Guru Ownership Trend
Guru Analysis for Comcast Corporation (CMCSA)
Comcast Corporation (CMCSA), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q2 2026, a total of 21 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.42 B.
Top institutional holders include First Eagle Investment and HOTCHKIS & WILEY.
Institutional sentiment is currently Bullish. This is evidenced by a $20.53 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 64.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Comcast Corporation (CMCSA)
Major holders include First Eagle Investment ($937.15 M), HOTCHKIS & WILEY ($738.57 M), First Pacific Advisors ($213.01 M). According to the latest reported data, 21 tracked investment managers collectively hold approximately 95.85 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.53 M, with 9 managers increasing positions and 12 managers reducing holdings.
During the most recent reporting period, 10 managers trimmed their positions, while 2 fully exited CMCSA. The total reported sell value was $176.58 M.
Yes, 1 managers opened new positions in CMCSA, and 8 increased their existing holdings. The total reported buy value was $197.12 M.
