GOOGL
Alphabet Inc. · Communication Services · Internet Content & Information
Données momentum (gérants comparables) :
étendue des détenteurs +5.4% ·
flux d'actions +2.2% ·
nouvelles positions nettes +2.6%
· formule
Accumulation large : hausse des positions chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 204 | +1 | 3.79B | $1.35T | +6 | −7 |
| Q1 2026 | 209 | 0 | 3.67B | $1.05T | +5 | −6 |
| Q4 2025 | 208 | +1 | 3.85B | $1.20T | +2 | n/a |
| Q3 2025 | 39 | +2 | 2.22B | $538.82B | +3 | −2 |
| Q2 2025 | 35 | 0 | 1.98B | $348.93B | n/a | n/a |
| Q1 2025 | 32 | -2 | 824.24M | $127.39B | +1 | −3 |
| Q4 2024 | 34 | -1 | 843.30M | $159.58B | +1 | −2 |
| Q3 2024 | 34 | +1 | 597.55M | $99.02B | +2 | −1 |
| Q2 2024 | 33 | n/a | 592.97M | $107.95B | n/a | n/a |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 516.44M | 0.0% | $125.55B | 1.9% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | BlackRock ✦ (passif) | 428.44M | -0.4% | $104.15B | 1.8% | ▼ Trim | 2 | SEC ↗ ×24 |
| 3 | Fidelity (FMR) ✦ | 229.97M | +6.3% | $55.91B | 2.9% | ▲ Add | 2 | SEC ↗ ×7 |
| 4 | State Street Global Advisors ✦ (passif) | 226.34M | -1.6% | $55.02B | 1.9% | ▼ Trim | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passif) | 143.53M | +1.4% | $34.78B | 2.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 139.79M | n/a | $33.98B | 1.1% | n/c | 1 | SEC ↗ ×46 |
| 7 | Morgan Stanley ✦ | 121.95M | n/a | $29.64B | 1.8% | n/c | 1 | SEC ↗ ×25 |
| 8 | T. Rowe Price ✦ | 85.45M | +15.1% | $20.77B | 2.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Wellington Management ✦ | 65.61M | -0.7% | $15.95B | 2.8% | ▼ Trim | 6 | SEC ↗ ×8 |
| 10 | Capital World Investors ✦ | 53.11M | +28.0% | $12.91B | 1.8% | ▲ Add | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 51.44M | n/a | $12.50B | 1.8% | n/c | 1 | SEC ↗ ×6 |
| 12 | Fisher Asset Management ✦ | 37.52M | +2.3% | $9.12B | 3.3% | ▲ Add | 6 | SEC ↗ |
| 13 | Berkshire Hathaway ✦ | 17.85M | Nouveau | $4.34B | 1.6% | New | 1 | SEC ↗ ×2 |
| 14 | PRIMECAP Management ✦ | 15.78M | -5.8% | $3.84B | 2.9% | ▼ Trim | 6 | SEC ↗ |
| 15 | Harris Associates (Oakmark) ✦ | 11.41M | -27.6% | $2.77B | 4.4% | ▼ Trim | 6 | SEC ↗ ×2 |
| 16 | Dodge & Cox ✦ | 11.34M | +0.6% | $2.76B | 1.5% | ▲ Add | 6 | SEC ↗ |
| 17 | Tiger Global Management ✦ | 10.63M | 0.0% | $2.58B | 8.0% | Held | 6 | SEC ↗ |
| 18 | Coatue Management ✦ | 7.22M | +259.1% | $1.76B | 4.3% | ▲ Add | 6 | SEC ↗ ×7 |
| 19 | Arrowstreet Capital ✦ | 5.47M | -16.4% | $1.33B | 0.8% | ▼ Trim | 6 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 5.29M | -0.6% | $1.29B | 2.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Pershing Square Capital Management ✦ | 4.84M | -9.7% | $1.18B | 8.0% | ▼ Trim | 6 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 4.12M | +33.9% | $991.69M | 0.6% | ▲ Add | 6 | SEC ↗ ×8 |
| 23 | Millennium Management ✦ | 3.59M | +65.5% | $873.19M | 0.7% | ▲ Add | 6 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 3.18M | +26.3% | $774.00M | 0.7% | ▲ Add | 6 | SEC ↗ ×3 |
| 25 | Bridgewater Associates ✦ | 2.65M | -52.6% | $645.16M | 2.5% | ▼ Trim | 6 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 2.61M | +110355.4% | $633.70M | 0.8% | ▲ Add | 6 | SEC ↗ |
| 27 | Himalaya Capital ✦ | 2.54M | 0.0% | $618.28M | 19.1% | Held | 6 | SEC ↗ |
| 28 | Marshall Wace ✦ | 2.31M | -56.8% | $561.56M | 0.6% | ▼ Trim | 6 | SEC ↗ ×4 |
| 29 | Citadel Advisors ✦ | 1.87M | +200.3% | $454.76M | 0.4% | ▲ Add | 6 | SEC ↗ ×2 |
| 30 | Two Sigma Investments ✦ | 968.13K | -31.9% | $235.35M | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 31 | Baillie Gifford ✦ | 715.21K | -7.1% | $173.87M | 0.1% | ▼ Trim | 6 | SEC ↗ ×4 |
| 32 | Soros Fund Management ✦ | 658.37K | +2341.1% | $160.05M | 3.6% | ▲ Add | 6 | SEC ↗ |
| 33 | Markel Group ✦ | 572.00K | 0.0% | $139.05M | 1.1% | Held | 6 | SEC ↗ ×2 |
| 34 | Point72 Asset Management ✦ | 551.65K | +12.2% | $134.11M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 35 | Gotham Asset Management ✦ | 503.25K | +9.3% | $122.34M | 0.5% | ▲ Add | 6 | SEC ↗ |
| 36 | Altimeter Capital ✦ | 313.13K | Nouveau | $76.12M | 1.0% | New | 1 | SEC ↗ |
| 37 | Tweedy, Browne ✦ | 233.97K | -27.2% | $56.88M | 4.9% | ▼ Trim | 6 | SEC ↗ |
| 38 | Duquesne Family Office ✦ | 102.20K | Nouveau | $24.84M | 0.6% | New | 1 | SEC ↗ |
| 39 | GAMCO Investors ✦ | 59.05K | -0.6% | $14.36M | 0.1% | ▼ Trim | 6 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Berkshire Hathaway | $4.34B | 1.6% |
| Altimeter Capital | $76.12M | 1.0% |
| Duquesne Family Office | $24.84M | 0.6% |
Sorti(e)
| Norges Bank | $21.94B | était 2.7% |
| TCI Fund Management | $556.03M | était 1.1% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 5,562 détenteurs, 4.43B actions, $1.21T déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Director · 83 act. · $28,257
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie