Alphabet
GOOG, GOOGL (share classes combined)
Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them
Managers holding
38
In their latest 13F (Q3 2026)
See who
Value held
$70bn
Combined value at quarter end
Last quarter
7 bought
25 sold or trimmed
Fund portfolios
17
Funds holding it
See which
Price at Q3 ’26 end
$344.12
-3.7% in the quarter
Share price change by quarter
+14.1%Q4 ’24
-18.3%Q1 ’25
+14.0%Q2 ’25
+37.9%Q3 ’25
+28.8%Q4 ’25
-8.1%Q1 ’26
+24.3%Q2 ’26
-3.7%Q3 ’26
Managers holding it, by quarter
38Q4 ’23
38Q1 ’24
40Q2 ’24
39Q3 ’24
38Q4 ’24
38Q1 ’25
39Q2 ’25
40Q3 ’25
41Q4 ’25
40Q1 ’26
38Q2 ’26
1Q3 ’26
Who holds it
| Himalaya Capital | 47.9%$1.8bn | Unchanged |
| Lindsell Train | 17.5%$460m | Trimmed -24% |
| Ruane, Cunniff & Goldfarb (Sequoia) | 16.2%$1.0bn | Trimmed -4.9% |
| Oakcliff Capital | 15.6%$41.7m | Unchanged |
| Troy Asset Management | 12.8%$458m | Trimmed -13% |
| Berkshire Hathaway | 12.6%$38bn | Added +83% |
| Gardner Russo & Quinn | 12.1%$1.1bn | Trimmed -9.0% |
| First Pacific Advisors (FPA) | 12.1%$974m | Trimmed -9.1% |
| Chou Associates | 11.8%$25.6m | Unchanged |
| Giverny Capital | 10.9%$325m | Trimmed -5.5% |
| Greenlea Lane Capital | 9.8%$35.7m | Unchanged |
| Wedgewood Partners | 9.4%$45.5m | Trimmed -18% |
| Cantillon Capital Management | 9.2%$61.1m | Trimmed -95% |
| Markel Group | 9.0%$1.2bn | Unchanged |
| Baupost Group | 8.9%$485m | Added +16% |
| Abrams Capital Management | 8.9%$490m | Trimmed -26% |
| Appaloosa | 8.5%$654m | Added +6.8% |
| TCI Fund Management | 8.3%$4.4bn | Added +9.6% |
| Jensen Investment Management | 6.9%$285m | Trimmed -45% |
| Kahn Brothers | 6.8%$42.7m | Trimmed -0.9% |
| Polen Capital Management | 6.7%$775m | Trimmed -26% |
| Weitz Investment Management | 6.6%$94.7m | Trimmed -18% |
| Vulcan Value Partners | 5.8%$191m | Trimmed -20% |
| Mairs & Power | 5.6%$614m | Added +4.2% |
| Davis Selected Advisers | 5.4%$1.2bn | Trimmed -7.2% |
| Yacktman Asset Management | 4.9%$399m | Added +0.2% |
| Fundsmith | 4.6%$634m | Trimmed -40% |
| First Eagle Investment Management | 4.6%$2.8bn | Trimmed -8.9% |
| Dodge & Cox | 4.2%$8.0bn | Trimmed -1.0% |
| Matrix Asset Advisors | 4.0%$48.1m | Added +1.0% |
| Harris Associates (Oakmark) | 3.9%$2.9bn | Trimmed -12% |
| Tweedy, Browne | 3.8%$50.5m | Trimmed -29% |
| H&H International (Duan Yongping) | 3.6%$696m | Trimmed -47% |
| RV Capital | 3.0%$11.6m | Unchanged |
| AltaRock Partners | 0.3%$15.0m | Trimmed -3.2% |
| Brave Warrior Advisors | 0.2%$8.6m | Unchanged |
| Semper Augustus | 0.1%$1.1m | Unchanged |
| Horizon Kinetics | 0.0%$2.1m | Trimmed -4.6% |
Directors buying and selling
How this works
| Bought or sold | ||||
|---|---|---|---|---|
| 30 Sep 2026 | Arnold FrancesDirector | ▼ Sold | 83 | $28k |
| 28 Aug 2026 | Arnold FrancesDirector | ▼ Sold | 82 | $28k |
| 30 Jul 2026 | Arnold FrancesDirector | ▼ Sold | 82 | $27k |
| 29 Jul 2026 | Saraci MarsidaVP, Chief Accounting Officer | ▼ Sold | 449 | $150k |
About the company
- Sector
- Communication and media · Services-Computer Programming, Data Processing, Etc.
- Incorporated in
- Delaware
- Financial year ends
- 31 December
- SEC filings
- Annual reports and other filings on EDGAR
Revenue and profit
$56bn2013
$75bn2015
$111bn2017
$162bn2019
$258bn2021
$307bn2023
$403bn2025
| Year | Revenue | Net income |
|---|---|---|
| 2025 | $403bn | $132bn |
| 2024 | $350bn | $100bn |
| 2023 | $307bn | $74bn |
| 2022 | $283bn | $60bn |
| 2021 | $258bn | $76bn |
| 2020 | $183bn | $40bn |
| 2019 | $162bn | $34bn |
| 2018 | $137bn | $31bn |
| 2017 | $111bn | $13bn |
| 2016 | $90bn | $19bn |
| 2015 | $75bn | $16bn |
| 2014 | $66bn | $14bn |
| 2013 | $56bn | $13bn |
Sold out last quarter
- Omega Family Office (Leon Cooperman) in Q2 2026
- Pershing Square in Q2 2026
In fund portfolios
| Sequoia FundRuane, Cunniff & Goldfarb (Sequoia) | 9.2% |
| Jensen Quality Growth FundJensen Investment Management | 7.4% |
| Weitz Partners Value FundWeitz Investment Management | 6.9% |
| Polen Global Growth FundPolen Capital Management | 6.7% |
| Weitz Large Cap Equity FundWeitz Investment Management | 5.9% |
| Weitz Partners III Opportunity FundWeitz Investment Management | 5.8% |
| FPA Crescent FundFirst Pacific Advisors (FPA) | 5.0% |
| Mairs & Power Growth FundMairs & Power | 4.9% |
| Oakmark Global Select FundHarris Associates (Oakmark) | 4.3% |
| Vulcan Value Partners FundVulcan Value Partners | 4.0% |
| Dodge & Cox Global Stock FundDodge & Cox | 3.8% |
| AMG Yacktman FundYacktman Asset Management | 3.6% |
| Fundsmith Equity ETFFundsmith | 3.6% |
| First Eagle Global FundFirst Eagle Investment Management | 2.6% |
| Davis Global FundDavis Selected Advisers | 2.0% |
| AMG Yacktman Focused FundYacktman Asset Management | 1.7% |
| Oakmark Global FundHarris Associates (Oakmark) | 1.5% |