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LUMN · NFLX 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.

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.
  • LUMN
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterLUMNNFLX
Q3 2020none listed holders, n.a.43 holders, $57.4bn
Q4 2020none listed holders, n.a.48 holders, $63.2bn
Q1 20218 holders, $1.3bn44 holders, $60.9bn
Q2 20217 holders, $1.4bn51 holders, $59.3bn
Q3 20215 holders, $971m42 holders, $67.8bn
Q4 20219 holders, $1.0bn46 holders, $64.2bn
Q1 20228 holders, $901m42 holders, $34.9bn
Q2 20229 holders, $876m35 holders, $15.0bn
Q3 20228 holders, $593m37 holders, $21.8bn
Q4 202211 holders, $752m36 holders, $30.4bn
Q1 202310 holders, $311m42 holders, $33.8bn
Q2 20235 holders, $133m43 holders, $42.3bn
Q3 20234 holders, $53m43 holders, $33.1bn
Q4 20233 holders, $64m39 holders, $42.1bn
Q1 20243 holders, $52m44 holders, $50.0bn
Q2 20241 holders, $17m44 holders, $55.5bn
Q3 20245 holders, $338m44 holders, $55.8bn
Q4 20248 holders, $243m51 holders, $73.4bn
Q1 20256 holders, $198m50 holders, $76.5bn
Q2 20255 holders, $172m45 holders, $106bn
Q3 20254 holders, $135m50 holders, $91.6bn
Q4 20254 holders, $179m48 holders, $73.1bn
Q1 20264 holders, $244m44 holders, $74.2bn
Q2 20264 holders, $210m38 holders, $50.9bn
LUMN

Lumen Technologies Inc

Holders
5
Reported value
$338m
Buyers
2
Sellers
3

Breadth -1 among 94 comparable managers.

NFLX

Netflix Inc.

Holders
44
Reported value
$55.8bn
Buyers
19
Sellers
24

Breadth -5 among 94 comparable managers.

Who holds both, Q3 2024

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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