Follow-The-Filings

Security · featured owners

GOOG Alphabet

Alphabet Inc. Communication Services CAP STK CL C Equity as of 2026 Q2 among managers we track

  • 46 Owners
  • #5
  • Max 36.6%
  • Master 2.49%
  • $42.7B
  • 1 new 12 add 24 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 36.6% (Andrew Steginsky - Steginsky Capital) · not free-float ownership

  1. Andrew Steginsky add 36.6%
  2. Li Lu 23.4%
  3. Bryan Lawrence 15.6%
  4. Thomas Russo reduce 12.1%
  5. Francis Chou 11.8%
  6. John Armitage reduce 11.2%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 9.7% Reduce −4.4% 27,472,939 $9.7B history
Warren Buffett - Berkshire Hathaway 2026 Q2 3.2% Add +658.3% 27,188,433 $9.6B history
Dodge & Cox 2026 Q2 2.2% Reduce −2.2% 11,961,097 $4.2B history
Chris Hohn - Tci Fund Management 2026 Q2 6.7% Add +12.3% 9,938,819 $3.5B history
First Eagle Investment Management 2026 Q2 4.3% Reduce −1.2% 7,316,252 $2.6B history
John Armitage - Egerton Capital (UK) 2026 Q2 11.2% Reduce −4.9% 3,291,594 $1.2B history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 12.1% Reduce −9.0% 3,048,077 $1.1B history
Thomas Gayner - Markel Group 2026 Q2 7.4% Hold 2,749,860 $972M history
Li Lu - Himalaya Capital Management 2026 Q2 23.4% Hold 2,451,300 $866M history
Polen Capital Management 2026 Q2 6.6% Reduce −26.5% 2,165,218 $765M history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 1.6% Hold 2,131,498 $753M history
Duan Yongping - H&H International Investment 2026 Q2 3.6% Reduce −46.9% 1,968,600 $696M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.91% Add +118.4% 1,937,306 $685M history
David Tepper - Appaloosa 2026 Q2 8.5% Add +6.8% 1,850,000 $654M history
Mairs & Power 2026 Q2 5.5% Add +4.5% 1,683,439 $595M history
Lee Ainslie - Maverick Capital 2026 Q2 4.5% Add +65.2% 1,442,118 $510M history
Seth Klarman - Baupost Group 2026 Q2 9.0% Add +16.2% 1,371,931 $485M history
First Pacific Advisors 2026 Q2 5.8% Add 0.0% 1,333,205 $471M history
Don Yacktman - Yacktman Asset Management 2026 Q2 4.9% Add +0.2% 1,129,129 $399M history
Cathie Wood - Ark Investment Management 2026 Q2 2.4% Add +44.8% 1,043,334 $369M history
Mala Gaonkar - Surgocap Partners 2026 Q2 11.0% Reduce −35.1% 966,080 $341M history
Ruane, Cunniff & Goldfarb 2026 Q2 5.1% Reduce −2.7% 924,866 $327M history
Philippe Laffont - Coatue Management 2026 Q2 0.66% Reduce −18.6% 908,395 $321M history
Andrew Steginsky - Steginsky Capital 2026 Q2 36.6% Add +0.8% 689,320 $244M history
Francois Rochon - Giverny Capital 2026 Q2 7.2% Reduce −2.5% 605,460 $214M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.86% Reduce −16.7% 564,274 $199M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.29% Add +289.6% 541,579 $191M history
Vulcan Value Partners 2026 Q2 5.8% Reduce −20.3% 539,472 $191M history
Sarah Ketterer - Causeway Capital Management 2026 Q2 1.2% Reduce −6.2% 316,217 $112M history
Triple Frond Partners 2026 Q2 9.2% Reduce −17.5% 291,544 $103M history
Wallace Weitz - Weitz Investment Management 2026 Q2 6.6% Reduce −17.9% 268,100 $95M history
David Katz - Matrix Asset Advisors 2026 Q2 3.9% Reduce −5.6% 135,829 $48M history
Kahn Brothers Group 2026 Q2 6.8% Reduce −0.9% 120,906 $43M history
Bryan Lawrence - Oakcliff Capital Partners 2026 Q2 15.6% Hold 118,161 $42M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.09% New 0.09% 85,000 $30M history
Francis Chou - Chou Associates Management 2026 Q2 11.8% Hold 72,390 $26M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 3.4% Reduce −2.9% 45,086 $16M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 2.6% Reduce −1.2% 15,344 $5M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 1.8% Reduce −3.3% 14,429 $5M history
Senator Investment Group 2026 Q2 0.13% Reduce −20.0% 10,000 $4M history
Torray Investment Partners 2026 Q2 0.29% Hold 6,019 $2M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 <0.01% Hold 4,785 $2M history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.03% Hold 3,790 $1M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Reduce −5.5% 3,115 $1M history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 0.10% Hold 2,432 $859K history
Hillman Capital Management 2026 Q2 0.26% Reduce −8.6% 1,030 $364K history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 1.6% Exit −1.63 pp 996,231 $286M history

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01,9.01
424B2
424B5
424B5
10-Q
8-K 2.02,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 · 2 forms
4 Period Aug 28, 2026
4 Period Aug 25, 2026 · 6 forms
4 Period Aug 7, 2026
4 Period Aug 5, 2026
4 Period Jul 30, 2026
4 Period Jul 27, 2026
4 Period Jul 29, 2026
4 Period Jul 25, 2026 · 5 forms
4 Period Jul 1, 2026
4 Period Jul 23, 2026
4 Period Jul 21, 2026
4 Period Jul 17, 2026
4 Period Jul 15, 2026
4 Period Jul 1, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $307.39B $350.02B
Gross profit * $174.06B $203.71B
Gross margin * 56.6% 58.2%
Net income $73.8B $100.12B $132.17B
Net margin * 24.0% 28.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $171.53B $163.71B $206.04B
Total non-current assets * $230.86B $286.54B $389.24B
Total assets $402.39B $450.26B $595.28B
Total current liabilities $81.81B $89.12B $102.74B
Total non-current liabilities * $37.2B $36.05B $77.27B
Total equity $283.38B $325.08B $415.26B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $101.75B $125.3B $164.71B
Cash from investing -$27.06B -$45.54B -$120.29B
Cash from financing -$72.09B -$79.73B -$37.39B
Net change in cash $2.17B -$0.582B $7.24B

ownership over time

filing count by report period · click a bar for that quarter’s holders