Quilter 13F: Adds $12M to Alphabet (GOOGL) Stake

Quilter boosted its stake in Alphabet Inc. GOOGL by 3.0% during the quarter, according to a Form 13F filing disclosed on October 21, 2026. The fund bought an additional 34,907 shares, bringing its total ownership to 1,191,714 shares. That holding was valued at approximately $410,044,953 at the time of the report. Alphabet closed at $334.76 on the filing date.

GOOGL Alphabet Inc.

$334.76 ▲ +6.43% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Quilter's Alphabet Position

Quilter lifted its investment in the search and cloud giant by 3.0% during the period, adding 34,907 shares to its previous total of 1,156,807 shares. The final stake of 1,191,714 shares represents a sizeable position valued at over $410 million. Quilter also filed reports regarding several other equity adjustments on the same day, including reductions in ConocoPhillips, Royal Bank of Canada, and Gilead Sciences.

Alphabet Inc. Stock Down 3.6%

Alphabet shares recently traded around $334.67 as of October 22, 2026, which is about equal to the $334.76 close seen when the filing dropped. The stock sits below its 50-day moving average of $343.85 and its 200-day moving average of $341.27. Looking over a wider window, the shares have traded between a 52-week low of $249.29 and a 52-week high of $408.61.

Recent Earnings

Alphabet runs several major digital platforms, including its core Google Search engine, Android operating system, YouTube, and the Google Cloud division. The firm reported trailing twelve-month revenue of $445.87 billion and earnings of $19.93 per share. The company is scheduled to release its next financial results on October 28, 2026.

Dividend

Alphabet pays an annual dividend of $0.88 per share, giving investors a dividend yield of 0.26%. The payout ratio stands at 4.3% of earnings, leaving plenty of room for future adjustments.

Insider Buying and Selling at Alphabet Inc.

Company insiders have completed multiple transactions over recent quarters. Director Kavitark Ram Shriram sold 33,566 shares on July 18, 2025, at an average price of $185.76 for a total of $6,235,220, followed by another sale of 26,000 shares on August 15, 2025, at $205.00 per share totaling $5,330,000. Later, director John L. Hennessy sold 600 shares on January 13, 2026, worth $202,514, and another 600 shares on February 13, 2026, valued at $184,037.

Analysts Set New Price Targets

Wall Street firms have kept up a steady stream of updates. On October 12, 2026, Cantor Fitzgerald reiterated its overweight rating with a $420.00 price target. UBS maintained a neutral rating on October 14, 2026, adjusting its target to $380.00 from $379.00. JP Morgan kept an overweight rating on October 15, 2026, and raised its target to $425.00. Keybanc maintained an overweight rating on October 19, 2026, while moving its target to $410.00. BMO Capital maintained an outperform rating on October 20, 2026, and raised its target to $480.00. Overall, the stock holds a consensus rating of strong buy from 54 analysts, with a mean price target of $430.33.

About Alphabet

Headquartered in Mountain View, California, Alphabet Inc. provides online advertising, cloud computing, software, and hardware products globally. Its operations span Google Services, Google Cloud, and early-stage experimental projects known as Other Bets. The company employs 198,933 people.

Bottom Line

Quilter's expanded stake shows continued interest in the tech giant as markets await the company's next earnings update on October 28, 2026. Investors will be watching upcoming institutional filings and quarterly numbers to see how digital advertising and cloud demand hold up.