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NFLX in the 13F filings

Netflix Inc. · CUSIP 64110L106

Sector · Communications and mediaTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Jan 2025
Managers listing it
51
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 41 listed it in both
Shares listed
82,353,808
combined, among listed positions
Reported value
$73.4bn
combined, at the quarter end

Among the 94 comparable managers: 34 buyers (opened or added shares) and 17 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 NFLX in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

51 of 51 holders

ActionFiling
Fidelity (FMR LLC)20,887,090$18.6bn1.11%Added+375,2345 Nov 2026 (the filing on sec.gov)
Capital World Investors11,779,624$10.5bn1.59%Added+16,36813 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc11,427,667$10.2bn1.17%Trimmed-406,40814 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP5,141,328$4.6bn1.56%Added+82,56412 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors4,970,855$4.4bn0.91%Trimmed-380,59913 Feb 2025 (the filing on sec.gov)
Baillie Gifford & Co4,475,742$4.0bn3.07%Trimmed-231,32931 Jan 2025 (the filing on sec.gov)
Invesco Ltd4,308,201$3.8bn0.71%Added+119,78713 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP4,236,991$3.8bn0.69%Trimmed-660,39812 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP2,301,098$2.1bn1.64%Added+856,30712 Feb 2025 (the filing on sec.gov)
Polen Capital Management LLC1,727,862$1.5bn4.16%Trimmed-180,00510 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,377,081$1.2bn0.62%Added+110,43214 Feb 2025 (the filing on sec.gov)
Artisan Partners LP1,292,617$1.2bn1.73%Trimmed-98,93012 Feb 2025 (the filing on sec.gov)
MFS Investment Management976,924$871m0.27%Added+743,72412 Feb 2025 (the filing on sec.gov)
D. E. Shaw & Co.747,016$666m0.49%Added+248,58114 Feb 2025 (the filing on sec.gov)
Millennium Management LLC711,650$634m0.31%Added+456,55714 Feb 2025 (the filing on sec.gov)
Coatue Management LLC695,526$620m2.09%Added+83,20314 Feb 2025 (the filing on sec.gov)
Viking Global Investors LP502,298$448m1.45%Added+297,31714 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP487,927$435m0.52%Added+374,14913 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC484,912$432m0.34%Added+23,71013 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP461,900$412m0.95%Added+417,30014 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC407,935$364m0.54%Trimmed-12,27413 Feb 2025 (the filing on sec.gov)
Jane Street Group LLC335,754$299m0.07%Added+44,75414 Feb 2025 (the filing on sec.gov)
Susquehanna International Group LLP332,049$296munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Citadel Advisors LLC283,604$253munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP279,677$249m0.54%Added+92,93514 Feb 2025 (the filing on sec.gov)
Page 1 of 3

What managers have written about NFLX

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
44 in Q3 2024 to 38 in Q2 2026

Tracked managers listing it, at least.

0204060split2014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NFLX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201317$4.9bnn.a.n.a.
Q3 201318$6.9bnn.a.n.a.
Q4 201325$7.7bnn.a.n.a.
Q1 201422$7.4bnn.a.n.a.
Q2 201425$10.2bnn.a.n.a.
Q3 201423$10.0bnn.a.n.a.
Q4 201422$7.6bnn.a.n.a.
Q1 201526$9.7bnn.a.n.a.
Q2 201528$13.1bnn.a.n.a.
Q3 201531$13.3bnn.a.n.a.
Q4 201529$14.3bnn.a.n.a.
Q1 201625$14.7bnn.a.n.a.
Q2 201623$11.6bnn.a.n.a.
Q3 201626$13.5bnn.a.n.a.
Q4 201636$18.0bnn.a.n.a.
Q1 201738$20.6bnn.a.n.a.
Q2 201735$19.6bnn.a.n.a.
Q3 201735$25.4bnn.a.n.a.
Q4 201738$26.3bnn.a.n.a.
Q1 201842$37.5bnn.a.n.a.
Q2 201836$46.9bnn.a.n.a.
Q3 201841$42.9bnn.a.n.a.
Q4 201835$31.2bnn.a.n.a.
Q1 201937$42.4bnn.a.n.a.
Q2 201940$46.5bnn.a.n.a.
Q3 201934$35.7bnn.a.n.a.
Q4 201941$44.8bnn.a.n.a.
Q1 202041$50.6bnn.a.n.a.
Q2 202049$57.1bnn.a.n.a.
Q3 202043$57.4bnn.a.n.a.
Q4 202048$63.2bnn.a.n.a.
Q1 202144$60.9bnn.a.n.a.
Q2 202151$59.3bnn.a.n.a.
Q3 202142$67.8bnn.a.n.a.
Q4 202146$64.2bnn.a.n.a.
Q1 202242$34.9bnn.a.n.a.
Q2 202235$15.0bnn.a.n.a.
Q3 202237$21.8bnn.a.n.a.
Q4 202236$30.4bnn.a.n.a.
Q1 202342$33.8bnn.a.n.a.
Q2 202343$42.3bnn.a.n.a.
Q3 202343$33.1bnn.a.n.a.
Q4 202339$42.1bn2320
Q1 202444$50.0bn2223
Q2 202444$55.5bn1728
Q3 202444$55.8bn1924
Q4 202451$73.4bn3417
Q1 202550$76.5bn2327
Q2 202545$106bn1728
Q3 202550$91.6bn2723
Q4 2025 (split)48$73.1bn46
Q1 202644$74.2bn2725
Q2 202638$50.9bn2228

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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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 NFLX, latest filings →Back to the 13F Explorer →