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.
- Rinkey Investments—
- Value
- $425m
- Stocks
- 128
- Top holdings
- AAPL, BRK-B, MSFT
- Sterling Investment Counsel—
- Value
- $425m
- Stocks
- 195
- Top holdings
- AAPL, GOOGL, NVDA
- Swmg—
- Value
- $424m
- Stocks
- 100
- Top holdings
- AMD, NVDA, AAPL
- Great Point Partners—
- Value
- $424m
- Stocks
- 37
- Top holdings
- VOR, ABVX, VERA
- Lifelong Wealth Advisors—
- Value
- $424m
- Stocks
- 97
- Top holdings
- ORCL, AAPL, MSFT
- Fivespan Partners, LP—
- Value
- $424m
- Stocks
- 6
- Top holdings
- QGEN, BL, APPN
- Mint Tower Capital Management B.V.—
- Value
- $424m
- Stocks
- 333
- Top holdings
- LPBB, ZKP, UBER
- Myriad Asset Management Advisors—
- Value
- $424m
- Stocks
- 49
- Top holdings
- NVDA, GOOGL, AAPL
- Meredith Wealth Planning—
- Value
- $424m
- Stocks
- 74
- Top holdings
- NVDA, GOOGL, AAPL
- Wood Tarver Financial Group—
- Value
- $424m
- Stocks
- 165
- Top holdings
- LRCX, MU, AAPL
- White Pine Capital—
- Value
- $423m
- Stocks
- 240
- Top holdings
- MMM, AAPL, MSFT
- Miller Value PartnersValue
Bill Miller IV
- Value
- $423m
- Stocks
- 56
- Top holdings
- NBR, GTN, BLMN
- Birinyi Associates—
- Value
- $423m
- Stocks
- 61
- Top holdings
- AAPL, GOOGL, AMZN
- Scoggin Management LP—
- Value
- $423m
- Stocks
- 48
- Top holdings
- WULF, CORZ, NRGV
- Avalon Capital Management—
- Value
- $422m
- Stocks
- 126
- Top holdings
- GOOGL, GOOG, CSCO
- AMJ Financial Wealth Management—
- Value
- $422m
- Stocks
- 83
- Top holdings
- PWR, GLW, AMAT
- M3F—
- Value
- $422m
- Stocks
- 22
- Top holdings
- WLFC, PDLB, PBFS
- Westwind Capital—
- Value
- $422m
- Stocks
- 77
- Top holdings
- GOOG, AMZN, V
- Globe Life—
- Value
- $422m
- Stocks
- 2
- Top holdings
- —
- Renaissancere Holdings—
- Value
- $421m
- Stocks
- 5
- Top holdings
- ESNT, UVE, TRUP
- Atlatl Advisers—
- Value
- $421m
- Stocks
- 459
- Top holdings
- SNDK, MU, WDC
- Delta Financial Advisors—
- Value
- $421m
- Stocks
- 152
- Top holdings
- AAPL, AMAT, NVDA
- EnRich Financial Partners—
- Value
- $421m
- Stocks
- 67
- Top holdings
- AAPL, BRK-B, MSFT
- Compass Advisory Group—
- Value
- $421m
- Stocks
- 89
- Top holdings
- AAPL, BRK-B, AMZN
- Fruth Investment Management—
- Value
- $421m
- Stocks
- 225
- Top holdings
- GWW, LIN, AMAT
- PYA Waltman Capital—
- Value
- $421m
- Stocks
- 67
- Top holdings
- BRK-B, POST, AMZN
- True Wealth Design—
- Value
- $420m
- Stocks
- 2,655
- Top holdings
- AAPL, NVDA, GOOGL
- ETF Portfolio Partners—
- Value
- $420m
- Stocks
- 70
- Top holdings
- AAPL, NOC, MSFT
- Atticus Wealth Management—
- Value
- $420m
- Stocks
- 177
- Top holdings
- AAPL, KO, MSFT
- Liberty Square Wealth Partners—
- Value
- $420m
- Stocks
- 139
- Top holdings
- AAPL, MSFT, NVDA
- University of Chicago—
- Value
- $420m
- Stocks
- 14
- Top holdings
- PANW, ODFL, RACE
- Ballast Advisors—
- Value
- $420m
- Stocks
- 197
- Top holdings
- AAPL, JPM, TSM
- 325 Capital—
- Value
- $419m
- Stocks
- 12
- Top holdings
- ASTH, MGNI, APEI
- Roman Butler Fullerton—
- Value
- $419m
- Stocks
- 280
- Top holdings
- NVDA, AAPL, AMZN
- Prairie Wealth Advisors—
- Value
- $419m
- Stocks
- 0
- Top holdings
- —
- Nut Tree Capital Management, LP—
- Value
- $419m
- Stocks
- 8
- Top holdings
- AERO, AVAH, VSAT
- Daybright Advisory Services—
- Value
- $419m
- Stocks
- 145
- Top holdings
- NVDA, AAPL, GOOGL
- Somerville Kurt F—
- Value
- $419m
- Stocks
- 97
- Top holdings
- AMD, GOOGL, NVDA
- Thiel Macro—
- Value
- $419m
- Stocks
- 8
- Top holdings
- AMZN, VIST, VST
- Sunflower Bank, N.A.—
- Value
- $418m
- Stocks
- 159
- Top holdings
- EMR, INTC, AAPL
- Xcel Wealth Management—
- Value
- $418m
- Stocks
- 139
- Top holdings
- AMZN, RH, NVDA
- New England Capital Financial Advisors—
- Value
- $418m
- Stocks
- 430
- Top holdings
- AAPL, RTX, XOM
- Centurion Wealth Management—
- Value
- $418m
- Stocks
- 283
- Top holdings
- AAPL, NVDA, MSFT
- TSP Capital Management Group—
- Value
- $418m
- Stocks
- 43
- Top holdings
- ADEA, CDE, NOK
- Fi3 FINANCIAL ADVISORS—
- Value
- $418m
- Stocks
- 232
- Top holdings
- EME, STX, AIT
- Landmark Wealth Management—
- Value
- $418m
- Stocks
- 151
- Top holdings
- INTC, BAC, AAPL
- Concentrum Wealth Management—
- Value
- $418m
- Stocks
- 127
- Top holdings
- META, NVDA, AAPL
- Seascape Capital Management—
- Value
- $417m
- Stocks
- 96
- Top holdings
- FLEX, CAT, GOOGL
- EPG Wealth Management—
- Value
- $417m
- Stocks
- 318
- Top holdings
- NVDA, AAPL, GOOGL
- Resolute Advisors—
- Value
- $417m
- Stocks
- 81
- Top holdings
- U, MRVL, RBLX
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Rinkey Investments | — | $425m | 128 | AAPL, BRK-B, MSFT |
| Sterling Investment Counsel | — | $425m | 195 | AAPL, GOOGL, NVDA |
| Swmg | — | $424m | 100 | AMD, NVDA, AAPL |
| Great Point Partners | — | $424m | 37 | VOR, ABVX, VERA |
| Lifelong Wealth Advisors | — | $424m | 97 | ORCL, AAPL, MSFT |
| Fivespan Partners, LP | — | $424m | 6 | QGEN, BL, APPN |
| Mint Tower Capital Management B.V. | — | $424m | 333 | LPBB, ZKP, UBER |
| Myriad Asset Management Advisors | — | $424m | 49 | NVDA, GOOGL, AAPL |
| Meredith Wealth Planning | — | $424m | 74 | NVDA, GOOGL, AAPL |
| Wood Tarver Financial Group | — | $424m | 165 | LRCX, MU, AAPL |
| White Pine Capital | — | $423m | 240 | MMM, AAPL, MSFT |
| Miller Value PartnersBill Miller IV | Value | $423m | 56 | NBR, GTN, BLMN |
| Birinyi Associates | — | $423m | 61 | AAPL, GOOGL, AMZN |
| Scoggin Management LP | — | $423m | 48 | WULF, CORZ, NRGV |
| Avalon Capital Management | — | $422m | 126 | GOOGL, GOOG, CSCO |
| AMJ Financial Wealth Management | — | $422m | 83 | PWR, GLW, AMAT |
| M3F | — | $422m | 22 | WLFC, PDLB, PBFS |
| Westwind Capital | — | $422m | 77 | GOOG, AMZN, V |
| Globe Life | — | $422m | 2 | — |
| Renaissancere Holdings | — | $421m | 5 | ESNT, UVE, TRUP |
| Atlatl Advisers | — | $421m | 459 | SNDK, MU, WDC |
| Delta Financial Advisors | — | $421m | 152 | AAPL, AMAT, NVDA |
| EnRich Financial Partners | — | $421m | 67 | AAPL, BRK-B, MSFT |
| Compass Advisory Group | — | $421m | 89 | AAPL, BRK-B, AMZN |
| Fruth Investment Management | — | $421m | 225 | GWW, LIN, AMAT |
| PYA Waltman Capital | — | $421m | 67 | BRK-B, POST, AMZN |
| True Wealth Design | — | $420m | 2,655 | AAPL, NVDA, GOOGL |
| ETF Portfolio Partners | — | $420m | 70 | AAPL, NOC, MSFT |
| Atticus Wealth Management | — | $420m | 177 | AAPL, KO, MSFT |
| Liberty Square Wealth Partners | — | $420m | 139 | AAPL, MSFT, NVDA |
| University of Chicago | — | $420m | 14 | PANW, ODFL, RACE |
| Ballast Advisors | — | $420m | 197 | AAPL, JPM, TSM |
| 325 Capital | — | $419m | 12 | ASTH, MGNI, APEI |
| Roman Butler Fullerton | — | $419m | 280 | NVDA, AAPL, AMZN |
| Prairie Wealth Advisors | — | $419m | 0 | — |
| Nut Tree Capital Management, LP | — | $419m | 8 | AERO, AVAH, VSAT |
| Daybright Advisory Services | — | $419m | 145 | NVDA, AAPL, GOOGL |
| Somerville Kurt F | — | $419m | 97 | AMD, GOOGL, NVDA |
| Thiel Macro | — | $419m | 8 | AMZN, VIST, VST |
| Sunflower Bank, N.A. | — | $418m | 159 | EMR, INTC, AAPL |
| Xcel Wealth Management | — | $418m | 139 | AMZN, RH, NVDA |
| New England Capital Financial Advisors | — | $418m | 430 | AAPL, RTX, XOM |
| Centurion Wealth Management | — | $418m | 283 | AAPL, NVDA, MSFT |
| TSP Capital Management Group | — | $418m | 43 | ADEA, CDE, NOK |
| Fi3 FINANCIAL ADVISORS | — | $418m | 232 | EME, STX, AIT |
| Landmark Wealth Management | — | $418m | 151 | INTC, BAC, AAPL |
| Concentrum Wealth Management | — | $418m | 127 | META, NVDA, AAPL |
| Seascape Capital Management | — | $417m | 96 | FLEX, CAT, GOOGL |
| EPG Wealth Management | — | $417m | 318 | NVDA, AAPL, GOOGL |
| Resolute Advisors | — | $417m | 81 | U, MRVL, RBLX |