ALPHABET INC-CL A (GOOGL) Institutional Selling Activity
Several institutional investors tracked by InsiderSet reduced exposure to ALPHABET INC-CL A (GOOGL) during the quarter ended March 31, 2026 based on sequential SEC Form 13F filings.
The largest disclosed institutional seller of GOOGL during the latest reporting period reduced its reported position by approximately $841.24M based on quarter-end filing values.
Institutional selling activity may reflect profit-taking, sector rotation, portfolio rebalancing, or changing conviction levels among major investment firms. InsiderSet tracks quarter-over-quarter holding reductions, full exits, estimated value changes, and historical selling activity using publicly disclosed SEC filing data.
The investors covered on this page collectively reduced approximately $2.75B in reported GOOGL exposure during the latest filing period, although many institutional holders continue to maintain significant long-term ownership positions in ALPHABET INC-CL A.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Lone Pine Capital | Sell | -2,925,440 | 187,561 | $53,935,041 |
| Q1 2026 | Third Point | Sell | -1,805,000 | 175,000 | $50,323,000 |
| Q1 2026 | TCI Fund Management | Sell | -698,110 | 2,457,000 | $706,534,920 |
| Q1 2026 | Pershing Square Capital Management | Sell | -645,921 | 32,376 | $9,310,043 |
| Q1 2026 | Fundsmith | Sell | -542,321 | 2,956,198 | $850,084,297 |
| Q1 2026 | First Eagle U.S. Value | Sell | -529,728 | 1,198,237 | $344,565,032 |
| Q1 2026 | Cantillon Capital Management | Sell | -500,173 | 3,715,061 | $1,068,302,941 |
| Q1 2026 | Parnassus Endeavor Fund | Sell | -456,089 | 6,445,416 | $1,853,443,825 |
| Q1 2026 | Lindsell Train | Sell | -383,959 | 1,704,639 | $490,185,991 |
| Q1 2026 | Viking Global Investors | Sell | -270,407 | 2,395,865 | $688,954,939 |
| Q1 2026 | Dodge & Cox Stock Fund | Sell | -208,703 | 10,624,415 | $3,055,156,777 |
| Q1 2026 | AltaRock Partners | Sell | -126,000 | 43,391 | $12,477,516 |
| Q1 2026 | Fundsmith Investment Services | Sell | -122,839 | 1,134,379 | $326,202,025 |
| Q1 2026 | Sound Shore Management | Sell | -94,063 | 255,671 | $73,520,753 |
| Q1 2026 | Jensen Investment Management | Sell | -83,192 | 1,449,021 | $416,680,479 |
| Q1 2026 | Sequoia Fund | Sell | -57,177 | 2,117,644 | $608,949,709 |
| Q1 2026 | Abrams Capital Management | Sell | -50,862 | 1,865,768 | $536,520,246 |
| Q1 2026 | Giverny Capital | Sell | -12,929 | 348,469 | $100,205,746 |
| Q1 2026 | Arbiter Partners Capital Management | Sell | -9,500 | 2,500 | $718,900 |
| Q1 2026 | Greenbrier Partners Capital Management | Sell | -8,542 | 447,364 | $128,643,992 |
| Q1 2026 | Wedgewood Partners | Sell | -8,212 | 155,701 | $44,773,244 |
| Q1 2026 | Gardner Russo & Quinn | Sell | -3,306 | 11,610 | $3,338,572 |
| Q1 2026 | Polen Capital Management | Sell | -2,669 | 28,195 | $8,107,744 |
| Q1 2026 | Eagle Capital Management | Sell | -2,266 | 43,502 | $12,509 |
| Q1 2026 | Tweedy, Browne Co All Funds (US) | Sell | -1,220 | 198,341 | $57,034,938 |
| Q1 2026 | Greenlea Lane Capital Management | Sell | -1,120 | 100,035 | $28,766,064 |
| Q1 2026 | Torray Fund | Sell | -908 | 46,370 | $13,334,257 |
| Q1 2026 | Lountzis Asset Management | Sell | -32 | 48,100 | $13,831,636 |
| Q1 2026 | Matrix Advisors Value Fund | Sell | -20 | 3,922 | $1,127,939 |
Frequently asked questions about GOOGL activity
Which institutional owners are buying GOOGL?
Institutional owners buying GOOGL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GOOGL activity?
"Buy" means an investor increased their reported position in GOOGL compared to the prior reporting period. This reflects growing exposure to ALPHABET INC-CL A (GOOGL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GOOGL increasing?
Institutional interest in GOOGL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.