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CCOI · 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.

CCOICMCSA
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.
  • CCOI
  • CMCSA
010203040202120222023202420252026
Holders and value by quarter
QuarterCCOICMCSA
Q3 202011 holders, $262m32 holders, $40.8bn
Q4 20206 holders, $189m35 holders, $45.9bn
Q1 20216 holders, $181m38 holders, $49.8bn
Q2 20215 holders, $195m34 holders, $52.9bn
Q3 20214 holders, $178m33 holders, $51.4bn
Q4 20213 holders, $182m37 holders, $45.2bn
Q1 20223 holders, $166m38 holders, $40.3bn
Q2 20223 holders, $159m39 holders, $32.1bn
Q3 20225 holders, $128m37 holders, $22.8bn
Q4 20224 holders, $120m28 holders, $25.4bn
Q1 20235 holders, $136m26 holders, $28.7bn
Q2 20232 holders, $123m25 holders, $29.4bn
Q3 20232 holders, $109m32 holders, $30.6bn
Q4 20233 holders, $141m25 holders, $28.6bn
Q1 20243 holders, $159m26 holders, $26.8bn
Q2 20243 holders, $118m28 holders, $24.1bn
Q3 20244 holders, $155m33 holders, $27.0bn
Q4 20244 holders, $146m29 holders, $24.1bn
Q1 20253 holders, $99m33 holders, $24.1bn
Q2 20253 holders, $49m34 holders, $22.3bn
Q3 20252 holders, $23m34 holders, $18.9bn
Q4 2025none listed holders, n.a.33 holders, $20.0bn
Q1 20263 holders, $7.7m28 holders, $20.1bn
Q2 20263 holders, $7.4m29 holders, $16.2bn
CCOI

Cogent Communications HLDGS

Holders
3
Reported value
$118m
Buyers
1
Sellers
1

Breadth 0 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 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CCOI (1)

Renaissance Technologies LLC

Only CMCSA (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global 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, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP, and 1 more

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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