undamentalytics Newsletter

Comcast: which funds bought and sold

Institutions that bought and sold Comcast shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 796 institutions that filed 13F reports for both quarters added to or opened positions in Comcast, and 1,147 cut or closed them. Together they sold a net 50.1M shares, −1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 34.8M shares (−4.3%); index fund managers were net buyers of 24.5M shares (+2.3%). 130 opened a new position and 281 sold out entirely.

Bought, Q2 2026 796 institutions, 130 of them new holders Sold, Q2 2026 1,147 institutions, 281 of them sold out
Net change, all compared −50.1M shares (−1.6%)
Net change, active managers −34.8M shares (−4.3%), 60 bought, 61 sold

Buyers versus sellers

institutions compared, 2,124
Active managers and hedge funds 60 bought · 61 sold · −34.8M
Index fund managers 5 bought · 7 sold · +24.5M
Other institutions 731 bought · 1,079 sold · −39.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Arrowstreet Capital, Limited Partnership Hedge fund +39.9M +322.9% 52.3M $1.3B
First Eagle Investment Management, LLC Active manager +38.6M +102.1% 76.3M $1.9B
Capital Research Global Investors Active manager +26.5M +29.6% 116.1M $2.9B
State Street Corp Index funds +12.3M +6.7% 195.1M $4.8B
Charles Schwab Investment Management Inc Index funds +11.5M +9.5% 133.1M $3.3B
Carronade Capital Management, LP Hedge fund +8.3M New position 8.3M $204M
Goldentree Asset Management LP +6.4M +97.8% 12.9M $316M
Invesco Ltd. +5.3M +4.4% 125.1M $3.1B
Two Sigma Investments, LP Hedge fund +4.9M New position 4.9M $120M
Robeco Institutional Asset Management B.V. +4.8M +199.1% 7.2M $176M
Man Group PLC Hedge fund +4.7M +177.8% 7.3M $179M
Pacer Advisors, Inc. +4.3M +30.6% 18.4M $451M
Citigroup Inc +3.7M +63.5% 9.4M $231M
Canada Pension Plan Investment Board +3.5M +42.8% 11.7M $287M
Citadel Advisors LLC Hedge fund +3.4M +177.0% 5.2M $129M
Vanguard Portfolio Management LLC Index funds +3.3M +4.3% 80.0M $2B
Hotchkis & Wiley Capital Management LLC Active manager +3.3M +12.3% 30.1M $739M
First Trust Advisors LP +2.9M +21.7% 16.5M $406M
Caisse De Depot Et Placement Du Quebec +2.9M +136.3% 5.0M $123M
Dodge & Cox Active manager +2.8M +2.5% 115.9M $2.8B

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager −77.5M −42.6% 104.6M $2.6B
Eagle Capital Management LLC Active manager −37.3M −99.3% 268K $6.6M
Jpmorgan Chase & Co −26.3M −41.5% 37.0M $896M
Harris Associates L P Active manager −19.3M −72.9% 7.2M $176M
Franklin Resources Inc Active manager −16.6M −52.4% 15.1M $370M
Ameriprise Financial Inc −10.5M −24.8% 31.9M $783M
FMR LLC Active manager −9.8M −16.1% 50.8M $1.2B
Capital International Investors Active manager −9.4M −66.7% 4.7M $115M
Raymond James Financial Inc −9.1M −53.3% 8.0M $195M
Bank Of America Corp −8.5M −20.9% 32.3M $793M
Healthcare Of Ontario Pension Plan Trust Fund −8.3M −71.3% 3.3M $82M
UBS Group AG −6.5M −28.0% 16.7M $410M
Beutel, Goodman & Co Ltd. −5.3M −56.0% 4.2M $103M
AQR Capital Management LLC Hedge fund −4.9M −40.2% 7.4M $179M
Nuveen, LLC −4.6M −22.1% 16.2M $398M
Tidal Investments LLC −4.1M −87.3% 601K $14.6M
Artisan Partners Limited Partnership Active manager −4.1M −91.9% 363K $8.9M
Price T Rowe Associates Inc Active manager −3.8M −42.1% 5.2M $129M
Australiansuper Pty Ltd −3.5M −84.8% 618K $15.2M
Barclays PLC −3.0M −23.7% 9.6M $235M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Carronade Capital Management, LPHedge fund 8.3M $204M
Two Sigma Investments, LPHedge fund 4.9M $120M
Capital Fund Management S.A.Hedge fund 2.7M $66.2M
Vinva Investment Management Ltd 2.2M $53.4M
Schonfeld Strategic Advisors LLCHedge fund 1.9M $46.2M
HRT Financial LP 1.8M $43M
Junto Capital Management LPHedge fund 1.7M $41M
Ilex Capital Partners (UK) LLP 1.6M $39.1M
Dme Capital Management, LPHedge fund 1.3M $33M
Sessa Capital Im, L.P.Hedge fund 1.0M $25.7M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Voloridge Investment Management, LLCHedge fund 1.6M $46.9M
Arga Investment Management, LPActive manager 1.4M $39M
Empyrean Capital Partners, LPHedge fund 1.3M $38.6M
Cambiar Investors LLCActive manager 1.1M $32.5M
Holocene Advisors, LPHedge fund 1.0M $30.1M
Deprince Race & Zollo IncActive manager 1.0M $29.4M
Renaissance Technologies LLCHedge fund 788K $22.6M
Trexquant Investment LPHedge fund 656K $18.8M
Kkm Financial LLC 362K $10.8M
Edgestream Partners, L.P.Hedge fund 325K $9.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,871
Ten largest holders
47.4%
of 13F-reported shares
Index fund managers
35.0%
of 13F-reported shares
Active managers and hedge funds
24.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 60 61 16 13 −34.8M −4.3%
Index fund managers 5 7 0 0 +24.5M +2.3%
Other institutions 731 1,079 114 268 −39.8M −3.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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