BAC vs GOOGL
Bank of America · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 11 tracked superinvestors, 1 hold both BAC and GOOGL (9% of the combined holder base), led by Bill Nygren (4.3% BAC · 4.9% GOOGL). BAC appears in 3 tracked portfolios; GOOGL in 9, so GOOGL is the more widely held of the two among tracked managers.
BAC is a Financials holding while GOOGL sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, BAC’s ConvictionScore reads +1 (slight accumulation) against GOOGL’s −26 (slight selling); BAC shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size BAC larger and 1 size GOOGL larger — a lean toward GOOGL. 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 BAC only, who holds GOOGL only, and who holds both.
Of 1 shared manager, 0 weight BAC heavier and 1 weight GOOGL heavier.
- Li Lu27.4%
- Warren Buffett11.2%
- Bill Nygren4.3 / 4.9%
- Chris Hohn14.6%
- François Rochon8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- David Tepper7.8%
- John Armitage6.8%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
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: BAC or GOOGL?
BAC (Bank of America) 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 BAC and GOOGL?
1 tracked superinvestor holds both BAC and GOOGL based on the latest SEC 13F filings. Largest dual-holder: Bill Nygren (4.3% BAC · 4.9% GOOGL). Full overlap table below.
What is the overlap between BAC and GOOGL institutional ownership?
Across 11 unique tracked holders: 2 hold only BAC (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 BAC and GOOGL, which do they prefer?
Of 1 managers holding both, 0 weight BAC higher and 1 weight GOOGL higher in their portfolios. GOOGL 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.