Guru Ownership Trend
Guru Analysis for Verizon Communications Inc. (VZ)
Verizon Communications Inc. (VZ), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $732.58 M.
Top institutional holders include Cliff Asness and Mairs and Power.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $142.31 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 860.0%. Conversely, Murray Stahl reduced exposure by 14.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.25% | Add 50.4% | 8,848,766 | $385.98 M | Q3 2025 | |
| 1.41% | Add 0.0% | 3,414,075 | $150.05 M | Q3 2025 | |
| 0.09% | Add 84.4% | 1,474,089 | $64.79 M | Q3 2025 | |
| 0.18% | Reduce -8.4% | 1,437,874 | $63.19 M | Q3 2025 | |
| 0.55% | Reduce -0.4% | 1,166,712 | $51.28 M | Q3 2025 | |
| 0.10% | Add 860.0% | 563,735 | $24.78 M | Q3 2025 | |
| 0.08% | Add 18.2% | 402,577 | $17.69 M | Q3 2025 | |
| 3.20% | 198,000 | $8.7 M | Q3 2025 | ||
| 0.03% | Reduce -11.7% | 127,268 | $5.59 M | Q3 2025 | |
| 0.04% | Add 1.3% | 93,780 | $4.12 M | Q3 2025 | |
| 0.00% | Reduce -3.4% | 80,273 | $3.53 M | Q3 2025 | |
| 1.86% | Reduce -8.6% | 72,697 | $3.2 M | Q3 2025 | |
| 0.14% | New Buy | 36,500 | $1.6 M | Q3 2025 | |
| 0.19% | Reduce -0.7% | 31,252 | $1.37 M | Q3 2025 | |
| 0.09% | Reduce -0.3% | 23,972 | $1.05 M | Q3 2025 | |
| 0.00% | Reduce -14.6% | 5,973 | $262,513 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Verizon Communications Inc. (VZ)
Top Guru holders include Cliff Asness ($385.98 M), Mairs and Power ($150.05 M), Renaissance Technologies ($64.79 M). Collectively, tracked Gurus hold 17.98 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $142.31 M, with 7 Gurus buying and 9 Gurus selling.
In the recent quarter, 8 Gurus reduced their positions, and 1 Gurus sold out of VZ completely. Total sell value was $43.26 M.
Yes, 1 Gurus opened new positions in VZ, and 6 added to their existing holdings. Total buy value was $185.57 M.