Most owned by the tracked managers
Every stock that two or more of the 82 managers who have filed for Q2 2026 hold, ranked by how many of them hold it, with where each price sits against our model value. Stock positions only, share classes counted once. How to read a 13F.
Q3 2026 13Fs are due by Nov 16, 2026; 1 of 84 managers have filed so far. This page moves to Q3 2026 once half of them have.
Q2 2026 holdings across the roster
| # | Stock | Held by · of 82 | Avg weight | Largest holder | $ held | Bought / sold | Price vs model |
|---|---|---|---|---|---|---|---|
| 1 | GOOGLAlphabet · 2 classes | 52 | 7.2% | Li Lu 47.9% | $75.3B | +11 / −35 | 51% overvalued |
| 2 | MSFTMicrosoft | 38 | 3.8% | AltaRock 20.5% | $15.0B | +18 / −20 | 10% overvalued |
| 3 | AMZNAmazon | 36 | 6.8% | AltaRock 32.2% | $21.6B | +11 / −22 | 182% overvalued |
| 4 | METAMeta Platforms | 33 | 3.9% | Robert Vinall 20.4% | $14.9B | +14 / −16 | 10% overvalued |
| 5 | VVisa | 31 | 4.5% | Chris Hohn 19.8% | $22.6B | +15 / −12 | 40% overvalued |
| 6 | BRK-BBerkshire Hathaway · 2 classes | 27 | 9.4% | Norbert Lou 42.4% | $19.2B | +9 / −10 | 21% overvalued |
| 7 | TSMTaiwan Semiconductor Manufac | 27 | 3.3% | David Rolfe 10.4% | $10.3B | +8 / −18 | not covered |
| 8 | AAPLApple | 23 | 4.2% | Duan Yongping 41.0% | $75.2B | +3 / −14 | 114% overvalued |
| 9 | MAMastercard | 22 | 4.7% | Akre 20.0% | $6.1B | +7 / −12 | 15% overvalued |
| 10 | DISWalt Disney | 21 | 1.6% | Lindsell Train 9.6% | $2.4B | +9 / −13 | 9% undervalued |
| 11 | NVDANVIDIA | 20 | 3.2% | Chase Coleman 9.3% | $8.2B | +5 / −14 | 3% undervalued |
| 12 | UNHUnitedHealth | 19 | 1.3% | Samantha McLemore 6.0% | $5.5B | +9 / −12 | 19% overvalued |
| 13 | COFCapital One | 18 | 2.2% | Christopher Davis 7.1% | $8.7B | +9 / −8 | 10% overvalued |
| 14 | MCOMoody's | 17 | 4.1% | Valley Forge 19.1% | $20.0B | +3 / −6 | 100% overvalued |
| 15 | SPGIS&P Global | 17 | 3.6% | Valley Forge 19.9% | $7.9B | +11 / −5 | 39% overvalued |
| 16 | JPMJPMorgan Chase | 17 | 0.7% | David Katz 3.5% | $1.8B | +4 / −10 | 11% overvalued |
| 17 | AXPAmerican Express | 16 | 1.4% | Buffett 17.1% | $52.4B | +3 / −9 | 23% overvalued |
| 18 | BACBank of America | 16 | 1.3% | Buffett 9.2% | $29.6B | +2 / −12 | 1% overvalued |
| 19 | TXNTexas Instruments | 16 | 1.0% | Terry Smith 3.9% | $1.7B | +4 / −11 | 131% overvalued |
| 20 | WFCWells Fargo | 15 | 1.3% | Tweedy Browne 3.1% | $5.3B | +6 / −6 | 6% undervalued |
| 21 | CMCSAComcast | 15 | 1.0% | Torray 2.9% | $4.4B | +8 / −7 | 83% undervalued |
| 22 | AVGOBroadcom | 15 | 2.2% | William Von Mueffling 10.6% | $2.3B | +7 / −9 | 49% undervalued |
| 23 | ORCLOracle | 15 | 0.9% | Polen Capital 4.5% | $2.2B | +3 / −10 | 30% undervalued |
| 24 | JNJJohnson & Johnson | 14 | 0.9% | Yacktman 4.0% | $849.5M | +2 / −8 | 36% undervalued |
| 25 | DHRDanaher | 14 | 1.4% | Pat Dorsey 7.6% | $653.7M | +10 / −2 | 59% overvalued |
| 26 | SUNBSunbelt Rentals Holdings, Inc. | 13 | 3.0% | AKO Capital 10.6% | $6.5B | +4 / −8 | not covered |
| 27 | AMATApplied Materials | 13 | 3.3% | Abrams Bison 19.5% | $3.2B | +2 / −9 | 89% overvalued |
| 28 | TMOThermo Fisher Scientific | 13 | 1.9% | Lindsell Train 9.8% | $3.1B | +9 / −4 | 78% overvalued |
| 29 | PEPPepsiCo | 13 | 1.1% | Lindsell Train 5.3% | $525.5M | +7 / −3 | 3% undervalued |
| 30 | CVXChevron | 12 | 0.7% | Buffett 4.7% | $14.1B | +4 / −4 | 9% overvalued |
| 31 | SCHWCharles Schwab | 12 | 2.3% | Ruane Cunniff 6.6% | $11.5B | +7 / −4 | 43% undervalued |
| 32 | ELVElevance Health | 12 | 3.1% | Klarman 9.1% | $5.2B | +6 / −5 | 20% undervalued |
| 33 | UBERUber | 12 | 3.5% | Ackman 12.7% | $4.5B | +5 / −6 | 12% overvalued |
| 34 | NFLXNetflix | 12 | 1.7% | Josh Tarasoff 5.4% | $2.7B | +6 / −5 | 39% overvalued |
| 35 | UNPUnion Pacific | 12 | 1.0% | Klarman 5.9% | $2.3B | +4 / −5 | 23% overvalued |
| 36 | FERGFerguson Enterprises | 12 | 2.3% | Henry Ellenbogen 6.9% | $2.0B | +7 / −2 | 37% overvalued |
| 37 | ACNAccenture | 12 | 1.1% | Greenhaven 4.9% | $1.6B | +5 / −8 | 13% undervalued |
| 38 | ADIAnalog Devices | 12 | 2.2% | First Pacific Advisors 7.8% | $1.5B | +3 / −10 | 99% overvalued |
| 39 | ADBEAdobe | 12 | 0.5% | Hillman Capital 2.6% | $1.3B | +8 / −4 | 28% undervalued |
| 40 | KOCoca-Cola | 11 | 1.4% | Buffett 10.9% | $32.9B | +5 / −1 | 76% overvalued |
| 41 | GEGE Aerospace | 11 | 7.2% | Nelson Peltz 35.6% | $20.1B | +2 / −6 | 101% overvalued |
| 42 | CVSCVS Health | 11 | 3.0% | Prem Watsa 10.6% | $8.6B | +2 / −9 | 420% overvalued |
| 43 | BNYBNY Mellon | 11 | 0.7% | First Eagle 2.2% | $3.9B | +1 / −8 | 57% overvalued |
| 44 | AONAon | 11 | 1.4% | Wallace Weitz 4.9% | $3.9B | +3 / −5 | 19% undervalued |
| 45 | PMPhilip Morris | 11 | 1.6% | Thomas Russo 9.2% | $2.7B | +3 / −4 | 19% overvalued |
| 46 | CPNGCoupang, Inc. | 11 | 1.5% | Dennis Hong 6.9% | $2.7B | +6 / −2 | not covered |
| 47 | MRKMerck | 11 | 0.9% | Kahn Brothers 4.4% | $1.8B | +3 / −4 | 24% undervalued |
| 48 | XOMExxonMobil | 11 | 0.7% | Arnold Van Den Berg 3.6% | $1.0B | +2 / −9 | 13% overvalued |
| 49 | PFEPfizer | 11 | 1.2% | Hillman Capital 3.0% | $356.5M | +7 / −4 | 3% undervalued |
| 50 | KHCKraft Heinz | 10 | 2.5% | Prem Watsa 12.8% | $8.2B | +4 / −3 | 39% overvalued |
Questions
Which stocks do superinvestors own the most?
This page counts, for every stock, how many of the tracked long-only managers hold it in their latest 13F, and ranks by that count. A company's share classes count once, so a manager holding both Alphabet classes is one holder of Alphabet.
Why does the page show an older quarter than the newest 13Fs?
A quarter's filings arrive over the 45 days after it ends. Until half the tracked managers have filed for the new quarter, a count built from the first few would describe a handful of managers, so the page stays on the quarter most of them have filed and says how many of the new filings are in.
What do buyers and sellers mean here?
Among the managers who filed both this quarter and the one before, a buyer opened a position or added shares, and a seller reduced it or sold out. It is what the filings show happened during the quarter, not advice, and a 13F does not say when in the quarter a trade was made.
What does price vs model mean?
For the stocks this site covers, it is the gap between today's price and the stock's model value on this site, the same figure the stock's own page shows: undervalued or overvalued by a percentage vs model.
A 13F is filed up to 45 days after quarter end and lists long US positions only: no shorts, no cash, no foreign listings. It shows what was held on one day, not when it was bought.