Follow-The-Filings

Security

Comcast Corp. New · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

31 owners 2 exits max 3.5% (First Pacific Advisors, LP)

owners 31
rank #23
master % 0.18%
max % 3.5%
tracked value $46.7B
qoq A 12 R 15 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
First Pacific Advisors, LP 2026 Q1 3.5% Add +0.15 pp 8,592,563 $247M hist
Torray Investment Partners LLC 2026 Q2 stale 2.9% Add +0.52 pp 863,372 $21M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 2.0% Add -0.40 pp 991,213 $24.3B hist
Hillman Capital Management, Inc. 2026 Q1 1.9% Add +0.19 pp 95,228 $2.7B hist
Dodge & Cox 2026 Q1 1.8% Add -0.04 pp 113,108,244 $3.2B hist
First Eagle Investment Management, LLC 2026 Q1 1.4% 37,780,637 $1.1B hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 1.0% Reduce -0.03 pp 26,448,063 $759M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 0.8% Reduce +0.02 pp 2,253,106 $65M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.5% Add -0.04 pp 1,167,500 $34M hist
Davidson Kempner Capital Management LP 2026 Q1 0.5% Add +0.35 pp 1,151,593 $33M hist
Norges Bank 2025 Q4 stale 0.3% Exit -0.27 pp 83,594,032 $2.5B hist
Vanguard Group Inc. 2025 Q4 stale 0.2% Add -0.01 pp 369,311,219 $11B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add -0.01 pp 12,287,677 $351M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.2% Reduce -0.23 pp 1,192,620 $34M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.03 pp 2,679,608 $77M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 0.1% Reduce -0.06 pp 47,000 $1M hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% 31,496 $904 hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.03 pp 686,102 $20M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.27 pp 788,376 $23M hist
Kahn Brothers Group Inc. 2026 Q1 0.0% Add 0.00 pp 7,169 $206 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 57,000 $2M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.07 pp 1,347,669 $39M hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 0.0% 31,094 $893 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 1,894,143 $54M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.07 pp 331,592 $10M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% Add 0.00 pp 110 $3M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 53,560 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 36,023 $1M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% Reduce -0.02 pp 14,389 $413 hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.06 pp 8,000 $230 hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.06 pp 62 $2 hist
Senator Investment Group LP exited 2026 Q1 last 2025 Q4 1.4% Exit -1.40 pp 1,170,000 $35M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.3% Exit -0.31 pp 6,556,098 $206M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 2.02,9.01
10-Q 10-Q
4 Period Jun 30, 2026
4 Period Jun 30, 2026
4 Period Jun 30, 2026
4 Period Jun 30, 2026
4 Period Jun 30, 2026
8-K 8.01,9.01
8-K 5.07
8-K 8.01,9.01
8-K 8.01,9.01
8-K 8.01,9.01
4 Period May 19, 2026
4 Period May 11, 2026
DEFA14A DEFA14A
8-K 2.02,9.01
10-Q 10-Q
4 Period Apr 3, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 17, 2026
4 Period Mar 17, 2026

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
Gross profit
Gross margin
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 non-current liabilities
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

ownership over time

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