GOOGL vs BAC
Alphabet · Bank of America
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 11 tracked superinvestors, 1 hold both GOOGL and BAC (9% of the combined holder base), led by Bill Nygren (4.9% GOOGL · 4.3% BAC). GOOGL appears in 9 tracked portfolios; BAC in 3, so GOOGL is the more widely held of the two among tracked managers.
GOOGL is a Technology holding while BAC sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, GOOGL’s ConvictionScore reads −26 (slight selling) against BAC’s +1 (slight accumulation); BAC shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size GOOGL larger and 0 size BAC 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 GOOGL only, who holds BAC only, and who holds both.
Of 1 shared manager, 1 weight GOOGL heavier and 0 weight BAC heavier.
- Chris Hohn14.6%
- François Rochon8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- David Tepper7.8%
- John Armitage6.8%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
- Bill Nygren4.9 / 4.3%
- Li Lu27.4%
- Warren Buffett11.2%
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: GOOGL or BAC?
GOOGL (Alphabet) is held by 9 tracked superinvestors; BAC (Bank of America) is held by 3. GOOGL has 6 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOGL and BAC?
1 tracked superinvestor holds both GOOGL and BAC based on the latest SEC 13F filings. Largest dual-holder: Bill Nygren (4.9% GOOGL · 4.3% BAC). Full overlap table below.
What is the overlap between GOOGL and BAC institutional ownership?
Across 11 unique tracked holders: 8 hold only GOOGL (73%), 1 hold both (9%), 2 hold only BAC (18%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOGL and BAC, which do they prefer?
Of 1 managers holding both, 1 weight GOOGL higher and 0 weight BAC 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.