Skip to main content
HoldLens logoHoldLensConviction
← All comparisons
Ownership Diff · GOOGL vs MCO

GOOGL vs MCO

Alphabet · Moody's Corp

Superinvestor ownership overlap, unique holders, and conviction comparison.

GOOGL
Alphabet
Technology
ConvictionScore−31
SignalSlight selling
Tracked owners9
MCO
Moody's Corp
Financials
ConvictionScore+14
SignalSlight accumulation
Tracked owners7

What the ownership overlap reveals

Across 14 tracked superinvestors, 2 hold both GOOGL and MCO (14% of the combined holder base), led by Chris Hohn (14.6% GOOGL · 9.4% MCO). GOOGL appears in 9 tracked portfolios; MCO in 7, so GOOGL is the more widely held of the two among tracked managers.

GOOGL is a Technology holding while MCO 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 MCO’s +14 (slight accumulation); MCO shows the stronger net-accumulation reading of the pair.

Among the 2 managers holding both, 2 size GOOGL larger and 0 size MCO 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 MCO only, and who holds both.

■ GOOGL only (7)■ Both (2)■ MCO only (5)
GOOGL only
Both
MCO only

Of 2 shared managers, 2 weight GOOGL heavier and 0 weight MCO heavier.

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

Chris Hohn
GOOGL
14.6%
MCO
9.4%
“Second-largest position. AI optionality.”
François Rochon
GOOGL
8.4%
MCO
5.5%
“Search + AI.”

Frequently asked questions

Which has more hedge-fund owners: GOOGL or MCO?

GOOGL (Alphabet) is held by 9 tracked superinvestors; MCO (Moody's Corp) is held by 7. GOOGL has 2 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both GOOGL and MCO?

2 tracked superinvestors hold both GOOGL and MCO based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (14.6% GOOGL · 9.4% MCO). Full overlap table below.

What is the overlap between GOOGL and MCO institutional ownership?

Across 14 unique tracked holders: 7 hold only GOOGL (50%), 2 hold both (14%), 5 hold only MCO (36%). The full Venn split + per-manager position % is on this page.

Among managers holding both GOOGL and MCO, which do they prefer?

Of 2 managers holding both, 2 weight GOOGL higher and 0 weight MCO 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.

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.