InvestorLens

CMCSA — COMCAST CORP NEW

Communication Services · Cable & Satellite

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CMCSA?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Mixed · 3 buying vs 3 selling last quarter
46
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
2 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their CMCSA position last quarter, 3 bought and 3 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 2 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (David Einhorn, Izzy Englander, Steve Cohen)
  • +6 tracked investors reported holding CMCSA at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Communication Servicessource
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (2 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About COMCAST CORP NEW (CMCSA)

COMCAST CORP NEW (CMCSA) appears in the most recent 13F filings of 6 tracked institutional investors. COMCAST CORP NEW is classified in the Communication Services sector (Cable & Satellite industry). The largest disclosed position is held by Andreas Halvorsen (Viking Global Investors), valued at $744M. Across recent filings, tracked investors recorded 10 new positions, 18 increased, 14 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CMCSA

62
/100
Institutional Accumulation
Added / Increased28
Reduced14
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track CMCSA

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

CMCSA Ownership Composition

How COMCAST CORP NEW is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
89% of tracked value
Institutions
6
tracked investors
Total Reported
$682.2M
combined 13F value
Types3
  • Multi-Strategy / Quant89.5%
  • Macro5.7%
  • Value & Distressed4.8%
Multi-Strategy / Quant(3)
89.5%
Macro(2)
5.7%
Value & Distressed(1)
4.8%

Tracked investors currently reporting CMCSA

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    15.8M
    Value
    $389M
    % Portfolio
    0.04%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    4M
    Value
    $97.8M
    % Portfolio
    0.04%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    5M
    Value
    $123.7M
    % Portfolio
    0.14%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    920.4K
    Value
    $22.6M
    % Portfolio
    0.09%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    660.9K
    Value
    $16.2M
    % Portfolio
    0.02%
  • David EinhornJun 30, 2026
    DME Capital Management, LP
    Shares
    1.3M
    Value
    $33M
    % Portfolio
    0.85%

Previously held CMCSA

These investors reported CMCSA in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Andreas HalvorsenViking Global Investors19.8M$743.8MDec 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold CMCSA?
6 tracked institutional investors disclosed a position in CMCSA (COMCAST CORP NEW) in their most recent 13F filing.
Who is the largest institutional holder of CMCSA?
Andreas Halvorsen, Viking Global Investors, holds the largest disclosed position in CMCSA, valued at $744M.
Did institutional ownership of CMCSA increase or decrease?
Across recent 13F filings, tracked investors recorded 10 new positions, 18 increased, 14 reduced, and 3 fully exited CMCSA.
What sector is CMCSA in?
COMCAST CORP NEW is classified in the Communication Services GICS sector, Cable & Satellite industry.
Where does this CMCSA ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.