COMCAST CORP NEW CMCSA
CL A · Common Stock · CUSIP 20030N101 · ISIN US20030N1019
American multinational telecommunications conglomerate
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($423.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $37.90. Options: 61 managers hold calls ($2.0bn notional), 48 hold puts ($1.6bn).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2,104 |
| Q4 2022 | 2,216 |
| Q1 2023 | 2,227 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 961 | 1,074 |
| Q1 2023 | 1,118 | 955 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $1.7bn | $1.6bn | 0.92 |
| Q4 2022 | $2.6bn | $1.7bn | 0.67 |
| Q1 2023 | $2.0bn | $1.6bn | 0.77 |
Biggest buyers
| FMR LLC | Added | +123.5m |
| Capital World Investors | Added | +18.1m |
| BANK OF AMERICA CORP /DE/ | Added | +7.7m |
| GOLDMAN SACHS GROUP INC | Added | +5.7m |
| STRS OHIO | Added | +5.0m |
| Balyasny Asset Management L.P. | New | +4.8m |
| JPMORGAN CHASE & CO | Added | +4.0m |
| JANE STREET GROUP, LLC | Added | +3.2m |
| Squarepoint Ops LLC | Added | +3.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +2.9m |
Biggest sellers
| Capital International Investors | Reduced | -15.5m |
| BlackRock Inc. | Reduced | -11.3m |
| VANGUARD GROUP INC | Reduced | -8.2m |
| CITIGROUP INC | Reduced | -5.1m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -4.2m |
| TIMUCUAN ASSET MANAGEMENT INC/FL | Reduced | -3.1m |
| Darsana Capital Partners LP | Reduced | -2.8m |
| STATE STREET CORP | Reduced | -2.8m |
| AMERIPRISE FINANCIAL INC | Reduced | -2.2m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $339.5m9.0m shares |
| JPMORGAN CHASE & CO | Reduced | $214.9m5.7m shares |
| Laurion Capital Management LP | Reduced | $198.3m5.2m shares |
| JANE STREET GROUP, LLC | Added | $149.1m3.9m shares |
| CITADEL ADVISORS LLC | Reduced | $132.4m3.5m shares |
| Long Focus Capital Management, LLC | Reduced | $111.5m2.9m shares |
| Twin Tree Management, LP | Added | $95.0m2.5m shares |
| SIMPLEX TRADING, LLC | Reduced | $87.6m2.3m shares |
| WELLS FARGO & COMPANY/MN | Added | $63.4m1.7m shares |
| Squarepoint Ops LLC | Reduced | $63.3m1.7m shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $339.6m9.0m shares |
| Laurion Capital Management LP | Added | $265.0m7.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $146.6m3.9m shares |
| JPMORGAN CHASE & CO | Reduced | $143.6m3.8m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $127.4m3.4m shares |
| CITADEL ADVISORS LLC | Reduced | $83.6m2.2m shares |
| SIMPLEX TRADING, LLC | Reduced | $48.6m1.3m shares |
| CITIGROUP INC | Reduced | $43.9m1.2m shares |
| D. E. Shaw & Co., Inc. | Reduced | $39.8m1.0m shares |
| GOLDMAN SACHS GROUP INC | Added | $36.5m962.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| STATE STREET CORP 13G · institution new · filed 2026-02-09 | 5.1% |
Fell to 5% or below in the last year: Capital World Investors (3.0%, 2026-08-12), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 1 | $3.0m | — |
| Q2 2022 | 0 | — | 1 | $397.3k | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $71.8k | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.38% of their portfolio | 394.0m $14.9bn | Reduced -8.2m |
| BlackRock Inc. 0.35% of their portfolio | 316.1m $12.0bn | Reduced -11.3m |
| FMR LLC 0.41% of their portfolio | 235.5m $8.9bn | Added +123.5m |
| Capital International Investors 1.83% of their portfolio | 187.4m $7.1bn | Reduced -15.5m |
| STATE STREET CORP 0.34% of their portfolio | 157.2m $6.0bn | Reduced -2.8m |
| Capital Research Global Investors 1.29% of their portfolio | 119.2m $4.5bn | Reduced -2.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.32% of their portfolio | 102.0m $3.9bn | Reduced -944.4k |
| Capital World Investors 0.70% of their portfolio | 89.8m $3.4bn | Added +18.1m |
| JPMORGAN CHASE & CO 0.42% of their portfolio | 85.0m $3.2bn | Added +4.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.39% of their portfolio | 79.3m $3.0bn | Reduced -1.2m |
| Dodge & Cox 2.01% of their portfolio | 77.7m $2.9bn | Reduced -1.9m |
| BANK OF AMERICA CORP /DE/ 0.33% of their portfolio | 75.4m $2.9bn | Added +7.7m |
| MORGAN STANLEY 0.22% of their portfolio | 54.6m $2.1bn | Added +936.7k |
| AMERIPRISE FINANCIAL INC 0.65% of their portfolio | 52.5m $2.0bn | Reduced -2.2m |
| NORGES BANK 0.43% of their portfolio | 52.1m $2.0bn | Added +685.8k |
| NORTHERN TRUST CORP 0.36% of their portfolio | 47.7m $1.8bn | Reduced -507.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.33% of their portfolio | 44.3m $1.7bn | Reduced -2.1m |
| WELLS FARGO & COMPANY/MN 0.49% of their portfolio | 42.3m $1.6bn | Added +2.2m |
| DIMENSIONAL FUND ADVISORS LP 0.52% of their portfolio | 40.6m $1.5bn | Added +94.9k |
| Clearbridge Investments, LLC 1.39% of their portfolio | 38.5m $1.5bn | Reduced -43.0k |
| Bank of New York Mellon Corp 0.31% of their portfolio | 36.5m $1.4bn | Reduced -1.3m |
| Invesco Ltd. 0.37% of their portfolio | 35.0m $1.3bn | Added +2.1m |
| First Eagle Investment Management, LLC 3.28% of their portfolio | 32.7m $1.2bn | Added +13.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.35% of their portfolio | 31.1m $1.2bn | Added +698.1k |
| Nuveen Asset Management, LLC 0.40% of their portfolio | 28.4m $1.1bn | Added +786.4k |
| ALLIANCEBERNSTEIN L.P. 0.46% of their portfolio | 28.2m $1.1bn | Reduced -4.2m |
| Legal & General Group Plc 0.37% of their portfolio | 27.4m $1.0bn | Reduced -271.5k |
| FRANKLIN RESOURCES INC 0.49% of their portfolio | 25.8m $976.9m | Reduced -441.9k |
| GOLDMAN SACHS GROUP INC 0.26% of their portfolio | 25.5m $967.2m | Added +5.7m |
| EAGLE CAPITAL MANAGEMENT LLC 4.01% of their portfolio | 23.2m $879.7m | Reduced -2.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.08% of their portfolio | 22.1m $838.4m | Added +2.9m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.40% of their portfolio | 21.7m $824.2m | Added +2.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.12% of their portfolio | 20.6m $782.8m | Reduced -2.1m |
| NORDEA INVESTMENT MANAGEMENT AB 1.06% of their portfolio | 19.5m $730.0m | Added +335.5k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 2.62% of their portfolio | 17.9m $678.2m | Added +2.7m |
| JANUS HENDERSON GROUP PLC 0.43% of their portfolio | 17.3m $657.1m | Added +329.7k |
| Swiss National Bank 0.44% of their portfolio | 17.1m $649.0m | Reduced -777.8k |
| HARRIS ASSOCIATES L P 1.21% of their portfolio | 16.4m $620.8m | Added +297.7k |
| ROYAL BANK OF CANADA 0.18% of their portfolio | 16.1m $609.1m | Reduced -643.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.41% of their portfolio | 14.6m $553.0m | Added +942.6k |
| RAYMOND JAMES & ASSOCIATES 0.46% of their portfolio | 13.9m $526.4m | Added +1.2m |
| PRINCIPAL FINANCIAL GROUP INC 0.37% of their portfolio | 13.6m $515.2m | Reduced -32.6k |
| MACQUARIE GROUP LTD 0.60% of their portfolio | 13.4m $507.8m | Added +580.8k |
| UBS Group AG 0.23% of their portfolio | 13.4m $506.6m | Added +92.3k |
| ONTARIO TEACHERS PENSION PLAN BOARD 4.90% of their portfolio | 12.5m $475.5m | Reduced -164.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.76% of their portfolio | 12.0m $455.5m | Reduced -320.9k |
| LSV ASSET MANAGEMENT 1.02% of their portfolio | 12.0m $454.3m | Added +25.5k |
| Amundi 0.23% of their portfolio | 11.5m $434.4m | Reduced -767.8k |
| California Public Employees Retirement System 0.37% of their portfolio | 11.1m $419.1m | Reduced -1.6m |
| First Pacific Advisors, LP 6.46% of their portfolio | 11.0m $416.0m | Reduced -246.2k |
| Rothschild & Co Wealth Management UK Ltd 7.97% of their portfolio | 10.6m $400.3m | Reduced -50.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.46% of their portfolio | 9.1m $344.5m | Reduced -536.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.19% of their portfolio | 8.8m $334.7m | Reduced -385.1k |
| RHUMBLINE ADVISERS 0.40% of their portfolio | 8.5m $322.6m | Reduced -44.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio | 8.2m $238.1m | Added +2.4m |
| VONTOBEL ASSET MANAGEMENT INC 2.30% of their portfolio | 8.0m $318.7m | Added +681.4k |
| DEUTSCHE BANK AG\ 0.17% of their portfolio | 7.9m $299.2m | Added +271.5k |
| Fayez Sarofim & Co 1.00% of their portfolio | 7.5m $285.6m | Added +108.3k |
| STRS OHIO 0.43% of their portfolio | 7.4m $281.7m | Added +5.0m |
| PNC Financial Services Group, Inc. 0.24% of their portfolio | 7.4m $278.9m | Added +14.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.41% of their portfolio | 7.3m $276.1m | Reduced -218.9k |
| PUTNAM INVESTMENTS LLC 0.44% of their portfolio | 7.3m $275.8m | Reduced -10.0k |
| BARCLAYS PLC 0.28% of their portfolio | 7.1m $270.8m | Reduced -249.2k |
| National Pension Service 0.48% of their portfolio | 7.1m $263.9m | Added +315.1k |
| Darsana Capital Partners LP 17.86% of their portfolio | 7.0m $265.4m | Reduced -2.8m |
| VICTORY CAPITAL MANAGEMENT INC 0.29% of their portfolio | 6.9m $262.1m | Added +765.2k |
| PICTET ASSET MANAGEMENT SA 0.33% of their portfolio | 6.9m $259.9m | Reduced -655.4k |
| CREDIT SUISSE AG/ 0.24% of their portfolio | 6.2m $233.7m | Reduced -1.1m |
| Aberdeen Group plc 0.56% of their portfolio | 5.9m $224.7m | Added +250.2k |
| BANK OF MONTREAL /CAN/ 0.14% of their portfolio | 5.8m $335.9m | Reduced -1.1m |
| MEDIATEL PARTNERS 91.15% of their portfolio | 5.8m $220.7m | Unchanged |
| APG Asset Management N.V. 0.42% of their portfolio | 5.7m $199.3m | Added +46.1k |
| HSBC HOLDINGS PLC 0.27% of their portfolio | 5.6m $213.7m | Reduced -793.4k |
| PRUDENTIAL FINANCIAL INC 0.33% of their portfolio | 5.6m $213.6m | Reduced -358.3k |
| CITIGROUP INC 0.29% of their portfolio | 5.6m $213.2m | Reduced -5.1m |
| VAN ECK ASSOCIATES CORP 0.48% of their portfolio | 5.6m $213.0m | Added +545.4k |
| Brandywine Global Investment Management, LLC 0.85% of their portfolio | 5.5m $209.8m | Added +2.6m |
| JANE STREET GROUP, LLC 0.36% of their portfolio | 5.5m $207.8m | Added +3.2m |
| Cullen Capital Management, LLC 1.87% of their portfolio | 5.4m $204.4m | Added +2.2m |
| Raymond James Financial Services Advisors, Inc. 0.38% of their portfolio | 5.3m $199.7m | Added +694.9k |
| Beutel, Goodman & Co Ltd. 1.14% of their portfolio | 5.1m $194.7m | Added +104.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.41% of their portfolio | 5.0m $190.2m | Added +527.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.44% of their portfolio | 5.0m $187.7m | Reduced -44.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.44% of their portfolio | 4.9m $185.7m | Reduced -361.5k |
| Balyasny Asset Management L.P. 0.60% of their portfolio | 4.8m $182.4m | New |
| FIRST MANHATTAN CO. LLC. 0.69% of their portfolio | 4.8m $179.6m | Reduced -45.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.28% of their portfolio | 4.7m $178.5m | Added +1.6m |
| Metropolis Capital Ltd 7.47% of their portfolio | 4.7m $177.7m | Added +92.8k |
| SG Americas Securities, LLC 2.36% of their portfolio | 4.6m $175.6m | Reduced -363.2k |
| LONDON CO OF VIRGINIA 1.01% of their portfolio | 4.6m $174.8m | Added +73.7k |
| CIBC Private Wealth Group LLC 0.19% of their portfolio | 4.4m $168.1m | Added +2.3m |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1.23% of their portfolio | 4.3m $163.3m | Reduced -46.2k |
| TRUIST FINANCIAL CORP 0.28% of their portfolio | 4.3m $162.9m | Reduced -56.2k |
| Ensign Peak Advisors, Inc 0.35% of their portfolio | 4.3m $162.6m | Added +125.5k |
| MACKENZIE FINANCIAL CORP 0.25% of their portfolio | 4.2m $160.8m | Reduced -379.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.36% of their portfolio | 4.2m $159.7m | Reduced -175.7k |
| ProShare Advisors LLC 0.48% of their portfolio | 4.2m $157.4m | Added +320.9k |
| Thrivent Financial for Lutherans 0.38% of their portfolio | 4.1m $154.6m | Reduced -459.4k |
| Scharf Investments, LLC 4.85% of their portfolio | 4.1m $153.7m | Added +135.0k |
| NATIXIS ADVISORS, LLC 0.53% of their portfolio | 4.0m $153.0m | Added +48.4k |