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
Stone Summit Wealth	—	$394m	144	MSFT, GOOG, JPM
Farmers & Merchants Trust Co of Chambersburg PA	—	$394m	358	NVDA, GOOGL, JPM
360 Financial	—	$394m	85	NVDA, AAPL, COST
Monimus Capital Management, LP	—	$394m	55	TRIP, BKNG, RSKD
White Mountains Insurance Group	—	$394m	2	MAX
Red Wave Investments	—	$394m	122	MSFT, CHYM, AAPL
Investment Management Associates INC /adv	—	$393m	27	MOH, UBER, HII
Independent Wealth Network	—	$393m	338	CAT, AAPL, NVDA
NFC Investments	—	$393m	43	MTG, APO, GOOG
Crown Wealth Group	—	$393m	150	AAPL, NVDA, MSFT
BridgePort Financial Solutions	—	$393m	240	AAPL, BRK-B, NVDA
Snider Financial Group	—	$393m	103	MSFT, LLY, AMZN
SRH Advisors	—	$392m	276	JPM, BRK-B, EVR
Southern Financial Group	—	$392m	95	SO, FANG, AAPL
OFS Enterprise	—	$392m	106	BRK-A, PNC, BRK-B
Whitefort Capital Management, LP	—	$392m	18	ABUS, ROIV, JOYY
Divergent Planning	—	$392m	36	AAPL, MAR, MS
Kingdom Financial Group LLC.	—	$391m	821	Capitol SER TR, NVDA, TSM
Patriot Financial Partners GP II, L.P.	—	$391m	12	MCB, AMTB, EQBK
Libra Wealth	—	$391m	70	NVDA, AAPL, HOOD
SS&H Financial Advisors	—	$391m	130	JPM, NVDA, MU
ForthRight Wealth Management	—	$391m	76	V, AAPL, MPC
Access Investment Management	—	$391m	144	URI, WLY, C
Legacy CG	—	$391m	45	SNDK, AMZN, GOOG
Delta Air Lines	—	$391m	3	RJET, JOBY, UP
First American Financial	—	$390m	3	OPAD
Websterrogers Financial Advisors	—	$390m	103	AAPL, AON, MSFT
Quantum Private Wealth	—	$390m	171	AAPL, AMZN, META
Focused Alpha	—	$390m	264	MSFT, GOOGL, AAPL
HTG Investment Advisors	—	$390m	88	CBRE, AAPL, CRAI
Central Valley Advisors	—	$390m	193	AAPL, NVDA, MSFT
Aristides Capital	—	$390m	146	GOOGL, DAL, WSE
Apeiron RIA	—	$390m	162	AAPL, NVDA, AMZN
LongView Wealth Management	—	$390m	227	AAPL, HD, GPC
Checkpoint Capital L.P.	—	$390m	6	RYTM, ARGX, RVMD
Legacy Wealth Management	—	$390m	114	NVDA, AAPL, MSFT
Smart Money Group	—	$390m	86	NVDA, AAPL, FFIN
Supplemental Annuity Collective Trust of NJ	—	$389m	298	NVDA, AAPL, MSFT
Narus Financial Partners	—	$389m	177	WMT, NVDA, AAPL
Trust CO of Oklahoma	—	$389m	140	AAPL, GOOGL, MSFT
Trinity Financial Advisors	—	$389m	95	BRK-B, OBDC, AAPL
Cedar Wealth Management	—	$389m	92	PM, GOOGL, MO
St. Clair Advisors	—	$389m	78	AAPL, MSFT, PGR
MSA Advisors	—	$389m	43	APO, SBUX, LYV
Keystone Financial Services	—	$388m	131	GOOG, BRK-B, JPM
Provident Wealth Management	—	$388m	161	AAPL, PG, AJG
Valley Forge Investment Consultants INC ADV	—	$388m	86	BRK-A, GOOGL, AAPL
Keystone Financial Planning	—	$388m	39	USB, CVX, BNS
Puzo Michael J	—	$388m	66	AMD, GOOGL, NVDA
Terril Brothers	—	$388m	71	C, AAPL, WBD

Showing 4551 to 4600 of 9384

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Show only the long-term investors we follow