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 −31 (slight selling) against BAC’s −1 (slight selling); 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 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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