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 ($409.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $28.70. Options: 43 managers hold calls ($1.6bn notional), 34 hold puts ($628.3m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2,104 |
| Q4 2022 | 2,216 |
| Q1 2023 | 2,227 |
| Q2 2023 | 2,260 |
| Q3 2023 | 2,337 |
| Q4 2023 | 2,475 |
| Q1 2024 | 2,444 |
| Q2 2024 | 2,351 |
| Q3 2024 | 2,375 |
| Q4 2024 | 2,460 |
| Q1 2025 | 2,364 |
| Q2 2025 | 2,299 |
| Q3 2025 | 2,160 |
| Q4 2025 | 2,104 |
| Q1 2026 | 2,056 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 992 | 1,303 |
| Q3 2024 | 999 | 1,199 |
| Q4 2024 | 898 | 1,295 |
| Q1 2025 | 1,013 | 1,286 |
| Q2 2025 | 980 | 1,223 |
| Q3 2025 | 857 | 1,247 |
| Q4 2025 | 753 | 1,288 |
| Q1 2026 | 1,031 | 951 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.5bn | $590.9m | 0.39 |
| Q3 2025 | $1.4bn | $611.3m | 0.42 |
| Q4 2025 | $2.4bn | $819.0m | 0.34 |
| Q1 2026 | $1.6bn | $628.3m | 0.39 |
Biggest buyers
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +82.6m |
| Capital World Investors | Added | +41.8m |
| Capital Research Global Investors | Added | +33.9m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +10.5m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +10.4m |
| UBS Group AG | Added | +9.2m |
| FRANKLIN RESOURCES INC | Added | +7.0m |
| JUPITER ASSET MANAGEMENT LTD | New | +6.4m |
| RWC Asset Management LLP | New | +6.1m |
| Tidal Investments LLC | Added | +4.4m |
Biggest sellers
| HSBC HOLDINGS PLC | Reduced | -19.5m |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -8.8m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -7.0m |
| FMR LLC | Reduced | -6.5m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -5.8m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -5.8m |
| Holocene Advisors, LP | Reduced | -5.5m |
| Invesco Ltd. | Reduced | -5.2m |
| ROYAL BANK OF CANADA | Reduced | -5.1m |
| Man Group plc | Reduced | -4.8m |
Biggest calls
| Long Focus Capital Management, LLC | Reduced | $484.8m16.9m shares |
| CARRONADE CAPITAL MANAGEMENT, LP | Added | $200.5m7.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $191.8m6.7m shares |
| CITADEL ADVISORS LLC | Added | $179.1m6.2m shares |
| JANE STREET GROUP, LLC | Added | $143.3m5.0m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $66.6m2.3m shares |
| Walleye Trading LLC | Added | $33.5m1.2m shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $30.4m1.1m shares |
| Lombard Odier Asset Management (USA) Corp | New | $30.1m1.1m shares |
| IMC-Chicago, LLC | Reduced | $25.8m899.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $179.3m6.2m shares |
| CITADEL ADVISORS LLC | Added | $95.2m3.3m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $64.4m2.2m shares |
| IMC-Chicago, LLC | Reduced | $36.4m1.3m shares |
| WELLS FARGO & COMPANY/MN | New | $35.7m1.2m shares |
| MARSHALL WACE, LLP | Added | $23.8m827.9k shares |
| JANE STREET GROUP, LLC | Reduced | $22.7m791.1k shares |
| Walleye Trading LLC | Added | $21.9m761.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $21.0m732.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $20.6m717.2k 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 2026
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 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 4 | $27.4m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 3 | $2.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-05 | Armstrong Jason CFO | Sold | $142.6k4.5k shares |
| 2026-02-11 | Cavanagh Michael J Co-CEO, director | Sold | $1.9m57.9k shares |
| 2026-02-03 | NAKAHARA ASUKA Director | Sold | $245.8k8.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.16% of their portfolio | 315.0m $9.0bn | Reduced -797.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 233.2m $6.7bn | First filing |
| STATE STREET CORP 0.18% of their portfolio | 182.7m $5.2bn | Reduced -4.1m |
| Capital World Investors 0.71% of their portfolio | 182.1m $5.2bn | Added +41.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.53% of their portfolio | 121.6m $3.5bn | Added +82.6m |
| Invesco Ltd. 0.33% of their portfolio | 119.8m $3.4bn | Reduced -5.2m |
| Dodge & Cox 1.78% of their portfolio | 113.1m $3.2bn | Added +140.7k |
| Capital Research Global Investors 0.40% of their portfolio | 89.6m $2.6bn | Added +33.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.16% of their portfolio | 88.1m $2.5bn | Reduced -1.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.12% of their portfolio | 76.7m $2.2bn | First filing |
| JPMORGAN CHASE & CO 0.12% of their portfolio | 63.2m $1.8bn | Reduced -140.5k |
| FMR LLC 0.09% of their portfolio | 60.6m $1.7bn | Reduced -6.5m |
| MORGAN STANLEY 0.07% of their portfolio | 42.9m $1.2bn | Added +1.3m |
| AMERIPRISE FINANCIAL INC 0.28% of their portfolio | 42.4m $1.2bn | Added +4.3m |
| BANK OF AMERICA CORP /DE/ 0.09% of their portfolio | 40.9m $1.2bn | Added +3.8m |
| GOLDMAN SACHS GROUP INC 0.15% of their portfolio | 38.8m $1.1bn | Reduced -2.3m |
| First Eagle Investment Management, LLC 1.84% of their portfolio | 37.8m $1.1bn | Added +1.6m |
| EAGLE CAPITAL MANAGEMENT LLC 3.62% of their portfolio | 37.6m $1.1bn | Reduced -2.3m |
| NORTHERN TRUST CORP 0.14% of their portfolio | 36.4m $1.0bn | Added +321.8k |
| FRANKLIN RESOURCES INC 0.22% of their portfolio | 31.6m $908.3m | Added +7.0m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% of their portfolio | 31.2m $896.0m | Added +3.0m |
| DIMENSIONAL FUND ADVISORS LP 0.18% of their portfolio | 29.5m $845.9m | Added +507.1k |
| Bank of New York Mellon Corp 0.14% of their portfolio | 27.2m $782.2m | Reduced -200.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.38% of their portfolio | 26.8m $769.4m | Reduced -968.8k |
| HARRIS ASSOCIATES L P 1.01% of their portfolio | 26.4m $759.3m | Reduced -1.0m |
| Legal & General Group Plc 0.16% of their portfolio | 24.4m $699.7m | Added +373.0k |
| UBS Group AG 0.12% of their portfolio | 23.2m $666.3m | Added +9.2m |
| Nuveen, LLC 0.16% of their portfolio | 20.8m $597.8m | Added +1.7m |
| VANGUARD FIDUCIARY TRUST CO 0.15% of their portfolio | 20.2m $580.0m | First filing |
| RAYMOND JAMES FINANCIAL INC 0.15% of their portfolio | 17.0m $488.4m | Added +1.8m |
| Clearbridge Investments, LLC 0.42% of their portfolio | 17.0m $486.8m | Reduced -1.5m |
| DEUTSCHE BANK AG\ 0.14% of their portfolio | 15.1m $432.4m | Added +671.7k |
| Pacer Advisors, Inc. 1.16% of their portfolio | 14.1m $404.0m | Reduced -1.6m |
| Capital International Investors 0.09% of their portfolio | 14.1m $403.7m | Reduced -1.2m |
| LSV ASSET MANAGEMENT 0.85% of their portfolio | 13.8m $395.3m | Reduced -39.6k |
| FIRST TRUST ADVISORS LP 0.28% of their portfolio | 13.6m $390.2m | Added +630.9k |
| Amundi 0.10% of their portfolio | 12.8m $367.6m | Reduced -1.4m |
| BARCLAYS PLC 0.13% of their portfolio | 12.5m $359.8m | Reduced -842.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.19% of their portfolio | 12.4m $355.1m | Reduced -2.0m |
| AQR CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 12.3m $350.8m | Added +1.6m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.55% of their portfolio | 11.6m $333.5m | Added +10.4m |
| Rothschild & Co Wealth Management UK Ltd 5.05% of their portfolio | 11.5m $330.0m | Added +70.8k |
| Allianz Asset Management GmbH 0.38% of their portfolio | 11.4m $326.8m | Reduced -1.2m |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 11.3m $323.5m | Added +904.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.21% of their portfolio | 11.1m $319.1m | Reduced -613.9k |
| VAN ECK ASSOCIATES CORP 0.23% of their portfolio | 10.8m $310.3m | Added +1.5m |
| Swiss National Bank 0.18% of their portfolio | 10.7m $306.2m | Added +574.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 10.5m $305.5m | New |
| National Pension Service 0.23% of their portfolio | 10.4m $297.4m | Added +626.4k |
| SG Americas Securities, LLC 0.32% of their portfolio | 10.1m $289.2m | Added +2.7m |
| VICTORY CAPITAL MANAGEMENT INC 0.18% of their portfolio | 9.5m $273.9m | Added +1.1m |
| Beutel, Goodman & Co Ltd. 1.86% of their portfolio | 9.5m $273.8m | Reduced -943.2k |
| California Public Employees Retirement System 0.17% of their portfolio | 9.4m $268.5m | Added +501.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 9.1m $260.5m | Reduced -3.8m |
| BNP PARIBAS FINANCIAL MARKETS 0.17% of their portfolio | 8.9m $254.1m | Reduced -7.0m |
| First Pacific Advisors, LP 3.46% of their portfolio | 8.6m $246.7m | Added +192.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.16% of their portfolio | 8.5m $243.2m | Added +443.5k |
| Vanguard Global Advisers, LLC 0.13% of their portfolio | 8.4m $239.9m | First filing |
| CANADA PENSION PLAN INVESTMENT BOARD 0.15% of their portfolio | 8.2m $234.8m | Reduced -3.5m |
| HSBC HOLDINGS PLC 0.14% of their portfolio | 8.1m $233.2m | Reduced -19.5m |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 8.1m $231.7m | Reduced -5.1m |
| Wilmington Savings Fund Society, FSB 5.45% of their portfolio | 8.0m $228.5m | Reduced -45.1k |
| Metropolis Capital Ltd 7.36% of their portfolio | 7.6m $217.9m | Reduced -416.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.18% of their portfolio | 7.3m $208.7m | First filing |
| Cullen Capital Management, LLC 2.10% of their portfolio | 7.1m $205.3m | Added +3.0m |
| BANK OF MONTREAL /CAN/ 0.08% of their portfolio | 7.1m $204.0m | Reduced -13.2k |
| RHUMBLINE ADVISERS 0.16% of their portfolio | 6.6m $190.9m | Reduced -248.2k |
| GOLDENTREE ASSET MANAGEMENT LP 11.09% of their portfolio | 6.5m $187.0m | Reduced -1.3m |
| JUPITER ASSET MANAGEMENT LTD 0.99% of their portfolio | 6.4m $185.0m | New |
| BRANDES INVESTMENT PARTNERS, LP 1.31% of their portfolio | 6.4m $184.6m | Added +435.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 6.3m $181.9m | Added +844.4k |
| RWC Asset Management LLP 7.25% of their portfolio | 6.1m $173.9m | New |
| NATIONAL BANK OF CANADA /FI/ 0.18% of their portfolio | 6.0m $171.2m | Reduced -358.0k |
| SEI INVESTMENTS CO 0.16% of their portfolio | 5.9m $168.5m | Added +2.1m |
| Russell Investments Group, Ltd. 0.18% of their portfolio | 5.9m $168.3m | Reduced -1.2m |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.18% of their portfolio | 5.8m $167.9m | Reduced -213.9k |
| CITIGROUP INC 0.11% of their portfolio | 5.8m $165.4m | Reduced -876.3k |
| DAVENPORT & Co LLC 0.87% of their portfolio | 5.5m $157.7m | Added +1.4m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.22% of their portfolio | 5.5m $157.4m | Added +316.1k |
| ProShare Advisors LLC 0.22% of their portfolio | 5.1m $145.9m | Reduced -1.2m |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 5.0m $149.7m | Reduced -356.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 4.9m $140.2m | Added +47.0k |
| Tidal Investments LLC 0.43% of their portfolio | 4.7m $136.8m | Added +4.4m |
| Mirae Asset Global Investments Co., Ltd. 0.39% of their portfolio | 4.7m $135.2m | Added +2.7m |
| CANADA LIFE ASSURANCE Co 0.24% of their portfolio | 4.6m $131.7m | Added +387.2k |
| PRUDENTIAL FINANCIAL INC 0.16% of their portfolio | 4.6m $130.7m | Reduced -3.1m |
| Artisan Partners Limited Partnership 0.21% of their portfolio | 4.5m $128.5m | Added +148.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.22% of their portfolio | 4.4m $125.8m | Added +320.5k |
| Apollo Management Holdings, L.P. 2.08% of their portfolio | 4.3m $124.5m | Added +2.1m |
| LPL Financial LLC 0.03% of their portfolio | 4.2m $121.2m | Added +447.1k |
| CAPTRUST FINANCIAL ADVISORS 0.21% of their portfolio | 4.2m $120.0m | Reduced -130.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.65% of their portfolio | 4.1m $118.0m | Added +90.6k |
| AustralianSuper Pty Ltd 0.61% of their portfolio | 4.1m $117.1m | Reduced -167.8k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 4.1m $117.0m | Added +1.6m |
| ASSETMARK, INC 0.24% of their portfolio | 4.1m $116.6m | Added +367.2k |
| NATIXIS 0.46% of their portfolio | 4.0m $115.2m | Added +1.1m |
| DekaBank Deutsche Girozentrale 0.19% of their portfolio | 4.0m $115.0m | Unchanged |
| STIFEL FINANCIAL CORP 0.10% of their portfolio | 3.9m $112.2m | Added +345.2k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 3.8m $108.6m | Added +2.9m |
| NORDEA INVESTMENT MANAGEMENT AB 0.10% of their portfolio | 3.8m $107.8m | Added +5.2k |