Free · no sign-up · Q2 2026

Which funds own CMCSA

Comcast Corp New in the Q2 2026 filings. At least 15 of the 91 current managers on file reported a position, worth $14.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 11 managers opened or added against 8 cutting.

Managers holding: 15; at least, of 91 current
Combined value: $14.1bn; as reported
Opened: 3; new this quarter
Added to: 8; already held
Trimmed or sold out: 8; 4 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Invesco Ltd Long-only · $1264bn book	$3.1bn	0.2%	125,126,243	-$343m+5,324,337	Added
Capital Research Global Investors Long-only · $717bn book	$2.9bn	0.4%	116,113,743	+$279m+26,539,350	Added
Dodge & Cox Activist · $191bn book	$2.8bn	1.5%	115,903,125	-$402m+2,794,881	Added
Capital World Investors Long-only · $846bn book	$2.6bn	0.3%	104,629,299	-$2.7bn-77,512,480	Trimmed
Arrowstreet Capital LP Quantitative · $225bn book	$1.3bn	0.6%	52,306,272	+$929m+39,936,908	Added
First Eagle Investment Management LLC Activist · $60.8bn book	$937m	1.5%	38,172,985	-$148m+392,348	Added
Man Group PLC Quantitative · $62.7bn book	$179m	0.3%	7,300,157	+$104m+4,672,773	Added
Harris Associates LP Activist · $75.4bn book	$176m	0.2%	7,173,464	-$583m-19,274,599	Trimmed
Davidson Kempner Capital Management LP Long/short equity · $8.4bn book	$54m	0.6%	2,188,388	+$21m+1,036,795	Added
Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book	$46m	0.2%	1,879,973	opened1,879,973	New
Greenlight Capital Activist · $3.9bn book	$33m	0.8%	1,345,780	opened1,345,780	New
Bridgewater Associates LP Macro · $24.4bn book	$23m	0.1%	920,357	-$12m-272,263	Trimmed
Markel Group Inc Activist · $13.1bn book	$20m	0.1%	802,074	-$7.9m-159,806	Trimmed
Caxton Associates LLP Macro · $5.3bn book	$5.6m	0.1%	229,913	+$2.2m+109,563	Added
PDT Partners LLC Quantitative · $1.9bn book	$3.9m	0.2%	159,900	opened159,900	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Voloridge Investment Management LLC · Quantitative$47m held before
Holocene Advisors LP · Long/short equity$30m held before
Renaissance Technologies LLC · Quantitative$23m held before
Soros Fund Management LLC · Macro$400k held before

Ownership through time

At least 29 of the 95 managers whose filings are on file listed CMCSA in Q2 2026, against 27 in Q2 2013. 1 manager more than in Q1 2026: 4 started positions; 4 listed it again; 1 sold out, by its own filing; 6 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Arrowstreet Capital LP12,369,364 to 52,306,272 shares+$980m
Capital Research Global Investors89,574,393 to 116,113,743 shares+$652m
Invesco Ltd119,801,906 to 125,126,243 shares+$131m
Two Sigma Investments LPnew: 4,899,902 shares+$120m
Man Group PLC2,627,384 to 7,300,157 shares+$115m

Largest decreases, by shares

Capital World Investors182,141,779 to 104,629,299 shares-$1.9bn
Harris Associates LP26,448,063 to 7,173,464 shares-$473m
Fidelity (FMR LLC)60,591,077 to 50,806,417 shares-$240m
AQR Capital Management LLC12,287,677 to 7,350,709 shares-$120m
Artisan Partners LP4,475,806 to 363,105 shares-$101m

Left it

Soros Fund Management LLCwas $413k

Manager	First listed	Largest	Q2 2026
Invesco Ltd	Q2 2013	$3.7bn	$3.1bn
Capital Research Global Investors	Q2 2013	$8.0bn	$2.9bn
Dodge & Cox	Q2 2013	$5.1bn	$2.8bn
Capital World Investors	Q2 2013	$9.5bn	$2.6bn
Arrowstreet Capital LP	Q1 2017	$1.3bn	$1.3bn
Fidelity (FMR LLC)	Q2 2013	$6.4bn	$1.2bn
First Eagle Investment Management LLC	Q2 2013	$1.7bn	$937m
MFS Investment Management	Q2 2013	$6.8bn	$249m
Man Group PLC	Q1 2018	$266m	$179m
AQR Capital Management LLC	Q2 2013	$538m	$179m
Harris Associates LP	Q2 2013	$1.0bn	$176m
AllianceBernstein LP	Q2 2013	$1.8bn	$124m
Two Sigma Investments LP	Q2 2013	$206m	$120m
Point72 Asset Management LP	Q2 2014	$315m	$66m
Acadian Asset Management LLC	Q3 2013	$361m	$61m
Wellington Management Group LLP	Q2 2013	$6.4bn	last listed Q3 2024
TCI Fund Management Ltd	Q2 2015	$3.6bn	last listed Q1 2018
T. Rowe Price Associates Inc	Q2 2013	$3.1bn	last listed Q1 2026
Lone Pine Capital LLC	Q2 2014	$1.3bn	last listed Q3 2017
Trian Fund Management LP	Q2 2020	$1.2bn	last listed Q4 2021
Viking Global Investors LP	Q2 2013	$1.1bn	last listed Q4 2024
Janus Henderson Group Ltd	Q2 2013	$1.1bn	last listed Q2 2025
Egerton Capital UK LLP	Q3 2013	$911m	last listed Q3 2021
Citadel Advisors LLC	Q4 2015	$849m	last listed Q3 2025
Soroban Capital Partners LP	Q4 2013	$762m	last listed Q1 2021

Reported as options rather than shares

A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.

Verition Fund Management LLC · calls$49m notional

What CMCSA is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around CMCSA →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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