DOSSIER · 13F Holders · Q1 2026Communication Services · Cable & Other Pay Television Services
CMCSA

COMCAST CORP NEW

2,109 institutions still hold COMCAST CORP NEW as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 20030N101·Cable & Other Pay Television Services·2,109 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$56.2B
visible holders
Holders
2,109
filers reporting
Concentration
16.09%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

Comcast Corp. (CMCSA, CUSIP 20030N101) entered Q1 2026 with $85.8B of institutional 13F value across 1,950 holders — the broadest institutional-ownership profile in this batch alongside ICE and similar mega-cap exchanges, reflecting Comcast's standing as the largest U.S. broadband-and-pay-television provider and a film-to-television-to-streaming media conglomerate whose revenue streams span subscription broadband (Xfinity residential, Comcast Business), content production (NBCUniversal: Universal Pictures, NBC, USA, Bravo, Peacock streaming), and theme parks (Universal Orlando, Hollywood, Beijing, Japan). The defining Q1 signal: ten new positions opened simultaneously across a 1,950-holder universe — a coverage-expansion event at the manager tier rather than a single-manager conviction build, reflecting either passive-index threshold breaches or active telecommunications or media-sector managers assigning CMCSA a new weight in their sector allocation. For smart-money trackers, CMCSA's institutional footprint is a proxy for broadband-and-telecom-infrastructure conviction at the diversified-communications-manager tier, and the Q1 new-position count is the actionable signal given the broad-coverage, near-index-ownership profile of this name.

Q1 2026 context: (1) broadband infrastructure is a durable recurring-revenue franchise with high customer-retention (bundled with video/phone/security), (2) streaming transition continues at NBCUniversal (Peacock content investment vs profitability gap), (3) theme parks are post-COVID recovery complete and growing, (4) dividend and capital-return policy: Comcast has restarted dividend post-COVID suspension. Stock has been range-bound as investors weigh broadband-growth vs streaming-loss narratives.

1,950 holders / $85.8B = every diversified communications and consumer discretionary manager owns CMCSA at benchmark weight. New-position activity is index-threshold-driven or sector-weight-driven, not conviction-driven.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$9.0B315.0M0.16%Q1 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$6.7B233.2M0.17%Q1 2026
03
STATE STREET CORP
CIK 0000093751
$5.2B182.7M0.18%Q1 2026
04
Capital World Investors
CIK 0001422849
$5.2B182.1M0.71%Q1 2026
05
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$3.5B121.6M0.53%Q1 2026
06
Invesco Ltd.
CIK 0000914208
$3.4B119.8M0.33%Q1 2026
07
DODGE & COX
CIK 0000200217
$3.2B113.1M1.78%Q1 2026
08
Capital Research Global Investors
CIK 0001422848
$2.6B89.6M0.40%Q1 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$2.5B88.1M0.16%Q1 2026
10
Vanguard Portfolio Management
CIK 0002100121· Index
$2.2B76.7M0.12%Q1 2026
11
JPMORGAN CHASE & CO
CIK 0000019617
$1.8B63.2M0.12%Q1 2026
12
FMR LLC
CIK 0000315066
$1.7B60.6M0.09%Q1 2026
13
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.2B43.3M0.14%Q1 2026
14
MORGAN STANLEY
CIK 0000895421
$1.2B42.9M0.07%Q1 2026
15
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1.2B42.4M0.28%Q1 2026
16
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.2B40.9M0.09%Q1 2026
17
First Eagle Investment Management, LLC
CIK 0001325447
$1.1B37.8M1.84%Q1 2026
18
EAGLE CAPITAL MANAGEMENT LLC
CIK 0000945631
$1.1B37.6M3.62%Q1 2026
19
NORTHERN TRUST CORP
CIK 0000073124· Index
$1.0B36.4M0.14%Q1 2026
20
FRANKLIN RESOURCES INC
CIK 0000038777
$908M31.6M0.22%Q1 2026
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Insiders at COMCAST CORP NEW
Roberts Brian LMurdock Daniel C.Brady Louise F.Baltimore Thomas J JrBreen Edward DHonickman Jeffrey ASmith GordonCavanagh Michael J