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TMUS · CMCSA 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.

TMUSCMCSA
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.
  • TMUS
  • CMCSA
0204060202120222023202420252026
Holders and value by quarter
QuarterTMUSCMCSA
Q3 202039 holders, $17.6bn32 holders, $40.8bn
Q4 202037 holders, $19.6bn35 holders, $45.9bn
Q1 202139 holders, $17.7bn38 holders, $49.8bn
Q2 202132 holders, $21.2bn34 holders, $52.9bn
Q3 202137 holders, $18.5bn33 holders, $51.4bn
Q4 202137 holders, $15.7bn37 holders, $45.2bn
Q1 202236 holders, $16.9bn38 holders, $40.3bn
Q2 202242 holders, $18.3bn39 holders, $32.1bn
Q3 202240 holders, $16.7bn37 holders, $22.8bn
Q4 202238 holders, $15.5bn28 holders, $25.4bn
Q1 202338 holders, $17.7bn26 holders, $28.7bn
Q2 202339 holders, $18.1bn25 holders, $29.4bn
Q3 202341 holders, $17.4bn32 holders, $30.6bn
Q4 202334 holders, $17.1bn25 holders, $28.6bn
Q1 202429 holders, $16.7bn26 holders, $26.8bn
Q2 202430 holders, $17.8bn28 holders, $24.1bn
Q3 202426 holders, $19.7bn33 holders, $27.0bn
Q4 202429 holders, $18.8bn29 holders, $24.1bn
Q1 202536 holders, $21.5bn33 holders, $24.1bn
Q2 202535 holders, $21.1bn34 holders, $22.3bn
Q3 202542 holders, $23.1bn34 holders, $18.9bn
Q4 202532 holders, $26.7bn33 holders, $20.0bn
Q1 202642 holders, $28.3bn28 holders, $20.1bn
Q2 202636 holders, $19.4bn29 holders, $16.2bn
TMUS

T-mobile US Inc

Holders
36
Reported value
$19.4bn
Buyers
20
Sellers
27

Breadth -7 among 91 comparable managers.

Communications and media
CMCSA

Comcast Corp New

Holders
29
Reported value
$16.2bn
Buyers
23
Sellers
24

Breadth -1 among 91 comparable managers.

Communications and media

Who holds both, Q2 2026

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TMUS (16)

Brevan Howard Capital Management LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd

Only CMCSA (9)

Artisan Partners LP, Capital World Investors, First Eagle Investment Management LLC, Freestone Grove Partners LP, Greenlight Capital, Harris Associates LP, Markel Group Inc, PDT Partners 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.

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