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
- 17
- Reported value
- $4.4bn
- Buyers
- 17
- Sellers
- 17
Breadth 0 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 (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only CMCSA (19)
Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Verition Fund Management LLC, Walleye Capital 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.