Holders over time
- IRDM
- CMCSA
| Quarter | IRDM | CMCSA |
|---|---|---|
| Q3 2020 | 3 holders, $228m | 32 holders, $40.8bn |
| Q4 2020 | 3 holders, $450m | 35 holders, $45.9bn |
| Q1 2021 | 5 holders, $524m | 38 holders, $49.8bn |
| Q2 2021 | 3 holders, $621m | 34 holders, $52.9bn |
| Q3 2021 | 4 holders, $555m | 33 holders, $51.4bn |
| Q4 2021 | 4 holders, $511m | 37 holders, $45.2bn |
| Q1 2022 | 5 holders, $199m | 38 holders, $40.3bn |
| Q2 2022 | 6 holders, $186m | 39 holders, $32.1bn |
| Q3 2022 | 7 holders, $200m | 37 holders, $22.8bn |
| Q4 2022 | 8 holders, $216m | 28 holders, $25.4bn |
| Q1 2023 | 6 holders, $257m | 26 holders, $28.7bn |
| Q2 2023 | 7 holders, $356m | 25 holders, $29.4bn |
| Q3 2023 | 8 holders, $228m | 32 holders, $30.6bn |
| Q4 2023 | 5 holders, $169m | 25 holders, $28.6bn |
| Q1 2024 | 8 holders, $170m | 26 holders, $26.8bn |
| Q2 2024 | 2 holders, $94m | 28 holders, $24.1bn |
| Q3 2024 | 7 holders, $144m | 33 holders, $27.0bn |
| Q4 2024 | 3 holders, $81m | 29 holders, $24.1bn |
| Q1 2025 | 3 holders, $140m | 33 holders, $24.1bn |
| Q2 2025 | 2 holders, $170m | 34 holders, $22.3bn |
| Q3 2025 | 3 holders, $150m | 34 holders, $18.9bn |
| Q4 2025 | 6 holders, $108m | 33 holders, $20.0bn |
| Q1 2026 | 4 holders, $109m | 28 holders, $20.1bn |
| Q2 2026 | 8 holders, $561m | 29 holders, $16.2bn |
Iridium Communications Inc
- Holders
- 8
- Reported value
- $561m
- Buyers
- 17
- Sellers
- 18
Breadth -1 among 91 comparable managers.
Comcast Corp New
- Holders
- 29
- Reported value
- $16.2bn
- Buyers
- 23
- Sellers
- 24
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (5)
AQR Capital Management LLC, Balyasny Asset Management LLC, Man Group PLC, PDT Partners LLC, Quantbot Technologies LP
Only IRDM (3)
ARK Investment Management LLC, Moore Capital Management LP, Renaissance Technologies LLC
Only CMCSA (24)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Greenlight Capital, Harris Associates LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund Management LLC, 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.