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SHEN · 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.

SHENCMCSA
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.
  • SHEN
  • CMCSA
010203040202120222023202420252026
Holders and value by quarter
QuarterSHENCMCSA
Q3 20202 holders, $77m32 holders, $40.8bn
Q4 20202 holders, $71m35 holders, $45.9bn
Q1 20212 holders, $67m38 holders, $49.8bn
Q2 20212 holders, $58m34 holders, $52.9bn
Q3 20212 holders, $3.6m33 holders, $51.4bn
Q4 20212 holders, $3.0m37 holders, $45.2bn
Q1 20221 holders, $2.6m38 holders, $40.3bn
Q2 20221 holders, $2.5m39 holders, $32.1bn
Q3 20221 holders, $1.9m37 holders, $22.8bn
Q4 20221 holders, $1.8m28 holders, $25.4bn
Q1 20232 holders, $2.5m26 holders, $28.7bn
Q2 20232 holders, $2.5m25 holders, $29.4bn
Q3 20232 holders, $2.7m32 holders, $30.6bn
Q4 20232 holders, $2.6m25 holders, $28.6bn
Q1 20242 holders, $1.2m26 holders, $26.8bn
Q2 20242 holders, $3.0m28 holders, $24.1bn
Q3 20241 holders, $2.2m33 holders, $27.0bn
Q4 20241 holders, $2.8m29 holders, $24.1bn
Q1 20252 holders, $15m33 holders, $24.1bn
Q2 20252 holders, $35m34 holders, $22.3bn
Q3 20252 holders, $36m34 holders, $18.9bn
Q4 20252 holders, $37m33 holders, $20.0bn
Q1 20262 holders, $50m28 holders, $20.1bn
Q2 20262 holders, $44m29 holders, $16.2bn
SHEN

Shenandoah Telecommunication

Holders
2
Reported value
$15m
Buyers
2
Sellers
0

Breadth +2 among 95 comparable managers.

Communications and media
CMCSA

Comcast Corp New

Holders
33
Reported value
$24.1bn
Buyers
25
Sellers
8

Breadth +17 among 95 comparable managers.

Communications and media

Who holds both, Q1 2025

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SHEN (1)

Southeastern Asset Management Inc

Only CMCSA (32)

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, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, and 7 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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