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
HFR Wealth Management	—	$410m	53	APH, AAPL, AMZN
Argonautica Private Wealth Management	—	$409m	182	GOOGL, AAPL, AMD
Ifrah Financial Services	—	$409m	214	AAPL, KLAC, MU
DKRT Investments	—	$409m	50	TRI, JPM, BSX
Kanen Wealth Management	—	$409m	36	COMP, BNED, ALLT
Rock Point Advisors	—	$409m	123	C, AAPL, CSCO
Rooted Wealth Advisors	—	$408m	149	AAPL, NVDA, MSFT
Sicart Associates	—	$408m	74	GH, TSLA, GOOGL
Cypress Financial Planning	—	$408m	106	MS, COF, AAPL
Al Warda Investments RSC	—	$408m	1	—
Tiff Advisory Services	—	$408m	19	AAPL, NVDA, GOOG
Polunin Capital Partners	—	$407m	19	ACMR, JD, PAGS
Inceptionr	—	$407m	628	CTVA, GILD, RJF
Burt Wealth Advisors	—	$407m	115	CACI, AAPL, MSFT
EQ	—	$407m	87	NVDA, AVGO, MSFT
Amicus Financial Advisors	—	$407m	95	EROK, CVX, BLKB
Hiddenite Capital Partners LP	—	$407m	27	APP, BRUN, BKD
VELA Investment Management	—	$407m	132	KEX, CRTO, WOR
Retirement Financial Solutions	—	$407m	53	NVDA, TXN, DFTX
Platinum Investment ManagementPlatinum team	Value	$407m	85	ZTO, MU, LRCX
Kettle Hill Capital Management	—	$406m	35	PSN, NXPI, VZ
Bond & Devick Financial Network	—	$406m	207	NDSN, GOOGL, AAPL
Warner Group	—	$406m	129	NVDA, AAPL, AMZN
FCA	—	$406m	203	VMI, GOOG, AAPL
Tactive Advisors	—	$406m	282	ADP, NVDA, HUT
Basso Capital Management, L.P.	—	$406m	135	GOOGL, AAPL, JPM
Evelyn Partners Asset Management	—	$406m	308	MSFT, GOOGL, AMZN
Headland Capital	—	$406m	64	PGR, GEV, TSM
Cisco Systems	—	$405m	6	CRWV, SPCX, NAVN
Modus Advisors	—	$405m	118	GOOG, NVDA, CAT
Benchmark Financial Wealth Advisors	—	$405m	145	NVDA, AAPL, GOOGL
ARK & TLK Investments	—	$405m	126	AAPL, MSFT, SMC
Tucker Asset Management	—	$405m	430	NVDA, AMRX, AAPL
Walter & Keenan Wealth Management LLC /in/ /adv	—	$405m	169	AAPL, LLY, GOOG
Seaside Wealth Management	—	$405m	71	AAPL, MSFT, LLY
Equitec Proprietary Markets	—	$404m	53	APLD, RILY, ZIM
Roberts Glore	—	$404m	246	BRK-B, AAPL, GOOG
Buckley Wealth Management	—	$404m	104	AAPL, GOOGL, MSFT
Butensky & Cohen Financial Security	—	$404m	99	KLAC, MU, BNY
Proathlete Wealth Management	—	$404m	300	GOOGL, MSFT, NVDA
McElhenny Sheffield Capital Management	—	$404m	108	AAPL, MSFT, JPM
Arcataur Capital Management	—	$403m	105	AAPL, MSFT, GOOG
WBI Investments	—	$403m	286	APH, MO, BBY
Burke & Herbert Bank & Trust	—	$403m	246	AAPL, BHRB, MSFT
OLIO Financial Planning	—	$403m	68	AAPL, BRK-B, AMZN
Clean Yield Group	—	$403m	394	AAPL, NVDA, ASML
Ogorek Anthony Joseph /ny/ /adv	—	$403m	693	LLY, CAT, MDT
Manske Wealth Management	—	$403m	226	AAPL, AMZN, GOOG
K2 Principal Fund, L.P.	—	$403m	335	PFSI, GOOG, SUNC
Grandview Asset Management	—	$403m	146	NVDA, AAPL, MSFT

Showing 4451 to 4500 of 9384

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Show only the long-term investors we follow