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
- 24
- Reported value
- $5.7bn
- Buyers
- 11
- Sellers
- 14
Breadth -3 among 95 comparable managers.
Comcast Corp New
- Holders
- 34
- Reported value
- $22.3bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 among 95 comparable managers.
Who holds both, Q2 2025
Both (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC, Woodline Partners LP
Only CMCSA (13)
Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Verition Fund 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.