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CALX · CMCSA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CALXCMCSA
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CALX
  • CMCSA
010203040202120222023202420252026
Holders and value by quarter
QuarterCALXCMCSA
Q3 20204 holders, $94m32 holders, $40.8bn
Q4 20204 holders, $147m35 holders, $45.9bn
Q1 20216 holders, $221m38 holders, $49.8bn
Q2 20215 holders, $263m34 holders, $52.9bn
Q3 20217 holders, $265m33 holders, $51.4bn
Q4 20215 holders, $647m37 holders, $45.2bn
Q1 20226 holders, $238m38 holders, $40.3bn
Q2 20224 holders, $167m39 holders, $32.1bn
Q3 20226 holders, $229m37 holders, $22.8bn
Q4 20227 holders, $258m28 holders, $25.4bn
Q1 202310 holders, $298m26 holders, $28.7bn
Q2 20239 holders, $232m25 holders, $29.4bn
Q3 20238 holders, $198m32 holders, $30.6bn
Q4 20237 holders, $292m25 holders, $28.6bn
Q1 20248 holders, $230m26 holders, $26.8bn
Q2 20247 holders, $276m28 holders, $24.1bn
Q3 20245 holders, $252m33 holders, $27.0bn
Q4 20245 holders, $120m29 holders, $24.1bn
Q1 20255 holders, $135m33 holders, $24.1bn
Q2 20254 holders, $196m34 holders, $22.3bn
Q3 20259 holders, $435m34 holders, $18.9bn
Q4 20258 holders, $246m33 holders, $20.0bn
Q1 20266 holders, $333m28 holders, $20.1bn
Q2 20263 holders, $207m29 holders, $16.2bn
CALX

Calix Inc

Holders
7
Reported value
$276m
Buyers
5
Sellers
2

Breadth +3 among 94 comparable managers.

Communications and media
CMCSA

Comcast Corp New

Holders
28
Reported value
$24.1bn
Buyers
18
Sellers
12

Breadth +6 among 94 comparable managers.

Communications and media

Who holds both, Q2 2024

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CALX (3)

Baillie Gifford & Co, Holocene Advisors LP, PDT Partners LLC

Only CMCSA (24)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP, 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.

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