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
Genesis Private Wealth	—	$356m	192	NVDA, GOOGL, AAPL
Core Wealth Management	—	$356m	42	NEE, GOOGL, AAPL
Sandbox Financial Partners	—	$356m	117	AAPL, AMZN, MSFT
Hi-Line Capital Management	—	$355m	32	BRK-A, SIRI, BRK-B
Commonwealth Bank of Australia	—	$355m	2	KLAR, GEMI
Rise Advisors	—	$355m	103	NVDA, AAPL, BRK-B
TFR Capital, LLC.	—	$355m	165	NVDA, AAPL, MSFT
Watershed Private Wealth	—	$355m	120	NVDA, CAT, GOOG
FSB Premier Wealth Management	—	$355m	257	BRK-B, DE, AMAT
Oxbow Capital Management (HK)	—	$355m	4	COHR, SNDK, HBM
Towarzystwo Funduszy Inwestycyjnych PZU SA	—	$355m	690	NVDA, MSFT, AAPL
Firetrail Investments PTY	—	$355m	32	AAPL, AMD, TSM
Santori & Peters	—	$355m	83	WAB, AME, KOP
Anchor @ 65 Pte.	—	$355m	2	AVPT, TUYA
Wheelhouse Advisory Group	—	$354m	55	AAPL, NVDA, TSLA
Elevated Financial Group	—	$354m	124	AAPL, STRL, GOOGL
Timonier Family Office	—	$354m	57	LOW, AAPL, MSFT
Essential Planning, LLC.	—	$354m	87	LLY, AAPL, MSFT
TSA Wealth Managment	—	$354m	119	KO, AAPL, NVDA
Somerset Trust	—	$354m	186	AAPL, MSFT, CSCO
INCA Investments	—	$353m	10	BSAC, BAP, GGAL
Autumn Glory Partners	—	$353m	212	OKE, MSFT, GOOGL
Olde Wealth Management	—	$353m	119	NVDA, AAPL, MSFT
Midwest Heritage Bank, FSB	—	$353m	53	BRK-A, XOM, AMZN
AXS Investments	—	$353m	193	MU, GOOGL, NVDA
jvl associates	—	$352m	79	AAPL, GOOGL, MBWM
Seven Post Investment Office LP	—	$352m	42	VMRK, PLD, BRK-A
Keeler & Nadler Financial Planning & Wealth Management	—	$352m	85	NVDA, AAPL, AMZN
Centerpoint Advisors	—	$352m	425	AAPL, GOOG, MSFT
Sunpointe	—	$352m	281	NVDA, AAPL, AVGO
Financial Life Advisors	—	$352m	60	EHC, AMZN, AAPL
SW Investment Management	—	$352m	5	SKYW, UI, GRMN
Palisades Investment Partners	—	$352m	53	SPXC, KRYS, PKE
Colonial River Investments	—	$352m	249	NVDA, AAPL, MSFT
Everpar Advisors	—	$352m	302	NVDA, AAPL, JPM
Kirtland Hills Capital Management	—	$351m	166	AMZN, NVDA, SNOW
Gerald Baker Financial Group	—	$351m	126	GBCI, XOM, CAT
Whitegate Investment Counselors	—	$351m	76	BRK-B, BRK-A, MPC
One Wealth Capital Management	—	$351m	223	MSFT, AVGO, NVDA
LifeGuide Financial Advisors	—	$351m	47	AAPL, IBM, XOM
Tree Line Advisors (Hong Kong)	—	$351m	3	NBIS, SE, CPNG
Spectrum Wealth Advisory Group	—	$351m	543	AAPL, GOOGL, GOOG
Beacon Bridge Wealth Partners	—	$351m	105	AVGO, NVDA, GOOGL
Pegasus Asset Management	—	$351m	75	AAPL, GOOG, NVDA
StrongBox Wealth	—	$351m	266	GOOGL, AVGO, ETN
Fieldview Capital Management	—	$351m	507	KTB, SGI, BKNG
Davis-Rea	—	$351m	45	GOOGL, JPM, MSFT
KIM	—	$351m	20	ASPN, VSH, Energy Transfer L P
MTM Investment Management	—	$350m	708	AAPL, LLY, LOW
Stonehill Capital Management	—	$350m	15	ECHO, MBC, TDAY

Showing 4851 to 4900 of 9384

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Show only the long-term investors we follow