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
- 28
- Reported value
- $10.2bn
- Buyers
- 20
- Sellers
- 21
Breadth -1 among 92 comparable managers.
Comcast Corp New
- Holders
- 33
- Reported value
- $20.0bn
- Buyers
- 23
- Sellers
- 26
Breadth -3 among 92 comparable managers.
Who holds both, Q4 2025
Both (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only T (7)
Freestone Grove Partners LP, Jane Street Group LLC, Neuberger Berman Group LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only CMCSA (12)
Artisan Partners LP, Bridgewater Associates LP, Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Markel Group Inc, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP
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.