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
Post Oak Energy Holdings	—	$388m	1	PR
Cdam (uk)	—	$387m	12	CNM, LGIH, NOW
Stolper	—	$387m	91	BRK-B, JPM, AAPL
Osprey Private Wealth	—	$387m	88	GOOG, NVDA, JPM
LOM Asset Management	—	$387m	279	AMAT, GOOG, AVGO
Donoghue Forlines	—	$387m	114	GOOGL, UNH, MU
Rudius Management LP	—	$386m	7	VLTO, ALC, HONA
Prairiewood Capital	—	$386m	81	BNL, WPC, O
Gate City Capital Management	—	$386m	17	EVC, ALCO, HOG
Topline Capital Management	—	$386m	36	PRAA, WK, PAYS
Baron Wealth Management	—	$386m	304	AAPL, SNA, RIVN
Independence Financial Advisors	—	$386m	55	JPM, AAPL, BRK-B
Capital Innovations	—	$385m	51	WMB, SLB, NEE
United Airlines Holdings	—	$385m	4	RJET, AZUL, ACHR
Seneca Financial Advisors	—	$385m	66	NDSN, XOM, AAPL
VectorGlobal IAG	—	$385m	132	NVDA, GOOGL, META
Windsor Capital Management	—	$385m	127	AAPL, JPM, WMT
Pinnacle Bancorp	—	$384m	921	BRK-A, AAPL, MSFT
III Capital Management	—	$384m	44	CRH, GPC, VGNT
Juncture Wealth Strategies	—	$384m	179	AVGO, NVDA, PANW
Reik	—	$384m	60	CHD, WSM, CTAS
Independence Asset Advisors	—	$384m	25	BRK-B, AAPL
Schusterman Interests	—	$383m	9	KRMN, PACK
Hoxton Planning & Management	—	$383m	227	NVDA, AAPL, MSFT
Parus Finance (uk)	—	$383m	37	GOOGL, NVDA, MU
Paragon Private Wealth Management	—	$383m	226	NVDA, AAPL, GOOGL
Claris Advisors	—	$383m	74	CAT, MSFT, AAPL
RV Capital AG	—	$383m	13	CVNA, META, CACC
Vectors Research Management	—	$383m	148	AAPL, MSFT, RTX
EnCap Partners GP	—	$383m	2	DVN, FANG
Financial Advisory Partners	—	$383m	74	AVGO, MS, AAPL
Congruence Capital	—	$383m	28	CR, FSS, TDY
Schorn Wealth	—	$382m	80	AVGO, AMZN, NVDA
DCF Advisers	—	$382m	80	MU, GOOG, AMD
Cherrydale Wealth Management	—	$382m	84	AAPL, NVDA, GOOGL
Cosmic Management	—	$382m	5	NAVN, SPCX, FIG
Gilliland Jeter Wealth Management	—	$382m	195	AAPL, NVDA, WMT
Private Client Services	—	$381m	229	AAPL, NVDA, GOOG
Northcape Wealth Management	—	$381m	144	AAPL, KMI, JNJ
Leeward Financial Partners	—	$381m	108	MSFT, AAPL, AMZN
Selective Wealth Management	—	$381m	135	AAPL, META, OKTA
Weybosset Research & Management	—	$381m	32	KEYS, FTAI, DE
Aspiring Ventures	—	$381m	83	TSLA, NVDA, MSTR
CJM Wealth Advisers	—	$381m	78	BRK-B, XOM, AAPL
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group	—	$381m	27	GOOGL, MU, AMD
Sweeney & Michel	—	$381m	164	AAPL, GOOG, BRK-B
Briaud Financial Planning	—	$380m	42	AAPL, ADI, NVDA
Hobbs Group Advisors	—	$380m	164	GOOGL, AAPL, GLW
Advanced Asset Management Advisors	—	$380m	85	FCX, CSCO, GWW
Financial Insights	—	$380m	146	MSFT, AAPL, BRK-B

Showing 4601 to 4650 of 9384

Previous Next

Show only the long-term investors we follow