Lindsell Train Ltd Has $490.19 Million Stock Position in Alphabet Inc. $GOOGL

Posted by George Bondi on Jul 10th, 2026

Lindsell Train Ltd decreased its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 18.4% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,704,639 shares of the information services provider’s stock after selling 383,959 shares during the period. Alphabet accounts for approximately 15.6% of Lindsell Train Ltd’s holdings, making the stock its 2nd largest position. Lindsell Train Ltd’s holdings in Alphabet were worth $490,186,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Alphabet by 2.4% in the 4th quarter. Vanguard Group Inc. now owns 528,969,322 shares of the information services provider’s stock valued at $165,567,398,000 after purchasing an additional 12,531,695 shares in the last quarter. State Street Corp grew its holdings in shares of Alphabet by 1.8% in the 2nd quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock worth $40,524,841,000 after purchasing an additional 4,008,374 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Alphabet by 1.9% during the 4th quarter. Geode Capital Management LLC now owns 146,193,037 shares of the information services provider’s stock worth $45,625,595,000 after purchasing an additional 2,666,676 shares in the last quarter. Norges Bank acquired a new stake in shares of Alphabet during the 4th quarter worth about $30,534,239,000. Finally, Bank of America Corp DE lifted its holdings in Alphabet by 4.9% during the 4th quarter. Bank of America Corp DE now owns 69,108,183 shares of the information services provider’s stock valued at $21,630,861,000 after purchasing an additional 3,218,852 shares during the last quarter. 40.03% of the stock is currently owned by institutional investors.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Alphabet continues to be viewed as a leading AI beneficiary thanks to its broad distribution across Search, Android, YouTube, Google Cloud and custom chips, which could help it monetize AI spending more effectively than peers. Alphabet vs. Meta: Which AI Stock Is the Better Buy Right Now?
Positive Sentiment: Brokerage coverage remains favorable, with a report saying analysts see about 10% upside for Alphabet after its recent earnings strength, and another note saying brokerages rate the stock a “Moderate Buy.”
Positive Sentiment: Alphabet is still being highlighted as a top internet and cloud stock positioned to benefit from heavy AI infrastructure spending, supporting the view that growth can continue even as the market rotates among tech leaders.
Positive Sentiment: Berkshire Hathaway’s recent $10 billion private placement in Alphabet is continuing to attract bullish attention, signaling institutional confidence in the company’s long-term value and AI potential.
Positive Sentiment: Waymo’s plan to expand driverless rides to four more major cities adds another long-term growth avenue outside core advertising and cloud businesses.
Neutral Sentiment: Google is rolling out disclosures showing when ads were made with AI, which may improve transparency but does not appear to be a major near-term financial driver.
Neutral Sentiment: Alphabet’s search product hit record query volume during the World Cup, underscoring usage strength in the core business, though this is more of an engagement datapoint than a direct earnings catalyst.
Negative Sentiment: Google is appealing an Indian ruling tied to trademark issues in its ads platform, creating a legal/regulatory headline that could weigh on sentiment around the advertising business. Google appeals Indian ruling over its ads platform, citing consumer harm
Negative Sentiment: Some market commentary notes that Alphabet has pulled back alongside other mega-cap tech names as investors rotate toward other parts of the AI trade, which may be contributing to the stock’s weakness today.

Insider Buying and Selling at Alphabet

In related news, insider John Kent Walker sold 8,998 shares of the firm’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $349.29, for a total value of $3,142,911.42. Following the transaction, the insider owned 75,290 shares in the company, valued at $26,298,044.10. This trade represents a 10.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder 2019 Gp L.L.C. Gv sold 87,475 shares of Alphabet stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $23.75, for a total value of $2,077,531.25. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 160,465 shares of company stock valued at $8,020,511 over the last ninety days. Company insiders own 11.61% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on GOOGL shares. Dbs Bank boosted their price target on shares of Alphabet from $400.00 to $460.00 in a research report on Thursday, May 7th. Loop Capital raised their price objective on shares of Alphabet from $355.00 to $490.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Wells Fargo & Company cut their target price on shares of Alphabet from $435.00 to $416.00 and set an “overweight” rating for the company in a research note on Thursday, July 2nd. KeyCorp reissued an “overweight” rating and issued a $425.00 target price on shares of Alphabet in a report on Wednesday, May 20th. Finally, Stifel Nicolaus set a $420.00 price target on Alphabet and gave the stock a “buy” rating in a research report on Thursday, April 30th. Two investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $413.54.

Read Our Latest Research Report on GOOGL

Alphabet Stock Performance

Shares of Alphabet stock opened at $358.89 on Friday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.92 and a quick ratio of 1.92. The firm has a 50 day simple moving average of $372.47 and a 200 day simple moving average of $336.30. Alphabet Inc. has a fifty-two week low of $174.38 and a fifty-two week high of $408.61. The firm has a market cap of $4.35 trillion, a P/E ratio of 27.38, a P/E/G ratio of 1.55 and a beta of 1.24.

Alphabet (NASDAQ:GOOGL – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The information services provider reported $5.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.64 by $2.47. The firm had revenue of $109.90 billion for the quarter, compared to the consensus estimate of $106.98 billion. Alphabet had a return on equity of 38.99% and a net margin of 37.92%. Sell-side analysts predict that Alphabet Inc. will post 14.32 earnings per share for the current fiscal year.

Alphabet Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 8th were paid a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 0.2%. This is a boost from Alphabet’s previous quarterly dividend of $0.21. The ex-dividend date of this dividend was Monday, June 8th. Alphabet’s payout ratio is currently 6.71%.

About Alphabet

(Free Report)

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.