Who Really Owns Alphabet? Passive Giants vs the Movers
This is an AI analysis of an interesting pattern in QuantyFight data derived from SEC 13F holdings: the GOOGL holders table is dominated by BlackRock, FMR, State Street, and Geode in absolute dollars, while hedge-movement KPIs spotlight active movers like Berkshire’s add and Pershing Square’s GOOG cut — two lenses on the same name.
0001193125-26-226661. The connecting narrative is AI-assisted interpretation for readability — not investment advice.
The GOOGL holders table (stock)
On quantyfight.com/stocks/GOOGL for Q1 2026, disclosed filed value is led by index-heavy and large-active allocators:
Top disclosed GOOGL holders
| # | Manager | Value | Shares | % of manager book |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $128.5B | — | — |
| 2 | FMR LLC | $68.0B | — | — |
| 3 | State Street Corp | $65.1B | — | — |
| 4 | Geode Capital | $43.5B | — | — |
| 5 | Morgan Stanley | $34.8B | — | — |
| — | Berkshire Hathaway | $15.60B | 54,249,798 | 5.93% |
Source: QuantyFight GOOGL holdings
Active movers on hedge movement (flow)
Separately, QuantyFight’s hedge-movement KPIs highlight SoftBank-style change stories: Berkshire’s +$10.01B GOOGL add, Egerton’s GOOG add, Pershing Square’s −$1.84B GOOG cut, and manager counts (GOOGL 73↑ / 103↓). Those prints can be large for the manager without changing the passive giants’ rank order.
Active GOOGL/GOOG flow highlights
| Manager | Ticker | $ move |
|---|---|---|
| Berkshire Hathaway | GOOGL | +$10.01B |
| Egerton Capital | GOOG | +$0.65B |
| Pershing Square | GOOG | −$1.84B |
Education angle: stock vs flow
- Stock (holders table): who owns the most disclosed dollars today — usually passive and mega-active platforms.
- Flow (movement KPIs): who changed the most dollars or share counts this quarter — often hedge / concentrated books.
- % of manager book: Berkshire’s 5.93% GOOGL weight still dwarfs typical passive-book concentration even though BlackRock’s absolute GOOGL filed value (~$128.5B) is many times larger than Berkshire’s ~$15.60B.
% of manager book — passive giants vs Berkshire
Same GOOGL line, very different book weight — QuantyFight holdings view.
How to teach this with QuantyFight
- Start on GOOGL holders.
- Jump to Hedge movement for Berkshire / Pershing prints.
- Contrast % of manager book columns.
- Ask “who owns vs who moved Alphabet?” in Ask.