Alphabet Inc. $GOOGL Holdings Increased by Mn Services Vermogensbeheer B.V.

Key Points

• Mn Services Vermogensbeheer B.V. increased its Alphabet stake by 1.2% in the third quarter, adding 8,800 shares for a total of 764,443 shares valued at approximately $263 million. Institutional investors own about 40% of Alphabet.
• Alphabet reported strong quarterly results, with $119.8 billion in revenue and $9.11 earnings per share, exceeding analyst expectations. Analysts maintain a bullish outlook, with the stock carrying a consensus “Buy” rating and an average price target of $425.72.
• Alphabet continues expanding its AI and technology businesses through agentic Gemini for enterprises, a $5 billion Waymo financing deal and potential funding for Isomorphic Labs, though it faces legal claims and delays to two Finnish data centers.

Mn Services Vermogensbeheer B.V. raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 1.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 764,443 shares of the information services provider's stock after purchasing an additional 8,800 shares during the quarter. Alphabet accounts for approximately 1.9% of Mn Services Vermogensbeheer B.V.'s investment portfolio, making the stock its 11th largest holding. Mn Services Vermogensbeheer B.V.'s holdings in Alphabet were worth $263,030,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in GOOGL. Strategic Wealth Advisors LLC lifted its holdings in Alphabet by 6.0% during the 1st quarter. Strategic Wealth Advisors LLC now owns 477 shares of the information services provider's stock valued at $137,000 after buying an additional 27 shares in the last quarter. Rockbridge Investment Management LCC grew its stake in Alphabet by 0.5% in the 1st quarter. Rockbridge Investment Management LCC now owns 5,460 shares of the information services provider's stock worth $1,570,000 after acquiring an additional 27 shares in the last quarter. Ruggaard & Associates LLC increased its position in shares of Alphabet by 0.9% during the first quarter. Ruggaard & Associates LLC now owns 2,921 shares of the information services provider's stock worth $840,000 after acquiring an additional 27 shares during the period. Cadia Private Client LLC increased its position in shares of Alphabet by 1.1% during the first quarter. Cadia Private Client LLC now owns 2,589 shares of the information services provider's stock worth $744,000 after acquiring an additional 28 shares during the period. Finally, Evansbrook LLC raised its stake in shares of Alphabet by 0.3% during the first quarter. Evansbrook LLC now owns 9,522 shares of the information services provider's stock valued at $2,738,000 after acquiring an additional 28 shares in the last quarter. 40.03% of the stock is owned by hedge funds and other institutional investors.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google introduced an agentic version of Gemini for business users. The unified agent is designed to perform tasks across workplace applications, strengthening Alphabet’s position in enterprise AI and intensifying competition with Microsoft and OpenAI. Google brings agentic AI to Gemini
• Positive Sentiment: Alphabet’s Waymo autonomous-vehicle unit secured a $5 billion loan from Blackstone, PIMCO and Sixth Street, providing financing for robotaxi expansion without requiring Alphabet to fund the entire rollout directly. Waymo secures $5 billion loan
• Positive Sentiment: Isomorphic Labs, Alphabet’s AI drug-discovery subsidiary, is reportedly discussing a funding round valuing the business between $40 billion and $50 billion. A successful financing could highlight the value of Alphabet’s AI portfolio beyond search and advertising. Isomorphic Labs funding talks
• Positive Sentiment: Analyst sentiment remains strongly bullish: Needham reaffirmed a Buy rating with a $450 price target, while other reports cited broad upside expectations based on Alphabet’s earnings power, cloud growth and AI opportunities.
• Neutral Sentiment: Alphabet and Unity expanded their AI gaming partnership, including tools that let users create games through natural-language prompts. The initiative could broaden Google Play engagement, although monetization and adoption remain unproven. Google and Unity gaming partnership
• Negative Sentiment: Multiple law firms publicized an existing securities class action covering investors who purchased Alphabet securities from May 19 through July 16, 2026. The complaints allege that management failed to disclose issues related to the expected Gemini 3.5 Pro launch and training results. These are allegations, not findings of liability, but the repeated alerts add legal and reputational overhang. Alphabet securities class action announcement
• Negative Sentiment: Google was ordered to halt work on two Finnish data centers pending environmental-impact assessments, potentially delaying infrastructure expansion. Commentary also questioned whether Alphabet is converting heavy AI capital spending into sufficient revenue and criticized its progress in AI coding.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Citizens Jmp reiterated a "market outperform" rating and issued a $515.00 price target on shares of Alphabet in a report on Wednesday, July 22nd. Freedom Capital raised Alphabet from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 23rd. DZ Bank upgraded Alphabet to a "strong-buy" rating in a report on Thursday, July 23rd. Benchmark reissued a "buy" rating on shares of Alphabet in a research report on Thursday, October 1st. Finally, Evercore restated an "outperform" rating and set a $450.00 price target on shares of Alphabet in a research note on Wednesday, September 16th. Five analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Buy" and an average target price of $425.72.

Insider Activity

In other news, Director Frances Arnold sold 83 shares of the firm's stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total value of $28,257.35. Following the completion of the sale, the director owned 19,076 shares of the company's stock, valued at $6,494,424.20. This trade represents a 0.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the business's stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $18.90, for a total value of $2,232,808.20. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 441,399 shares of company stock worth $8,677,053. Insiders own 11.61% of the company's stock.

Alphabet Trading Down 0.6%

NASDAQ GOOGL opened at $348.29 on Friday. The company has a quick ratio of 2.64, a current ratio of 2.72 and a debt-to-equity ratio of 0.16. The firm has a market cap of $4.26 trillion, a PE ratio of 17.49, a price-to-earnings-growth ratio of 1.01 and a beta of 1.21. The company has a 50 day moving average price of $345.99 and a 200 day moving average price of $349.17. Alphabet Inc. has a 52 week low of $235.84 and a 52 week high of $408.61.

Alphabet (NASDAQ:GOOGL - Get Free Report) last announced its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, beating the consensus estimate of $2.89 by $6.22. The company had revenue of $119.80 billion during the quarter, compared to the consensus estimate of $117.07 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. As a group, sell-side analysts forecast that Alphabet Inc. will post 20.55 EPS for the current fiscal year.

Alphabet Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, September 14th. Stockholders of record on Monday, September 7th were issued a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Friday, September 4th. Alphabet's dividend payout ratio is currently 4.42%.

About Alphabet

Alphabet Inc is a technology and internet services company best known as the parent company of Google. Its primary business, Google Services, includes online search, digital advertising, YouTube, Android, Chrome, Google Maps, Google Play, and a range of hardware and subscription products.

Alphabet also operates Google Cloud, which provides infrastructure, data analytics, cybersecurity, productivity software, and artificial intelligence services to businesses, governments, and other organizations.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.