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
Alteri Wealth	—	$362m	296	AAPL, NVDA, INTC
Saxon Interests	—	$362m	238	AAPL, NVDA, AMZN
Francisco Partners Management, LP	—	$361m	3	LZ, GDRX, PSFE
Pamplona Capital Management	—	$361m	5	SWIM, ESTC, AMZN
HT Partners	—	$361m	53	LLY, GOOGL, NVDA
Mass General Brigham	—	$361m	6	KRMN, RVMD, TNGX
WT Wealth Management	—	$361m	138	NVDA, GOOG, AMZN
Solitude Financial Services	—	$361m	41	BRK-B, AAPL, XOM
Arbiter Partners Capital Management	—	$361m	40	GRAL, GEF-B, CRBG
Demars Financial Group	—	$361m	113	BRK-B, NVDA, AAPL
Lawson Kroeker Investment Management	—	$361m	59	TPL, BRK-B, AJG
Kentucky Farm Bureau Mutual Insurance	—	$360m	69	CAT, GOOGL, AAPL
Equita Financial Network	—	$360m	95	AAPL, AMZN, NVDA
Spectrum Asset Management, Inc. (NB/CA)	—	$360m	113	WFC, GOOG, CSCO
Madden Securities	—	$360m	118	NVDA, AMZN, LLY
Barometer Capital Management	—	$360m	136	CAT, LRCX, HBM
PL Capital Advisors	—	$360m	31	FISI, BANC, EFSC
Gen-Wealth Partners	—	$360m	721	CAT, KO, WMT
Bridge Creek Capital Management	—	$360m	116	AAPL, MSFT, JPM
Bryant Woods Investment Advisors	—	$360m	85	AAPL, AMZN, MU
Horizon Investment Services	—	$360m	143	LRCX, NVDA, MU
Slotnik Capital	—	$359m	26	PEN, Taylor Morrison Home, APGE
Freedom Investment Management	—	$359m	106	AAPL, BRK-A, NVDA
Morling Financial Advisors	—	$359m	122	AAPL, TSLA, GOOG
Alpha Financial Advisors	—	$358m	86	AAPL, GOOGL, UNH
Man Investment Partners (US) LP	—	$358m	5	DPC, NEXT, LTM
PCA Investment Advisory Services	—	$358m	59	AAPL, GOOGL, MSFT
Members Advisory Group	—	$358m	42	NBTB, NBIS, DGXX
Portland Investment Counsel	—	$358m	58	CI, BRK-B, VZ
Greystone Financial Group	—	$358m	74	AVGO, AAPL, JPM
Resurgent Financial Advisors	—	$358m	308	GOOGL, NVDA, AAPL
Providence First Trust	—	$358m	196	NVDA, GOOG, AMAT
Metropolitan Life Insurance	—	$357m	11	—
Sentry	—	$357m	132	FDX, FDXF, CAT
Sand Grove Capital Management LLP	—	$357m	13	TWO, WBD, AAUC
Permit Capital	—	$357m	20	SBAC, PBI, EXPE
Menlo Ventures Management, L.P.	—	$357m	3	CHYM, BRZE, SNTI
Barrett & Company	—	$357m	707	NVDA, AAPL, AMZN
Guardian Wealth Management	—	$357m	30	DHR, CL, AAPL
Incline Global Management	—	$357m	20	FTAI, LITE, COHR
Chesapeake Wealth Management	—	$357m	168	AAPL, MSFT, NVDA
Crestmont Private Wealth	—	$356m	105	TH, LRCX, GOOGL
Bank of Stockton	—	$356m	126	MU, AAPL, KLAC
Cora Capital Advisors	—	$356m	145	AAPL, AMD, AMZN
Ascension Capital Advisors	—	$356m	97	XOM, MSFT, AAPL
TigerOak Management, L.L.C.	—	$356m	139	NVDA, AAPL, MSFT
BCR Wealth Strategies	—	$356m	32	LRCX, SFBS, SO
eCIO	—	$356m	46	LLY, GOOG, MSFT
Neumann Advisory Hong Kong	—	$356m	6	TSLA, GOOGL, META
Eaton-Cambridge	—	$356m	70	NVDA, AAPL, AMZN

Showing 4801 to 4850 of 9384

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Show only the long-term investors we follow