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.
- Berkshire HathawayValue
Warren Buffett
- Value
- $299.3bn
- Stocks
- 29
- Top holdings
- AAPL, AXP, KO
- Dodge & CoxValue
Dodge & Cox investment committee
- Value
- $191.0bn
- Stocks
- 222
- Top holdings
- JCI, SCHW, RTX
- First Eagle Investment ManagementValue
Matthew McLennan
- Value
- $120.6bn
- Stocks
- 424
- Top holdings
- GOOG, BDX, META
- Boston PartnersValue
Boston Partners team
- Value
- $112.5bn
- Stocks
- 801
- Top holdings
- AMZN, JPM, USFD
- Sanders CapitalValue
Lew Sanders
- Value
- $99.8bn
- Stocks
- 47
- Top holdings
- TSM, GOOG, AMZN
- Harris Associates (Oakmark)Value
Bill Nygren
- Value
- $75.2bn
- Stocks
- 161
- Top holdings
- KDP, ABNB, CRM
- Aristotle Capital ManagementValue
Howard Gleicher
- Value
- $47.7bn
- Stocks
- 212
- Top holdings
- WSM, PH, GOOG
- GMOValue
Jeremy Grantham
- Value
- $44.4bn
- Stocks
- 661
- Top holdings
- MSFT, LRCX, GOOGL
- First Manhattan Co.Value
First Manhattan partners
- Value
- $39.2bn
- Stocks
- 742
- Top holdings
- BRK-A, MSFT, ASML
- Barrow HanleyValue
Barrow Hanley team
- Value
- $33.0bn
- Stocks
- 369
- Top holdings
- HPE, MRK, GEHC
- Orbis Investment ManagementValue
Orbis team (Allan Gray lineage)
- Value
- $29.1bn
- Stocks
- 97
- Top holdings
- CPAY, NBIS, BKNG
- Davis Selected AdvisersValue
Chris Davis
- Value
- $23.3bn
- Stocks
- 112
- Top holdings
- COF, USB, CVS
- H&H International InvestmentValue
Duan Yongping
- Value
- $19.1bn
- Stocks
- 18
- Top holdings
- AAPL, BRK-B, PDD
- Brandes Investment PartnersValue
Charles Brandes
- Value
- $14.3bn
- Stocks
- 193
- Top holdings
- CAE, EMBJ, MHK
- Beutel GoodmanValue
Beutel Goodman team
- Value
- $13.6bn
- Stocks
- 163
- Top holdings
- TD, BMO, RY
- EdgePoint Investment GroupValue
Tye Bousada
- Value
- $13.2bn
- Stocks
- 39
- Top holdings
- QSR, DLTR, RBA
- Diamond Hill Capital ManagementValue
Ric Dillon (founder)
- Value
- $12.5bn
- Stocks
- 186
- Top holdings
- AIG, ABT, BRK-B
- Royce & AssociatesValue
Chuck Royce
- Value
- $12.4bn
- Stocks
- 747
- Top holdings
- ACA, KWR, MKSI
- GAMCO InvestorsValue
Mario Gabelli
- Value
- $11.1bn
- Stocks
- 919
- Top holdings
- MSGS, CR, MLI
- Cullen Capital ManagementValue
James Cullen
- Value
- $10.2bn
- Stocks
- 208
- Top holdings
- NVS, CSCO, MS
- Ariel InvestmentsValue
John Rogers Jr.
- Value
- $10.0bn
- Stocks
- 106
- Top holdings
- MSGE, OSW, CRL
- Causeway Capital ManagementValue
Sarah Ketterer
- Value
- $9.2bn
- Stocks
- 122
- Top holdings
- AZN, CCL, DB
- Horizon KineticsValue
Murray Stahl
- Value
- $8.8bn
- Stocks
- 350
- Top holdings
- TPL, LB, HE
- Greenhaven AssociatesValue
Edgar Wachenheim III
- Value
- $8.7bn
- Stocks
- 28
- Top holdings
- LEN, General Motors Co (GM), TOL
- Cooke & BielerValue
Cooke & Bieler partners
- Value
- $8.6bn
- Stocks
- 100
- Top holdings
- GIL, RBA, RNR
- Yacktman Asset ManagementValue
Stephen Yacktman
- Value
- $8.1bn
- Stocks
- 74
- Top holdings
- CNQ, BRK-B, GOOG
- First Pacific Advisors (FPA)Value
Steven Romick
- Value
- $8.0bn
- Stocks
- 72
- Top holdings
- ADI, GOOGL, GOOG
- Lyrical Asset ManagementValue
Andrew Wellington
- Value
- $7.9bn
- Stocks
- 41
- Top holdings
- FLEX, JCI, NRG
- Fiduciary Management (FMI)Value
Pat English
- Value
- $7.0bn
- Stocks
- 56
- Top holdings
- ARMK, BKNG, NSIT
- Letko BrosseauValue
Letko Brosseau team
- Value
- $6.8bn
- Stocks
- 112
- Top holdings
- BNS, TD, GOOG
- Mondrian Investment PartnersValue
Mondrian team
- Value
- $6.5bn
- Stocks
- 111
- Top holdings
- YUMC, LYG, SAN
- Kensico Capital ManagementValue
Michael Lowenstein
- Value
- $5.8bn
- Stocks
- 25
- Top holdings
- APP, HWM, GOOGL
- Abrams CapitalValue
David Abrams
- Value
- $5.5bn
- Stocks
- 11
- Top holdings
- LOAR, LAD, GOOGL
- Baupost GroupValue
Seth Klarman
- Value
- $5.4bn
- Stocks
- 23
- Top holdings
- AMZN, ELV, QSR
- Glenview Capital ManagementValue
Larry Robbins
- Value
- $5.0bn
- Stocks
- 42
- Top holdings
- GPN, CVS, THC
- Smead Capital ManagementValue
Bill Smead
- Value
- $4.7bn
- Stocks
- 32
- Top holdings
- CVE, SPG, MRK
- Brave Warrior AdvisorsValue
Glenn Greenberg
- Value
- $4.6bn
- Stocks
- 40
- Top holdings
- ICLR, OMF, SNX
- Greenlight CapitalValue
David Einhorn
- Value
- $3.9bn
- Stocks
- 46
- Top holdings
- GRBK, FLR, CNR
- Himalaya CapitalValue
Li Lu
- Value
- $3.7bn
- Stocks
- 8
- Top holdings
- GOOGL, GOOG, PDD
- Leon Cooperman (Omega Family Office)Value
Leon Cooperman
- Value
- $3.5bn
- Stocks
- 39
- Top holdings
- VRT, RKT, ET
- Vulcan Value PartnersValue
C.T. Fitzpatrick
- Value
- $3.3bn
- Stocks
- 36
- Top holdings
- EG, MSFT, RYAN
- Sound Shore ManagementValue
Harry Burn
- Value
- $3.2bn
- Stocks
- 40
- Top holdings
- TEVA, LUV, BAC
- Gates Capital ManagementValue
Jeff Gates
- Value
- $3.0bn
- Stocks
- 31
- Top holdings
- DAR, TIC, DVA
- Scharf InvestmentsValue
Brian Krawez
- Value
- $3.0bn
- Stocks
- 79
- Top holdings
- OXY, UNP, MKL
- Patient Capital ManagementValue
Samantha McLemore
- Value
- $3.0bn
- Stocks
- 39
- Top holdings
- RPRX, C, GOOGL
- Hosking PartnersValue
Jeremy Hosking
- Value
- $3.0bn
- Stocks
- 98
- Top holdings
- MU, GOOG, C
- Fairfax FinancialValue
Prem Watsa
- Value
- $2.6bn
- Stocks
- 32
- Top holdings
- ORLA, EGO, KHC
- Marathon Asset ManagementValue
Neil Ostrer
- Value
- $2.5bn
- Stocks
- 74
- Top holdings
- CNH, GOOGL, CCEP
- Cambiar InvestorsValue
Brian Barish
- Value
- $2.3bn
- Stocks
- 150
- Top holdings
- DAL, GOOGL, UNP
- Heartland AdvisorsValue
Bill Nasgovitz
- Value
- $2.2bn
- Stocks
- 244
- Top holdings
- SIMO, CCS, CGAU
Showing 1 to 50 of 80
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