Holders over time
- VZ
- CMCSA
| Quarter | VZ | CMCSA |
|---|---|---|
| Q3 2020 | 24 holders, $19.3bn | 32 holders, $40.8bn |
| Q4 2020 | 25 holders, $22.5bn | 35 holders, $45.9bn |
| Q1 2021 | 30 holders, $22.2bn | 38 holders, $49.8bn |
| Q2 2021 | 28 holders, $21.0bn | 34 holders, $52.9bn |
| Q3 2021 | 27 holders, $20.2bn | 33 holders, $51.4bn |
| Q4 2021 | 26 holders, $18.8bn | 37 holders, $45.2bn |
| Q1 2022 | 34 holders, $12.3bn | 38 holders, $40.3bn |
| Q2 2022 | 18 holders, $10.9bn | 39 holders, $32.1bn |
| Q3 2022 | 29 holders, $8.0bn | 37 holders, $22.8bn |
| Q4 2022 | 25 holders, $8.1bn | 28 holders, $25.4bn |
| Q1 2023 | 25 holders, $7.4bn | 26 holders, $28.7bn |
| Q2 2023 | 21 holders, $6.4bn | 25 holders, $29.4bn |
| Q3 2023 | 31 holders, $6.1bn | 32 holders, $30.6bn |
| Q4 2023 | 23 holders, $7.6bn | 25 holders, $28.6bn |
| Q1 2024 | 29 holders, $8.4bn | 26 holders, $26.8bn |
| Q2 2024 | 30 holders, $7.5bn | 28 holders, $24.1bn |
| Q3 2024 | 20 holders, $6.8bn | 33 holders, $27.0bn |
| Q4 2024 | 26 holders, $6.3bn | 29 holders, $24.1bn |
| Q1 2025 | 23 holders, $7.5bn | 33 holders, $24.1bn |
| Q2 2025 | 24 holders, $5.7bn | 34 holders, $22.3bn |
| Q3 2025 | 19 holders, $5.6bn | 34 holders, $18.9bn |
| Q4 2025 | 17 holders, $4.4bn | 33 holders, $20.0bn |
| Q1 2026 | 23 holders, $5.6bn | 28 holders, $20.1bn |
| Q2 2026 | 20 holders, $4.4bn | 29 holders, $16.2bn |
Verizon Communications Inc
- Holders
- 20
- Reported value
- $6.8bn
- Buyers
- 10
- Sellers
- 11
Breadth -1 among 94 comparable managers.
Comcast Corp New
- Holders
- 33
- Reported value
- $27.0bn
- Buyers
- 22
- Sellers
- 10
Breadth +12 among 94 comparable managers.
Who holds both, Q3 2024
Both (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only VZ (4)
Man Group PLC, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC, Walleye Capital LLC
Only CMCSA (17)
Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Two Sigma Investments LP, Viking Global Investors LP, 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.