Guru Ownership Over Time
Guru Analysis for Alphabet, Inc. (GOOGL)
Alphabet, Inc. (GOOGL), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 43 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $38.4 B.
Top institutional holders include Ken Fisher and Warren Buffett.
Notably, Li Lu has expressed high conviction in this stock, allocating 19.14% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $3.92 B net inflow during the quarter.
Recent activity highlights Renaissance Technologies who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 52.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 3.30% | Add 2.3% | 37,522,955 | $9.12 B | Q3 2025 | |
| 1.62% | New Buy | 17,846,142 | $4.34 B | Q3 2025 | |
| 7.99% | 10,631,402 | $2.58 B | Q3 2025 | ||
| 4.81% | Reduce -10.7% | 7,014,129 | $1.71 B | Q3 2025 | |
| 7.72% | Reduce -7.6% | 6,289,352 | $1.53 B | Q3 2025 | |
| 8.04% | Reduce -9.7% | 4,843,973 | $1.18 B | Q3 2025 | |
| 3.20% | Add 54.6% | 4,771,097 | $1.16 B | Q3 2025 | |
| 0.64% | Add 33.9% | 4,120,727 | $991.69 M | Q3 2025 | |
| 1.45% | Reduce -0.4% | 3,268,864 | $794.66 M | Q3 2025 | |
| 5.18% | Reduce -12.8% | 3,215,729 | $781.74 M | Q3 2025 | |
| 3.52% | Reduce -2.9% | 2,770,594 | $673.53 M | Q3 2025 | |
| 2.53% | Reduce -52.6% | 2,653,896 | $645.16 M | Q3 2025 | |
| 0.84% | Add 110355.4% | 2,606,747 | $633.7 M | Q3 2025 | |
| 19.14% | 2,543,300 | $618.28 M | Q3 2025 | ||
| 8.14% | Reduce -2.3% | 2,422,319 | $588.87 M | Q3 2025 | |
| 9.49% | Reduce -0.4% | 2,356,719 | $572.92 M | Q3 2025 | |
| 8.37% | 2,124,130 | $516.38 M | Q3 2025 | ||
| 1.53% | Reduce -16.7% | 2,043,219 | $496.71 M | Q3 2025 | |
| 3.04% | Reduce -31.4% | 977,825 | $238.64 M | Q3 2025 | |
| 2.28% | Add 2341.1% | 658,367 | $160.05 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. (GOOGL)
Top Guru holders include Ken Fisher ($9.12 B), Warren Buffett ($4.34 B), Chase Coleman ($2.58 B). Collectively, tracked Gurus hold 124.15 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $3.92 B, with 15 Gurus buying and 22 Gurus selling.
In the recent quarter, 20 Gurus reduced their positions, and 2 Gurus sold out of GOOGL completely. Total sell value was $2.14 B.
Yes, 2 Gurus opened new positions in GOOGL, and 13 added to their existing holdings. Total buy value was $6.07 B.