GOOGL vs META
Alphabet · Meta Platforms
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, 8 hold both GOOGL and META (50% of the combined holder base), led by Chris Hohn (14.6% GOOGL · 8.2% META). GOOGL appears in 9 tracked portfolios; META in 15, so META is the more widely held of the two among tracked managers.
Both sit in Technology, so the overlap reflects manager preference within one sector rather than a cross-sector divide. On the latest 13F cohort, GOOGL’s ConvictionScore reads −26 (slight selling) against META’s +3 (slight accumulation); META shows the stronger net-accumulation reading of the pair.
Among the 8 managers holding both, 4 size GOOGL larger and 4 size META larger — an even conviction split. 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 META only, and who holds both.
Of 8 shared managers, 4 weight GOOGL heavier and 4 weight META heavier.
- Bill Nygren4.9%
- Chris Hohn14.6 / 8.2%
- François Rochon8.4 / 6.2%
- Chase Coleman8.2 / 13.4%
- Polen Capital8.1 / 4.1%
- David Tepper7.8 / 9.1%
- John Armitage6.8 / 7.2%
- Lee Ainslie4.2 / 2.9%
- Joel Greenblatt3.0 / 3.2%
- Li Lu11.8%
- Jeffrey Ubben8.1%
- Terry Smith6.5%
- Andreas Halvorsen6.4%
- Stephen Mandel6.4%
- Tom Slater5.9%
- Chuck Akre3.1%
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 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.