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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 2025 it was held by 14 managers with an aggregate reported value of $6.64B, which is 0.59% of the combined portfolio.

As of Q2 2025, 14 tracked institutional managers held CMCSA (Comcast Corp.) with an aggregate reported value of $6.64B0.59% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2025
Ticker
CMCSA

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox2.23%Add +18.1%111,272,320$3.97B
2First Eagle - First Eagle Investment Management2.56%Add +1.4%35,905,236$1.28B
3Bill Nygren - Oakmark Funds1.24%Add +3.9%21,402,223$763.85M
4First Pacific Advisors - First Pacific Advisors5.66%Add +1.2%11,091,559$395.86M
5Thomas Russo - Gardner Russo & Quinn0.97%Reduce -2.3%2,557,966$91.29M
6Yacktman Asset Management - Yacktman Asset Management0.60%-1,243,500$44.38M
7Thomas Gayner - Markel Asset Management0.29%-961,880$34.33M
8David Katz - Matrix Asset Advisors2.97%Add +13.0%822,810$29.37M
9Wallace Weitz - Weitz Investment Management0.87%-451,500$16.11M
10Robert Olstein - Olstein Capital Management1.12%-167,000$5.96M
11Hillman Value Fund - Hillman Value Fund1.93%Reduce -8.6%99,263$3.54M
12Tweedy Browne Co. - Tweedy Browne Value Fund0.10%Reduce -2.4%31,564$1.13M
13Glenn Greenberg - Brave Warrior Advisors0.03%-31,094$1.11M
14Kahn Brothers Group - Kahn Brothers Group0.05%New6,380$227.7K
Loading holder history for CMCSA