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CMCSA · SPOT 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.

CMCSASPOT
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.
  • CMCSA
  • SPOT
0204060202120222023202420252026
Holders and value by quarter
QuarterCMCSASPOT
Q3 202032 holders, $40.8bn15 holders, $10.5bn
Q4 202035 holders, $45.9bn14 holders, $14.2bn
Q1 202138 holders, $49.8bn15 holders, $12.4bn
Q2 202134 holders, $52.9bn15 holders, $12.0bn
Q3 202133 holders, $51.4bn21 holders, $11.6bn
Q4 202137 holders, $45.2bn25 holders, $12.6bn
Q1 202238 holders, $40.3bn21 holders, $7.5bn
Q2 202239 holders, $32.1bn22 holders, $4.8bn
Q3 202237 holders, $22.8bn19 holders, $4.0bn
Q4 202228 holders, $25.4bn22 holders, $3.5bn
Q1 202326 holders, $28.7bn23 holders, $6.3bn
Q2 202325 holders, $29.4bn38 holders, $8.0bn
Q3 202332 holders, $30.6bn30 holders, $7.8bn
Q4 202325 holders, $28.6bn32 holders, $9.5bn
Q1 202426 holders, $26.8bn38 holders, $13.9bn
Q2 202428 holders, $24.1bn45 holders, $16.3bn
Q3 202433 holders, $27.0bn48 holders, $20.5bn
Q4 202429 holders, $24.1bn39 holders, $18.4bn
Q1 202533 holders, $24.1bn37 holders, $21.1bn
Q2 202534 holders, $22.3bn35 holders, $28.6bn
Q3 202534 holders, $18.9bn38 holders, $26.9bn
Q4 202533 holders, $20.0bn46 holders, $22.4bn
Q1 202628 holders, $20.1bn41 holders, $15.4bn
Q2 202629 holders, $16.2bn33 holders, $13.2bn
CMCSA

Comcast Corp New

Holders
28
Reported value
$20.1bn
Buyers
17
Sellers
29

Breadth -12 among 91 comparable managers.

Communications and media
SPOT

Spotify Technology S A

Holders
41
Reported value
$15.4bn
Buyers
26
Sellers
27

Breadth -1 among 91 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP

Who holds both, Q1 2026

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CMCSA (13)

AQR Capital Management LLC, Caxton Associates LLP, Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Quantbot Technologies LP, Soros Fund Management LLC, Tudor Investment Corp, Voloridge Investment Management LLC

Only SPOT (26)

ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Tiger Global Management LLC, ValueAct Holdings LP, Verition Fund Management LLC, Walleye Capital LLC, and 1 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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