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.
- Attestor Capital—
- Value
- $350m
- Stocks
- 4
- Top holdings
- TLN, ECHO, AMZN
- Oxler Private Wealth—
- Value
- $350m
- Stocks
- 93
- Top holdings
- AMZN, NVDA, GOOGL
- PKO BP BANKOWY Universal Pension Society JSC—
- Value
- $350m
- Stocks
- 13
- Top holdings
- MU, FCX, DELL
- Kirkwood Financial Services—
- Value
- $350m
- Stocks
- 42
- Top holdings
- AAPL, WFC, NVDA
- Your Advocates Ltd., LLP—
- Value
- $350m
- Stocks
- 209
- Top holdings
- XOM, COP, AAPL
- Pineridge Advisors—
- Value
- $350m
- Stocks
- 460
- Top holdings
- MSFT, MA, WMT
- MGB Wealth Management—
- Value
- $350m
- Stocks
- 308
- Top holdings
- APP, MSFT, AVGO
- Yukon Wealth Management—
- Value
- $349m
- Stocks
- 132
- Top holdings
- NVDA, AAPL, GOOG
- Arrowroot Family Office—
- Value
- $349m
- Stocks
- 174
- Top holdings
- BRK-B, AAPL, CAT
- Denver Wealth Management—
- Value
- $349m
- Stocks
- 109
- Top holdings
- AAPL, PNC, NVDA
- Robinswood Financial—
- Value
- $349m
- Stocks
- 428
- Top holdings
- MSFT, AAPL, AMZN
- USAdvisors Wealth Management—
- Value
- $349m
- Stocks
- 144
- Top holdings
- MMM, TWO RDS Shared TR, AMD
- Riverview Capital Advisers—
- Value
- $349m
- Stocks
- 88
- Top holdings
- AMZN, BRK-B, AAPL
- Auour Investments—
- Value
- $349m
- Stocks
- 95
- Top holdings
- AAPL, ACGL, GOOG
- Future Fund—
- Value
- $349m
- Stocks
- 118
- Top holdings
- HALO, GH, NVDA
- Bright Valley Capital—
- Value
- $349m
- Stocks
- 11
- Top holdings
- INTC, ATAT, SNDK
- Parkshore Wealth Management—
- Value
- $348m
- Stocks
- 72
- Top holdings
- AAPL, TSLA, AMZN
- PCJ Investment Counsel—
- Value
- $348m
- Stocks
- 62
- Top holdings
- BBUC, RY, EFXT
- FFG Partners—
- Value
- $348m
- Stocks
- 41
- Top holdings
- MU, NVDA, AVGO
- Tieton Capital Management—
- Value
- $348m
- Stocks
- 37
- Top holdings
- ENVA, CUBI, LOCO
- First United Bank & Trust—
- Value
- $348m
- Stocks
- 420
- Top holdings
- AAPL, GOOGL, MSFT
- Planned Solutions—
- Value
- $348m
- Stocks
- 154
- Top holdings
- AAPL, NVDA, ESTC
- Dorval—
- Value
- $347m
- Stocks
- 49
- Top holdings
- MSFT, CAT, AAPL
- Highview Capital Management—
- Value
- $347m
- Stocks
- 118
- Top holdings
- AAPL, NVDA, GOOGL
- Pines Wealth Management—
- Value
- $347m
- Stocks
- 218
- Top holdings
- NVDA, AAPL, AMZN
- Lanham O'Dell & Company—
- Value
- $347m
- Stocks
- 40
- Top holdings
- BRK-B, AAPL, CHCO
- Select Asset Management & Trust—
- Value
- $347m
- Stocks
- 79
- Top holdings
- EME, AAPL, MSFT
- CPA Asset Management Group—
- Value
- $347m
- Stocks
- 97
- Top holdings
- CAT, BRK-A, AAPL
- Argyle Capital Management—
- Value
- $347m
- Stocks
- 138
- Top holdings
- INTC, LLY, CAT
- Investment Advisory Services INC /TX /adv—
- Value
- $347m
- Stocks
- 140
- Top holdings
- MSFT, AAPL, WMT
- DHJJ Financial Advisors—
- Value
- $347m
- Stocks
- 1,081
- Top holdings
- AAPL, NVDA, UPS
- Bluefin Capital Management—
- Value
- $347m
- Stocks
- 90
- Top holdings
- MSFT, NVDA, AMD
- Keewaydin Investments—
- Value
- $347m
- Stocks
- 18
- Top holdings
- EVLV, BRK-A, JPM
- Brady Family Wealth—
- Value
- $346m
- Stocks
- 113
- Top holdings
- AAPL, GOOGL, AVGO
- OAK Family Advisors—
- Value
- $346m
- Stocks
- 102
- Top holdings
- TSM, NVO, GOOGL
- Technology Crossover Management VIII—
- Value
- $346m
- Stocks
- 5
- Top holdings
- PAYO, Z, ZG
- RR Advisors—
- Value
- $346m
- Stocks
- 25
- Top holdings
- KNTK, AM, WMB
- Front Row Advisors—
- Value
- $345m
- Stocks
- 576
- Top holdings
- NVDA, AAPL, AVGO
- Matthew 25 Management—
- Value
- $345m
- Stocks
- 20
- Top holdings
- NVDA, TSM, LLY
- Enavate Sciences GP—
- Value
- $345m
- Stocks
- 7
- Top holdings
- SION, ZBIO, IMNM
- Muhlenkamp & Co.Value
Jeff Muhlenkamp
- Value
- $345m
- Stocks
- 28
- Top holdings
- RUSHA, NEM, AEM
- Bear Mountain Capital—
- Value
- $345m
- Stocks
- 213
- Top holdings
- AMZN, NVDA, MSFT
- West Family Investments—
- Value
- $345m
- Stocks
- 468
- Top holdings
- NVDA, AAPL, MSFT
- Westwood Wealth Management—
- Value
- $345m
- Stocks
- 43
- Top holdings
- NVDA, GOOGL, AVGO
- G&S Capital—
- Value
- $345m
- Stocks
- 152
- Top holdings
- MSFT, AAPL, NVDA
- Acima Private Wealth—
- Value
- $344m
- Stocks
- 173
- Top holdings
- AAPL, MSFT, ABBV
- Hamilton Capital Partners—
- Value
- $344m
- Stocks
- 32
- Top holdings
- TSLA, GOOGL, META
- Highland Peak Capital—
- Value
- $344m
- Stocks
- 13
- Top holdings
- SIMO, HPE, CC
- Quaker Wealth Management—
- Value
- $344m
- Stocks
- 967
- Top holdings
- AAPL, GOOG, TFX
- Eleva Capital SAS—
- Value
- $343m
- Stocks
- 24
- Top holdings
- CRH, AS, NVDA
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Attestor Capital | — | $350m | 4 | TLN, ECHO, AMZN |
| Oxler Private Wealth | — | $350m | 93 | AMZN, NVDA, GOOGL |
| PKO BP BANKOWY Universal Pension Society JSC | — | $350m | 13 | MU, FCX, DELL |
| Kirkwood Financial Services | — | $350m | 42 | AAPL, WFC, NVDA |
| Your Advocates Ltd., LLP | — | $350m | 209 | XOM, COP, AAPL |
| Pineridge Advisors | — | $350m | 460 | MSFT, MA, WMT |
| MGB Wealth Management | — | $350m | 308 | APP, MSFT, AVGO |
| Yukon Wealth Management | — | $349m | 132 | NVDA, AAPL, GOOG |
| Arrowroot Family Office | — | $349m | 174 | BRK-B, AAPL, CAT |
| Denver Wealth Management | — | $349m | 109 | AAPL, PNC, NVDA |
| Robinswood Financial | — | $349m | 428 | MSFT, AAPL, AMZN |
| USAdvisors Wealth Management | — | $349m | 144 | MMM, TWO RDS Shared TR, AMD |
| Riverview Capital Advisers | — | $349m | 88 | AMZN, BRK-B, AAPL |
| Auour Investments | — | $349m | 95 | AAPL, ACGL, GOOG |
| Future Fund | — | $349m | 118 | HALO, GH, NVDA |
| Bright Valley Capital | — | $349m | 11 | INTC, ATAT, SNDK |
| Parkshore Wealth Management | — | $348m | 72 | AAPL, TSLA, AMZN |
| PCJ Investment Counsel | — | $348m | 62 | BBUC, RY, EFXT |
| FFG Partners | — | $348m | 41 | MU, NVDA, AVGO |
| Tieton Capital Management | — | $348m | 37 | ENVA, CUBI, LOCO |
| First United Bank & Trust | — | $348m | 420 | AAPL, GOOGL, MSFT |
| Planned Solutions | — | $348m | 154 | AAPL, NVDA, ESTC |
| Dorval | — | $347m | 49 | MSFT, CAT, AAPL |
| Highview Capital Management | — | $347m | 118 | AAPL, NVDA, GOOGL |
| Pines Wealth Management | — | $347m | 218 | NVDA, AAPL, AMZN |
| Lanham O'Dell & Company | — | $347m | 40 | BRK-B, AAPL, CHCO |
| Select Asset Management & Trust | — | $347m | 79 | EME, AAPL, MSFT |
| CPA Asset Management Group | — | $347m | 97 | CAT, BRK-A, AAPL |
| Argyle Capital Management | — | $347m | 138 | INTC, LLY, CAT |
| Investment Advisory Services INC /TX /adv | — | $347m | 140 | MSFT, AAPL, WMT |
| DHJJ Financial Advisors | — | $347m | 1,081 | AAPL, NVDA, UPS |
| Bluefin Capital Management | — | $347m | 90 | MSFT, NVDA, AMD |
| Keewaydin Investments | — | $347m | 18 | EVLV, BRK-A, JPM |
| Brady Family Wealth | — | $346m | 113 | AAPL, GOOGL, AVGO |
| OAK Family Advisors | — | $346m | 102 | TSM, NVO, GOOGL |
| Technology Crossover Management VIII | — | $346m | 5 | PAYO, Z, ZG |
| RR Advisors | — | $346m | 25 | KNTK, AM, WMB |
| Front Row Advisors | — | $345m | 576 | NVDA, AAPL, AVGO |
| Matthew 25 Management | — | $345m | 20 | NVDA, TSM, LLY |
| Enavate Sciences GP | — | $345m | 7 | SION, ZBIO, IMNM |
| Muhlenkamp & Co.Jeff Muhlenkamp | Value | $345m | 28 | RUSHA, NEM, AEM |
| Bear Mountain Capital | — | $345m | 213 | AMZN, NVDA, MSFT |
| West Family Investments | — | $345m | 468 | NVDA, AAPL, MSFT |
| Westwood Wealth Management | — | $345m | 43 | NVDA, GOOGL, AVGO |
| G&S Capital | — | $345m | 152 | MSFT, AAPL, NVDA |
| Acima Private Wealth | — | $344m | 173 | AAPL, MSFT, ABBV |
| Hamilton Capital Partners | — | $344m | 32 | TSLA, GOOGL, META |
| Highland Peak Capital | — | $344m | 13 | SIMO, HPE, CC |
| Quaker Wealth Management | — | $344m | 967 | AAPL, GOOG, TFX |
| Eleva Capital SAS | — | $343m | 24 | CRH, AS, NVDA |