Guru Ownership Trend
Guru Analysis for Alphabet Inc. (GOOG)
Alphabet Inc. (GOOG), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q4 2025, a total of 39 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $15.83 B.
Top institutional holders include Chris Hohn and First Eagle Investment.
Notably, Li Lu has expressed high conviction in this stock, allocating 22.31% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $71.63 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Seth Klarman reduced exposure by 41.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Alphabet Inc. (GOOG)
Major holders include Chris Hohn ($2.38 B), First Eagle Investment ($2.31 B), Bill Ackman ($1.93 B). According to the latest reported data, 39 tracked investment managers collectively hold approximately 52.5 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $71.63 M, with 16 managers increasing positions and 20 managers reducing holdings.
During the most recent reporting period, 19 managers trimmed their positions, while 1 fully exited GOOG. The total reported sell value was $1.41 B.
Yes, 2 managers opened new positions in GOOG, and 14 increased their existing holdings. The total reported buy value was $1.48 B.
