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Alphabet Inc.

GOOG Communication Services
$309.37 $-1.96 (-0.63%)
Market Cap: $3.76 T
Gurus Holding
38
Popularity Rank
#5
% of Shares Held
0.43%
Net Activity (Q3 2025)
-$1.52 B

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

$1.85 B
$1.54 B
$1.23 B
$944.74 M

Top 5 by Conviction

18.48%
13.32%
10.52%
9.66%
9.45%

Recent Activity Breakdown (Q3 2025)

+$690.03 M
Total Buy Value
New Buys 2
Additions 5
-$2.21 B
Total Sell Value
Reductions 26
Sold Out 3

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
29
Net Buyers
7

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.07% Reduce -2.1% 7,369,114 $2.31 B Q4 2025
3.51% Reduce -41.4% 7,596,819 $1.85 B Q3 2025
10.52% 6,324,031 $1.54 B Q3 2025
13.32% Reduce -15.5% 3,931,197 $1.23 B Q4 2025
0.61% Add 26.1% 3,919,751 $944.74 M Q3 2025
6.88% 2,749,860 $862.91 M Q4 2025
18.48% 2,451,300 $597.01 M Q3 2025
0.18% Add 0.5% 1,720,004 $539.74 M Q4 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
4.99% Reduce -6.0% 1,483,648 $361.34 M Q3 2025
3.68% New Buy 1,078,768 $338.52 M Q4 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
1.25% Add 10927.0% 781,593 $245.26 M Q4 2025
1.00% Add 10.1% 710,963 $223.1 M Q4 2025
1.14% Add 61.1% 545,892 $171.3 M Q4 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
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