Alcon Inc. (ALC) 13F Investor Activity Report (Q2 2026)

ALC ranks #874 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ALC is a top-conviction position for Rudius Management LP — at 22.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ALC belongs to Vanguard Capital Management LLC, but the position matters far more to Rudius Management LP, who has 22.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Chicago Capital, LLC has added to its ALC position for two straight quarters, increasing it by $487.5K to reach $2.3M today.

Sustainable Growth Advisers, LP has trimmed its ALC position for two straight quarters, cutting it by $73.0M while still holding $10.0M.

ALC is down 0.6% today, but institutions show net buying of $1.4B this quarter — a divergence between today's price move and the underlying institutional flow.

ALC posted net income of $716.0M over the trailing twelve months.

• Profitable — net income of $716.0M over the trailing twelve months
• Revenue grew 5.3% year over year
• Net income improved year over year, from $691.0M to $716.0M
• Generated $2.3B in positive operating cash flow
• Current ratio of 2.12x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.43x equity — within a conventional range