SEC 13F Intelligence

Vulcan Value Partners, LLC / GOOG

Vulcan Value Partners, LLC’s Alphabet Inc Position

Does Vulcan Value Partners, LLC own Alphabet Inc (GOOG)? Yes — 676.6K shares worth $194M (+5.14% of its 13F portfolio) as of Q1 2026, down from 931.9K shares the prior filed quarter.

Position Value
$194M
Q1 2026
Shares
676.6K
% of Portfolio
+5.14%
Quarters Held
30
currently held

Position History GOOG

Reported value by quarter
Q4 ’18: $469MQ4 ’18Q1 ’19: $476MQ2 ’19: $485MQ3 ’19: $602MQ4 ’19: $684MQ4 ’19Q1 ’20: $773MQ2 ’20: $933MQ3 ’20: $629MQ4 ’20: $717MQ4 ’20Q1 ’21: $686MQ2 ’21: $772MQ3 ’21: $774MQ4 ’21: $783MQ4 ’21Q1 ’22: $698MQ2 ’22: $471MQ3 ’22: $419MQ4 ’22: $350,552Q4 ’22Q1 ’23: $438,765Q2 ’23: $460,692Q3 ’23: $416,890Q4 ’23: $376,672Q4 ’23Q1 ’24: $388,236Q2 ’24: $363,396Q3 ’24: $315MQ4 ’24: $369MQ4 ’24Q1 ’25: $291MQ2 ’25: $320MQ3 ’25: $268MQ4 ’25: $292,437Q4 ’25Q1 ’26: $194Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026676.6K$194M+5.14%
Q4 2025931.9K$292,437+5.37%
Q3 20251.10M$268M+4.86%
Q2 20251.75M$320M+5.64%
Q1 20251.86M$291M+5.46%
Q4 20241.94M$369M+6.17%
Q3 20241.89M$315M+5.28%
Q2 20241.98M$363,396+5.15%
Q1 20242.55M$388,236+5.64%
Q4 20232.67M$376,672+5.53%
Q3 20233.16M$416,890+6.35%
Q2 20233.81M$460,692+5.79%
Q1 20234.22M$438,765+5.55%
Q4 20223.95M$350,552+4.71%
Q3 20224.35M$419M+4.90%
Q2 2022215.5K$471M+4.61%
Q1 2022249.9K$698M+4.28%
Q4 2021270.5K$783M+4.00%
Q3 2021290.4K$774M+4.16%
Q2 2021308.1K$772M+4.19%
Q1 2021331.5K$686M+4.05%
Q4 2020409.1K$717M+4.63%
Q3 2020427.9K$629M+4.89%
Q2 2020659.8K$933M+7.34%
Q1 2020664.5K$773M+8.01%
Q4 2019511.8K$684M+5.25%
Q3 2019494.0K$602M+5.10%
Q2 2019449.1K$485M+4.32%
Q1 2019406.0K$476M+4.11%
Q4 2018453.0K$469M+4.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vulcan Value Partners, LLC’s full portfolio or all institutional holders of GOOG.