ALPHABET (GOOG) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q2 2026) show 61 hedge funds and institutional investors holding a combined 100.9M shares of ALPHABET (GOOG), valued at $35.6B. The median portfolio weight is 6.2%.
Quarterly institutional ownership changes in GOOG show net buying, with the combined position increasing by 22.3M shares (28.3%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to GOOG are Himalaya Capital Management (23.4% of its 13F portfolio), Oriental Harbor Investment Master Fund (22.5%), and Lionstone Capital Management (19.0%). In Q2 2026, RK Capital Management made the largest position increase (+10.9%), while Monolith made the largest reduction (-15.7%).
Top 10 Institutional Holders in ALPHABET (GOOG), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q2 2026).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Himalaya Capital Management | 2,451,300 | $866.1M | 23.4% |
| 2 | Oriental Harbor Investment Master Fund | 1,049,653 | $370.9M | 22.5% |
| 3 | Lionstone Capital Management | 233,545 | $82.5M | 19.0% |
| 4 | Venator Management | 225,195 | $79.6M | 17.9% |
| 5 | Oakcliff Capital | 118,161 | $41.7M | 15.6% |
| 6 | Gobi Capital | 864,256 | $305.4M | 15.5% |
| 7 | Cryder | 606,485 | $214.3M | 13.5% |
| 8 | Gardner Russo & Quinn | 3,048,077 | $1.1B | 12.1% |
| 9 | Chou Associates Management | 72,390 | $25.6M | 11.8% |
| 10 | Egerton Capital | 3,291,594 | $1.2B | 11.2% |
- 61Institutional investors
- 100,907,701Shares held (disclosed)
- $35.6B13F market value
- 6.2%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of GOOG. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ2 2026
The biggest weight-increase and weight-decrease changes among funds that hold GOOG. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- RK Capital Management+10.9% · +570,000 shares
- Keystone+7.3% · +387,306 shares
- LONG WALK MANAGEMENT+3.8% · +47,500 shares
Top sellers
- Monolith-15.7% · -104,209 shares
- Agave Capital Management-9.0% · -200,000 shares
- Oriental Harbor Investment Master Fund-8.0% · -155,230 shares
Options Activity
- Total puts570,000 (+570,000)
Ownership Statistics
- Funds holding
- 61
- Median weight
- 6.2%
- Largest holder
- Himalaya Capital Management · 23.4%
- Smallest holder
- Brave Warrior Advisors · 0.0%
- Shares held
- 100,907,701 (+22,268,648)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding GOOG in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Himalaya Capital Management | 2,451,300 | $866.1M | 23.4% |
| 2 | Oriental Harbor Investment Master Fund | 1,049,653 | $370.9M | 22.5% |
| 3 | Lionstone Capital Management | 233,545 | $82.5M | 19.0% |
| 4 | Venator Management | 225,195 | $79.6M | 17.9% |
| 5 | Oakcliff Capital | 118,161 | $41.7M | 15.6% |
| 6 | Gobi Capital | 864,256 | $305.4M | 15.5% |
| 7 | Cryder | 606,485 | $214.3M | 13.5% |
| 8 | Gardner Russo & Quinn | 3,048,077 | $1.1B | 12.1% |
| 9 | Chou Associates Management | 72,390 | $25.6M | 11.8% |
| 10 | Egerton Capital | 3,291,594 | $1.2B | 11.2% |
| 11 | SurgoCap | 966,080 | $341.3M | 11.0% |
| 12 | RK Capital Management | 570,000 | $201.4M | 10.9% |
| 13 | Greenbrier | 411,372 | $145.4M | 10.9% |
| 14 | Foxhaven Asset Management | 1,014,534 | $358.5M | 9.6% |
| 15 | Night Owl Capital Management | 256,337 | $90.6M | 9.5% |
| 16 | Triple Frond Partners | 291,544 | $103.0M | 9.2% |
| 17 | Baupost Group | 1,371,931 | $484.7M | 9.0% |
| 18 | Appaloosa | 1,850,000 | $653.7M | 8.7% |
| 19 | Gray Foundation | 112,000 | $39.6M | 8.7% |
| 20 | Route One Investment Company | 584,050 | $206.4M | 8.5% |
| 21 | Nellore Capital Management | 200,700 | $70.9M | 7.9% |
| 22 | Markel Group | 2,749,860 | $971.6M | 7.4% |
| 23 | Keystone | 387,306 | $136.8M | 7.3% |
| 24 | Giverny Capital | 605,460 | $213.9M | 7.2% |
| 25 | WELLCOME TRUST | 1,800,000 | $636.0M | 7.1% |
| 26 | TCI Fund Management | 9,938,819 | $3.5B | 6.7% |
| 27 | Polen Capital Management | 2,165,218 | $765.0M | 6.6% |
| 28 | Weitz Investment Management | 268,100 | $94.7M | 6.6% |
| 29 | Soma Equity Partners | 258,497 | $91.3M | 6.4% |
| 30 | Crake Asset Management | 737,500 | $260.6M | 6.2% |
| 31 | Kahn Brothers Group | 122,029 | $35.0M | 6.2% |
| 32 | First Pacific Advisors | 1,333,205 | $471.1M | 5.8% |
| 33 | Vulcan Value Partners | 539,472 | $190.6M | 5.8% |
| 34 | Mairs & Power | 1,683,439 | $594.8M | 5.5% |
| 35 | Soroban Capital | 2,131,498 | $753.1M | 5.3% |
| 36 | Ruane, Cunniff & Goldfarb | 924,866 | $326.8M | 5.1% |
| 37 | Yacktman Asset Management | 1,129,129 | $399.0M | 4.9% |
| 38 | Maverick Capital | 1,442,118 | $509.5M | 4.6% |
| 39 | First Eagle Investment Management | 7,316,252 | $2.6B | 4.3% |
| 40 | Matrix Asset Advisors | 135,829 | $48.0M | 3.9% |
| 41 | LONG WALK MANAGEMENT | 47,500 | $16.8M | 3.8% |
| 42 | H&H International Investment | 1,968,600 | $695.6M | 3.6% |
| 43 | M & L Capital Management | 36,980 | $13.1M | 3.5% |
| 44 | Naman Capital | 30,760 | $10.9M | 3.4% |
| 45 | Berkshire Hathaway | 27,188,433 | $9.6B | 3.2% |
| 46 | XN LP | 292,804 | $103.5M | 2.7% |
| 47 | Dodge & Cox | 11,961,097 | $4.2B | 2.2% |
| 48 | Trivest Advisors | 144,000 | $50.9M | 1.6% |
| 49 | Blue Grotto Capital | 50,000 | $17.7M | 1.5% |
| 50 | Causeway Capital Management | 316,217 | $111.7M | 1.2% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in ALPHABET INC (GOOG) each reporting quarter. Sourced from SEC Form 13F-HR filings.
See ALPHABET INC (GOOG) insider transactions (SEC Form 4) →
Methodology & FAQ
Methodology: How We Track GOOG Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who must file: This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is included: We capture long positions in Section 13(f) securities for ALPHABET INC (GOOG). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Metric definition: “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to GOOG on the specific reporting date.
- How to use this data: Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in GOOG?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders , such as Himalaya Capital Management , Oriental Harbor Investment Master Fund , and Lionstone Capital Management as of Q2 2026, change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the GOOG ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this GOOG data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds GOOG stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for GOOG as of each filing date.