Key Takeaways
- • Cardano Risk Management B.V. added 817,780 shares of Alphabet (GOOG) to its portfolio, according to a new SEC 13F filing covering the period ended September 30, 2026.
- • Among institutional holders, 2,257 investors added Alphabet shares and 2,372 reduced positions in their most recent quarter, per Quiver Quantitative.
- • Largest Q2 2026 moves included JPMorgan Chase adding 137,833,254 shares (estimated $48.7 billion) and Invesco adding 43,072,984 shares (estimated $15.2 billion).
- • Four analysts issued Alphabet price targets over the past six months, with a median target of $455.0.
Summary
Cardano Risk Management B.V. disclosed in a new SEC 13F filing that it added 817,780 shares of Alphabet (GOOG) to its portfolio for the reporting period ended September 30, 2026, according to Quiver Quantitative. The filing reflects the fund's holdings for that quarter. The report does not provide a dollar value or the fund's total position size.
Quiver Quantitative's tracking of institutional activity shows broad two-way flows in Alphabet stock. In the most recent quarter, 2,257 institutional investors added Alphabet shares while 2,372 decreased positions. The largest Q2 2026 moves it cited include JPMorgan Chase, which added 137,833,254 shares for an estimated $48.7 billion, and Invesco Ltd., which added 43,072,984 shares (up 187.1%) for an estimated $15.2 billion. Sixth Street Partners Management Company added 32,618,930 shares, an estimated $11.5 billion, and Berkshire Hathaway added 23,603,218 shares, up 658.3%, an estimated $8.3 billion. Norges Bank and FMR LLC also increased holdings, while T. Rowe Price Associates reduced its position by 8,588,253 shares (down 12.7%), an estimated $3.0 billion.
Quiver also reported congressional trading activity in GOOG over the past six months, with eight trades: three purchases and five sales. Representative Michael A. Rulli sold up to $100,000 on October 16. Quiver notes that its figures may contain inaccuracies due to filing or parsing errors.
Four analysts have set price targets on Alphabet in the past six months, with a median of $455.0. Targets cited include $475.0 from John Blackledge of TD Cowen (June 9, 2026), $445.0 from Jason Helfstein of Oppenheimer (May 15, 2026), $450.0 from Nat Schindler of Scotiabank (April 30, 2026), and $460.0 from Rajat Gupta of JP Morgan (April 30, 2026).
Quiver Quantitative's tracking of institutional activity shows broad two-way flows in Alphabet stock. In the most recent quarter, 2,257 institutional investors added Alphabet shares while 2,372 decreased positions. The largest Q2 2026 moves it cited include JPMorgan Chase, which added 137,833,254 shares for an estimated $48.7 billion, and Invesco Ltd., which added 43,072,984 shares (up 187.1%) for an estimated $15.2 billion. Sixth Street Partners Management Company added 32,618,930 shares, an estimated $11.5 billion, and Berkshire Hathaway added 23,603,218 shares, up 658.3%, an estimated $8.3 billion. Norges Bank and FMR LLC also increased holdings, while T. Rowe Price Associates reduced its position by 8,588,253 shares (down 12.7%), an estimated $3.0 billion.
Quiver also reported congressional trading activity in GOOG over the past six months, with eight trades: three purchases and five sales. Representative Michael A. Rulli sold up to $100,000 on October 16. Quiver notes that its figures may contain inaccuracies due to filing or parsing errors.
Four analysts have set price targets on Alphabet in the past six months, with a median of $455.0. Targets cited include $475.0 from John Blackledge of TD Cowen (June 9, 2026), $445.0 from Jason Helfstein of Oppenheimer (May 15, 2026), $450.0 from Nat Schindler of Scotiabank (April 30, 2026), and $460.0 from Rajat Gupta of JP Morgan (April 30, 2026).
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