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 ($389.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.57. Options: 57 managers hold calls ($1.7bn notional), 41 hold puts ($756.2m).
Trends to Q2 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 |
| Q2 2026 | 1,892 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 804 | 1,163 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.4bn | $611.3m | 0.42 |
| Q4 2025 | $2.4bn | $819.0m | 0.34 |
| Q1 2026 | $1.6bn | $628.3m | 0.39 |
| Q2 2026 | $1.7bn | $756.2m | 0.45 |
Biggest buyers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +39.9m |
| First Eagle Investment Management, LLC | Added | +38.6m |
| Capital Research Global Investors | Added | +26.5m |
| STATE STREET CORP | Added | +12.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +11.5m |
| CARRONADE CAPITAL MANAGEMENT, LP | New | +8.3m |
| GOLDENTREE ASSET MANAGEMENT LP | Added | +6.4m |
| Invesco Ltd. | Added | +5.3m |
| TWO SIGMA INVESTMENTS, LP | New | +4.9m |
| Robeco Institutional Asset Management B.V. | Added | +4.8m |
Biggest sellers
| Capital World Investors | Reduced | -77.5m |
| EAGLE CAPITAL MANAGEMENT LLC | Reduced | -37.3m |
| JPMORGAN CHASE & CO | Reduced | -26.3m |
| HARRIS ASSOCIATES L P | Reduced | -19.3m |
| FRANKLIN RESOURCES INC | Reduced | -16.6m |
| AMERIPRISE FINANCIAL INC | Reduced | -10.5m |
| FMR LLC | Reduced | -9.8m |
| Capital International Investors | Reduced | -9.4m |
| RAYMOND JAMES FINANCIAL INC | Reduced | -9.1m |
| BANK OF AMERICA CORP /DE/ | Reduced | -8.5m |
Biggest calls
| Long Focus Capital Management, LLC | Added | $528.6m21.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $198.2m8.1m shares |
| JANE STREET GROUP, LLC | Added | $177.0m7.2m shares |
| CITADEL ADVISORS LLC | Reduced | $113.4m4.6m shares |
| GOLDMAN SACHS GROUP INC | Added | $92.0m3.7m shares |
| Point72 Asset Management, L.P. | Added | $53.4m2.2m shares |
| COMPASS ROSE ASSET MANAGEMENT, LP | New | $49.1m2.0m shares |
| Verition Fund Management LLC | Added | $48.5m2.0m shares |
| IMC-Chicago, LLC | Added | $41.4m1.7m shares |
| SIMPLEX TRADING, LLC | Added | $35.4m1.4m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $176.1m7.2m shares |
| CITADEL ADVISORS LLC | Added | $146.7m6.0m shares |
| JANE STREET GROUP, LLC | Added | $94.8m3.9m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $51.4m2.1m shares |
| IMC-Chicago, LLC | Added | $47.4m1.9m shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $33.0m13.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $27.6m1.1m shares |
| Walleye Trading LLC | Added | $24.7m1.0m shares |
| HRT FINANCIAL LP | New | $17.7m721.8k shares |
| GROUP ONE TRADING LLC | Added | $16.7m680.5k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.11% of their portfolio | 313.2m $7.7bn | Reduced -1.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 232.6m $5.7bn | Reduced -508.9k |
| STATE STREET CORP 0.14% of their portfolio | 195.1m $4.8bn | Added +12.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.43% of their portfolio | 133.1m $3.3bn | Added +11.5m |
| Invesco Ltd. 0.24% of their portfolio | 125.1m $3.1bn | Added +5.3m |
| Capital Research Global Investors 0.40% of their portfolio | 116.1m $2.9bn | Added +26.5m |
| Dodge & Cox 1.49% of their portfolio | 115.9m $2.8bn | Added +2.8m |
| Capital World Investors 0.30% of their portfolio | 104.6m $2.6bn | Reduced -77.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 89.5m $2.2bn | Added +1.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.09% of their portfolio | 80.0m $2.0bn | Added +3.3m |
| NORGES BANK 0.19% of their portfolio | 76.5m $1.9bn | Not comparable |
| First Eagle Investment Management, LLC 1.55% of their portfolio | 76.3m $1.9bn | Added +38.6m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.57% of their portfolio | 52.3m $1.3bn | Added +39.9m |
| FMR LLC 0.05% of their portfolio | 50.8m $1.2bn | Reduced -9.8m |
| MORGAN STANLEY 0.06% of their portfolio | 43.3m $1.1bn | Added +390.2k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 37.0m $895.6m | Reduced -26.3m |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 36.2m $889.8m | Reduced -2.5m |
| NORTHERN TRUST CORP 0.10% of their portfolio | 36.1m $885.1m | Reduced -308.1k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 32.3m $793.5m | Reduced -8.5m |
| AMERIPRISE FINANCIAL INC 0.16% of their portfolio | 31.9m $783.3m | Reduced -10.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% of their portfolio | 31.3m $767.8m | Added +66.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.15% of their portfolio | 30.1m $738.6m | Added +3.3m |
| DIMENSIONAL FUND ADVISORS LP 0.13% of their portfolio | 28.9m $709.8m | Reduced -549.7k |
| Bank of New York Mellon Corp 0.11% of their portfolio | 28.1m $691.0m | Added +899.1k |
| Legal & General Group Plc 0.13% of their portfolio | 25.2m $617.8m | Added +792.5k |
| VANGUARD FIDUCIARY TRUST CO 0.11% of their portfolio | 20.0m $491.1m | Reduced -197.7k |
| Pacer Advisors, Inc. 1.17% of their portfolio | 18.4m $451.1m | Added +4.3m |
| Clearbridge Investments, LLC 0.35% of their portfolio | 17.2m $422.7m | Added +264.6k |
| UBS Group AG 0.07% of their portfolio | 16.7m $410.1m | Reduced -6.5m |
| FIRST TRUST ADVISORS LP 0.24% of their portfolio | 16.5m $406.0m | Added +2.9m |
| Nuveen, LLC 0.09% of their portfolio | 16.2m $398.0m | Reduced -4.6m |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 15.9m $390.6m | Added +848.6k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 15.1m $369.7m | Reduced -16.6m |
| LSV ASSET MANAGEMENT 0.64% of their portfolio | 14.5m $355.3m | Added +702.4k |
| GOLDENTREE ASSET MANAGEMENT LP 18.39% of their portfolio | 12.9m $316.3m | Added +6.4m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.16% of their portfolio | 11.7m $286.6m | Added +3.5m |
| Amundi 0.07% of their portfolio | 11.5m $282.2m | Reduced -1.3m |
| Rothschild & Co Wealth Management UK Ltd 4.01% of their portfolio | 11.3m $277.5m | Reduced -191.1k |
| Allianz Asset Management GmbH 0.33% of their portfolio | 11.3m $316.1m | Reduced -124.3k |
| SG Americas Securities, LLC 0.15% of their portfolio | 10.8m $265.5m | Added +738.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.15% of their portfolio | 10.7m $263.8m | Reduced -368.4k |
| National Pension Service 0.17% of their portfolio | 10.6m $259.9m | Added +227.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.14% of their portfolio | 10.3m $253.2m | Added +775.1k |
| Swiss National Bank 0.13% of their portfolio | 10.1m $248.5m | Reduced -545.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 10.0m $248.6m | Reduced -518.8k |
| HSBC HOLDINGS PLC 0.12% of their portfolio | 9.9m $241.9m | Added +1.7m |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 9.9m $242.1m | Added +1.8m |
| BNP PARIBAS FINANCIAL MARKETS 0.12% of their portfolio | 9.7m $238.2m | Added +850.0k |
| BARCLAYS PLC 0.07% of their portfolio | 9.6m $234.7m | Reduced -3.0m |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 9.5m $232.2m | Reduced -1.8m |
| CITIGROUP INC 0.11% of their portfolio | 9.4m $231.2m | Added +3.7m |
| Metropolis Capital Ltd 7.76% of their portfolio | 9.3m $267.5m | Added +1.7m |
| JUPITER ASSET MANAGEMENT LTD 1.11% of their portfolio | 9.1m $224.6m | Added +2.7m |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.12% of their portfolio | 9.0m $221.8m | Added +560.7k |
| First Pacific Advisors, LP 2.63% of their portfolio | 8.7m $213.0m | Added +84.1k |
| California Public Employees Retirement System 0.12% of their portfolio | 8.5m $208.6m | Reduced -856.2k |
| CARRONADE CAPITAL MANAGEMENT, LP 3.53% of their portfolio | 8.3m $203.7m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.13% of their portfolio | 8.1m $198.7m | Added +822.1k |
| VAN ECK ASSOCIATES CORP 0.12% of their portfolio | 8.1m $197.9m | Reduced -2.7m |
| Wilmington Savings Fund Society, FSB 4.41% of their portfolio | 8.0m $197.6m | Added +89.3k |
| Vanguard Global Advisers, LLC 0.09% of their portfolio | 8.0m $196.9m | Reduced -338.3k |
| BANK OF MONTREAL /CAN/ 0.07% of their portfolio | 8.0m $196.3m | Added +891.6k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 8.0m $195.2m | Reduced -9.1m |
| Nykredit A/S 0.58% of their portfolio | 7.5m $185.2m | First filing |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 7.4m $178.8m | Reduced -4.9m |
| Man Group plc 0.33% of their portfolio | 7.3m $179.2m | Added +4.7m |
| Russell Investments Group, Ltd. 0.16% of their portfolio | 7.2m $177.1m | Added +1.4m |
| HARRIS ASSOCIATES L P 0.23% of their portfolio | 7.2m $176.1m | Reduced -19.3m |
| Robeco Institutional Asset Management B.V. 0.22% of their portfolio | 7.2m $176.0m | Added +4.8m |
| RWC Asset Management LLP 6.18% of their portfolio | 6.6m $163.2m | Added +589.0k |
| RHUMBLINE ADVISERS 0.12% of their portfolio | 6.4m $156.2m | Reduced -286.4k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 6.2m $152.9m | Added +2.2m |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 6.0m $147.0m | Reduced -347.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.13% of their portfolio | 5.7m $139.6m | Reduced -160.7k |
| BRANDES INVESTMENT PARTNERS, LP 0.97% of their portfolio | 5.6m $138.1m | Reduced -803.3k |
| NATIONAL BANK OF CANADA /FI/ 0.12% of their portfolio | 5.5m $135.5m | Reduced -446.0k |
| Mirae Asset Global Investments Co., Ltd. 0.26% of their portfolio | 5.5m $135.0m | Added +790.0k |
| PRUDENTIAL FINANCIAL INC 0.15% of their portfolio | 5.4m $133.7m | Added +894.4k |
| Cullen Capital Management, LLC 1.28% of their portfolio | 5.3m $129.8m | Reduced -1.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 5.2m $128.9m | Reduced -3.8m |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 5.2m $128.8m | Added +3.4m |
| Caisse de depot et placement du Quebec 0.18% of their portfolio | 5.0m $123.2m | Added +2.9m |
| SEI INVESTMENTS CO 0.11% of their portfolio | 4.9m $120.6m | Reduced -957.6k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 4.9m $120.3m | New |
| MACKENZIE FINANCIAL CORP 0.12% of their portfolio | 4.9m $119.9m | Added +2.0m |
| DAVENPORT & Co LLC 0.59% of their portfolio | 4.8m $116.4m | Reduced -731.3k |
| CANADA LIFE ASSURANCE Co 0.18% of their portfolio | 4.7m $115.0m | Added +117.3k |
| Capital International Investors 0.02% of their portfolio | 4.7m $114.8m | Reduced -9.4m |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.17% of their portfolio | 4.5m $110.8m | Added +116.8k |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 4.4m $107.0m | Added +450.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.53% of their portfolio | 4.3m $106.3m | Added +218.6k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 4.3m $124.2m | Reduced -684.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.09% of their portfolio | 4.3m $104.7m | Added +1.9m |
| CAPTRUST FINANCIAL ADVISORS 0.16% of their portfolio | 4.3m $104.4m | Added +73.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 4.2m $103.0m | Reduced -688.0k |
| Beutel, Goodman & Co Ltd. 0.76% of their portfolio | 4.2m $103.0m | Reduced -5.3m |
| LPL Financial LLC 0.02% of their portfolio | 4.2m $102.8m | Reduced -32.2k |
| ASSETMARK, INC 0.17% of their portfolio | 4.1m $101.2m | Added +60.2k |
| COMMERZBANK AKTIENGESELLSCHAFT /FI 1.95% of their portfolio | 4.0m $97.5m | Added +1.4m |
| DekaBank Deutsche Girozentrale 0.19% of their portfolio | 4.0m $112.7m | Unchanged |