InvestorLens

NFLX — NETFLIX INC

Communication Services · Entertainment

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 NFLX?

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

Confidence
67
Institutional Conviction
Net distribution · 2 buying vs 4 selling last quarter
33
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their NFLX position last quarter, 2 bought and 4 sold (33% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Bill Ackman, Cathie Wood)
  • +6 tracked investors reported holding NFLX at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Communication Servicessource
Contradicting evidence — always shown
  • −4 tracked investors reduced or exited last quarter (2 reduced, 2 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 NETFLIX INC (NFLX)

NETFLIX INC (NFLX) appears in the most recent 13F filings of 6 tracked institutional investors. NETFLIX INC is classified in the Communication Services sector (Entertainment industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $8.9B. Across recent filings, tracked investors recorded 12 new positions, 11 increased, 12 reduced, and 8 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in NFLX

53
/100
Mixed Activity
Added / Increased23
Reduced12
Exited8
BearishBullish
Crowded Trade Score™

How many top investors track NFLX

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

NFLX Ownership Composition

How NETFLIX INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
78% of tracked value
Institutions
6
tracked investors
Total Reported
$7.8B
combined 13F value
Types4
  • Multi-Strategy / Quant78.1%
  • Activist12.0%
  • Macro5.6%
  • Growth & Innovation4.3%
Multi-Strategy / Quant(3)
78.1%
Activist(1)
12.0%
Macro(1)
5.6%
Growth & Innovation(1)
4.3%

Tracked investors currently reporting NFLX

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    70.5M
    Value
    $5B
    % Portfolio
    0.58%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    12.2M
    Value
    $872.3M
    % Portfolio
    0.32%
  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    4.7M
    Value
    $336.3M
    % Portfolio
    0.69%
  • Bill AckmanJun 30, 2026
    Pershing Square
    Shares
    13.1M
    Value
    $934M
    % Portfolio
    4.80%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    6.1M
    Value
    $434.3M
    % Portfolio
    0.60%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    2.2M
    Value
    $154.2M
    % Portfolio
    0.17%

Previously held NFLX

These investors reported NFLX 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 Investors500.8K$600.4MSep 30, 2025
Chase ColemanTiger Global Management2.4M$234.5MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold NFLX?
6 tracked institutional investors disclosed a position in NFLX (NETFLIX INC) in their most recent 13F filing.
Who is the largest institutional holder of NFLX?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in NFLX, valued at $8.9B.
Did institutional ownership of NFLX increase or decrease?
Across recent 13F filings, tracked investors recorded 12 new positions, 11 increased, 12 reduced, and 8 fully exited NFLX.
What sector is NFLX in?
NETFLIX INC is classified in the Communication Services GICS sector, Entertainment industry.
Where does this NFLX 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.