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.
- Consilio Wealth Advisors—
- Value
- $417m
- Stocks
- 106
- Top holdings
- AMZN, MSFT, NVDA
- Almitas Capital—
- Value
- $417m
- Stocks
- 129
- Top holdings
- AMLX, DSGN, CNNE
- McMill Wealth Management—
- Value
- $417m
- Stocks
- 60
- Top holdings
- State Street Spdr Portfolio Intermediate Term Corporate Bond ETF, Avantis Emerging Marketsequity ETF, Dimensional International Value ETF
- Stevens Capital Management LP—
- Value
- $417m
- Stocks
- 213
- Top holdings
- TSLA, CME, SNDK
- Anchyra Partners—
- Value
- $416m
- Stocks
- 350
- Top holdings
- TROW, NVDA, AAPL
- Prairie Advisory—
- Value
- $416m
- Stocks
- 144
- Top holdings
- LRCX, AAPL, BFC
- Revisor Wealth Management—
- Value
- $416m
- Stocks
- 371
- Top holdings
- AAPL, MSFT, AMZN
- Rosenblum Silverman Sutton S F—
- Value
- $416m
- Stocks
- 80
- Top holdings
- NVDA, AMZN, GOOGL
- Capital Wealth Management—
- Value
- $416m
- Stocks
- 39
- Top holdings
- HAS, MSFT, HD
- Prasad Wealth Partners—
- Value
- $416m
- Stocks
- 160
- Top holdings
- GOOGL, AMZN, MSFT
- Walter Public Investments—
- Value
- $416m
- Stocks
- 53
- Top holdings
- GOOG, TSM, ASML
- BigSur Wealth Management—
- Value
- $415m
- Stocks
- 169
- Top holdings
- BRK-A, NVDA, JPM
- Squire Investment Management Company—
- Value
- $415m
- Stocks
- 89
- Top holdings
- NBHC, AAPL, NVDA
- KFA Private Wealth Group—
- Value
- $415m
- Stocks
- 150
- Top holdings
- AAPL, NVDA, MO
- Oldfield PartnersValue
Richard Oldfield
- Value
- $415m
- Stocks
- 18
- Top holdings
- CB, ALLY, DIS
- Winthrop Capital Management—
- Value
- $414m
- Stocks
- 351
- Top holdings
- LLY, NVDA, GOOGL
- Phraction Management—
- Value
- $414m
- Stocks
- 65
- Top holdings
- AMZN, GOOGL, ASML
- Pioneer Wealth Management Group—
- Value
- $414m
- Stocks
- 55
- Top holdings
- AAPL, NVDA, UNP
- Measured Wealth Private Client Group—
- Value
- $414m
- Stocks
- 692
- Top holdings
- UPS, NVDA, AAPL
- Colton Groome Financial Advisors—
- Value
- $414m
- Stocks
- 164
- Top holdings
- AAPL, MSFT, KLAC
- RFG - Bristol Wealth Advisors—
- Value
- $414m
- Stocks
- 188
- Top holdings
- CAT, KO, AAPL
- Hudson Capital Management—
- Value
- $414m
- Stocks
- 74
- Top holdings
- CAT, CSCO, AAPL
- Vision Retirement—
- Value
- $414m
- Stocks
- 621
- Top holdings
- AAPL, AMZN, COST
- BNC Wealth Management—
- Value
- $414m
- Stocks
- 106
- Top holdings
- AMZN, NVDA, AAPL
- Siena Capital Partners GP—
- Value
- $413m
- Stocks
- 101
- Top holdings
- WCCB, PLBC, SBNC
- Synergy Investment Management—
- Value
- $413m
- Stocks
- 1,086
- Top holdings
- NVDA, AAPL, AMZN
- WP Advisors—
- Value
- $413m
- Stocks
- 119
- Top holdings
- AAPL, GOOG, META
- JRM Investment Counsel—
- Value
- $413m
- Stocks
- 21
- Top holdings
- BRK-B, RGR, EPD
- Hilltop Partners—
- Value
- $412m
- Stocks
- 150
- Top holdings
- AAPL, LLY, NVDA
- Kiltearn PartnersValue
Kiltearn team
- Value
- $412m
- Stocks
- 29
- Top holdings
- AMG, CVS, LUV
- EntryPoint Capital—
- Value
- $412m
- Stocks
- 768
- Top holdings
- SARO, HWM, BHE
- Tobam—
- Value
- $412m
- Stocks
- 258
- Top holdings
- NVDA, GOOGL, AAPL
- WealthCare Investment Partners—
- Value
- $412m
- Stocks
- 206
- Top holdings
- AAPL, MO, F
- Mcdonald Partners—
- Value
- $412m
- Stocks
- 621
- Top holdings
- ETN, LITE, AAPL
- Taylor Hoffman Capital Management—
- Value
- $412m
- Stocks
- 122
- Top holdings
- LRCX, AMAT, AAPL
- Prism Advisors—
- Value
- $412m
- Stocks
- 77
- Top holdings
- AAPL, NVDA, BRK-B
- Endeavor Private Wealth—
- Value
- $412m
- Stocks
- 216
- Top holdings
- NVDA, AAPL, PCAR
- Inlet Private Wealth—
- Value
- $411m
- Stocks
- 133
- Top holdings
- AAPL, MSFT, CSCO
- MYDA Advisors—
- Value
- $411m
- Stocks
- 143
- Top holdings
- MGM, CORZ, BHVN
- Accretive Wealth Partners—
- Value
- $411m
- Stocks
- 177
- Top holdings
- AAPL, GOOG, AMZN
- Alpine Investment Management—
- Value
- $411m
- Stocks
- 9
- Top holdings
- YMM, PDD, LITE
- Elevatus Welath Management—
- Value
- $411m
- Stocks
- 243
- Top holdings
- NVDA, AMD, GOOG
- Financial Perspectives—
- Value
- $411m
- Stocks
- 727
- Top holdings
- AAPL, MDT, TSM
- Gavilan Investment Partners—
- Value
- $411m
- Stocks
- 15
- Top holdings
- AMZN, ASML, META
- First Washington—
- Value
- $411m
- Stocks
- 51
- Top holdings
- PCAR, MU, DY
- Henrickson Nauta Wealth Advisors—
- Value
- $410m
- Stocks
- 118
- Top holdings
- ITW, NVDA, UFPI
- Acorn Wealth Advisors—
- Value
- $410m
- Stocks
- 303
- Top holdings
- AAPL, MSFT, NVDA
- Strata Wealth Advisors—
- Value
- $410m
- Stocks
- 97
- Top holdings
- BRK-B, BRK-A, AAPL
- Teramo Advisors—
- Value
- $410m
- Stocks
- 3
- Top holdings
- —
- Pinnacle Financial Group—
- Value
- $410m
- Stocks
- 117
- Top holdings
- MCD, AAPL, BRK-B
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Consilio Wealth Advisors | — | $417m | 106 | AMZN, MSFT, NVDA |
| Almitas Capital | — | $417m | 129 | AMLX, DSGN, CNNE |
| McMill Wealth Management | — | $417m | 60 | State Street Spdr Portfolio Intermediate Term Corporate Bond ETF, Avantis Emerging Marketsequity ETF, Dimensional International Value ETF |
| Stevens Capital Management LP | — | $417m | 213 | TSLA, CME, SNDK |
| Anchyra Partners | — | $416m | 350 | TROW, NVDA, AAPL |
| Prairie Advisory | — | $416m | 144 | LRCX, AAPL, BFC |
| Revisor Wealth Management | — | $416m | 371 | AAPL, MSFT, AMZN |
| Rosenblum Silverman Sutton S F | — | $416m | 80 | NVDA, AMZN, GOOGL |
| Capital Wealth Management | — | $416m | 39 | HAS, MSFT, HD |
| Prasad Wealth Partners | — | $416m | 160 | GOOGL, AMZN, MSFT |
| Walter Public Investments | — | $416m | 53 | GOOG, TSM, ASML |
| BigSur Wealth Management | — | $415m | 169 | BRK-A, NVDA, JPM |
| Squire Investment Management Company | — | $415m | 89 | NBHC, AAPL, NVDA |
| KFA Private Wealth Group | — | $415m | 150 | AAPL, NVDA, MO |
| Oldfield PartnersRichard Oldfield | Value | $415m | 18 | CB, ALLY, DIS |
| Winthrop Capital Management | — | $414m | 351 | LLY, NVDA, GOOGL |
| Phraction Management | — | $414m | 65 | AMZN, GOOGL, ASML |
| Pioneer Wealth Management Group | — | $414m | 55 | AAPL, NVDA, UNP |
| Measured Wealth Private Client Group | — | $414m | 692 | UPS, NVDA, AAPL |
| Colton Groome Financial Advisors | — | $414m | 164 | AAPL, MSFT, KLAC |
| RFG - Bristol Wealth Advisors | — | $414m | 188 | CAT, KO, AAPL |
| Hudson Capital Management | — | $414m | 74 | CAT, CSCO, AAPL |
| Vision Retirement | — | $414m | 621 | AAPL, AMZN, COST |
| BNC Wealth Management | — | $414m | 106 | AMZN, NVDA, AAPL |
| Siena Capital Partners GP | — | $413m | 101 | WCCB, PLBC, SBNC |
| Synergy Investment Management | — | $413m | 1,086 | NVDA, AAPL, AMZN |
| WP Advisors | — | $413m | 119 | AAPL, GOOG, META |
| JRM Investment Counsel | — | $413m | 21 | BRK-B, RGR, EPD |
| Hilltop Partners | — | $412m | 150 | AAPL, LLY, NVDA |
| Kiltearn PartnersKiltearn team | Value | $412m | 29 | AMG, CVS, LUV |
| EntryPoint Capital | — | $412m | 768 | SARO, HWM, BHE |
| Tobam | — | $412m | 258 | NVDA, GOOGL, AAPL |
| WealthCare Investment Partners | — | $412m | 206 | AAPL, MO, F |
| Mcdonald Partners | — | $412m | 621 | ETN, LITE, AAPL |
| Taylor Hoffman Capital Management | — | $412m | 122 | LRCX, AMAT, AAPL |
| Prism Advisors | — | $412m | 77 | AAPL, NVDA, BRK-B |
| Endeavor Private Wealth | — | $412m | 216 | NVDA, AAPL, PCAR |
| Inlet Private Wealth | — | $411m | 133 | AAPL, MSFT, CSCO |
| MYDA Advisors | — | $411m | 143 | MGM, CORZ, BHVN |
| Accretive Wealth Partners | — | $411m | 177 | AAPL, GOOG, AMZN |
| Alpine Investment Management | — | $411m | 9 | YMM, PDD, LITE |
| Elevatus Welath Management | — | $411m | 243 | NVDA, AMD, GOOG |
| Financial Perspectives | — | $411m | 727 | AAPL, MDT, TSM |
| Gavilan Investment Partners | — | $411m | 15 | AMZN, ASML, META |
| First Washington | — | $411m | 51 | PCAR, MU, DY |
| Henrickson Nauta Wealth Advisors | — | $410m | 118 | ITW, NVDA, UFPI |
| Acorn Wealth Advisors | — | $410m | 303 | AAPL, MSFT, NVDA |
| Strata Wealth Advisors | — | $410m | 97 | BRK-B, BRK-A, AAPL |
| Teramo Advisors | — | $410m | 3 | — |
| Pinnacle Financial Group | — | $410m | 117 | MCD, AAPL, BRK-B |