Holders over time
- T
- CMCSA
| Quarter | T | CMCSA |
|---|---|---|
| Q3 2020 | 22 holders, $4.5bn | 32 holders, $40.8bn |
| Q4 2020 | 21 holders, $4.1bn | 35 holders, $45.9bn |
| Q1 2021 | 26 holders, $5.7bn | 38 holders, $49.8bn |
| Q2 2021 | 29 holders, $7.0bn | 34 holders, $52.9bn |
| Q3 2021 | 30 holders, $7.5bn | 33 holders, $51.4bn |
| Q4 2021 | 30 holders, $9.0bn | 37 holders, $45.2bn |
| Q1 2022 | 33 holders, $7.3bn | 38 holders, $40.3bn |
| Q2 2022 | 25 holders, $5.2bn | 39 holders, $32.1bn |
| Q3 2022 | 30 holders, $3.3bn | 37 holders, $22.8bn |
| Q4 2022 | 21 holders, $3.4bn | 28 holders, $25.4bn |
| Q1 2023 | 24 holders, $4.9bn | 26 holders, $28.7bn |
| Q2 2023 | 28 holders, $3.2bn | 25 holders, $29.4bn |
| Q3 2023 | 24 holders, $4.2bn | 32 holders, $30.6bn |
| Q4 2023 | 31 holders, $6.0bn | 25 holders, $28.6bn |
| Q1 2024 | 27 holders, $5.2bn | 26 holders, $26.8bn |
| Q2 2024 | 33 holders, $6.8bn | 28 holders, $24.1bn |
| Q3 2024 | 25 holders, $7.9bn | 33 holders, $27.0bn |
| Q4 2024 | 30 holders, $8.5bn | 29 holders, $24.1bn |
| Q1 2025 | 34 holders, $11.0bn | 33 holders, $24.1bn |
| Q2 2025 | 31 holders, $11.8bn | 34 holders, $22.3bn |
| Q3 2025 | 30 holders, $11.0bn | 34 holders, $18.9bn |
| Q4 2025 | 28 holders, $10.2bn | 33 holders, $20.0bn |
| Q1 2026 | 25 holders, $11.7bn | 28 holders, $20.1bn |
| Q2 2026 | 25 holders, $6.7bn | 29 holders, $16.2bn |
AT&T Inc
- Holders
- 31
- Reported value
- $6.0bn
- Buyers
- 18
- Sellers
- 11
Breadth +7 among 93 comparable managers.
Comcast Corp New
- Holders
- 25
- Reported value
- $28.6bn
- Buyers
- 13
- Sellers
- 12
Breadth +1 among 93 comparable managers.
Who holds both, Q4 2023
Both (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only T (17)
Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Hudson Bay Capital Management LP, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Voloridge Investment Management LLC, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.