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
- 33
- Reported value
- $6.8bn
- Buyers
- 23
- Sellers
- 10
Breadth +13 among 94 comparable managers.
Comcast Corp New
- Holders
- 28
- Reported value
- $24.1bn
- Buyers
- 18
- Sellers
- 12
Breadth +6 among 94 comparable managers.
Who holds both, Q2 2024
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only T (14)
Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Maverick Capital Ltd, PDT Partners LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Verition Fund Management LLC
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.