Investigate / reported ownership
GOOGL
Alphabet Inc-cl A
37 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning GOOGL?
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 | 9.4% | 4q | $28.16B | 78,791,167 |
| 2 | Dodge & Cox Funds | 2.0% | 40q | $3.81B | 10,658,860 |
| 3 | Bill Nygren | 3.0% | 40q | $2.24B | 6,264,999 |
| 4 | Chase Coleman | 8.7% | 25q | $2.07B | 5,805,687 |
| 5 | Joel Greenblatt | 0.6% | 40q | $1.07B | 2,990,581 |
Go beyond ownership.
Alphabet earns revenue from online advertising, enterprise cloud infrastructure, platform and applications, and sales of subscriptions, apps, devices, and TPU systems.
Question to investigate: Can AI investment in infrastructure and products produce adequate returns while the core advertising business adapts to AI-driven changes in ad delivery?
Company research reviewed 2026-10-02; 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 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- Chase Coleman · 2026Q2 · filed 2026-08-14 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Christopher Davis · 2026Q2 · filed 2026-08-11 ↗
- Li Lu · 2026Q2 · filed 2026-08-14 ↗
- Chris Hohn · 2026Q2 · filed 2026-08-14 ↗
- First Pacific Advisors · 2026Q2 · filed 2026-08-14 ↗
- David Abrams · 2026Q2 · filed 2026-08-13 ↗
- Lindsell Train · 2026Q2 · filed 2026-07-15 ↗
- Daniel Loeb · 2026Q2 · filed 2026-08-14 ↗
- Jensen Investment Management · 2026Q2 · filed 2026-08-07 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- Terry Smith · 2026Q2 · filed 2026-08-14 ↗
- Samantha McLemore · 2026Q2 · filed 2026-08-13 ↗
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- Stanley Druckenmiller · 2026Q2 · filed 2026-08-14 ↗
- Francois Rochon · 2026Q2 · filed 2026-08-26 ↗
- Harry Burn · 2026Q2 · filed 2026-08-12 ↗
- Stephen Mandel · 2026Q2 · filed 2026-08-14 ↗
- Richard Pzena · 2026Q2 · filed 2026-08-07 ↗
- William Von Mueffling · 2026Q2 · filed 2026-07-29 ↗
- Tweedy Browne · 2026Q2 · filed 2026-08-07 ↗
- David Rolfe · 2026Q2 · filed 2026-08-14 ↗
- Josh Tarasoff · 2026Q2 · filed 2026-08-14 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Torray Funds · 2026Q2 · filed 2026-07-30 ↗
- AltaRock Partners · 2026Q2 · filed 2026-08-17 ↗
- Robert Vinall · 2026Q2 · filed 2026-08-14 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
- Bill Ackman · 2026Q1 · filed 2026-05-15 ↗
- Glenn Greenberg · 2026Q2 · filed 2026-08-14 ↗
- Thomas Russo · 2026Q2 · filed 2026-08-13 ↗
- David Katz · 2026Q2 · filed 2026-07-15 ↗
- Christopher Bloomstran · 2026Q2 · filed 2026-08-14 ↗
- Hillman Capital Management · 2026Q2 · filed 2026-08-14 ↗
A material reported change · Q2 2026
Chase Coleman reduced reported GOOGL shares by 45.4%.
Holdings as of Jun 30, 2026 · filed Aug 14, 2026. Position at period end: 8.7% 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 | 9.4% | +45% | $28.16B | Aug 14, 2026 |
| Chase Coleman | TRIM | 8.7% | -45% | $2.07B | Aug 14, 2026 |
| Daniel Loeb | ADD | 7.9% | +486% | $366M | Aug 14, 2026 |
| Stanley Druckenmiller | NEW | 2.8% | New position | $120M | Aug 14, 2026 |
| Terry Smith | TRIM | 4.4% | -51% | $200M | Aug 14, 2026 |
| David Abrams | TRIM | 8.9% | -27% | $490M | Aug 13, 2026 |
| William Von Mueffling | TRIM | 9.2% | -95% | $61M | Jul 29, 2026 |
| Lindsell Train | TRIM | 17.5% | -25% | $460M | Jul 15, 2026 |
| Bill Ackman | TRIM | 0.1% | -95% | $9M | May 15, 2026 |
- ADDWarren Buffett9.4%Δ +45%·$28.16B·filed Aug 14, 2026
- TRIMChase Coleman8.7%Δ -45%·$2.07B·filed Aug 14, 2026
- ADDDaniel Loeb7.9%Δ +486%·$366M·filed Aug 14, 2026
- NEWStanley Druckenmiller2.8%Δ New position·$120M·filed Aug 14, 2026
- TRIMTerry Smith4.4%Δ -51%·$200M·filed Aug 14, 2026
- TRIMDavid Abrams8.9%Δ -27%·$490M·filed Aug 13, 2026
- TRIMWilliam Von Mueffling9.2%Δ -95%·$61M·filed Jul 29, 2026
- TRIMLindsell Train17.5%Δ -25%·$460M·filed Jul 15, 2026
- TRIMBill Ackman0.1%Δ -95%·$9M·filed 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 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 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 supported so far
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Long US 13F disclosures omit shorts and can be amended. CUSIP 02079K305. No current price, valuation or manager motive is inferred.