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CMCSA · 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.

CMCSANFLX
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.
  • CMCSA
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterCMCSANFLX
Q3 202032 holders, $40.8bn43 holders, $57.4bn
Q4 202035 holders, $45.9bn48 holders, $63.2bn
Q1 202138 holders, $49.8bn44 holders, $60.9bn
Q2 202134 holders, $52.9bn51 holders, $59.3bn
Q3 202133 holders, $51.4bn42 holders, $67.8bn
Q4 202137 holders, $45.2bn46 holders, $64.2bn
Q1 202238 holders, $40.3bn42 holders, $34.9bn
Q2 202239 holders, $32.1bn35 holders, $15.0bn
Q3 202237 holders, $22.8bn37 holders, $21.8bn
Q4 202228 holders, $25.4bn36 holders, $30.4bn
Q1 202326 holders, $28.7bn42 holders, $33.8bn
Q2 202325 holders, $29.4bn43 holders, $42.3bn
Q3 202332 holders, $30.6bn43 holders, $33.1bn
Q4 202325 holders, $28.6bn39 holders, $42.1bn
Q1 202426 holders, $26.8bn44 holders, $50.0bn
Q2 202428 holders, $24.1bn44 holders, $55.5bn
Q3 202433 holders, $27.0bn44 holders, $55.8bn
Q4 202429 holders, $24.1bn51 holders, $73.4bn
Q1 202533 holders, $24.1bn50 holders, $76.5bn
Q2 202534 holders, $22.3bn45 holders, $106bn
Q3 202534 holders, $18.9bn50 holders, $91.6bn
Q4 202533 holders, $20.0bn48 holders, $73.1bn
Q1 202628 holders, $20.1bn44 holders, $74.2bn
Q2 202629 holders, $16.2bn38 holders, $50.9bn
CMCSA

Comcast Corp New

Holders
34
Reported value
$22.3bn
Buyers
18
Sellers
17

Breadth +1 among 95 comparable managers.

Communications and media
NFLX

Netflix Inc.

Holders
45
Reported value
$106bn
Buyers
17
Sellers
28

Breadth -11 among 95 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP

Who holds both, Q2 2025

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CMCSA (6)

Dodge & Cox, First Eagle Investment Management LLC, Markel Group Inc, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp

Only NFLX (17)

Baillie Gifford & Co, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Light Street Capital Management LLC, Marshall Wace LLP, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Steadfast Capital Management LP, Susquehanna International Group LLP, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd

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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