Two institutional investors trimmed Alphabet holdings by 6–12% in Q2

Maj Invest Holding and Beacon Bank & Trust both reduced their Alphabet stock positions during Q2, per SEC filings.

Two institutional investors filed disclosures showing they sold portions of their Alphabet Inc. holdings during the second quarter of 2025. Maj Invest Holding A S reduced its position by 11.7%, selling 43,592 shares and retaining 329,595 shares. Beacon Bank & Trust made a smaller cut of 6.5%, shedding 3,463 shares to hold 49,729 shares — a position valued at approximately $17.77 million, representing 3.4% of the bank's total portfolio and its 8th-largest holding. Both disclosures come from Form 13F filings submitted to the U.S. Securities and Exchange Commission, which require institutional investment managers to report their equity holdings quarterly. The filings are a routine transparency mechanism and do not require managers to explain their trading decisions. Alphabet Inc., the parent company of Google, trades on the NASDAQ under the ticker GOOGL. Institutional ownership changes of this kind are common and can reflect portfolio rebalancing, profit-taking, or shifts in investment strategy rather than any single catalyst.

Why it matters

Routine 13F filings like these offer a lagged but public window into how professional money managers are positioning themselves in major stocks. Incremental trims by multiple institutions can sometimes signal broader sentiment shifts toward a given holding.

What's next

Third-quarter 13F filings, which would reflect holdings through September 30, are typically due to the SEC in mid-November.

Key facts

• Maj Invest Holding A S sold 43,592 shares of Alphabet in Q2, a reduction of 11.7%
• After the sale, Maj Invest retained 329,595 shares of Alphabet
• Beacon Bank & Trust sold 3,463 shares of Alphabet in Q2, a reduction of 6.5%
• Beacon Bank & Trust's remaining 49,729 shares are valued at approximately $17.77 million
• Alphabet represents 3.4% of Beacon Bank & Trust's portfolio, its 8th-largest position
• Both disclosures were filed via Form 13F with the SEC

Bias & framing notes

Both sources are financial news aggregators that routinely republish 13F filing data with minimal editorial context. Neither source explains why the positions were reduced, nor do they provide broader market context. The two reports cover different institutions and are consistent in format and sourcing methodology.

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