COMCAST CORP NEW (CMCSA) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q2 2026) show 20 hedge funds and institutional investors holding a combined 179.4M shares of COMCAST CORP NEW (CMCSA), valued at $4.4B. The median portfolio weight is 0.3%.
The latest institutional ownership changes for CMCSA show net selling, with the combined position down by 13.9M shares (7.2%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to CMCSA are COMPASS ROSE (6.5% of its 13F portfolio), Torray Investment Partners (2.9%), and First Pacific Advisors (2.6%). In Q2 2026, COMPASS ROSE made the largest position increase (+6.5%), while Harris Associates made the largest reduction (-0.8%).
Top 10 Institutional Holders in COMCAST CORP NEW (CMCSA), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q2 2026).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | COMPASS ROSE | 955,000 | $23.4M | 6.5% |
| 2 | Torray Investment Partners | 863,372 | $21.2M | 2.9% |
| 3 | First Pacific Advisors | 8,676,664 | $213.0M | 2.6% |
| 4 | Diameter Capital Partners | 840,000 | $20.6M | 2.2% |
| 5 | Matrix Asset Advisors | 991,213 | $24.3M | 2.0% |
| 6 | Hillman Capital Management | 100,843 | $2.5M | 1.8% |
| 7 | First Eagle Investment Management | 38,172,985 | $937.1M | 1.6% |
| 8 | Dodge & Cox | 115,903,125 | $2.8B | 1.5% |
| 9 | Gardner Russo & Quinn | 2,193,660 | $53.9M | 0.6% |
| 10 | Yacktman Asset Management | 1,170,500 | $28.7M | 0.4% |
- 20Institutional investors
- 179,365,454Shares held (disclosed)
- $4.4B13F market value
- 0.3%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of CMCSA. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ2 2026
The biggest weight-increase and weight-decrease changes among funds that hold CMCSA. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- COMPASS ROSE+6.5% · +955,000 shares
- Diameter Capital Partners+2.2% · +840,000 shares
- Torray Investment Partners+0.5% · +308,305 shares
Top sellers
- Harris Associates-0.8% · -19,274,599 shares
- Gardner Russo & Quinn-0.2% · -59,446 shares
- Markel Group-0.1% · -159,806 shares
Options Activity
- Total calls2,000,000 (+2,000,000)
Ownership Statistics
- Funds holding
- 20
- Median weight
- 0.3%
- Largest holder
- COMPASS ROSE · 6.5%
- Smallest holder
- UTIMCO - The University of Texas · 0.0%
- Shares held
- 179,365,454 (-13,932,253)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding CMCSA in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | COMPASS ROSE | 955,000 | $23.4M | 6.5% |
| 2 | Torray Investment Partners | 863,372 | $21.2M | 2.9% |
| 3 | First Pacific Advisors | 8,676,664 | $213.0M | 2.6% |
| 4 | Diameter Capital Partners | 840,000 | $20.6M | 2.2% |
| 5 | Matrix Asset Advisors | 991,213 | $24.3M | 2.0% |
| 6 | Hillman Capital Management | 100,843 | $2.5M | 1.8% |
| 7 | First Eagle Investment Management | 38,172,985 | $937.1M | 1.6% |
| 8 | Dodge & Cox | 115,903,125 | $2.8B | 1.5% |
| 9 | Gardner Russo & Quinn | 2,193,660 | $53.9M | 0.6% |
| 10 | Yacktman Asset Management | 1,170,500 | $28.7M | 0.4% |
| 11 | Harris Associates | 7,173,464 | $176.1M | 0.2% |
| 12 | SRS Investment Management | 984,257 | $24.2M | 0.2% |
| 13 | Markel Group | 802,074 | $19.7M | 0.1% |
| 14 | Weitz Investment Management | 47,000 | $1.2M | 0.1% |
| 15 | Loews Corp | 400,000 | $9.8M | 0.1% |
| 16 | Tweedy Browne | 31,330 | $769.2K | 0.1% |
| 17 | Kahn Brothers Group | 7,169 | $205.8K | 0.0% |
| 18 | CastleKnight | 21,600 | $530.3K | 0.0% |
| 19 | Brave Warrior Advisors | 31,094 | $763.4K | 0.0% |
| 20 | UTIMCO - The University of Texas | 104 | $2.6K | 0.0% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in COMCAST CORP NEW (CMCSA) each reporting quarter. Sourced from SEC Form 13F-HR filings.
See COMCAST CORP NEW (CMCSA) insider transactions (SEC Form 4) →
Methodology & FAQ
Methodology: How We Track CMCSA Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who must file: This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is included: We capture long positions in Section 13(f) securities for COMCAST CORP NEW (CMCSA). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Metric definition: “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to CMCSA on the specific reporting date.
- How to use this data: Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in CMCSA?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders , such as COMPASS ROSE , Torray Investment Partners , and First Pacific Advisors as of Q2 2026, change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the CMCSA ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this CMCSA data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds CMCSA stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for CMCSA as of each filing date.