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 selling) against GOOGL’s −31 (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 positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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