Question 1

Which hedge funds and institutional investors hold GOOGL?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for GOOGL shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for GOOGL whale holdings?

Accepted Answer

Conviction level reflects how significant GOOGL is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to GOOGL, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for GOOGL?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about GOOGL?

Accepted Answer

QoQ changes for GOOGL show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	226.3M	$65.1B	2.2%	$2896.4B
Capital World	65.3M	$18.8B	2.6%	$732.9B
Capital Research	57.5M	$16.5B	2.6%	$644.6B
Berkshire Hathaway	41.3M	$11.9B	4.5%	$263.1B
Fisher Investments	39.1M	$11.2B	3.8%	$294.9B
Geode Capital	18.2M	$5.2B	0.3%	$1607.5B
American Century	17.5M	$5.0B	2.6%	$194.3B
Citadel	17.4M	$5.0B	0.8%	$618.5B
Arrowstreet	17.0M	$4.9B	2.7%	$184.8B
Citadel	15.1M	$4.3B	0.7%	$618.5B
PRIMECAP	15.0M	$4.3B	3.4%	$127.0B
Tiger Global	10.6M	$3.1B	13.4%	$22.8B
Dodge & Cox	10.6M	$3.1B	1.7%	$182.0B
ClearBridge	10.5M	$3.0B	2.6%	$114.9B
Harris (Oakmark)	8.3M	$2.4B	3.2%	$75.0B
GMO	6.9M	$2.0B	5.1%	$39.1B
Millennium	6.6M	$1.9B	0.8%	$240.3B
Artisan Partners	5.6M	$1.6B	2.6%	$62.3B
Adage Capital	5.2M	$1.5B	2.3%	$64.8B
Sands Capital	5.1M	$1.5B	5.8%	$25.5B
Two Sigma	4.4M	$1.3B	1.0%	$123.9B
Davis Advisors	3.1M	$889.9M	4.1%	$21.8B
Man Group	2.9M	$835.6M	1.5%	$55.1B
Whale Rock	2.7M	$768.3M	9.9%	$7.7B
Orbis	2.5M	$722.7M	3.0%	$23.7B
William Blair	2.5M	$720.2M	2.4%	$30.3B
Viking Global	2.4M	$689.0M	1.9%	$35.7B
Millennium	2.3M	$666.1M	0.3%	$240.3B
Cantillon	2.3M	$658.5M	4.4%	$15.1B
DE Shaw	2.2M	$643.4M	0.4%	$166.3B
Ruane Cunniff (Sequoia)	2.1M	$608.9M	10.1%	$6.0B
WorldQuant	2.0M	$576.8M	2.2%	$25.9B
Bridgewater	2.0M	$574.5M	2.6%	$22.4B
DE Shaw	1.9M	$558.4M	0.3%	$166.3B
Abrams Capital	1.9M	$536.5M	11.6%	$4.6B
Millennium	1.7M	$478.3M	0.2%	$240.3B
Balyasny	1.6M	$450.6M	0.6%	$77.1B
Wellington	1.4M	$409.5M	0.1%	$535.5B
Balyasny	1.3M	$361.1M	0.5%	$77.1B
First Eagle	1.2M	$344.6M	0.6%	$59.0B
Citadel	1.1M	$314.1M	0.1%	$618.5B
Hotchkis & Wiley	1.1M	$313.2M	1.0%	$32.4B
Longview	1.0M	$301.4M	4.3%	$7.1B
Harding Loevner	908.3K	$261.2M	2.7%	$9.7B
Alkeon	781.0K	$224.6M	0.4%	$59.5B
Epoch	716.9K	$206.1M	1.2%	$16.5B
Tudor	654.4K	$188.2M	0.3%	$53.9B
Point72	645.7K	$185.7M	0.2%	$78.1B
DFA	638.8K	$183.7M	0.0%	$481.4B
Jennison	591.5K	$170.1M	0.1%	$145.4B
DE Shaw	591.0K	$169.9M	0.1%	$166.3B
Mondrian	587.0K	$168.8M	2.5%	$6.7B
Baillie Gifford	578.3K	$166.3M	0.2%	$97.9B
Soros Fund	573.9K	$165.0M	1.8%	$9.1B
Tudor	563.5K	$162.0M	0.3%	$53.9B
Gotham Asset	549.1K	$157.9M	0.5%	$32.7B
Renaissance Tech	542.5K	$156.0M	0.2%	$63.9B
Marshall Wace	531.7K	$152.9M	0.2%	$100.4B
Markel	500.0K	$143.8M	1.2%	$11.9B
Man Group	495.0K	$142.3M	0.3%	$55.1B
Man Group	494.3K	$142.1M	0.3%	$55.1B
GGH	478.8K	$137.7M	1.7%	$8.3B
D1 Capital	468.9K	$134.8M	1.2%	$11.2B
Tudor	465.9K	$134.0M	0.2%	$53.9B
Thornburg	424.9K	$122.2M	1.3%	$9.6B
BlackRock	418.9K	$120.4M	0.0%	$5723.5B
Marathon	368.0K	$105.8M	4.1%	$2.6B
Hudson Bay	350.0K	$100.6M	0.3%	$29.0B
Giverny Capital	348.5K	$100.2M	3.7%	$2.7B
Sculptor	346.0K	$99.5M	1.0%	$9.6B
Gabelli	344.6K	$99.1M	0.7%	$14.8B
Neuberger Berman (Eisman)	312.2K	$89.8M	0.1%	$131.4B
Brandes	305.8K	$87.9M	0.6%	$14.1B
Point72	296.5K	$85.3M	0.1%	$78.1B
Sound Shore	255.7K	$73.5M	2.5%	$3.0B
Fidelity (FMR)	251.9K	$72.4M	0.0%	$1898.4B
Northern Trust	231.2K	$66.5M	0.0%	$756.6B
Kayne Anderson	231.1K	$66.5M	0.2%	$34.0B
Point72	202.5K	$58.2M	0.1%	$78.1B
Tweedy Browne	198.3K	$57.0M	4.5%	$1.3B
Steadfast	196.3K	$56.5M	1.9%	$2.9B
Two Sigma	189.8K	$54.6M	0.0%	$123.9B
Two Sigma	189.1K	$54.4M	0.0%	$123.9B
Lone Pine	187.6K	$53.9M	0.4%	$12.5B
ExodusPoint	179.8K	$51.7M	0.4%	$12.4B
Segall Bryant	178.8K	$51.4M	0.7%	$7.0B
Third Point	175.0K	$50.3M	2.4%	$2.1B
Pzena	171.2K	$49.2M	0.2%	$30.8B
Junto Capital	110.3K	$31.7M	0.7%	$4.7B
Steadfast	95.0K	$27.3M	0.9%	$2.9B
Balyasny	88.0K	$25.3M	0.0%	$77.1B
Moore Capital	84.0K	$24.2M	0.5%	$4.9B
Loews	83.0K	$23.9M	0.2%	$11.9B
Brevan Howard	81.0K	$23.3M	0.2%	$11.3B
Omega Advisors	75.0K	$21.6M	0.7%	$3.0B
Schonfeld	73.8K	$21.2M	0.1%	$14.2B
Lakewood	57.6K	$16.6M	1.0%	$1.6B
ExodusPoint	48.5K	$13.9M	0.1%	$12.4B
Light Street	42.5K	$12.2M	2.3%	$534.2M
Schonfeld	40.0K	$11.5M	0.1%	$14.2B
Corsair Capital	39.4K	$11.3M	1.7%	$673.0M
Pershing Square	32.4K	$9.3M	0.1%	$13.7B
Polen Capital	28.2K	$8.1M	0.1%	$14.5B
Coatue	24.5K	$7.0M	0.0%	$29.1B
Brave Warrior	20.3K	$5.8M	0.1%	$4.0B
Mawer	18.6K	$5.3M	0.0%	$15.4B
Winton	13.5K	$3.9M	0.1%	$2.9B
Cascade (Gates)	11.9K	$3.4M	2.0%	$168.9M
Caxton	11.7K	$3.4M	0.1%	$4.4B
Hudson Bay	9.5K	$2.7M	0.0%	$29.0B
Winslow Capital	8.4K	$2.4M	0.0%	$25.6B
Acadian	8.2M	$2.4M	3.3%	$70.5M
Marshall Wace	7.9K	$2.3M	0.0%	$100.4B
Franklin Templeton	5.3K	$1.5M	0.0%	$408.3B
Paloma	4.0K	$1.2M	0.2%	$509.7M
WCM	3.9K	$1.1M	0.0%	$43.8B
Horizon Kinetics	2.9K	$843K	0.0%	$9.2B
Conestoga	2.9K	$843K	0.0%	$5.0B
LSV	2.7M	$768K	1.7%	$46.4M
AQR Capital	2.3K	$637K	0.0%	$218.4B
Invesco	1.8K	$522K	0.0%	$653.3B
Brown Capital	744	$214K	0.0%	$704.0M
Select Equity	26	$7K	—	$19.5B

GOOGL

Who Holds GOOGL