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
Sterling Wealth Management	—	$402m	116	HUBB, AAPL, MCD
BlackBarn Capital Partners LP	—	$402m	17	ROIV, PRVA, DHC
Grace & Mercy Foundation	—	$402m	21	GOOGL, AMZN, META
Cliffwater	—	$402m	22	OTF, CVBF, FRBT
Heritage Wealth Management	—	$401m	272	AAPL, PG, USB
Absolute Capital Management	—	$401m	162	BRK-A, GS, NVDA
Physicians Financial Services	—	$401m	106	AAPL, GOOGL, AMZN
Wealth Group	—	$401m	106	AAPL, GOOGL, AMZN
Redmond Asset Management	—	$401m	199	GOOGL, WSO, JPM
Brown, Lisle/cummings	—	$400m	1,021	GOOGL, AAPL, AMZN
OLP Capital Management	—	$400m	6	ATAT, YMM, RLX
Presidio Capital Management	—	$400m	86	BRK-B, AAPL, NVDA
Elmwood Wealth Management	—	$400m	200	AAPL, NVDA, GOOG
Fiduciary Family Office	—	$400m	177	AAPL, NVDA, GOOGL
Sandy Cove Advisors	—	$400m	162	BRK-B, AAPL, MS
Argent Advisors	—	$400m	186	JPM, AAPL, XOM
Saybrook Capital	—	$400m	42	GOOG, BRK-B, GOOGL
Three Bridge Wealth Advisors	—	$399m	87	META, COIN, NVDA
FSA Wealth Partners	—	$399m	69	AAL, AAPL, MU
Kerrisdale Advisers	—	$399m	114	RRX, V, BDC
Valtinson Bruner Financial Planning	—	$399m	189	HWKN, AAPL, MSFT
VCI Wealth Management	—	$399m	99	NVDA, AAPL, GOOG
Alfreton Capital LLP	—	$399m	6	V, WSE, CACC
TriaGen Wealth Management	—	$399m	182	AAPL, NVDA, JPM
Summit Investment Advisory Services	—	$398m	89	NVDA, AMZN, ENTG
Shoker Investment Counsel	—	$398m	113	PG, KLAC, AMAT
Spider Management Company	—	$398m	5	—
Stiles Financial Services	—	$398m	183	NVDA, LRCX, AMD
Hudson Value Partners	—	$398m	108	GOOGL, BRK-B, GLW
Fischer Financial Services	—	$398m	65	AAPL, NVDA, GOOGL
Elmind Capital, LP	—	$398m	35	COGT, SNDX, CLDX
Planning Project	—	$398m	144	LIN, ET, SLB
WorthPointe	—	$397m	123	XOM, AAPL, NVDA
Brown Miller Wealth Management	—	$397m	204	NVDA, AAPL, MSFT
Newton One Investments	—	$397m	146	AAPL, AMZN, GS
Pathway Financial Advisers	—	$397m	167	AVGO, EPD, STLD
Net Worth Advisory Group	—	$397m	411	NVDA, AMAT, AAPL
Pinpoint Asset Management (Singapore) Pte.	—	$396m	142	STX, GOOGL, TSM
Walled Lake Planning & Wealth Management	—	$396m	142	AAPL, MO, NVS
Vista Investment Partners	—	$396m	168	AAPL, XOM, KLAC
Shikiar Asset Management	—	$396m	113	AAPL, AMZN, AMD
Kidder Stephen W	—	$396m	75	AAPL, AMD, GOOGL
Holowesko Partners	—	$395m	34	SW, GD, UL
Steph	—	$395m	283	AAPL, NIC, JPM
Knuff	—	$395m	142	AAPL, MSFT, CAT
Pennsylvania Capital Management INC /adv	—	$395m	123	AAPL, MSFT, AMZN
Redwood Grove Capital	—	$395m	25	ELAN, XYL, GOOG
MIC Capital Management UK LLP	—	$394m	16	HAYW, RVMD, RXRX
Aurdan Capital Management	—	$394m	99	GWW, PM, ROST
X-Square Capital	—	$394m	176	ASTS, AMD, MU

Showing 4501 to 4550 of 9384

Previous Next

Show only the long-term investors we follow