CMCSA - Comcast Corp.
This page shows which of the focused investors we track hold CMCSA and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 14 managers with an aggregate reported value of $4.36B, which is 0.38% of the combined portfolio.
As of Q2 2026, 14 tracked institutional managers held CMCSA (Comcast Corp.) with an aggregate reported value of $4.36B — 0.38% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- CMCSA
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.49% | Add +2.5% | 115,903,125 | $2.85B |
| 2 | First Eagle - First Eagle Investment Management | 1.54% | Add +1.0% | 38,172,985 | $937.15M |
| 3 | First Pacific Advisors - First Pacific Advisors | 2.63% | Add +1.0% | 8,676,664 | $213.01M |
| 4 | Bill Nygren - Oakmark Funds | 0.23% | Reduce -72.9% | 7,173,464 | $176.11M |
| 5 | Thomas Russo - Gardner Russo & Quinn | 0.60% | Reduce -2.6% | 2,193,660 | $53.85M |
| 6 | David Einhorn - Greenlight Capital | 0.85% | New | 1,345,780 | $33.04M |
| 7 | Yacktman Asset Management - Yacktman Asset Management | 0.36% | Add +0.3% | 1,170,500 | $28.74M |
| 8 | David Katz - Matrix Asset Advisors | 1.98% | Add +9.7% | 991,213 | $24.33M |
| 9 | Torray Funds - Torray Funds | 2.86% | Add +55.5% | 863,372 | $21.2M |
| 10 | Thomas Gayner - Markel Asset Management | 0.15% | Reduce -16.6% | 802,074 | $19.69M |
| 11 | Hillman Value Fund - Hillman Value Fund | 1.79% | Add +5.9% | 100,843 | $2.48M |
| 12 | Wallace Weitz - Weitz Investment Management | 0.08% | - | 47,000 | $1.15M |
| 13 | Tweedy Browne Co. - Tweedy Browne Value Fund | 0.06% | Reduce -0.5% | 31,330 | $769.15K |
| 14 | Glenn Greenberg - Brave Warrior Advisors | 0.02% | - | 31,094 | $763.36K |
Loading holder history for CMCSA…