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Ownership Diff · GOOGL vs META

GOOGL vs META

Alphabet · Meta Platforms

Superinvestor ownership overlap, unique holders, and conviction comparison.

GOOGL
Alphabet
Technology
ConvictionScore−26
SignalSlight selling
Tracked owners9
META
Meta Platforms
Technology
ConvictionScore+3
SignalSlight accumulation
Tracked owners15

Ownership fingerprint

Who holds GOOGL only, who holds META only, and who holds both.

GOOGL only (1)■ Both (8)META only (7)
Both
META only

Of 8 shared managers, 4 weight GOOGL heavier and 4 weight META heavier.

Only GOOGL · 1
Both · 8

Shared manager conviction

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

Chris Hohn
GOOGL
14.6%
META
8.2%
Second-largest position. AI optionality.
François Rochon
GOOGL
8.4%
META
6.2%
Search + AI.
Chase Coleman
GOOGL
8.2%
META
13.4%
Search moat + AI optionality.
Polen Capital
GOOGL
8.1%
META
4.1%
Search moat + AI optionality.
David Tepper
GOOGL
7.8%
META
9.1%
Search + AI optionality.
John Armitage
GOOGL
6.8%
META
7.2%
Search + AI.
Lee Ainslie
GOOGL
4.2%
META
2.9%
Search + AI.
Joel Greenblatt
GOOGL
3.0%
META
3.2%
Search dominance + AI optionality.
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Frequently asked questions

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

GOOGL (Alphabet) is held by 9 tracked superinvestors; META (Meta Platforms) is held by 15. META has 6 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both GOOGL and META?

8 tracked superinvestors hold both GOOGL and META based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (14.6% GOOGL · 8.2% META). Full overlap table below.

What is the overlap between GOOGL and META institutional ownership?

Across 16 unique tracked holders: 1 hold only GOOGL (6%), 8 hold both (50%), 7 hold only META (44%). The full Venn split + per-manager position % is on this page.

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

Of 8 managers holding both, 4 weight GOOGL higher and 4 weight META higher in their portfolios. Even split. Per-manager position %s in the convergence table below.

Sourced from SEC 13F filings (2026). Not investment advice. Methodology.