Communications and media
Definition
Companies whose SEC Standard Industrial Classification code falls in 2700 to 2799, 4800 to 4899, 7810 to 7849, as EDGAR assigns them.
Q2 2026 against Q1 2026
- Reported value
- $160bn
- -$46.1bn on the quarter before
- Managers listing any
- 71
- -6 on the quarter before
- Stocks listed
- 85
- +0 on the quarter before
- Buyers
- 1,031
- manager-stock pairs opening or adding
- Sellers
- 1,038
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +51 · +32 · +129 · +96 · +74 · +27 · +62 · -7
See it in the heatmap, ranked by breadth →
Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.
Largest stocks (87 in all)
By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| NFLXNetflix Inc. | 42 | $51.1bn | 22 | 28 | |
| TMUST-mobile US Inc | 40 | $19.6bn | 20 | 27 | |
| CMCSAComcast Corp New | 43 | $16.8bn | 23 | 24 | |
| SPOTSpotify Technology S A | 45 | $14.3bn | 19 | 33 | |
| TAT&T Inc | 38 | $7.3bn | 20 | 22 | |
| VZVerizon Communications Inc | 34 | $4.7bn | 17 | 18 | |
| CHTRCharter Communications Inc | 38 | $4.2bn | 25 | 15 | |
| SIRISiriusxm Holdings Inc | 25 | $4.1bn | 19 | 13 | |
| ROKURoku Inc | 38 | $3.6bn | 18 | 25 | |
| ECHOEchostar Corp | 38 | $3.3bn | 20 | 22 | |
| NYTNew York Times Co MTN Be | 34 | $3.3bn | 24 | 12 | |
| FOXAFox Corp | 31 | $2.0bn | 21 | 13 | |
| NWSANews Corp New | 31 | $1.6bn | 13 | 22 | |
| TRIThomson Reuters Corp. | 20 | $1.4bn | 6 | 20 | |
| TIGOMillicom Intl Cellular S A | 26 | $1.4bn | 12 | 18 | |
| VSATViasat Inc | 29 | $1.3bn | 19 | 12 | |
| AMXAmerica Movil Sab de CV | 14 | $1.2bn | 11 | 7 | |
| KTKT Corp | 19 | $1.0bn | 10 | 16 | |
| NXSTNexstar Broadcasting Group Inc | 24 | $1.0bn | 16 | 10 | |
| VSNTVersant Media Group Inc | 35 | $946m | 19 | 20 | |
| ASTSAst Spacemobile Inc | 20 | $925m | 8 | 24 | |
| CNKCinemark HLDGS Inc | 29 | $866m | 11 | 19 | |
| LUMNLumen Technologies Inc | 26 | $818m | 15 | 13 | |
| IRDMIridium Communications Inc | 31 | $798m | 17 | 18 | |
| UNITUniti Group LLC | 18 | $766m | 12 | 7 |
Managers holding its largest names
Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.
- Invesco Ltd7 of 15 · $21.2bn
- Fidelity (FMR LLC)6 of 15 · $15.0bn
- T. Rowe Price Associates Inc6 of 15 · $13.4bn
- Capital World Investors7 of 15 · $11.1bn
- Capital Research Global Investors5 of 15 · $9.4bn
- Dodge & Cox7 of 15 · $7.7bn
- Wellington Management Group LLP5 of 15 · $5.9bn
- Baillie Gifford & Co3 of 15 · $5.0bn
- Berkshire Hathaway Inc2 of 15 · $4.8bn
- AllianceBernstein LP6 of 15 · $4.8bn
- Arrowstreet Capital LP7 of 15 · $3.6bn
- AQR Capital Management LLC8 of 15 · $2.9bn
- Janus Henderson Group Ltd5 of 15 · $1.9bn
- Neuberger Berman Group LLC6 of 15 · $1.6bn
- Citadel Advisors LLC4 of 15 · $1.5bn
- First Eagle Investment Management LLC2 of 15 · $1.4bn
- MFS Investment Management5 of 15 · $1.4bn
- Millennium Management LLC6 of 15 · $1.2bn
- Acadian Asset Management LLC10 of 15 · $1.1bn
- Two Sigma Investments LP3 of 15 · $1.1bn
2.7% of the value at Q2 2026 sits in stocks with no SIC code on file, counted as unclassified rather than placed in a sector.