Alphabet Inc. Class A (GOOGL)
What changed in recent filings
- Revenue +24% YoYQuarter ended Jun 30, 2026
- Institutions — 15 new · 9 added · 3 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Alphabet Inc. Class A
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 9 → 2026 Q2: 28 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Alphabet Inc. Class A
Institutions we track that reported holding this stock in their most recent 13F.
- Baillie Gifford & Co0.91% of portfolio · held as of 2019 Q1 or earlier
- Dodge & Cox1.99% of portfolio · held as of 2019 Q1 or earlier
- Soros Fund Management2.62% of portfolio · since 2019 Q2
- Bridgewater Associates1.94% of portfolio · since 2020 Q4
- Tiger Global Management8.65% of portfolio · since 2022 Q2
- Coatue Management3.57% of portfolio · since 2022 Q4
- Temasek Holdings (Singapore)6.79% of portfolio · since 2023 Q3
- Moore Capital Management0.41% of portfolio · since 2024 Q1
- Point72 Asset Management0.25% of portfolio · since 2025 Q1
- Berkshire Hathaway9.41% of portfolio · since 2025 Q3
- Tudor Investment Corp0.17% of portfolio · since 2025 Q4
- Third Point LLC9.24% of portfolio · since 2026 Q1
- Lone Pine Capital0.47% of portfolio · since 2026 Q1
- Duquesne Family OfficeNew this quarter2.31% of portfolio · since 2026 Q2
- ARK InvestNew this quarter0.33% of portfolio · since 2026 Q2
- Paulson & CoNew this quarter0.07% of portfolio · since 2026 Q2
- Apollo Global ManagementNew this quarterunder 0.01% of portfolio · since 2026 Q2
- Blackstone0.44% of portfolio · held as of 2026 Q2 or earlier
- Generation Investment Management6.94% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)3.02% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)2.68% of portfolio · held as of 2026 Q2 or earlier
- Harris Associates (Oakmark)2.97% of portfolio · held as of 2026 Q2 or earlier
- TCI Fund Management1.66% of portfolio · held as of 2026 Q2 or earlier
- Sands Capital Management6.49% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management3.14% of portfolio · held as of 2026 Q2 or earlier
- Pzena Investment Management0.18% of portfolio · held as of 2026 Q2 or earlier
- Fundsmith4.64% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors3.32% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
An internet giant running Google Search, YouTube, and Google Cloud, with search advertising the core cash engine. Overwhelming search share and data/AI capability (DeepMind) are its moat. But a large share of revenue is sensitive to the ad cycle, and the worry that AI chatbots could erode existing search advertising, plus antitrust regulation, are risks.
What is the Internet sector?
Social, search, and platforms. Ad revenue is cyclical.
Alphabet Inc. Class A is classified under the Internet sector. See peers below.
GOOGL revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $119.8B, +24.2% YoY.
The largest segment is Google Services, 79.0% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Google Services segment (about 51% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Alphabet Inc. Class A
Per SEC N-PORT · 2026-06-30 · by weight · factual
GOOGL on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Internet average
Peers · Internet
GOOGL FAQ
What is Alphabet Inc. Class A (GOOGL)?
An internet giant running Google Search, YouTube, and Google Cloud, with search advertising the core cash engine. Overwhelming search share and data/AI capability (DeepMind) are its moat. But a large share of revenue is sensitive to the ad cycle, and the worry that AI chatbots could erode existing search advertising, plus antitrust regulation, are risks.
What sector is Alphabet Inc. Class A in?
Alphabet Inc. Class A is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.
What are Alphabet Inc. Class A's main revenue segments?
The largest segment is Google Services, about 79.0% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Alphabet Inc. Class A (GOOGL) stock?
On Stocklore you can see GOOGL's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.