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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
49
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 43 listed it in both
Shares listed
774,735,311
combined, among listed positions
Reported value
$74.4bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 27 buyers (opened or added shares) and 25 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,896,205.

Managers listing NFLX in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

49 of 49 holders

ActionFiling
Fidelity (FMR LLC)204,650,883$19.7bn1.04%Added+8,821,12615 May 2026 (the filing on sec.gov)
Invesco Ltd131,460,127$12.6bn1.23%Trimmed-7,199,36112 May 2026 (the filing on sec.gov)
Capital World Investors99,103,552$9.5bn1.30%Added+9,762,10813 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc99,031,792$9.5bn1.10%Added+12,972,91415 May 2026 (the filing on sec.gov)
Capital Research Global Investors68,045,981$6.5bn1.01%Added+25,678,17413 May 2026 (the filing on sec.gov)
AllianceBernstein LP36,808,610$3.5bn1.12%Added+355,17415 May 2026 (the filing on sec.gov)
Wellington Management Group LLP35,396,237$3.4bn0.64%Added+14,346,36215 May 2026 (the filing on sec.gov)
Baillie Gifford & Co21,805,669$2.1bn2.14%Trimmed-15,134,3668 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd14,884,336$1.4bn0.68%Added+1,614,25318 May 2026 (the filing on sec.gov)
Harris Associates LP9,859,773$948m1.26%Added+9,827,23315 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC7,445,068$716m0.54%Added+2,210,54827 Oct 2026 (the filing on sec.gov)
Coatue Management LLC6,893,560$663m2.28%Trimmed-3,967,79515 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP4,580,819$440m1.52%Added+830,00913 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP4,397,175$423munder 0.1%Trimmed-6,580,81215 May 2026 (the filing on sec.gov)
Marshall Wace LLP3,350,598$322m0.32%Added+2,223,29715 May 2026 (the filing on sec.gov)
Jane Street Group LLC3,126,855$301munder 0.1%Trimmed-3,572,93112 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC3,053,214$294m0.42%Added+478,29313 May 2026 (the filing on sec.gov)
AQR Capital Management LLC2,935,087$279m0.13%Added+283,94115 May 2026 (the filing on sec.gov)
Tiger Global Management LLC2,439,000$235m1.03%Held015 May 2026 (the filing on sec.gov)
Millennium Management LLC2,093,133$201m0.08%Trimmed-963,25415 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,726,375$166munder 0.1%Trimmed-5,135,22815 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,567,458$151m0.09%Trimmed-10,022,93515 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,478,875$142m0.17%Trimmed-2,347,26415 May 2026 (the filing on sec.gov)
Woodline Partners LP1,292,147$124m0.47%Added+114,85415 May 2026 (the filing on sec.gov)
Man Group PLC1,068,579$103m0.19%Trimmed-1,453,75115 May 2026 (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 2025 to Q1 2026, 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 (4)

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 →