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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 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
50
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 47 listed it in both
Shares listed
81,991,852
combined, among listed positions
Reported value
$76.5bn
combined, at the quarter end

Among the 95 comparable managers: 23 buyers (opened or added shares) and 27 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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

50 of 50 holders

ActionFiling
Fidelity (FMR LLC)22,321,093$20.8bn1.33%Added+1,434,0035 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc11,732,066$10.9bn1.35%Added+304,39914 May 2025 (the filing on sec.gov)
Capital World Investors11,516,746$10.7bn1.74%Trimmed-262,87812 May 2025 (the filing on sec.gov)
AllianceBernstein LP5,194,939$4.8bn1.75%Added+53,61115 May 2025 (the filing on sec.gov)
Invesco Ltd4,664,818$4.4bn0.82%Added+356,61712 May 2025 (the filing on sec.gov)
Capital Research Global Investors4,528,909$4.2bn0.92%Trimmed-441,94612 May 2025 (the filing on sec.gov)
Wellington Management Group LLP4,385,666$4.1bn0.79%Added+148,67513 May 2025 (the filing on sec.gov)
Baillie Gifford & Co4,034,633$3.8bn3.28%Trimmed-441,1097 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP2,483,325$2.3bn1.88%Added+182,22714 May 2025 (the filing on sec.gov)
MFS Investment Management1,387,159$1.3bn0.43%Added+410,2352 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,359,022$1.3bn0.70%Trimmed-18,05915 May 2025 (the filing on sec.gov)
Artisan Partners LP1,285,704$1.2bn1.94%Trimmed-6,91314 May 2025 (the filing on sec.gov)
Polen Capital Management LLC888,072$828m2.60%Trimmed-839,79012 May 2025 (the filing on sec.gov)
Viking Global Investors LP749,431$699m2.22%Added+247,13315 May 2025 (the filing on sec.gov)
Coatue Management LLC618,735$577m2.54%Trimmed-76,79115 May 2025 (the filing on sec.gov)
Acadian Asset Management LLC507,088$473m1.34%Added+338,54921 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC504,612$471m0.39%Added+19,70027 Oct 2026 (the filing on sec.gov)
Citadel Advisors LLC473,152$441m0.08%Added+189,54815 May 2025 (the filing on sec.gov)
Marshall Wace LLP471,440$440m0.56%Trimmed-16,48715 May 2025 (the filing on sec.gov)
D. E. Shaw & Co.330,337$308m0.27%Trimmed-416,67915 May 2025 (the filing on sec.gov)
Millennium Management LLC309,511$289m0.15%Trimmed-402,13915 May 2025 (the filing on sec.gov)
AQR Capital Management LLC283,596$258m0.27%Added+21,26715 May 2025 (the filing on sec.gov)
Susquehanna International Group LLP253,924$237munder 0.1%Trimmed-78,12514 May 2025 (the filing on sec.gov)
Balyasny Asset Management LLC220,387$206m0.34%Added+80,58515 May 2025 (the filing on sec.gov)
Two Sigma Investments LP211,238$197m0.42%Trimmed-68,43915 May 2025 (the filing on sec.gov)
Page 1 of 2

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

Q4 2024 to Q1 2025, 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 (3)

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.

NFLX and GOOGL →NFLX and AMZN →NFLX and GOOG →Choose a stock to compare with NFLX →

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 →