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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
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 6 Aug 2025
Managers listing it
45
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 41 listed it in both
Shares listed
79,096,315
combined, among listed positions
Reported value
$106bn
combined, at the quarter end

Among the 95 comparable managers: 17 buyers (opened or added shares) and 28 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

45 of 45 holders

ActionFiling
Fidelity (FMR LLC)22,088,546$29.6bn1.67%Trimmed-232,54714 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc11,189,375$15.0bn1.70%Trimmed-542,69114 Aug 2025 (the filing on sec.gov)
Capital World Investors10,460,096$14.0bn2.04%Trimmed-1,056,65013 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP4,910,699$6.6bn2.14%Trimmed-284,24014 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors4,734,893$6.3bn1.27%Added+205,98413 Aug 2025 (the filing on sec.gov)
Invesco Ltd4,330,735$5.8bn0.99%Trimmed-334,08313 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP3,975,216$5.3bn0.97%Trimmed-410,45014 Aug 2025 (the filing on sec.gov)
Baillie Gifford & Co3,903,505$5.2bn3.90%Trimmed-131,1286 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP2,454,553$3.3bn2.32%Trimmed-28,77213 Aug 2025 (the filing on sec.gov)
MFS Investment Management1,516,710$2.0bn0.64%Added+129,5518 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,302,627$1.7bn0.85%Trimmed-56,39514 Aug 2025 (the filing on sec.gov)
Artisan Partners LP1,102,138$1.5bn2.16%Trimmed-183,56612 Aug 2025 (the filing on sec.gov)
D. E. Shaw & Co.948,911$1.3bn0.90%Added+618,57414 Aug 2025 (the filing on sec.gov)
Polen Capital Management LLC815,234$1.1bn3.35%Trimmed-72,83813 Aug 2025 (the filing on sec.gov)
Coatue Management LLC618,735$829m2.31%Held014 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC538,528$721m0.96%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Acadian Asset Management LLC531,842$712m1.47%Added+24,7547 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP519,900$696m1.43%Added+314,20014 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC392,884$526m0.40%Trimmed-111,72827 Oct 2026 (the filing on sec.gov)
Marshall Wace LLP371,873$498m0.56%Trimmed-99,56713 Aug 2025 (the filing on sec.gov)
Citadel Advisors LLC331,344$444m0.08%Trimmed-141,80814 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC275,312$367m0.30%Trimmed-8,28414 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC264,375$354m1.30%Added+158,47514 Aug 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC253,209$339m4.70%Newnew14 Aug 2025 (the filing on sec.gov)
Susquehanna International Group LLP216,048$289munder 0.1%Trimmed-37,87614 Aug 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

Q1 2025 to Q2 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 →