Holders over time
- ZD
- CMCSA
| Quarter | ZD | CMCSA |
|---|---|---|
| Q3 2020 | 11 holders, $254m | 32 holders, $40.8bn |
| Q4 2020 | 6 holders, $266m | 35 holders, $45.9bn |
| Q1 2021 | 6 holders, $416m | 38 holders, $49.8bn |
| Q2 2021 | 9 holders, $751m | 34 holders, $52.9bn |
| Q3 2021 | 8 holders, $757m | 33 holders, $51.4bn |
| Q4 2021 | 6 holders, $455m | 37 holders, $45.2bn |
| Q1 2022 | 4 holders, $416m | 38 holders, $40.3bn |
| Q2 2022 | 5 holders, $331m | 39 holders, $32.1bn |
| Q3 2022 | 5 holders, $414m | 37 holders, $22.8bn |
| Q4 2022 | 5 holders, $457m | 28 holders, $25.4bn |
| Q1 2023 | 3 holders, $303m | 26 holders, $28.7bn |
| Q2 2023 | 3 holders, $273m | 25 holders, $29.4bn |
| Q3 2023 | 1 holders, $238m | 32 holders, $30.6bn |
| Q4 2023 | 2 holders, $217m | 25 holders, $28.6bn |
| Q1 2024 | 2 holders, $205m | 26 holders, $26.8bn |
| Q2 2024 | 4 holders, $182m | 28 holders, $24.1bn |
| Q3 2024 | 3 holders, $162m | 33 holders, $27.0bn |
| Q4 2024 | 1 holders, $190m | 29 holders, $24.1bn |
| Q1 2025 | 1 holders, $135m | 33 holders, $24.1bn |
| Q2 2025 | 2 holders, $109m | 34 holders, $22.3bn |
| Q3 2025 | 2 holders, $142m | 34 holders, $18.9bn |
| Q4 2025 | 2 holders, $129m | 33 holders, $20.0bn |
| Q1 2026 | 1 holders, $148m | 28 holders, $20.1bn |
| Q2 2026 | 1 holders, $188m | 29 holders, $16.2bn |
Ziff Davis Inc
- Holders
- 2
- Reported value
- $142m
- Buyers
- 1
- Sellers
- 1
Breadth 0 among 95 comparable managers.
Comcast Corp New
- Holders
- 34
- Reported value
- $18.9bn
- Buyers
- 19
- Sellers
- 14
Breadth +5 among 95 comparable managers.
Who holds both, Q3 2025
Both (1)
Only ZD (1)
Only CMCSA (33)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, and 8 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.