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GOOG ALPHABET INC-CL C

2026Q2 · CUSIP 02079K107 · Cloud Computing Mega-cap Platforms · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
5,227
Institutions that reported holding it to the SEC
Net increase in holders
+123
Last quarter 5,104 → now 5,227
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

5,227 funds held GOOG at the end of 2026Q2, up 123 from the quarter before. That is stronger buying than 98.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $445.9B, the P/E is 15.8x, return on equity is 38.1%. GOOG has had 33 buying rushes in its history, and the price moved +13.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Cloud Computing / Mega-cap Platforms.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=1 2013Q4: holders=1 2014Q2: holders=3 2014Q3: holders=3 2014Q4: holders=6 2015Q1: holders=5 2015Q2: holders=6 2015Q3: holders=225 2015Q4: holders=1554 2016Q1: holders=1606 2016Q2: holders=1598 2016Q3: holders=1626 2016Q4: holders=1753 2017Q1: holders=1791 2017Q2: holders=1840 2017Q3: holders=1844 2017Q4: holders=2036 2018Q1: holders=2031 2018Q2: holders=2068 2018Q3: holders=2116 2018Q4: holders=2225 2019Q1: holders=2280 2019Q2: holders=2231 2019Q3: holders=2279 2019Q4: holders=2496 2020Q1: holders=2475 2020Q2: holders=2535 2020Q3: holders=2550 2020Q4: holders=2840 2021Q1: holders=2926 2021Q2: holders=2984 2021Q3: holders=3036 2021Q4: holders=3386 2022Q1: holders=3377 2022Q2: holders=3283 2022Q3: holders=3230 2022Q4: holders=3348 2023Q1: holders=3420 2023Q2: holders=3511 2023Q3: holders=3576 2023Q4: holders=3855 2024Q1: holders=3890 2024Q2: holders=4036 2024Q3: holders=4021 2024Q4: holders=4457 2025Q1: holders=4328 2025Q2: holders=4399 2025Q3: holders=4604 2025Q4: holders=5129 2026Q1: holders=5104 2026Q2: holders=5227 -1329 -664.5 +0 +664.5 +1329 027455489 13Q315Q216Q418Q219Q421Q222Q424Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 33 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2025Q4 Top 1% in the market +26.9% +11.6%
2025Q3 Top 1% in the market +6.4% +35.0%
2025Q2 Top 5% +35.7% +49.0%
2024Q4 Top 1% in the market -10.3% +9.6%
2024Q2 Top 1% in the market +7.8% +13.9%
2024Q1 Top 10% -4.9% -1.7%
2023Q4 Top 1% in the market +25.1% +18.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
432
Change in large funds
+45
Total value they hold
$1221.8B
Funds buying for the first time
302
Funds that sold out entirely
179
Price change that quarter
-13.1%
Funds holding puts (bearish)
103
Funds holding calls (bullish)
90

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
15.8
EPS (TTM)
$19.91
EPS YoY
+112.3%
Revenue (TTM)
$445.9B
Revenue YoY
—
Net margin
54.8%
ROE
38.1%
Debt ratio
30.5%
FCF (TTM)
$53.3B
Dividend (TTM)
$0.85
Quarterly Revenue & EPS
2021-09-30: EPS 1.40 2021-12-31: EPS -23.44 2022-03-31: EPS 1.23 2022-06-30: EPS 1.21 2022-09-30: EPS 1.06 2022-12-31: EPS 1.06 2023-03-31: EPS 1.17 2023-06-30: EPS 1.44 2023-09-30: EPS 1.55 2023-12-31: EPS 1.64 2024-03-31: EPS 1.89 2024-06-30: EPS 1.89 2024-09-30: EPS 2.12 2024-12-31: EPS 2.14 2025-03-31: EPS 2.81 2025-06-30: EPS 2.31 2025-09-30: EPS 2.87 2025-12-31: EPS 2.82 2026-03-31: EPS 5.11 2026-06-30: EPS 9.11 0B 59.9B 119.8B $B -25.78 -7.88 10.02 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 24 16 24 32 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K12B25B 20162017201820192020202120222023202420252026
Latest quarter $10B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.