AAPL vs GOOGL
Apple Inc. · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 11 tracked superinvestors, 1 hold both AAPL and GOOGL (9% of the combined holder base), led by Joel Greenblatt (3.8% AAPL · 3.0% GOOGL). AAPL appears in 3 tracked portfolios; GOOGL in 9, so GOOGL is the more widely held of the two among tracked managers.
Both sit in Technology, so the overlap reflects manager preference within one sector rather than a cross-sector divide. On the latest 13F cohort, AAPL’s ConvictionScore reads −20 (slight selling) against GOOGL’s −26 (slight selling); AAPL shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size AAPL larger and 0 size GOOGL larger — a lean toward AAPL. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds AAPL only, who holds GOOGL only, and who holds both.
Of 1 shared manager, 1 weight AAPL heavier and 0 weight GOOGL heavier.
- Warren Buffett22.4%
- David Rolfe10.2%
- Joel Greenblatt3.8 / 3.0%
- Chris Hohn14.6%
- François Rochon8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- David Tepper7.8%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: AAPL or GOOGL?
AAPL (Apple Inc.) is held by 3 tracked superinvestors; GOOGL (Alphabet) is held by 9. GOOGL has 6 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both AAPL and GOOGL?
1 tracked superinvestor holds both AAPL and GOOGL based on the latest SEC 13F filings. Largest dual-holder: Joel Greenblatt (3.8% AAPL · 3.0% GOOGL). Full overlap table below.
What is the overlap between AAPL and GOOGL institutional ownership?
Across 11 unique tracked holders: 2 hold only AAPL (18%), 1 hold both (9%), 8 hold only GOOGL (73%). The full Venn split + per-manager position % is on this page.
Among managers holding both AAPL and GOOGL, which do they prefer?
Of 1 managers holding both, 1 weight AAPL higher and 0 weight GOOGL higher in their portfolios. AAPL is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.