ALPHABET INC-CL C (GOOG) Institutional Selling Activity
Several institutional investors tracked by InsiderSet reduced exposure to ALPHABET INC-CL C (GOOG) during the quarter ended March 31, 2026 based on sequential SEC Form 13F filings.
The largest disclosed institutional seller of GOOG during the latest reporting period reduced its reported position by approximately $1.68B 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 $3.20B in reported GOOG exposure during the latest filing period, although many institutional holders continue to maintain significant long-term ownership positions in ALPHABET INC-CL C.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Pershing Square Capital Management | Sell | -5,852,145 | 311,726 | $89,421,720 |
| Q1 2026 | Dodge & Cox Stock Fund | Sell | -1,764,219 | 12,228,518 | $3,507,872,673 |
| Q1 2026 | Gardner Russo & Quinn | Sell | -1,299,586 | 3,350,337 | $961,077,672 |
| Q1 2026 | Polen Capital Management | Sell | -1,071,484 | 2,946,637 | $845,272,352 |
| Q1 2026 | Sequoia Fund | Sell | -304,177 | 950,394 | $272,630,041 |
| Q1 2026 | Vulcan Value Partners | Sell | -255,323 | 676,556 | $194,076,854 |
| Q1 2026 | Eagle Capital Management | Sell | -166,439 | 4,596,553 | $1,318,567,169 |
| Q1 2026 | First Eagle U.S. Value | Sell | -122,237 | 7,404,648 | $2,124,097,305 |
| Q1 2026 | Himalaya Capital Management | Sell | -92,000 | 2,451,300 | $703,179,918 |
| Q1 2026 | Mairs & Power Growth Fund | Sell | -86,359 | 1,611,610 | $462,306,563 |
| Q1 2026 | Appaloosa Management | Sell | -54,231 | 1,732,700 | $497,042,322 |
| Q1 2026 | Causeway Capital Management | Sell | -32,703 | 337,298 | $96,757,214 |
| Q1 2026 | Giverny Capital | Sell | -18,598 | 620,909 | $178,113,956 |
| Q1 2026 | Matrix Advisors Value Fund | Sell | -13,747 | 143,865 | $41,269,125 |
| Q1 2026 | Kahn Brothers Group | Sell | -13,387 | 122,029 | $35,005,238 |
| Q1 2026 | Alapocas Investment Partners | Sell | -4,705 | 73,918 | $21,204,117 |
| Q1 2026 | Greenbrier Partners Capital Management | Sell | -3,911 | 462,748 | $132,743,891 |
| Q1 2026 | Yacktman Asset Management | Sell | -3,273 | 1,126,534 | $323,157,543 |
| Q1 2026 | Lountzis Asset Management | Sell | -612 | 5,205 | $1,493,106 |
| Q1 2026 | Hillman Value Fund | Sell | -346 | 1,127 | $323,291 |
| Q1 2026 | Torray Fund | Sell | -106 | 6,019 | $1,726,610 |
Frequently asked questions about GOOG activity
Which institutional owners are buying GOOG?
Institutional owners buying GOOG 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 GOOG activity?
"Buy" means an investor increased their reported position in GOOG compared to the prior reporting period. This reflects growing exposure to ALPHABET INC-CL C (GOOG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GOOG increasing?
Institutional interest in GOOG 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.