Holders over time
- VZ
- CMCSA
| Quarter | VZ | CMCSA |
|---|---|---|
| Q3 2020 | 24 holders, $19.3bn | 32 holders, $40.8bn |
| Q4 2020 | 25 holders, $22.5bn | 35 holders, $45.9bn |
| Q1 2021 | 30 holders, $22.2bn | 38 holders, $49.8bn |
| Q2 2021 | 28 holders, $21.0bn | 34 holders, $52.9bn |
| Q3 2021 | 27 holders, $20.2bn | 33 holders, $51.4bn |
| Q4 2021 | 26 holders, $18.8bn | 37 holders, $45.2bn |
| Q1 2022 | 34 holders, $12.3bn | 38 holders, $40.3bn |
| Q2 2022 | 18 holders, $10.9bn | 39 holders, $32.1bn |
| Q3 2022 | 29 holders, $8.0bn | 37 holders, $22.8bn |
| Q4 2022 | 25 holders, $8.1bn | 28 holders, $25.4bn |
| Q1 2023 | 25 holders, $7.4bn | 26 holders, $28.7bn |
| Q2 2023 | 21 holders, $6.4bn | 25 holders, $29.4bn |
| Q3 2023 | 31 holders, $6.1bn | 32 holders, $30.6bn |
| Q4 2023 | 23 holders, $7.6bn | 25 holders, $28.6bn |
| Q1 2024 | 29 holders, $8.4bn | 26 holders, $26.8bn |
| Q2 2024 | 30 holders, $7.5bn | 28 holders, $24.1bn |
| Q3 2024 | 20 holders, $6.8bn | 33 holders, $27.0bn |
| Q4 2024 | 26 holders, $6.3bn | 29 holders, $24.1bn |
| Q1 2025 | 23 holders, $7.5bn | 33 holders, $24.1bn |
| Q2 2025 | 24 holders, $5.7bn | 34 holders, $22.3bn |
| Q3 2025 | 19 holders, $5.6bn | 34 holders, $18.9bn |
| Q4 2025 | 17 holders, $4.4bn | 33 holders, $20.0bn |
| Q1 2026 | 23 holders, $5.6bn | 28 holders, $20.1bn |
| Q2 2026 | 20 holders, $4.4bn | 29 holders, $16.2bn |
Verizon Communications Inc
- Holders
- 20
- Reported value
- $4.4bn
- 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 (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Woodline Partners LP
Only VZ (5)
Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Soros Fund Management LLC, T. Rowe Price Associates Inc
Only CMCSA (14)
Artisan Partners LP, Balyasny Asset Management LLC, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Greenlight Capital, Harris Associates LP, Markel Group Inc, MFS Investment Management, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund 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.