Alphabet Inc.
BG ˙ BUL ˙ US02079K3059
SecurityBG:ABEA / Alphabet Inc.
InstitutionAdvisory Research Inc
Latest Disclosed Ownership93,261 shares
Latest Disclosed Value $ 26,818,133
Advisory Research Inc reports 2.86% increase in ownership of ABEA / Alphabet Inc.

On May 14, 2026 - Advisory Research Inc filed a 13F-HR form disclosing ownership of 93,261 shares of Alphabet Inc. (BG:ABEA) valued at $26,818,133 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 90,667 shares of Alphabet Inc.. This represents a change in shares of 2.86% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ALPHABET CAP STK CL A 02079K305 93,261 2,594 2.86 26,818 -5.50 2.7996
2026-02-13 2025-12-31 13F ALPHABET CAP STK CL A 02079K305 90,667 -1,253 -1.36 28,379 27.00 3.5664
2025-11-13 2025-09-30 13F ALPHABET CAP STK CL A 02079K305 91,920 29,498 47.26 22,346 103.14 2.9347
2025-08-13 2025-06-30 13F ALPHABET CAP STK CL A 02079K305 62,422 21,168 51.31 11,001 72.44 1.6900
2025-05-14 2025-03-31 13F ALPHABET CAP STK CL A 02079K305 41,254 -16,406 -28.45 6,379 -41.55 1.1245
2025-02-13 2024-12-31 13F ALPHABET CAP STK CL A 02079K305 57,660 -3,631 -5.92 10,915 7.37 1.8141
2024-11-14 2024-09-30 13F ALPHABET CAP STK CL A 02079K305 61,291 6,900 12.69 10,165 2.60 1.8059
2024-08-13 2024-06-30 13F ALPHABET CAP STK CL A 02079K305 54,391 41,336 316.63 9,907 402.89 1.8636
2024-05-14 2024-03-31 13F ALPHABET CAP STK CL A 02079K305 13,055 927 7.64 1,970 16.29 0.3918
2024-02-13 2023-12-31 13F Alphabet Inc-Cl A COM 02079K305 12,128 -16,244 -57.25 1,694 -54.36 0.2613
2023-11-13 2023-09-30 13F Alphabet Inc-Cl A COM 02079K305 28,372 -4,368 -13.34 3,713 -5.26 0.5155
2023-08-14 2023-06-30 13F Alphabet Inc-Cl A COM 02079K305 32,740 14,342 77.95 3,919 105.35 0.5025
2023-05-12 2023-03-31 13F Alphabet Inc-Cl A COM 02079K305 18,398 -1,350 -6.84 1,908 9.53 0.3137
2023-02-13 2022-12-31 13F Alphabet Inc-Cl A COM 02079K305 19,748 1,509 8.27 1,742 -0.17 0.1639
2022-11-15 2022-09-30 13F Alphabet Inc-Cl A COM 02079K305 18,239 17,203 1,660.52 1,745 -22.72 0.1706
2022-08-17 2022-06-30 13F/A-1 Alphabet Inc-Cl A COM 02079K305 1,036 135 14.98 2,258 -9.90 0.2205
2022-08-15 2022-06-30 13F Alphabet Inc-Cl A COM 02079K305 901 0 2,506 0.1545
2022-05-16 2022-03-31 13F Alphabet Inc-Cl A COM 02079K305 901 -235 -20.69 2,506 -23.85 0.2008
2022-02-11 2021-12-31 13F Alphabet Inc-Cl A COM 02079K305 1,136 -156 -12.07 3,291 -4.72 0.2590
2021-11-12 2021-09-30 13F Alphabet Inc-Cl A COM 02079K305 1,292 -35 -2.64 3,454 6.60 0.2218
2021-08-16 2021-06-30 13F Alphabet Inc-Cl A COM 02079K305 1,327 72 5.74 3,240 25.14 0.2133
2021-05-12 2021-03-31 13F Alphabet Inc-Cl A COM 02079K305 1,255 -84 -6.27 2,589 10.31 0.1823
2021-02-12 2020-12-31 13F Alphabet Inc-Cl A COM 02079K305 1,339 -322 -19.39 2,347 -3.57 0.1721
2020-11-12 2020-09-30 13F Alphabet Inc-Cl A COM 02079K305 1,661 -443 -21.06 2,434 -18.43 0.2373
2020-08-13 2020-06-30 13F Alphabet Inc-Cl A COM 02079K305 2,104 -505 -19.36 2,984 -1.58 0.2655
2020-05-12 2020-03-31 13F Alphabet Inc-Cl A COM 02079K305 2,609 -304 -10.44 3,032 -22.30 0.2102
2020-02-11 2019-12-31 13F Alphabet Inc-Cl A COM 02079K305 2,913 -134 -4.40 3,902 4.86 0.1793
2019-11-12 2019-09-30 13F Alphabet Inc-Cl A COM 02079K305 3,047 32 1.06 3,721 13.97 0.1791
2019-08-14 2019-06-30 13F Alphabet Inc-Cl A COM 02079K305 3,015 274 10.00 3,265 1.21 0.0642
2019-05-15 2019-03-31 13F Alphabet Inc-Cl A COM 02079K305 2,741 194 7.62 3,226 21.19 0.0623
2019-02-13 2018-12-31 13F Alphabet Inc-Cl A COM 02079K305 2,547 770 43.33 2,662 24.10 0.0564
2018-11-13 2018-09-30 13F Alphabet Inc-Cl A COM 02079K305 1,777 651 57.82 2,145 68.76 0.0351
2018-08-14 2018-06-30 13F Alphabet Inc-Cl A COM 02079K305 1,126 700 164.32 1,271 187.56 0.0203
2018-05-15 2018-03-31 13F Alphabet Inc-Cl A CAP STK CL A 02079K305 426 -44 -9.36 442 -10.71 0.0079
2018-02-08 2017-12-31 13F Alphabet Inc-Cl A CAP STK CL A 02079K305 470 -65 -12.15 495 -4.99 0.0082
2017-11-14 2017-09-30 13F Alphabet Inc-Cl A COM 02079K305 535 112 26.48 521 32.57 0.0083
2017-08-22 2017-06-30 13F/A-1 Alphabet Inc-Cl A COM 02079K305 423 -11 -2.53 393 6.79 0.0062
2017-08-14 2017-06-30 13F ALPHABET INC-CL A COM 02079K305 434 0 368
2017-05-15 2017-03-31 13F ALPHABET INC-CL A COM 02079K305 434 -26 -5.65 368 0.82 0.0054
2017-02-13 2016-12-31 13F ALPHABET INC-CL A COM 02079K305 460 460 365 0.0054
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.