- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 Feb 2024
- Managers listing it
- 25
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 24 listed it in both
- Shares listed
- 652,720,462
- combined, among listed positions
- Reported value
- $28.6bn
- combined, at the quarter end
Among the 93 comparable managers: 13 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CMCSA in Q4 2023
25 of 25 holders
Largest increases and reductions, by shares
Increases
- Capital World Investorsexisting position · 107,773,317 shares now+15,625,543
- Arrowstreet Capital LPexisting position · 29,325,681 shares now+5,187,340
- Invesco Ltdexisting position · 39,069,233 shares now+3,250,711
- AQR Capital Management LLCexisting position · 4,196,372 shares now+2,067,758
- Harris Associates LPexisting position · 18,873,787 shares now+1,854,671
Reductions
- Capital Research Global Investorsexisting position · 61,508,767 shares now-35,335,050
- Janus Henderson Group Ltdexisting position · 12,653,649 shares now-2,392,445
- MFS Investment Managementexisting position · 91,882,669 shares now-2,204,196
- Fidelity (FMR LLC)existing position · 112,426,998 shares now-2,130,586
- Wellington Management Group LLPexisting position · 10,231,113 shares now-1,436,595
New positions and exits
New (1)
Exited (1)
- Caxton Associates LLPwas $6.7m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 28 | $20.3bn | n.a. | n.a. |
| Q3 2013 | 30 | $21.3bn | n.a. | n.a. |
| Q4 2013 | 34 | $23.7bn | n.a. | n.a. |
| Q1 2014 | 35 | $24.3bn | n.a. | n.a. |
| Q2 2014 | 36 | $27.5bn | n.a. | n.a. |
| Q3 2014 | 32 | $27.0bn | n.a. | n.a. |
| Q4 2014 | 34 | $26.1bn | n.a. | n.a. |
| Q1 2015 | 31 | $24.8bn | n.a. | n.a. |
| Q2 2015 | 34 | $26.5bn | n.a. | n.a. |
| Q3 2015 | 36 | $26.4bn | n.a. | n.a. |
| Q4 2015 | 35 | $29.0bn | n.a. | n.a. |
| Q1 2016 | 33 | $30.7bn | n.a. | n.a. |
| Q2 2016 | 34 | $32.7bn | n.a. | n.a. |
| Q3 2016 | 33 | $33.5bn | n.a. | n.a. |
| Q4 2016 | 38 | $34.0bn | n.a. | n.a. |
| Q1 2017 | 40 | $38.8bn | n.a. | n.a. |
| Q2 2017 | 40 | $40.1bn | n.a. | n.a. |
| Q3 2017 | 39 | $40.5bn | n.a. | n.a. |
| Q4 2017 | 39 | $41.1bn | n.a. | n.a. |
| Q1 2018 | 36 | $33.7bn | n.a. | n.a. |
| Q2 2018 | 39 | $32.8bn | n.a. | n.a. |
| Q3 2018 | 39 | $32.2bn | n.a. | n.a. |
| Q4 2018 | 38 | $30.5bn | n.a. | n.a. |
| Q1 2019 | 36 | $35.3bn | n.a. | n.a. |
| Q2 2019 | 42 | $37.0bn | n.a. | n.a. |
| Q3 2019 | 35 | $38.7bn | n.a. | n.a. |
| Q4 2019 | 36 | $36.1bn | n.a. | n.a. |
| Q1 2020 | 36 | $27.7bn | n.a. | n.a. |
| Q2 2020 | 33 | $33.2bn | n.a. | n.a. |
| Q3 2020 | 32 | $40.8bn | n.a. | n.a. |
| Q4 2020 | 35 | $45.9bn | n.a. | n.a. |
| Q1 2021 | 38 | $49.8bn | n.a. | n.a. |
| Q2 2021 | 34 | $52.9bn | n.a. | n.a. |
| Q3 2021 | 33 | $51.4bn | n.a. | n.a. |
| Q4 2021 | 37 | $45.2bn | n.a. | n.a. |
| Q1 2022 | 38 | $40.3bn | n.a. | n.a. |
| Q2 2022 | 39 | $32.1bn | n.a. | n.a. |
| Q3 2022 | 37 | $22.8bn | n.a. | n.a. |
| Q4 2022 | 28 | $25.4bn | n.a. | n.a. |
| Q1 2023 | 26 | $28.7bn | n.a. | n.a. |
| Q2 2023 | 25 | $29.4bn | n.a. | n.a. |
| Q3 2023 | 32 | $30.6bn | n.a. | n.a. |
| Q4 2023 | 25 | $28.6bn | 13 | 12 |
| Q1 2024 | 26 | $26.8bn | 12 | 14 |
| Q2 2024 | 28 | $24.1bn | 18 | 12 |
| Q3 2024 | 33 | $27.0bn | 22 | 10 |
| Q4 2024 | 29 | $24.1bn | 15 | 17 |
| Q1 2025 | 33 | $24.1bn | 25 | 8 |
| Q2 2025 | 34 | $22.3bn | 18 | 17 |
| Q3 2025 | 34 | $18.9bn | 19 | 14 |
| Q4 2025 | 33 | $20.0bn | 23 | 26 |
| Q1 2026 | 28 | $20.1bn | 17 | 29 |
| Q2 2026 | 29 | $16.2bn | 23 | 24 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CMCSA and NFLX →CMCSA and TMUS →CMCSA and SPOT →Choose a stock to compare with CMCSA →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CMCSA, latest filings →Back to the 13F Explorer →