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.
- Corre Partners Management—
- Value
- $380m
- Stocks
- 4
- Top holdings
- DPC, AERO, TISI
- ShankerValleau Wealth Advisors—
- Value
- $380m
- Stocks
- 40
- Top holdings
- ORCL, PGR, AAPL
- Bridgefront Capital—
- Value
- $380m
- Stocks
- 486
- Top holdings
- CL, KMB, TSN
- Cabot-Wellington—
- Value
- $380m
- Stocks
- 5
- Top holdings
- —
- Courage Miller Partners—
- Value
- $379m
- Stocks
- 87
- Top holdings
- AAPL, GOOGL, AMZN
- S.E.E.D. Planning Group—
- Value
- $379m
- Stocks
- 88
- Top holdings
- AAPL, AMZN, GOOGL
- Schiavi—
- Value
- $378m
- Stocks
- 60
- Top holdings
- AAPL, DELL, EXR
- Wellington Grp—
- Value
- $378m
- Stocks
- 144
- Top holdings
- LLY, MU, AAPL
- Comprehensive Financial Consultants Institutional—
- Value
- $378m
- Stocks
- 203
- Top holdings
- JPM, LLY, AAPL
- Shakespeare Wealth Management—
- Value
- $378m
- Stocks
- 79
- Top holdings
- WEC, AAPL, JPM
- FC Advisory—
- Value
- $378m
- Stocks
- 118
- Top holdings
- AAPL, LLY, CB
- Argos Wealth Advisors—
- Value
- $378m
- Stocks
- 224
- Top holdings
- KLAC, AAPL, MSFT
- Gill Capital Partners—
- Value
- $378m
- Stocks
- 701
- Top holdings
- KR, NVDA, AAPL
- Juniper Investment Company—
- Value
- $377m
- Stocks
- 10
- Top holdings
- LINC, ALNT, BVS
- Whetstone Capital Advisors—
- Value
- $377m
- Stocks
- 67
- Top holdings
- DAVE, NET, GOOG
- Sensible Money—
- Value
- $377m
- Stocks
- 101
- Top holdings
- AAPL, FCX, GOOGL
- Starr Indemnity & Liability—
- Value
- $377m
- Stocks
- 4
- Top holdings
- —
- M. Kraus—
- Value
- $377m
- Stocks
- 86
- Top holdings
- GOOG, MSFT, Berkshire Hathaway - B
- Nalanda India Equity Fund—
- Value
- $377m
- Stocks
- 1
- Top holdings
- G
- Rovin Capital /ut/ /adv—
- Value
- $377m
- Stocks
- 194
- Top holdings
- DVA, AAPL, NVDA
- Hazlett, Burt & Watson—
- Value
- $377m
- Stocks
- 899
- Top holdings
- AAPL, NVDA, AMZN
- VSM Wealth Advisory—
- Value
- $376m
- Stocks
- 507
- Top holdings
- XOM, AAPL, PG
- Shilanski & Associates—
- Value
- $376m
- Stocks
- 109
- Top holdings
- IBM, MSFT, NVDA
- Balance Wealth Partners—
- Value
- $376m
- Stocks
- 165
- Top holdings
- WFC, AAPL, MSFT
- Kings Path Partners—
- Value
- $376m
- Stocks
- 351
- Top holdings
- TRGP, BRK-A, PDFS
- Northeast Financial Group—
- Value
- $376m
- Stocks
- 76
- Top holdings
- TSLA, AAPL, NVDA
- Harbor Island Capital—
- Value
- $376m
- Stocks
- 16
- Top holdings
- AMAT, LRCX, KLAC
- Sara-Bay Financial—
- Value
- $375m
- Stocks
- 87
- Top holdings
- HLIO, NVDA, LEU
- Geneva Partners—
- Value
- $375m
- Stocks
- 75
- Top holdings
- DELL, MRVL, GOOGL
- Payne Capital Management—
- Value
- $375m
- Stocks
- 88
- Top holdings
- AAPL, BRK-A, NVDA
- Family Legacy—
- Value
- $375m
- Stocks
- 124
- Top holdings
- AMAT, CAT, AAPL
- CIM Investment Management—
- Value
- $375m
- Stocks
- 251
- Top holdings
- NVDA, AAPL, GOOGL
- Consolidated Capital Management—
- Value
- $375m
- Stocks
- 72
- Top holdings
- INTC, AAPL, GOOGL
- Sava Penzisko Drushtvo A.D. Skopje—
- Value
- $375m
- Stocks
- 27
- Top holdings
- AMZN, EL, HONA
- WealthBridge Investment Counsel—
- Value
- $375m
- Stocks
- 44
- Top holdings
- GS, JPM, MU
- Bell Asset Management—
- Value
- $375m
- Stocks
- 63
- Top holdings
- NVDA, GOOGL, MSFT
- LifeWealth Investments—
- Value
- $374m
- Stocks
- 136
- Top holdings
- Capitol SER TR, AAPL, NVDA
- Cape Investment Advisory—
- Value
- $374m
- Stocks
- 1,449
- Top holdings
- MSFT, GOOGL, AMZN
- LFL Advisers—
- Value
- $374m
- Stocks
- 9
- Top holdings
- BNY, LAMR, TEL
- Penobscot Wealth Management—
- Value
- $374m
- Stocks
- 117
- Top holdings
- AAPL, NVDA, MSFT
- Harbor Advisory—
- Value
- $374m
- Stocks
- 82
- Top holdings
- GOOGL, AMZN, BRK-B
- DLD Asset Management, LP—
- Value
- $374m
- Stocks
- 374
- Top holdings
- AMKR, AUR, MRT
- Pine Harbor Wealth Management—
- Value
- $373m
- Stocks
- 112
- Top holdings
- AAPL, BRK-A, MSFT
- Friday Financial—
- Value
- $373m
- Stocks
- 108
- Top holdings
- AAPL, UMBF, TSLA
- Hutchens & Kramer Investment Management Group—
- Value
- $373m
- Stocks
- 160
- Top holdings
- LLY, AAPL, NVDA
- 3G Capital Partners LP—
- Value
- $373m
- Stocks
- 18
- Top holdings
- CVNA, APP, DELL
- Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust—
- Value
- $373m
- Stocks
- 28
- Top holdings
- NVDA, CTAS, GOOGL
- Omnia Family Wealth—
- Value
- $373m
- Stocks
- 103
- Top holdings
- AAPL, NVDA, MSFT
- Rench Wealth Management—
- Value
- $372m
- Stocks
- 67
- Top holdings
- NVDA, LRCX, AAPL
- Atlas Brown,Inc.—
- Value
- $372m
- Stocks
- 237
- Top holdings
- NVDA, AAPL, MSFT
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Corre Partners Management | — | $380m | 4 | DPC, AERO, TISI |
| ShankerValleau Wealth Advisors | — | $380m | 40 | ORCL, PGR, AAPL |
| Bridgefront Capital | — | $380m | 486 | CL, KMB, TSN |
| Cabot-Wellington | — | $380m | 5 | — |
| Courage Miller Partners | — | $379m | 87 | AAPL, GOOGL, AMZN |
| S.E.E.D. Planning Group | — | $379m | 88 | AAPL, AMZN, GOOGL |
| Schiavi | — | $378m | 60 | AAPL, DELL, EXR |
| Wellington Grp | — | $378m | 144 | LLY, MU, AAPL |
| Comprehensive Financial Consultants Institutional | — | $378m | 203 | JPM, LLY, AAPL |
| Shakespeare Wealth Management | — | $378m | 79 | WEC, AAPL, JPM |
| FC Advisory | — | $378m | 118 | AAPL, LLY, CB |
| Argos Wealth Advisors | — | $378m | 224 | KLAC, AAPL, MSFT |
| Gill Capital Partners | — | $378m | 701 | KR, NVDA, AAPL |
| Juniper Investment Company | — | $377m | 10 | LINC, ALNT, BVS |
| Whetstone Capital Advisors | — | $377m | 67 | DAVE, NET, GOOG |
| Sensible Money | — | $377m | 101 | AAPL, FCX, GOOGL |
| Starr Indemnity & Liability | — | $377m | 4 | — |
| M. Kraus | — | $377m | 86 | GOOG, MSFT, Berkshire Hathaway - B |
| Nalanda India Equity Fund | — | $377m | 1 | G |
| Rovin Capital /ut/ /adv | — | $377m | 194 | DVA, AAPL, NVDA |
| Hazlett, Burt & Watson | — | $377m | 899 | AAPL, NVDA, AMZN |
| VSM Wealth Advisory | — | $376m | 507 | XOM, AAPL, PG |
| Shilanski & Associates | — | $376m | 109 | IBM, MSFT, NVDA |
| Balance Wealth Partners | — | $376m | 165 | WFC, AAPL, MSFT |
| Kings Path Partners | — | $376m | 351 | TRGP, BRK-A, PDFS |
| Northeast Financial Group | — | $376m | 76 | TSLA, AAPL, NVDA |
| Harbor Island Capital | — | $376m | 16 | AMAT, LRCX, KLAC |
| Sara-Bay Financial | — | $375m | 87 | HLIO, NVDA, LEU |
| Geneva Partners | — | $375m | 75 | DELL, MRVL, GOOGL |
| Payne Capital Management | — | $375m | 88 | AAPL, BRK-A, NVDA |
| Family Legacy | — | $375m | 124 | AMAT, CAT, AAPL |
| CIM Investment Management | — | $375m | 251 | NVDA, AAPL, GOOGL |
| Consolidated Capital Management | — | $375m | 72 | INTC, AAPL, GOOGL |
| Sava Penzisko Drushtvo A.D. Skopje | — | $375m | 27 | AMZN, EL, HONA |
| WealthBridge Investment Counsel | — | $375m | 44 | GS, JPM, MU |
| Bell Asset Management | — | $375m | 63 | NVDA, GOOGL, MSFT |
| LifeWealth Investments | — | $374m | 136 | Capitol SER TR, AAPL, NVDA |
| Cape Investment Advisory | — | $374m | 1,449 | MSFT, GOOGL, AMZN |
| LFL Advisers | — | $374m | 9 | BNY, LAMR, TEL |
| Penobscot Wealth Management | — | $374m | 117 | AAPL, NVDA, MSFT |
| Harbor Advisory | — | $374m | 82 | GOOGL, AMZN, BRK-B |
| DLD Asset Management, LP | — | $374m | 374 | AMKR, AUR, MRT |
| Pine Harbor Wealth Management | — | $373m | 112 | AAPL, BRK-A, MSFT |
| Friday Financial | — | $373m | 108 | AAPL, UMBF, TSLA |
| Hutchens & Kramer Investment Management Group | — | $373m | 160 | LLY, AAPL, NVDA |
| 3G Capital Partners LP | — | $373m | 18 | CVNA, APP, DELL |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | — | $373m | 28 | NVDA, CTAS, GOOGL |
| Omnia Family Wealth | — | $373m | 103 | AAPL, NVDA, MSFT |
| Rench Wealth Management | — | $372m | 67 | NVDA, LRCX, AAPL |
| Atlas Brown,Inc. | — | $372m | 237 | NVDA, AAPL, MSFT |