Follow-The-Filings

Security · featured owners

CMCSA Comcast Corp. New

Communication Services CL A Equity as of 2026 Q2 among managers we track

  • 17 Owners
  • #34
  • Max 2.9%
  • Master 0.26%
  • $4.4B
  • 1 new 9 add 5 reduce 2 exits

CMCSA (Comcast Corp. New) is held in 17 featured 13F books as of 2026 Q2. Torray Investment Partners is the largest tracked holder by portfolio weight (2.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.9% (Torray Investment Partners) · not free-float ownership

  1. Torray Investment Partners add 2.9%
  2. First Pacific Advisors add 2.6%
  3. David Katz add 2.0%
  4. Hillman Capital Management add 1.8%
  5. First Eagle Investment Manage... add 1.6%
  6. Dodge & Cox add 1.5%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 1.5% Add +2.5% 115,903,125 $2.8B history
First Eagle Investment Management 2026 Q2 1.6% Add +1.0% 38,172,985 $937M history
First Pacific Advisors 2026 Q2 2.6% Add +1.0% 8,676,664 $213M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.23% Reduce −72.9% 7,173,464 $176M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 0.60% Reduce −2.6% 2,193,660 $54M history
Davidson Kempner Capital Management 2026 Q2 0.64% Add +90.0% 2,188,388 $54M history
David Einhorn - DME Capital Management 2026 Q2 0.85% New 0.85% 1,345,780 $33M history
Don Yacktman - Yacktman Asset Management 2026 Q2 0.36% Add +0.3% 1,170,500 $29M history
David Katz - Matrix Asset Advisors 2026 Q2 2.0% Add +9.7% 991,213 $24M history
Torray Investment Partners 2026 Q2 2.9% Add +55.5% 863,372 $21M history
Thomas Gayner - Markel Group 2026 Q2 0.15% Reduce −16.6% 802,074 $20M history
Hillman Capital Management 2026 Q2 1.8% Add +5.9% 100,843 $2M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.53% Reduce −27.9% 61,768 $2M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.08% Hold 47,000 $1M history
Tweedy, Browne Co. 2026 Q2 0.06% Reduce −0.5% 31,330 $769K history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.02% Hold 31,094 $763K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 <0.01% Add +10.0% 110 $3K history
George Soros - Soros Fund Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 14,389 $413K history
Kahn Brothers Group exited 2026 Q2 last 2026 Q1 0.04% Exit −0.04% 7,169 $206K history

17 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 13 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
424B3 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 · 2 forms Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Jun 30, 2026 · 5 forms Filing Doc
4 Period May 19, 2026 Filing Doc
4 Period May 11, 2026 Filing Doc
4 Period Apr 3, 2026 Filing Doc
4 Period Mar 31, 2026 · 5 forms Filing Doc
4 Period Mar 17, 2026 · 2 forms Filing Doc
4 Period Mar 5, 2026 Filing Doc
4 Period Mar 1, 2026 · 5 forms Filing Doc

Updated 11 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $123.73B $123.71B
Net income $15.39B $16.19B $20B
Net margin * — 13.1% 16.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $23.99B $26.8B $29.57B
Total non-current assets * $240.82B $239.41B $243.06B
Total assets $264.81B $266.21B $272.63B
Total current liabilities $40.2B $39.58B $33.52B
Total equity $82.7B $85.56B $96.9B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $28.5B $27.67B $33.64B
Cash from investing -$7.16B -$15.67B -$16.16B
Cash from financing -$19.85B -$10.88B -$14.35B
Net change in cash $1.5B $1.1B $3.18B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders