ALPHABET INC
Smart money positioned
97 of the Top-200 alpha managers hold $GOOG as of the latest 13F snapshot.
13F holders
5,005
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
97 holders · Q1 2026
46 Funds Initiate $GOOG in Q1 as 6 Trim and 1 Exits
97 of the Top-200 alpha managers hold $GOOG as of Q1 2026 — 36 new, 5 added, 9 trimmed, 47 held flat.
36 initiations · 5 adds · 9 trims · 47 held flat · Q1 2026
01
Intrinsic Value Partners, LLC
10.13% ↓ 1.2pp
α +13.8pts
02
Merrion Investment Management Co, LLC
6.81% ↓ 0.7pp
α +16.0pts
03
Scopia Capital Management LP
5.07% NEW
α +10.2pts
04
Wilmar Advisors LLC
4.98% NEW
α +11.4pts
05
Costello Asset Management, INC
4.66% held
α +14.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 5,005 · Source: 13F-HR01
State Street
1.97% of portfolio
187,102,863 sh
02
Axa S.a.
1.84% of portfolio
185,714,752 sh
03
Brightline Capital Management, LLC
0.94% of portfolio
97,041,000 sh
04
Litman Gregory Wealth Management LLC
3.22% of portfolio
91,660,848 sh
05
State Farm Mutual Automobile Insurance Co.
0.98% of portfolio
71,178,174 sh
06
Gates Foundation Trust
0.68% of portfolio
58,421,052 sh
07
ProShare Advisors LLC
1.94% of portfolio
57,659,864 sh
08
Solus Alternative Asset Management LP
0.92% of portfolio
41,925,600 sh
09
Envestnet Asset Management Inc.
1.79% of portfolio
40,305,350 sh
10
Staley Capital Advisers Inc.
3.91% of portfolio
38,449,040 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $GOOG in the recent window.
Congress trades · last 90 days
4 disclosures · STOCK ActSource data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:29 UTC.