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VOD · 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.

VODNFLX
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.
  • VOD
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterVODNFLX
Q3 20202 holders, $533m43 holders, $57.4bn
Q4 20205 holders, $643m48 holders, $63.2bn
Q1 20212 holders, $605m44 holders, $60.9bn
Q2 20214 holders, $553m51 holders, $59.3bn
Q3 20215 holders, $505m42 holders, $67.8bn
Q4 20214 holders, $678m46 holders, $64.2bn
Q1 20223 holders, $805m42 holders, $34.9bn
Q2 20226 holders, $835m35 holders, $15.0bn
Q3 20224 holders, $578m37 holders, $21.8bn
Q4 20224 holders, $438m36 holders, $30.4bn
Q1 20238 holders, $457m42 holders, $33.8bn
Q2 20235 holders, $376m43 holders, $42.3bn
Q3 20236 holders, $426m43 holders, $33.1bn
Q4 20235 holders, $406m39 holders, $42.1bn
Q1 20243 holders, $255m44 holders, $50.0bn
Q2 20243 holders, $247m44 holders, $55.5bn
Q3 20244 holders, $352m44 holders, $55.8bn
Q4 20245 holders, $270m51 holders, $73.4bn
Q1 20256 holders, $394m50 holders, $76.5bn
Q2 20255 holders, $543m45 holders, $106bn
Q3 20255 holders, $522m50 holders, $91.6bn
Q4 20255 holders, $499m48 holders, $73.1bn
Q1 20265 holders, $470m44 holders, $74.2bn
Q2 20265 holders, $356m38 holders, $50.9bn
VOD

Vodafone Group

Holders
5
Reported value
$543m
Buyers
3
Sellers
2

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

Only VOD (0)

None.

Only NFLX (40)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 15 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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