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 Q4 2025, a total of 21 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.14 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 Jefferies Group who increased their stake by 528.6%. Conversely, Wallace Weitz reduced exposure by 81.2%.
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 ($1.08 B), HOTCHKIS & WILEY ($655.89 M), First Pacific Advisors ($353.12 M). According to the latest reported data, 21 tracked investment managers collectively hold approximately 98.59 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.
