Cliff Asness's CMCSA Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 10.71 M shares of Comcast Corporation (CMCSA) worth $319.92 M, representing 0.17% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in CMCSA, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 6.34 M shares. Largest reduction occurred in Q2 2025, reducing 7.37 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Comcast Corporation (CMCSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comcast Corporation (CMCSA) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +3.59 M | Add 50.49% | 10.71 M | $29.87 |
| Q3 2025 | -231,248 | Reduce 3.15% | 7.12 M | $31.42 |
| Q2 2025 | -7.37 M | Reduce 50.06% | 7.35 M | $35.44 |
| Q1 2025 | +2.35 M | Add 18.97% | 14.72 M | $36.57 |
| Q4 2024 | +2.59 M | Add 26.42% | 12.37 M | $37.49 |
| Q3 2024 | +1.06 M | Add 12.18% | 9.79 M | $41.64 |
| Q2 2024 | +4.18 M | Add 92.12% | 8.72 M | $38.89 |
| Q1 2024 | +343,723 | Add 8.19% | 4.54 M | $43.25 |
| Q4 2023 | +2.07 M | Add 97.14% | 4.2 M | $43.85 |
| Q3 2023 | +517,969 | Add 32.16% | 2.13 M | $44.34 |
| Q2 2023 | -306,119 | Reduce 15.97% | 1.61 M | $41.55 |
| Q1 2023 | -1.16 M | Reduce 37.64% | 1.92 M | $37.39 |
| Q4 2022 | +782,665 | Add 34.16% | 3.07 M | $34.87 |
| Q3 2022 | +260,989 | Add 12.86% | 2.29 M | $29.33 |
| Q2 2022 | +759,228 | Add 59.74% | 2.03 M | $38.70 |
| Q1 2022 | +421,152 | Add 49.57% | 1.27 M | $46.82 |
| Q4 2021 | +197,067 | Add 30.20% | 849,692 | $50.33 |
| Q3 2021 | -62,838 | Reduce 8.78% | 652,625 | $55.93 |
| Q2 2021 | -312,179 | Reduce 30.38% | 715,463 | $56.43 |
| Q1 2021 | +128,675 | Add 14.31% | 1.03 M | $54.11 |
| Q4 2020 | -1.03 M | Reduce 53.46% | 898,967 | $52.04 |
| Q3 2020 | -1.69 M | Reduce 46.69% | 1.93 M | $46.26 |
| Q2 2020 | -1.32 M | Reduce 26.63% | 3.62 M | $38.16 |
| Q1 2020 | -1.93 M | Reduce 28.08% | 4.94 M | $34.38 |
| Q4 2019 | -761,061 | Reduce 9.98% | 6.87 M | $44.85 |
| Q3 2019 | -383,594 | Reduce 4.79% | 7.63 M | $44.86 |
| Q2 2019 | +153,711 | Add 1.96% | 8.01 M | $42.02 |
| Q1 2019 | -1.54 M | Reduce 16.38% | 7.86 M | $39.73 |
| Q4 2018 | +6.34 M | Add 207.45% | 9.4 M | $34.05 |
| Q3 2018 | -1.23 M | Reduce 28.64% | 3.06 M | $35.41 |
| Q2 2018 | -1.43 M | Reduce 25.08% | 4.28 M | $32.84 |
| Q1 2018 | -233,668 | Reduce 3.93% | 5.72 M | $34.17 |
| Q4 2017 | -489,932 | Reduce 7.61% | 5.95 M | $40.05 |
| Q3 2017 | +1.24 M | Add 23.80% | 6.44 M | $38.48 |
| Q2 2017 | -1.77 M | Reduce 25.41% | 5.2 M | $38.92 |
| Q1 2017 | +1.73 M | Add 32.93% | 6.98 M | $37.59 |
| Q4 2016 | -102,874 | Reduce 1.92% | 5.25 M | $34.53 |
| Q3 2016 | -165,358 | Reduce 3.00% | 5.35 M | $33.17 |
| Q2 2016 | -272,374 | Reduce 4.71% | 5.52 M | $32.59 |
| Q1 2016 | +481,504 | Add 9.07% | 5.79 M | $30.54 |
| Q4 2015 | +1.57 M | Add 42.04% | 5.31 M | $28.22 |
| Q3 2015 | +300,532 | Add 8.75% | 3.74 M | $28.44 |
| Q2 2015 | +1.52 M | Add 79.54% | 3.44 M | $30.07 |
| Q1 2015 | +230,032 | Add 13.66% | 1.91 M | $28.23 |
| Q4 2014 | +351,788 | Add 26.42% | 1.68 M | $29.01 |
| Q3 2014 | -851,282 | Reduce 39.00% | 1.33 M | $26.89 |
| Q2 2014 | -1.27 M | Reduce 36.76% | 2.18 M | $26.84 |
| Q1 2014 | +693,800 | Add 25.16% | 3.45 M | $25.01 |
| Q4 2013 | -54,734 | Reduce 1.95% | 2.76 M | $25.98 |
| Q3 2013 | -907,026 | Reduce 24.38% | 2.81 M | $22.57 |
| Q2 2013 | +3.72 M | Add 0.00% | 3.72 M | $20.94 |
| Q4 2012 | +5.5 M | Add 0.00% | 5.5 M | $18.69 |
Cliff Asness's Comcast Corporation Investment FAQs
Cliff Asness first purchased Comcast Corporation (CMCSA) in Q4 2012, acquiring 5,499,214 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Comcast Corporation (CMCSA) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to Comcast Corporation (CMCSA) was in Q4 2018, adding 9,397,249 shares worth $319.98 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 10,712,220 shares of Comcast Corporation (CMCSA), valued at approximately $319.92 M.
As of the Q4 2025 filing, Comcast Corporation (CMCSA) represents approximately 0.17% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Comcast Corporation (CMCSA) was 14,716,987 shares, as reported at the end of Q1 2025.