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.
- Ontario Teachers Pension Plan Board—
- Value
- $15.7bn
- Stocks
- 44
- Top holdings
- SPCX, GFL, ENB
- Alberta Investment Management—
- Value
- $15.7bn
- Stocks
- 624
- Top holdings
- TD, RY, BN
- Migdal Insurance & Financial Holdings—
- Value
- $15.6bn
- Stocks
- 364
- Top holdings
- TEVA, NVMI, GOOG
- Gabelli Funds—
- Value
- $15.5bn
- Stocks
- 1,260
- Top holdings
- NVDA, AME, NEM
- Guggenheim Capital—
- Value
- $15.5bn
- Stocks
- 1,702
- Top holdings
- NVDA, MU, AAPL
- Huntington National Bank—
- Value
- $15.4bn
- Stocks
- 3,941
- Top holdings
- NVDA, AAPL, GOOGL
- ARK Investment Management—
- Value
- $15.4bn
- Stocks
- 189
- Top holdings
- TSLA, AMD, SPCX
- Impax Asset Management Group—
- Value
- $15.4bn
- Stocks
- 284
- Top holdings
- KLAC, NVDA, LIN
- Acorns Advisers—
- Value
- $15.3bn
- Stocks
- 107
- Top holdings
- NVDA, TSLA, AAPL
- National Mutual Insurance Federation of Agricultural Cooperatives—
- Value
- $15.3bn
- Stocks
- 39
- Top holdings
- MU, GOOGL, AAPL
- Wasatch Advisors LP—
- Value
- $15.3bn
- Stocks
- 219
- Top holdings
- HQY, ENSG, CAMT
- Silvercrest Asset Management Group—
- Value
- $15.3bn
- Stocks
- 843
- Top holdings
- AVGO, GOOG, MSFT
- Independent Franchise Partners LLP—
- Value
- $15.2bn
- Stocks
- 26
- Top holdings
- BMY, SOLV, LYV
- Freestone Grove Partners LP—
- Value
- $15.2bn
- Stocks
- 989
- Top holdings
- USB, RTX, GE
- IFM Investors Pty—
- Value
- $15.1bn
- Stocks
- 641
- Top holdings
- NVDA, AAPL, MSFT
- Arax Advisory Partners—
- Value
- $15.1bn
- Stocks
- 5,155
- Top holdings
- AAPL, NVDA, FIX
- Vinva Investment Management—
- Value
- $15.1bn
- Stocks
- 468
- Top holdings
- NVDA, AAPL, GOOG
- TIAA Wealth Investment Management—
- Value
- $15.0bn
- Stocks
- 613
- Top holdings
- GOOGL, NVDA, AAPL
- TCW Group—
- Value
- $14.9bn
- Stocks
- 640
- Top holdings
- NVDA, GOOG, AVGO
- Meitav Investment House—
- Value
- $14.9bn
- Stocks
- 299
- Top holdings
- TSM, TEVA, AMZN
- Ilmarinen Mutual Pension Insurance—
- Value
- $14.8bn
- Stocks
- 445
- Top holdings
- NVDA, AAPL, GOOGL
- Brandywine Global Investment Management—
- Value
- $14.7bn
- Stocks
- 594
- Top holdings
- JPM, JNJ, BAC
- Mawer Investment ManagementQuality
Mawer team
- Value
- $14.7bn
- Stocks
- 142
- Top holdings
- GOOG, AMZN, MSFT
- Teachers Retirement System of the State of Kentucky—
- Value
- $14.7bn
- Stocks
- 1,681
- Top holdings
- NVDA, AAPL, GOOGL
- Pinnacle Financial Partners—
- Value
- $14.7bn
- Stocks
- 1,128
- Top holdings
- KO, GPN, AAPL
- Phoenix Financial—
- Value
- $14.6bn
- Stocks
- 519
- Top holdings
- TEVA, TSEM, TSM
- Sumitomo Mitsui DS Asset Management Company—
- Value
- $14.5bn
- Stocks
- 767
- Top holdings
- NVDA, AAPL, MSFT
- Amalgamated Bank—
- Value
- $14.5bn
- Stocks
- 1,632
- Top holdings
- NVDA, AAPL, MSFT
- Zurich Insurance Group—
- Value
- $14.4bn
- Stocks
- 323
- Top holdings
- NVDA, AAPL, GOOGL
- Investor AB—
- Value
- $14.4bn
- Stocks
- 7
- Top holdings
- AZN, NDAQ, MDWD
- New York Life Investment Management—
- Value
- $14.3bn
- Stocks
- 778
- Top holdings
- NVDA, AAPL, MSFT
- Elliott Investment ManagementActivist
Paul Singer
- Value
- $14.3bn
- Stocks
- 17
- Top holdings
- TFPM, PSX, SU
- APG Asset Management US—
- Value
- $14.3bn
- Stocks
- 61
- Top holdings
- PLD, DLR, EQIX
- Brandes Investment PartnersValue
Charles Brandes
- Value
- $14.3bn
- Stocks
- 193
- Top holdings
- CAE, EMBJ, MHK
- Capital International—
- Value
- $14.3bn
- Stocks
- 302
- Top holdings
- AVGO, MSFT, KLAC
- a16z Capital Management, L.L.C.—
- Value
- $14.2bn
- Stocks
- 19
- Top holdings
- SPCX, NAVN, RVMD
- Soroban Capital Partners LP—
- Value
- $14.2bn
- Stocks
- 23
- Top holdings
- AMZN, MA, TDG
- Zacks Investment Management—
- Value
- $14.1bn
- Stocks
- 724
- Top holdings
- AAPL, NVDA, GOOGL
- Capital Fund Management—
- Value
- $14.0bn
- Stocks
- 945
- Top holdings
- AMZN, AMD, MSFT
- Hood River Capital Management—
- Value
- $13.8bn
- Stocks
- 166
- Top holdings
- APLD, DOCN, MTZ
- Pershing Square Capital Management, L.P.—
- Value
- $13.7bn
- Stocks
- 11
- Top holdings
- BN, AMZN, UBER
- Aptus Capital Advisors—
- Value
- $13.7bn
- Stocks
- 1,746
- Top holdings
- NVDA, AAPL, MSFT
- Johnson Investment Counsel—
- Value
- $13.7bn
- Stocks
- 839
- Top holdings
- AAPL, GOOGL, PG
- FundsmithQuality
Terry Smith
- Value
- $13.6bn
- Stocks
- 41
- Top holdings
- MAR, SYK, WAT
- Beutel GoodmanValue
Beutel Goodman team
- Value
- $13.6bn
- Stocks
- 163
- Top holdings
- TD, BMO, RY
- Moneta Group Investment Advisors—
- Value
- $13.5bn
- Stocks
- 873
- Top holdings
- AAPL, ADM, LRCX
- Pinebridge Investments, L.P.—
- Value
- $13.5bn
- Stocks
- 524
- Top holdings
- NVDA, MSFT, AAPL
- Dynasty Wealth Management—
- Value
- $13.5bn
- Stocks
- 367
- Top holdings
- NVDA, AAPL, MU
- Marex Group—
- Value
- $13.5bn
- Stocks
- 955
- Top holdings
- SNDK, MRVL, ASTS
- Vident Advisory—
- Value
- $13.4bn
- Stocks
- 1,910
- Top holdings
- NVDA, PANW, GOOGL