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 Q1 2026, a total of 40 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $21.1 B.
Top institutional holders include Chris Hohn and First Eagle Investment.
Notably, Li Lu has expressed high conviction in this stock, allocating 21.97% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $628.52 M net inflow during the quarter.
Recent activity highlights John Armitage who increased their stake by 220.7%. Conversely, Lee Ainslie reduced exposure by 23.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Alphabet Inc. (GOOG)
Major holders include Chris Hohn ($2.54 B), First Eagle Investment ($2.12 B), Cliff Asness ($1.5 B). According to the latest reported data, 40 tracked investment managers collectively hold approximately 54.71 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $628.52 M, with 14 managers increasing positions and 23 managers reducing holdings.
During the most recent reporting period, 22 managers trimmed their positions, while 1 fully exited GOOG. The total reported sell value was $2.4 B.
Yes, 2 managers opened new positions in GOOG, and 12 increased their existing holdings. The total reported buy value was $3.03 B.
