Guru Ownership Over Time
Guru Analysis for Alphabet Inc. (GOOG)
Alphabet Inc. (GOOG), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 38 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $16.23 B.
Top institutional holders include Chris Hohn and First Eagle Investment.
Notably, Li Lu has expressed high conviction in this stock, allocating 18.48% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $1.52 B net outflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Chris Hohn reduced exposure by 41.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 3.51% | Reduce -41.4% | 7,596,819 | $1.85 B | Q3 2025 | |
| 3.34% | Add 0.2% | 7,526,885 | $1.83 B | Q3 2025 | |
| 10.52% | 6,324,031 | $1.54 B | Q3 2025 | ||
| 12.14% | Reduce -8.7% | 4,649,923 | $1.13 B | Q3 2025 | |
| 0.61% | Add 26.1% | 3,919,751 | $944.74 M | Q3 2025 | |
| 5.44% | 2,749,860 | $669.73 M | Q3 2025 | ||
| 18.48% | 2,451,300 | $597.01 M | Q3 2025 | ||
| 9.45% | Reduce -29.5% | 1,858,138 | $452.55 M | Q3 2025 | |
| 3.00% | Reduce -6.9% | 1,810,500 | $440.95 M | Q3 2025 | |
| 4.03% | Reduce -2.2% | 1,762,588 | $429.28 M | Q3 2025 | |
| 0.55% | New Buy | 1,720,002 | $418.91 M | Q3 2025 | |
| 0.15% | Reduce -2.3% | 1,711,243 | $416.77 M | Q3 2025 | |
| 4.99% | Reduce -6.0% | 1,483,648 | $361.34 M | Q3 2025 | |
| 4.58% | Reduce -7.5% | 1,387,500 | $337.93 M | Q3 2025 | |
| 5.06% | Reduce -2.5% | 1,254,571 | $305.55 M | Q3 2025 | |
| 0.82% | Reduce -0.7% | 646,051 | $157.35 M | Q3 2025 | |
| 4.77% | Reduce -2.4% | 638,213 | $155.44 M | Q3 2025 | |
| 2.03% | Reduce -12.4% | 632,158 | $153.96 M | Q3 2025 | |
| 5.82% | Reduce -1.1% | 440,600 | $107.31 M | Q3 2025 | |
| 9.40% | Reduce -35.2% | 429,318 | $104.56 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Alphabet Inc. (GOOG)
Top Guru holders include Chris Hohn ($1.85 B), First Eagle Investment ($1.83 B), Bill Ackman ($1.54 B). Collectively, tracked Gurus hold 52.27 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $1.52 B, with 7 Gurus buying and 29 Gurus selling.
In the recent quarter, 26 Gurus reduced their positions, and 3 Gurus sold out of GOOG completely. Total sell value was $2.21 B.
Yes, 2 Gurus opened new positions in GOOG, and 5 added to their existing holdings. Total buy value was $690.03 M.