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 Q3 2025, a total of 23 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.91 B.
Top institutional holders include First Eagle Investment and HOTCHKIS & WILEY.
Institutional sentiment is currently Bullish. This is evidenced by a $34.36 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 664.1%. Conversely, Ray Dalio reduced exposure by 21.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.06% | Add 0.1% | 35,926,674 | $1.13 B | Q3 2025 | |
| 2.03% | Reduce -0.4% | 20,874,997 | $655.89 M | Q3 2025 | |
| 4.88% | Add 1.3% | 11,238,728 | $353.12 M | Q3 2025 | |
| 0.14% | Reduce -3.2% | 7,118,302 | $223.66 M | Q3 2025 | |
| 0.29% | Add 664.1% | 6,964,376 | $218.82 M | Q3 2025 | |
| 0.84% | Reduce -21.2% | 6,859,625 | $215.53 M | Q3 2025 | |
| 0.14% | Add 162.2% | 2,666,467 | $83.78 M | Q3 2025 | |
| 0.82% | Reduce -4.4% | 2,445,711 | $76.84 M | Q3 2025 | |
| 0.14% | Reduce -3.6% | 1,525,252 | $47.92 M | Q3 2025 | |
| 0.14% | Add 30.3% | 1,029,826 | $32.36 M | Q3 2025 | |
| 0.25% | 961,880 | $30.22 M | Q3 2025 | ||
| 0.77% | 451,500 | $14.19 M | Q3 2025 | ||
| 0.13% | Reduce -4.9% | 417,311 | $13.11 M | Q3 2025 | |
| 0.05% | 363,204 | $11.41 M | Q3 2025 | ||
| 0.99% | 167,000 | $5.25 M | Q3 2025 | ||
| 1.70% | Reduce -6.3% | 92,994 | $2.92 M | Q3 2025 | |
| 0.37% | Reduce -1.0% | 83,801 | $2.63 M | Q3 2025 | |
| 0.01% | Add 71.7% | 75,290 | $2.37 M | Q3 2025 | |
| 0.43% | New Buy | 63,000 | $1.98 M | Q3 2025 | |
| 0.00% | Reduce -8.4% | 55,512 | $1.74 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Comcast Corporation (CMCSA)
Major holders include First Eagle Investment ($1.13 B), HOTCHKIS & WILEY ($655.89 M), First Pacific Advisors ($353.12 M). According to the latest reported data, 23 tracked investment managers collectively hold approximately 99.45 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $34.36 M, with 8 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 10 managers trimmed their positions, while 1 fully exited CMCSA. The total reported sell value was $223.68 M.
Yes, 2 managers opened new positions in CMCSA, and 6 increased their existing holdings. The total reported buy value was $258.04 M.