DOSSIER · 13F Holders · Q2 2026Communication Services · Cable & Other Pay Television Services
CMCSA

COMCAST CORP NEW

2,037 institutions still hold COMCAST CORP NEW as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 20030N101·Cable & Other Pay Television Services·2,037 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$49.0B
visible holders
Holders
2,037
filers reporting
Concentration
15.70%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$7.7B313.2M0.11%Q2 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$5.7B232.6M0.12%Q2 2026
03
STATE STREET CORP
CIK 0000093751
$4.8B195.1M0.14%Q2 2026
04
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$3.3B133.1M0.43%Q2 2026
05
Invesco Ltd.
CIK 0000914208
$3.1B125.1M0.24%Q2 2026
06
Capital Research Global Investors
CIK 0001422848
$2.9B116.1M0.40%Q2 2026
07
DODGE & COX
CIK 0000200217
$2.8B115.9M1.49%Q2 2026
08
Capital World Investors
CIK 0001422849
$2.6B104.6M0.30%Q2 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$2.2B89.5M0.12%Q2 2026
10
Vanguard Portfolio Management
CIK 0002100121· Index
$2.0B80.0M0.09%Q2 2026
11
NORGES BANK
CIK 0001374170· Sovereign
$1.9B76.5M0.19%Q2 2026
12
First Eagle Investment Management, LLC
CIK 0001325447
$1.9B76.3M1.55%Q2 2026
13
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$1.3B52.3M0.57%Q2 2026
14
FMR LLC
CIK 0000315066
$1.2B50.8M0.05%Q2 2026
15
EAGLE CAPITAL MANAGEMENT LLC
CIK 0000945631
$1.1B37.6M3.62%Q1 2026
16
MORGAN STANLEY
CIK 0000895421
$1.1B43.3M0.06%Q2 2026
17
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.0B42.1M0.09%Q2 2026
18
JPMORGAN CHASE & CO
CIK 0000019617
$896M37.0M0.05%Q2 2026
19
NORTHERN TRUST CORP
CIK 0000073124· Index
$885M36.1M0.10%Q2 2026
20
BANK OF AMERICA CORP /DE/
CIK 0000070858
$793M32.3M0.05%Q2 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