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 38 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $16.03 B.
Top institutional holders include First Eagle Investment and Chris Hohn.
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 Jefferies Group who dramatically increased their stake. Conversely, Chris Hohn reduced exposure by 41.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Alphabet Inc. (GOOG)
Major holders include First Eagle Investment ($2.31 B), Chris Hohn ($1.85 B), Bill Ackman ($1.54 B). According to the latest reported data, 38 tracked investment managers collectively hold approximately 51.81 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.52 B, with 7 managers increasing positions and 29 managers reducing holdings.
During the most recent reporting period, 26 managers trimmed their positions, while 3 fully exited GOOG. The total reported sell value was $2.21 B.
Yes, 2 managers opened new positions in GOOG, and 5 increased their existing holdings. The total reported buy value was $690.03 M.