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Alphabet Inc.

GOOGL Communication Services
$302.28 $-1.27 (-0.42%)
Market Cap: $3.66 T
Gurus Holding
44
Popularity Rank
#3
% of Shares Held
0.95%
Net Activity (Q4 2025)
-$2.75 B

Guru Ownership Trend

Guru Analysis for Alphabet Inc. (GOOGL)

Alphabet Inc. (GOOGL), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q4 2025, a total of 44 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $34.87 B.

Top institutional holders include Ken Fisher and Warren Buffett.

Notably, Li Lu has expressed high conviction in this stock, allocating 21.55% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $2.75 B net outflow during the quarter.

Recent activity highlights Andreas Halvorsen who opened a new position. Conversely, Bill Ackman reduced exposure by 86.0%.

Key Holders

Top 5 by Value

$11.93 B
$5.59 B
$3.33 B
$2.09 B
$1.55 B

Top 5 by Conviction

21.55%
11.20%
10.63%
10.57%
9.58%

Recent Activity Breakdown (Q4 2025)

+$1.93 B
Total Buy Value
New Buys 3
Additions 11
-$4.68 B
Total Sell Value
Reductions 26
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
28
Net Buyers
14

FAQs for Alphabet Inc. (GOOGL)

Major holders include Ken Fisher ($11.93 B), Warren Buffett ($5.59 B), Chase Coleman ($3.33 B). According to the latest reported data, 44 tracked investment managers collectively hold approximately 115.36 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.75 B, with 14 managers increasing positions and 28 managers reducing holdings.

During the most recent reporting period, 26 managers trimmed their positions, while 2 fully exited GOOGL. The total reported sell value was $4.68 B.

Yes, 3 managers opened new positions in GOOGL, and 11 increased their existing holdings. The total reported buy value was $1.93 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.07% Add 1.6% 38,106,033 $11.93 B Q4 2025
2.04% 17,846,142 $5.59 B Q4 2025
11.20% 10,631,402 $3.33 B Q4 2025
5.34% Reduce -4.9% 6,671,591 $2.09 B Q4 2025
4.70% Add 3.5% 4,939,049 $1.55 B Q4 2025
0.74% Add 9.3% 4,504,443 $1.41 B Q4 2025
6.40% Reduce -44.4% 3,498,519 $1.1 B Q4 2025
4.39% Add 12.6% 3,118,760 $976.17 M Q4 2025
6.14% Reduce -12.1% 2,827,443 $884.99 M Q4 2025
2.21% New Buy 2,666,272 $834.54 M Q4 2025
21.55% Reduce -3.6% 2,451,300 $769.22 M Q4 2025
10.63% Reduce -7.7% 2,174,821 $680.72 M Q4 2025
10.57% Reduce -9.8% 1,916,630 $599.91 M Q4 2025
7.88% Reduce -21.1% 1,911,429 $598.28 M Q4 2025
0.95% Reduce -47.1% 1,727,965 $540.85 M Q4 2025
1.82% Reduce -40.1% 1,590,826 $497.93 M Q4 2025
1.33% Reduce -30.5% 1,419,534 $444.31 M Q4 2025
0.44% New Buy 763,398 $238.94 M Q4 2025
2.95% Reduce -26.0% 724,054 $227.24 M Q4 2025
1.37% Reduce -86.0% 678,297 $212.31 M Q4 2025
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