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T · 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.

TNFLX
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.
  • T
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterTNFLX
Q3 202022 holders, $4.5bn43 holders, $57.4bn
Q4 202021 holders, $4.1bn48 holders, $63.2bn
Q1 202126 holders, $5.7bn44 holders, $60.9bn
Q2 202129 holders, $7.0bn51 holders, $59.3bn
Q3 202130 holders, $7.5bn42 holders, $67.8bn
Q4 202130 holders, $9.0bn46 holders, $64.2bn
Q1 202233 holders, $7.3bn42 holders, $34.9bn
Q2 202225 holders, $5.2bn35 holders, $15.0bn
Q3 202230 holders, $3.3bn37 holders, $21.8bn
Q4 202221 holders, $3.4bn36 holders, $30.4bn
Q1 202324 holders, $4.9bn42 holders, $33.8bn
Q2 202328 holders, $3.2bn43 holders, $42.3bn
Q3 202324 holders, $4.2bn43 holders, $33.1bn
Q4 202331 holders, $6.0bn39 holders, $42.1bn
Q1 202427 holders, $5.2bn44 holders, $50.0bn
Q2 202433 holders, $6.8bn44 holders, $55.5bn
Q3 202425 holders, $7.9bn44 holders, $55.8bn
Q4 202430 holders, $8.5bn51 holders, $73.4bn
Q1 202534 holders, $11.0bn50 holders, $76.5bn
Q2 202531 holders, $11.8bn45 holders, $106bn
Q3 202530 holders, $11.0bn50 holders, $91.6bn
Q4 202528 holders, $10.2bn48 holders, $73.1bn
Q1 202625 holders, $11.7bn44 holders, $74.2bn
Q2 202625 holders, $6.7bn38 holders, $50.9bn
T

AT&T Inc

Holders
25
Reported value
$11.7bn
Buyers
9
Sellers
32

Breadth -23 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 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only T (4)

Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Two Sigma Investments LP

Only NFLX (23)

ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Coatue Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Whale Rock Capital Management LLC

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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