Investigate / reported ownership
GOOG
Alphabet Inc-cl C
34 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning GOOG?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 3.2% | 2q | $9.61B | 27,188,433 |
| 2 | Dodge & Cox Funds | 2.2% | 40q | $4.23B | 11,961,097 |
| 3 | Chris Hohn | 6.7% | 36q | $3.51B | 9,938,819 |
| 4 | First Eagle Investment Management | 4.3% | 40q | $2.59B | 7,316,252 |
| 5 | John Armitage | 11.2% | 38q | $1.16B | 3,291,594 |
Go beyond ownership.
Customers pay Alphabet through online advertising, cloud-based infrastructure, platform and application services, and subscriptions, apps, devices and TPU systems.
Question to investigate: Can Alphabet adapt its advertising offerings to AI-driven change while earning adequate returns on its expanding AI infrastructure investment?
Company research reviewed 2026-10-03; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Warren Buffett · 2026Q2 · filed 2026-08-14 ↗
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Chris Hohn · 2026Q2 · filed 2026-08-14 ↗
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- John Armitage · 2026Q2 · filed 2026-07-21 ↗
- Thomas Russo · 2026Q2 · filed 2026-08-13 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Li Lu · 2026Q2 · filed 2026-08-14 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
- Duan Yongping · 2026Q2 · filed 2026-08-14 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- David Tepper · 2026Q2 · filed 2026-08-14 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Lee Ainslie · 2026Q2 · filed 2026-08-14 ↗
- Seth Klarman · 2026Q2 · filed 2026-08-13 ↗
- First Pacific Advisors · 2026Q2 · filed 2026-08-14 ↗
- Yacktman Asset Management · 2026Q2 · filed 2026-08-11 ↗
- Francois Rochon · 2026Q2 · filed 2026-08-26 ↗
- Christopher Davis · 2026Q2 · filed 2026-08-11 ↗
- Vulcan Value Partners · 2026Q2 · filed 2026-08-10 ↗
- Sarah Ketterer · 2026Q2 · filed 2026-08-13 ↗
- Triple Frond Partners · 2026Q2 · filed 2026-08-13 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
- Bill Ackman · 2026Q1 · filed 2026-05-15 ↗
- David Katz · 2026Q2 · filed 2026-07-15 ↗
- Bryan Lawrence · 2026Q2 · filed 2026-08-13 ↗
- Kahn Brothers Group · 2026Q2 · filed 2026-08-17 ↗
- Francis Chou · 2026Q2 · filed 2026-08-12 ↗
- Robert Olstein · 2026Q1 · filed 2026-04-21 ↗
- Torray Funds · 2026Q2 · filed 2026-07-30 ↗
- Glenn Greenberg · 2026Q2 · filed 2026-08-14 ↗
- Christopher Bloomstran · 2026Q2 · filed 2026-08-14 ↗
- Hillman Capital Management · 2026Q2 · filed 2026-08-14 ↗
A material reported change · Q2 2026
First Eagle Investment Management increased reported GOOG shares by 97.6%.
Holdings as of Jun 30, 2026 · filed Aug 24, 2026. Position at period end: 4.3% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Warren Buffett | ADD | 3.2% | +658% | $9.61B | Aug 14, 2026 |
| Duan Yongping | TRIM | 3.6% | -47% | $696M | Aug 14, 2026 |
| Vulcan Value Partners | TRIM | 5.8% | -20% | $191M | Aug 10, 2026 |
| Bill Ackman | TRIM | 0.7% | -95% | $89M | May 15, 2026 |
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q2 2026
filed Aug 24, 2026
55d lag
-1.5% vs SPY
28 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-0.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-0.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 10, 2026
41d lag
-0.8% vs SPY
38 sessions after disclosure
direction supported so far
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Long US 13F disclosures omit shorts and can be amended. CUSIP 02079K107. No current price, valuation or manager motive is inferred.