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
- 34
- Reported value
- $11.0bn
- Buyers
- 22
- Sellers
- 12
Breadth +10 among 95 comparable managers.
Comcast Corp New
- Holders
- 33
- Reported value
- $24.1bn
- Buyers
- 25
- Sellers
- 8
Breadth +17 among 95 comparable managers.
Who holds both, Q1 2025
Both (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only T (13)
Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Jane Street Group LLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Third Point LLC, Tudor Investment Corp, Wellington Management Group LLP
Only CMCSA (12)
Artisan Partners LP, Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Markel Group Inc, MFS Investment Management, Point72 Asset Management LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment 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.