Note DUE 05/15/30, US Treasu NT 0.375 07/27ust Note DUE 07/31/27
Navalign	—	$429m	132	AAPL, NVDA, AMGN
Legacy Financial Group	—	$429m	104	AAPL, OKE, NVDA
Truefg	—	$428m	75	AAPL, STX, V
Straight Path Wealth Management	—	$428m	141	TSLA, ALAB, PLTR
Boone Capital Management	—	$428m	16	TFX, MIRM, CI
BankPlus Trust Department	—	$428m	470	MSFT, AAPL, NVDA
Sound Capital Solutions	—	$427m	309	NVDA, HPE, SNDK
Dockside	—	$427m	184	AIZ, EXE, PR
Lester Murray Antman dba SimplyRich	—	$427m	166	GOOG, AAPL, GOOGL
Ironsides Asset Advisors	—	$427m	83	LOW, BAC, GOOGL
Vermillion Wealth Management	—	$427m	1,543	BRK-B, LLY, AAPL
Ruedi Wealth Management	—	$426m	62	AAPL, GOOGL, GOOG
AyurMaya Capital Management Company, LP	—	$426m	1	ALMS
Bitwise Funds Trust	—	$426m	41	COIN, IREN, MSTR
Go Invest	—	$426m	129	—
Ashoka WhiteOak Capital Pte	—	$425m	17	PAC, IBN, ASML
Wealth Management Partners	—	$425m	154	NVDA, AAPL, ALAB

Showing 4301 to 4350 of 9384

Previous Next

Show only the long-term investors we follow