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.
- First International Bank of Israel—
- Value
- $367m
- Stocks
- 69
- Top holdings
- GOOGL, AVGO, HD
- Impact Capital Partners—
- Value
- $367m
- Stocks
- 283
- Top holdings
- AAPL, NVDA, MSFT
- Waterford Advisors—
- Value
- $366m
- Stocks
- 64
- Top holdings
- CBSH, RTX, AAPL
- Acorn Capital Advisors—
- Value
- $366m
- Stocks
- 20
- Top holdings
- CGON, URGN, TRVI
- Concord Investment Counsel—
- Value
- $366m
- Stocks
- 50
- Top holdings
- NVDA, AMZN, GOOGL
- SAM Advisors—
- Value
- $366m
- Stocks
- 49
- Top holdings
- AAPL, MSFT, SPG
- Empirical Capital Management—
- Value
- $366m
- Stocks
- 17
- Top holdings
- TTWO, ROKU, GOOGL
- Capco Asset Management—
- Value
- $366m
- Stocks
- 26
- Top holdings
- MAR, ROP, MKL
- Indiana Trust & Investment Management—
- Value
- $366m
- Stocks
- 472
- Top holdings
- NVDA, GOOGL, AAPL
- Fortress Private Ledger—
- Value
- $366m
- Stocks
- 271
- Top holdings
- PLTR, NVDA, AAPL
- Wright Investors Service—
- Value
- $366m
- Stocks
- 148
- Top holdings
- NVDA, AAPL, MSFT
- Range Financial Group—
- Value
- $366m
- Stocks
- 206
- Top holdings
- MU, STX, LRCX
- Aigen Investment Management, LP—
- Value
- $366m
- Stocks
- 517
- Top holdings
- WFC, COF, CSX
- Lynch Asset Management—
- Value
- $366m
- Stocks
- 52
- Top holdings
- NVDA, GOOGL, AMD
- Quaker Capital Investments—
- Value
- $366m
- Stocks
- 22
- Top holdings
- EQT, LILAK, CHTR
- Glassy Mountain Advisors—
- Value
- $366m
- Stocks
- 76
- Top holdings
- AMAT, URI, AAPL
- Team Hewins—
- Value
- $366m
- Stocks
- 40
- Top holdings
- GCTS
- First National Bank Sioux Falls—
- Value
- $366m
- Stocks
- 147
- Top holdings
- AMZN, AAPL, BRK-B
- Vert Asset Management—
- Value
- $365m
- Stocks
- 44
- Top holdings
- EQIX, SPG, WELL
- Darwin Wealth Management—
- Value
- $365m
- Stocks
- 636
- Top holdings
- LRCX, MSFT, AMZN
- 25—
- Value
- $365m
- Stocks
- 80
- Top holdings
- AAPL, GOOG, NVDA
- Philadelphia Financial Management of San Francisco—
- Value
- $365m
- Stocks
- 43
- Top holdings
- USAU, WLFC, HIG
- Hopwood Nicholas Hunter—
- Value
- $365m
- Stocks
- 131
- Top holdings
- AAPL, DTE, AMZN
- Greenlea Lane CapitalQuality
Josh Tarasoff
- Value
- $364m
- Stocks
- 10
- Top holdings
- AMZN, BN, BRK-A
- Pillsbury Lake Capital—
- Value
- $364m
- Stocks
- 38
- Top holdings
- BLZE, COMP, LINC
- Keating Investment Counselors—
- Value
- $364m
- Stocks
- 59
- Top holdings
- B, AEM, OII
- Baker Boyer National Bank—
- Value
- $364m
- Stocks
- 94
- Top holdings
- AAPL, MSFT, JNJ
- Eaton Financial Holdings Company—
- Value
- $364m
- Stocks
- 134
- Top holdings
- AAPL, NVDA, GOOGL
- Engle Capital Management, L.P.—
- Value
- $364m
- Stocks
- 20
- Top holdings
- WULF, CDNL, ROAD
- Wilson Asset Management (international) PTY—
- Value
- $364m
- Stocks
- 37
- Top holdings
- AMZN, AMRZ, DY
- Sage Financial Management Group—
- Value
- $364m
- Stocks
- 61
- Top holdings
- SHW, AAPL, GOOG
- Elevated Capital Advisors—
- Value
- $364m
- Stocks
- 849
- Top holdings
- AAPL, NVDA, MSFT
- Tilson Financial Group—
- Value
- $364m
- Stocks
- 86
- Top holdings
- AAPL, UPS, PEG
- Reliant Wealth Planning—
- Value
- $364m
- Stocks
- 54
- Top holdings
- NVDA, AMD
- Marshall Financial Group INC /adv—
- Value
- $364m
- Stocks
- 53
- Top holdings
- JNJ, AAPL, WSFS
- AIMZ Investment Advisors—
- Value
- $363m
- Stocks
- 153
- Top holdings
- AAPL, GOOGL, META
- Anfield Capital Management—
- Value
- $363m
- Stocks
- 715
- Top holdings
- TWO RDS Shared TR, LITE, NVDA
- GFG Capital—
- Value
- $363m
- Stocks
- 100
- Top holdings
- AAPL, DELL, GOOGL
- Glynn Capital Management—
- Value
- $363m
- Stocks
- 43
- Top holdings
- OSCR, INFQ, TSM
- Raub Brock Capital Management LP—
- Value
- $363m
- Stocks
- 45
- Top holdings
- TSM, LLY, ABBV
- Purus Wealth Management—
- Value
- $363m
- Stocks
- 171
- Top holdings
- NVDA, AVGO, AAPL
- Urban Financial Advisory—
- Value
- $363m
- Stocks
- 54
- Top holdings
- —
- HAP Trading—
- Value
- $363m
- Stocks
- 137
- Top holdings
- META, COR, AVGO
- Absolute Gestao de Investimentos Ltda.—
- Value
- $363m
- Stocks
- 34
- Top holdings
- EA, WBS, Nuvalent
- Westbourne Investment Advisors—
- Value
- $363m
- Stocks
- 120
- Top holdings
- GOOGL, AAPL, MSFT
- Hamel Associates—
- Value
- $363m
- Stocks
- 92
- Top holdings
- AAPL, JNJ, GOOG
- O'Brien Greene—
- Value
- $362m
- Stocks
- 141
- Top holdings
- IBKR, AAPL, BRK-B
- Wealth Management Associates—
- Value
- $362m
- Stocks
- 254
- Top holdings
- AAPL, MSFT, NVDA
- Millington Securities—
- Value
- $362m
- Stocks
- 275
- Top holdings
- MO, OKE, VZ
- Foresite Capital Management V—
- Value
- $362m
- Stocks
- 9
- Top holdings
- ALMS, CGON, IRON