Quilter 13F: Adds $1.9M to Alphabet (GOOG) Stake

Quilter increased its stake in Alphabet Inc. GOOG by 6.3% during the third quarter, purchasing an additional 5,449 shares to bring its total investment to 92,473 shares. The position was valued at $31,509,250 according to a Form 13F filing submitted to the Securities and Exchange Commission on October 21, 2026.

GOOG Alphabet Inc.

$336.40 ▲ +6.90% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in Quilter's Alphabet Inc. Position

Before this filing, Quilter held 87,024 shares of the tech giant. The addition of 5,449 shares marked a 6.3% increase in the fund's holdings, showing a steady commitment to the search and cloud provider during the period.

Other Institutional Activity in Alphabet Inc.

Other large financial institutions adjusted their positions in the tech giant around the same time. Sumitomo Mitsui DS Asset Management Company grew its holdings by 10,102 shares, ending with 815,469 shares worth about $277,862,907.

Alphabet Inc. Stock Down 3.6%

Alphabet shares recently traded near $330.88 as of October 22, 2026, remaining close to the $330.95 close recorded on the filing date. The stock trades below its 50-day moving average of $340.55 and its 200-day moving average of $339.43. Over the past year, the shares have moved between a low of $252.77 and a high of $404.47. The company is scheduled to release its next financial results on October 28, 2026.

Recent Earnings

Alphabet reported trailing twelve month revenue of $445.87 billion alongside earnings of $19.93 per share. The company posted a net profit margin of 54.8% and a return on equity of 48.7%.

Dividend

Alphabet pays an annual dividend of $0.88 per share, which translates to a dividend yield of 0.27% based on current trading levels. The payout ratio sits at 4.3%.

Insider Buying and Selling at Alphabet Inc.

Company insiders completed several share transactions in the months leading up to the filing. Officer Marsida Saraci sold 449 shares on July 29, 2026, at $333.20 per share for a total of $149,607. Director Frances H Ph.D. Arnold sold 82 shares on July 30, 2026, at $333.39 per share, followed by another sale of 82 shares on August 28, 2026, at $337.71 per share.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. JP Morgan maintained an Overweight rating while adjusting its price target to $425.00 on October 15, 2026. Earlier in the month, UBS maintained a Neutral stance with a target of $380.00, and TD Cowen reiterated a Buy rating with a $485.00 target. The stock currently holds a consensus recommendation of strong buy across 13 analyst opinions, with a mean price target of $422.15.

About Alphabet Inc.

Alphabet Inc. operates major digital platforms and services across the globe, spanning online advertising, operating systems, hardware, and cloud computing. Its primary business lines include Google Services, Google Cloud, and various early-stage technology ventures, making institutional interest in the stock a key barometer for the broader technology sector.

Bottom Line

Investors will look closely at Alphabet's upcoming earnings report on October 28, 2026, for further insight into advertising and cloud revenue growth. Future SEC filings will show whether institutional managers like Quilter continue to build on their positions.