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 Q1 2026, a total of 22 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.33 B.
Top institutional holders include First Eagle Investment and HOTCHKIS & WILEY.
Institutional sentiment is currently Bearish. This is evidenced by a $205.06 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 88.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Comcast Corporation (CMCSA)
Major holders include First Eagle Investment ($1.08 B), HOTCHKIS & WILEY ($769.42 M), Cliff Asness ($350.81 M). According to the latest reported data, 22 tracked investment managers collectively hold approximately 94.92 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $205.06 M, with 7 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 11 managers trimmed their positions, while 0 fully exited CMCSA. The total reported sell value was $332.2 M.
Yes, 1 managers opened new positions in CMCSA, and 6 increased their existing holdings. The total reported buy value was $127.14 M.
