GOOGL vs MSFT
Alphabet · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 14 tracked superinvestors, 7 hold both GOOGL and MSFT (50% of the combined holder base), led by Chris Hohn (14.6% GOOGL · 13.1% MSFT). GOOGL appears in 9 tracked portfolios; MSFT in 12, so MSFT 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 MSFT’s −8 (slight selling); MSFT shows the stronger net-accumulation reading of the pair.
Among the 7 managers holding both, 3 size GOOGL larger and 4 size MSFT larger — a lean toward MSFT. 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 MSFT only, and who holds both.
Of 7 shared managers, 3 weight GOOGL heavier and 4 weight MSFT heavier.
- François Rochon8.4%
- Bill Nygren4.9%
- Chris Hohn14.6 / 13.1%
- Chase Coleman8.2 / 10.7%
- Polen Capital8.1 / 9.4%
- David Tepper7.8 / 5.9%
- John Armitage6.8 / 8.9%
- Lee Ainslie4.2 / 3.8%
- Joel Greenblatt3.0 / 4.1%
- Terry Smith11.2%
- Stanley Druckenmiller9.1%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- Andreas Halvorsen4.8%
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 MSFT?
GOOGL (Alphabet) is held by 9 tracked superinvestors; MSFT (Microsoft) is held by 12. MSFT has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOGL and MSFT?
7 tracked superinvestors hold both GOOGL and MSFT based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (14.6% GOOGL · 13.1% MSFT). Full overlap table below.
What is the overlap between GOOGL and MSFT institutional ownership?
Across 14 unique tracked holders: 2 hold only GOOGL (14%), 7 hold both (50%), 5 hold only MSFT (36%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOGL and MSFT, which do they prefer?
Of 7 managers holding both, 3 weight GOOGL higher and 4 weight MSFT higher in their portfolios. MSFT 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.