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.
- Harmony Asset Management—
- Value
- $372m
- Stocks
- 201
- Top holdings
- NVDA, AAPL, CBOE
- Kooman & Associates—
- Value
- $372m
- Stocks
- 56
- Top holdings
- AAPL, NVDA, GOOG
- Client 1ST Advisory Group—
- Value
- $372m
- Stocks
- 142
- Top holdings
- NVDA, GOOG, AAPL
- Veery Capital—
- Value
- $372m
- Stocks
- 100
- Top holdings
- AAPL, GOOG, MSFT
- Lifestyle Asset Management—
- Value
- $372m
- Stocks
- 129
- Top holdings
- XOM, WDC, MU
- Aspen Investment Management—
- Value
- $372m
- Stocks
- 187
- Top holdings
- AAPL, MSFT, GLW
- Atle Fund Management AB—
- Value
- $372m
- Stocks
- 39
- Top holdings
- LLY, MRK, JNJ
- Cornell Pochily Investment Advisors—
- Value
- $372m
- Stocks
- 189
- Top holdings
- AAPL, NVDA, TMP
- Graybill Wealth Management—
- Value
- $372m
- Stocks
- 82
- Top holdings
- FLEX, GOOGL, AAPL
- Strathmore Capital Advisors—
- Value
- $371m
- Stocks
- 142
- Top holdings
- AAPL, MSFT, LRCX
- Boyd Watterson Asset Management—
- Value
- $371m
- Stocks
- 394
- Top holdings
- GOOGL, MSFT, AVGO
- Regimen Wealth—
- Value
- $371m
- Stocks
- 76
- Top holdings
- AAPL, BRK-A, AMZN
- Reston Wealth Management—
- Value
- $371m
- Stocks
- 65
- Top holdings
- GOOG, MSFT, NVDA
- Helix Partners Management LP—
- Value
- $371m
- Stocks
- 10
- Top holdings
- CORZ, OPI, SVC
- Pension & Wealth Management Advisors—
- Value
- $371m
- Stocks
- 543
- Top holdings
- AAPL, NVDA, BRK-B
- Wealth Effects—
- Value
- $370m
- Stocks
- 256
- Top holdings
- NVDA, AAPL, MU
- Congress Park Capital—
- Value
- $370m
- Stocks
- 134
- Top holdings
- GOOGL, AMZN, AAPL
- Next Capital Management—
- Value
- $370m
- Stocks
- 138
- Top holdings
- MFIC, OBDC, TCPC
- Foursixthree Capital LP—
- Value
- $370m
- Stocks
- 13
- Top holdings
- DPC, PPLI, TDS
- Veracity Capital—
- Value
- $370m
- Stocks
- 223
- Top holdings
- AAPL, GOOGL, NVDA
- B.O.S.S. Retirement Advisors—
- Value
- $370m
- Stocks
- 157
- Top holdings
- COST, NVDA, AAPL
- Gunderson Capital Management—
- Value
- $370m
- Stocks
- 52
- Top holdings
- AMD, DELL, MU
- M & L Capital Management—
- Value
- $370m
- Stocks
- 17
- Top holdings
- AVGO, MU, LITE
- Bruce & Co.Deep value
R. Jeffrey Bruce
- Value
- $369m
- Stocks
- 41
- Top holdings
- ABBV, ALL, AER
- Evexia Wealth—
- Value
- $369m
- Stocks
- 77
- Top holdings
- AVGO, KLAC, LLY
- Ceeto Capital Group—
- Value
- $369m
- Stocks
- 174
- Top holdings
- AAPL, NVDA, MSFT
- Cowa—
- Value
- $369m
- Stocks
- 178
- Top holdings
- FIX, AAPL, OKE
- Odyssey Group—
- Value
- $369m
- Stocks
- 61
- Top holdings
- UNH, AAPL, LMT
- Wealth Advisors of Iowa—
- Value
- $369m
- Stocks
- 90
- Top holdings
- AAPL, DE, GOOG
- Alta Wealth Advisors—
- Value
- $369m
- Stocks
- 170
- Top holdings
- NVDA, AAPL, SOPH
- General Electric—
- Value
- $369m
- Stocks
- 2
- Top holdings
- BETA, HYLN
- Gold Investment Management—
- Value
- $369m
- Stocks
- 202
- Top holdings
- AMAT, TSM, TD
- Joule Financial—
- Value
- $369m
- Stocks
- 116
- Top holdings
- PAYS, BE, GOOGL
- Global Financial Private Client—
- Value
- $369m
- Stocks
- 246
- Top holdings
- AAPL, MSFT, GEV
- Cypress Capital—
- Value
- $369m
- Stocks
- 110
- Top holdings
- AAPL, LRCX, GOOGL
- Commonwealth Retirement Investments—
- Value
- $368m
- Stocks
- 413
- Top holdings
- AVGO, ABBV, JNJ
- Battery Management—
- Value
- $368m
- Stocks
- 5
- Top holdings
- TTAN, BRZE, KDK
- PhiloSmith Capital—
- Value
- $368m
- Stocks
- 23
- Top holdings
- RGA, RNR, PRI
- Millstreet Capital Management—
- Value
- $368m
- Stocks
- 2
- Top holdings
- DBD, DEC
- Missouri Trust & Investment—
- Value
- $368m
- Stocks
- 146
- Top holdings
- AAPL, ORLY, MSFT
- Bain Capital Credit, LP—
- Value
- $368m
- Stocks
- 6
- Top holdings
- BCSF, OSG, ASTL
- Flynn Zito Capital Management—
- Value
- $368m
- Stocks
- 166
- Top holdings
- AAPL, MU, NVDA
- Promethos Capital—
- Value
- $368m
- Stocks
- 54
- Top holdings
- TSM, NVS, MFC
- Sterling Financial Planning—
- Value
- $368m
- Stocks
- 123
- Top holdings
- AAPL, JNJ, XOM
- ONE Advisory Partners—
- Value
- $367m
- Stocks
- 68
- Top holdings
- LOAR, NVDA, AMAT
- Whelan Financial—
- Value
- $367m
- Stocks
- 101
- Top holdings
- AAPL, NVDA, KLAC
- Running Point Capital Advisors—
- Value
- $367m
- Stocks
- 189
- Top holdings
- ARES, AAPL, MSFT
- Storen Legacy Partners—
- Value
- $367m
- Stocks
- 116
- Top holdings
- LLY, AAPL, JPM
- VAN Strum & Towne—
- Value
- $367m
- Stocks
- 111
- Top holdings
- GOOGL, MSFT, JPM
- Silverleafe Capital Partners—
- Value
- $367m
- Stocks
- 99
- Top holdings
- FDX, BRK-A, AAPL
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Harmony Asset Management | — | $372m | 201 | NVDA, AAPL, CBOE |
| Kooman & Associates | — | $372m | 56 | AAPL, NVDA, GOOG |
| Client 1ST Advisory Group | — | $372m | 142 | NVDA, GOOG, AAPL |
| Veery Capital | — | $372m | 100 | AAPL, GOOG, MSFT |
| Lifestyle Asset Management | — | $372m | 129 | XOM, WDC, MU |
| Aspen Investment Management | — | $372m | 187 | AAPL, MSFT, GLW |
| Atle Fund Management AB | — | $372m | 39 | LLY, MRK, JNJ |
| Cornell Pochily Investment Advisors | — | $372m | 189 | AAPL, NVDA, TMP |
| Graybill Wealth Management | — | $372m | 82 | FLEX, GOOGL, AAPL |
| Strathmore Capital Advisors | — | $371m | 142 | AAPL, MSFT, LRCX |
| Boyd Watterson Asset Management | — | $371m | 394 | GOOGL, MSFT, AVGO |
| Regimen Wealth | — | $371m | 76 | AAPL, BRK-A, AMZN |
| Reston Wealth Management | — | $371m | 65 | GOOG, MSFT, NVDA |
| Helix Partners Management LP | — | $371m | 10 | CORZ, OPI, SVC |
| Pension & Wealth Management Advisors | — | $371m | 543 | AAPL, NVDA, BRK-B |
| Wealth Effects | — | $370m | 256 | NVDA, AAPL, MU |
| Congress Park Capital | — | $370m | 134 | GOOGL, AMZN, AAPL |
| Next Capital Management | — | $370m | 138 | MFIC, OBDC, TCPC |
| Foursixthree Capital LP | — | $370m | 13 | DPC, PPLI, TDS |
| Veracity Capital | — | $370m | 223 | AAPL, GOOGL, NVDA |
| B.O.S.S. Retirement Advisors | — | $370m | 157 | COST, NVDA, AAPL |
| Gunderson Capital Management | — | $370m | 52 | AMD, DELL, MU |
| M & L Capital Management | — | $370m | 17 | AVGO, MU, LITE |
| Bruce & Co.R. Jeffrey Bruce | Deep value | $369m | 41 | ABBV, ALL, AER |
| Evexia Wealth | — | $369m | 77 | AVGO, KLAC, LLY |
| Ceeto Capital Group | — | $369m | 174 | AAPL, NVDA, MSFT |
| Cowa | — | $369m | 178 | FIX, AAPL, OKE |
| Odyssey Group | — | $369m | 61 | UNH, AAPL, LMT |
| Wealth Advisors of Iowa | — | $369m | 90 | AAPL, DE, GOOG |
| Alta Wealth Advisors | — | $369m | 170 | NVDA, AAPL, SOPH |
| General Electric | — | $369m | 2 | BETA, HYLN |
| Gold Investment Management | — | $369m | 202 | AMAT, TSM, TD |
| Joule Financial | — | $369m | 116 | PAYS, BE, GOOGL |
| Global Financial Private Client | — | $369m | 246 | AAPL, MSFT, GEV |
| Cypress Capital | — | $369m | 110 | AAPL, LRCX, GOOGL |
| Commonwealth Retirement Investments | — | $368m | 413 | AVGO, ABBV, JNJ |
| Battery Management | — | $368m | 5 | TTAN, BRZE, KDK |
| PhiloSmith Capital | — | $368m | 23 | RGA, RNR, PRI |
| Millstreet Capital Management | — | $368m | 2 | DBD, DEC |
| Missouri Trust & Investment | — | $368m | 146 | AAPL, ORLY, MSFT |
| Bain Capital Credit, LP | — | $368m | 6 | BCSF, OSG, ASTL |
| Flynn Zito Capital Management | — | $368m | 166 | AAPL, MU, NVDA |
| Promethos Capital | — | $368m | 54 | TSM, NVS, MFC |
| Sterling Financial Planning | — | $368m | 123 | AAPL, JNJ, XOM |
| ONE Advisory Partners | — | $367m | 68 | LOAR, NVDA, AMAT |
| Whelan Financial | — | $367m | 101 | AAPL, NVDA, KLAC |
| Running Point Capital Advisors | — | $367m | 189 | ARES, AAPL, MSFT |
| Storen Legacy Partners | — | $367m | 116 | LLY, AAPL, JPM |
| VAN Strum & Towne | — | $367m | 111 | GOOGL, MSFT, JPM |
| Silverleafe Capital Partners | — | $367m | 99 | FDX, BRK-A, AAPL |