First Eagle Investment's CMCSA Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 36.17 M shares of Comcast Corporation (CMCSA) worth $1.08 B, representing 1.90% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in CMCSA, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 48.06 M shares. Largest reduction occurred in Q1 2017, reducing 9.55 M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Comcast Corporation (CMCSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comcast Corporation (CMCSA) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +245,271 | Add 0.68% | 36.17 M | $29.89 |
| Q3 2025 | +21,438 | Add 0.06% | 35.93 M | $31.42 |
| Q2 2025 | +490,923 | Add 1.39% | 35.91 M | $35.69 |
| Q1 2025 | +1.31 M | Add 3.85% | 35.41 M | $36.90 |
| Q4 2024 | +2.27 M | Add 7.13% | 34.1 M | $37.53 |
| Q3 2024 | -753 | Reduce 0.00% | 31.83 M | $41.77 |
| Q2 2024 | -164,674 | Reduce 0.51% | 31.83 M | $39.16 |
| Q1 2024 | +75,681 | Add 0.24% | 32 M | $43.35 |
| Q4 2023 | -65,110 | Reduce 0.20% | 31.92 M | $43.85 |
| Q3 2023 | -466,590 | Reduce 1.44% | 31.99 M | $44.34 |
| Q2 2023 | -212,223 | Reduce 0.65% | 32.45 M | $41.55 |
| Q1 2023 | +13,248 | Add 0.04% | 32.66 M | $37.92 |
| Q4 2022 | +1.01 M | Add 3.18% | 32.65 M | $34.97 |
| Q3 2022 | +1.34 M | Add 4.42% | 31.65 M | $29.33 |
| Q2 2022 | +203,521 | Add 0.68% | 30.31 M | $39.24 |
| Q1 2022 | +707,695 | Add 2.41% | 30.1 M | $46.82 |
| Q4 2021 | -55,421 | Reduce 0.19% | 29.39 M | $50.33 |
| Q3 2021 | -422,615 | Reduce 1.41% | 29.45 M | $55.93 |
| Q2 2021 | -308,608 | Reduce 1.02% | 29.87 M | $57.02 |
| Q1 2021 | -201,284 | Reduce 0.66% | 30.18 M | $54.11 |
| Q4 2020 | -2.04 M | Reduce 6.28% | 30.38 M | $52.40 |
| Q3 2020 | -191,073 | Reduce 0.59% | 32.42 M | $46.26 |
| Q2 2020 | +16,415 | Add 0.05% | 32.61 M | $38.98 |
| Q1 2020 | +183,623 | Add 0.57% | 32.59 M | $34.38 |
| Q4 2019 | -258,361 | Reduce 0.79% | 32.41 M | $44.97 |
| Q3 2019 | -1.79 M | Reduce 5.18% | 32.67 M | $45.08 |
| Q2 2019 | -174,875 | Reduce 0.50% | 34.45 M | $42.28 |
| Q1 2019 | -321,396 | Reduce 0.92% | 34.63 M | $39.98 |
| Q4 2018 | +1.44 M | Add 4.31% | 34.95 M | $34.05 |
| Q3 2018 | +1.81 M | Add 5.72% | 33.51 M | $35.41 |
| Q2 2018 | -51,754 | Reduce 0.16% | 31.7 M | $32.81 |
| Q1 2018 | +21,058 | Add 0.07% | 31.75 M | $34.17 |
| Q4 2017 | -45,641 | Reduce 0.14% | 31.73 M | $40.05 |
| Q3 2017 | +701,219 | Add 2.26% | 31.77 M | $38.48 |
| Q2 2017 | -3.73 M | Reduce 10.71% | 31.07 M | $38.92 |
| Q1 2017 | -9.55 M | Reduce 21.53% | 34.8 M | $37.59 |
| Q4 2016 | -3.81 M | Reduce 7.91% | 44.35 M | $34.52 |
| Q3 2016 | -4.28 M | Reduce 8.16% | 48.16 M | $33.17 |
| Q2 2016 | +771,884 | Add 1.49% | 52.43 M | $32.60 |
| Q1 2016 | +3.57 M | Add 7.41% | 51.66 M | $30.54 |
| Q4 2015 | +48.06 M | Add 120140.81% | 48.1 M | $28.22 |
| Q3 2015 | -1.74 M | Reduce 97.76% | 40,000 | $28.45 |
| Q2 2015 | +905,868 | Add 103.12% | 1.78 M | $30.07 |
| Q1 2015 | -2.26 M | Reduce 72.00% | 878,418 | $28.23 |
| Q4 2014 | -2.18 M | Reduce 40.96% | 3.14 M | $29.00 |
| Q3 2014 | -644,192 | Reduce 10.81% | 5.31 M | $26.89 |
| Q2 2014 | -586,450 | Reduce 8.96% | 5.96 M | $26.84 |
| Q1 2014 | -2.31 M | Reduce 26.08% | 6.54 M | $25.01 |
| Q4 2013 | -1.48 M | Reduce 14.36% | 8.85 M | $25.98 |
| Q3 2013 | +10.3 M | Add 25746.42% | 10.34 M | $22.57 |
| Q2 2013 | +40,000 | Add 0.00% | 40,000 | $20.95 |
First Eagle Investment's Comcast Corporation Investment FAQs
First Eagle Investment first purchased Comcast Corporation (CMCSA) in Q2 2013, acquiring 40,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Comcast Corporation (CMCSA) for 51 quarters since Q2 2013.
First Eagle Investment's largest addition to Comcast Corporation (CMCSA) was in Q4 2015, adding 48,096,324 shares worth $1.36 B.
According to the latest 13F filing for Q4 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 36,171,945 shares of Comcast Corporation (CMCSA), valued at approximately $1.08 B.
As of the Q4 2025 filing, Comcast Corporation (CMCSA) represents approximately 1.90% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Comcast Corporation (CMCSA) was 52,433,378 shares, as reported at the end of Q2 2016.