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NYT · NFLX 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.

NYTNFLX
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.
  • NYT
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterNYTNFLX
Q3 202015 holders, $1.9bn43 holders, $57.4bn
Q4 202020 holders, $2.5bn48 holders, $63.2bn
Q1 202116 holders, $1.9bn44 holders, $60.9bn
Q2 202113 holders, $1.6bn51 holders, $59.3bn
Q3 202115 holders, $1.8bn42 holders, $67.8bn
Q4 202111 holders, $1.5bn46 holders, $64.2bn
Q1 202210 holders, $1.3bn42 holders, $34.9bn
Q2 202214 holders, $755m35 holders, $15.0bn
Q3 202210 holders, $982m37 holders, $21.8bn
Q4 20229 holders, $1.1bn36 holders, $30.4bn
Q1 20238 holders, $1.3bn42 holders, $33.8bn
Q2 202312 holders, $1.4bn43 holders, $42.3bn
Q3 202314 holders, $1.3bn43 holders, $33.1bn
Q4 202318 holders, $1.5bn39 holders, $42.1bn
Q1 202416 holders, $1.2bn44 holders, $50.0bn
Q2 202417 holders, $1.4bn44 holders, $55.5bn
Q3 202415 holders, $1.5bn44 holders, $55.8bn
Q4 202422 holders, $1.6bn51 holders, $73.4bn
Q1 202523 holders, $1.8bn50 holders, $76.5bn
Q2 202519 holders, $2.0bn45 holders, $106bn
Q3 202519 holders, $1.9bn50 holders, $91.6bn
Q4 202520 holders, $2.7bn48 holders, $73.1bn
Q1 202613 holders, $3.5bn44 holders, $74.2bn
Q2 202612 holders, $2.8bn38 holders, $50.9bn
NYT

New York Times Co MTN Be

Holders
13
Reported value
$3.5bn
Buyers
10
Sellers
27

Breadth -17 among 91 comparable managers.

Communications and media
NFLX

Netflix Inc.

Holders
44
Reported value
$74.2bn
Buyers
27
Sellers
25

Breadth +2 among 91 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP

Who holds both, Q1 2026

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NYT (5)

Berkshire Hathaway Inc, Egerton Capital UK LLP, Maverick Capital Ltd, Renaissance Technologies LLC, Two Sigma Investments LP

Only NFLX (36)

AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 11 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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