GOOGL ranks #5 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
GOOGL is a top-conviction position for Berkshire Hathaway Inc — at 9.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in GOOGL belongs to BlackRock, Inc., but the position matters far more to Berkshire Hathaway Inc, who has 9.4% 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.
Warren Buffett has added to its GOOGL position for two straight quarters, increasing it by $22.6B to reach $28.2B today.
Capital International Investors has trimmed its GOOGL position for two straight quarters, cutting it by $3.8B while still holding $7.2B.
GOOGL is down 1.4% today, but institutions show net buying of $748.9B this quarter — a divergence between today's price move and the underlying institutional flow.