Investigate / reported ownership
CMCSA
Comcast Corp-class A
15 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning CMCSA?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.5% | 40q | $2.85B | 115,903,125 |
| 2 | First Eagle Investment Management | 1.5% | 40q | $937M | 38,172,985 |
| 3 | First Pacific Advisors | 2.6% | 35q | $213M | 8,676,664 |
| 4 | Bill Nygren | 0.2% | 40q | $176M | 7,173,464 |
| 5 | Joel Greenblatt | 0.1% | 39q | $129M | 5,247,259 |
Go beyond ownership.
Comcast customers pay for broadband, wireless, video and voice connectivity, plus entertainment, sports and news content, and visits to Universal theme parks.
Question to investigate: Can Comcast sustain its connectivity business against growing competition while its content and parks businesses are reshaped by planned separations?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- First Pacific Advisors · 2026Q2 · filed 2026-08-14 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Thomas Russo · 2026Q2 · filed 2026-08-13 ↗
- Yacktman Asset Management · 2026Q2 · filed 2026-08-11 ↗
- David Katz · 2026Q2 · filed 2026-07-15 ↗
- Torray Funds · 2026Q2 · filed 2026-07-30 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- Hillman Capital Management · 2026Q2 · filed 2026-08-14 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
- Tweedy Browne · 2026Q2 · filed 2026-08-07 ↗
- Glenn Greenberg · 2026Q2 · filed 2026-08-14 ↗
- Kahn Brothers Group · 2026Q2 · filed 2026-08-17 ↗
A material reported change · Q2 2026
Joel Greenblatt increased reported CMCSA shares by 177.0%.
Holdings as of Jun 30, 2026 · filed Sep 2, 2026. Position at period end: 0.1% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q2 2026
filed Sep 2, 2026
64d lag
-18.9% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 24, 2026
55d lag
-21.1% vs SPY
28 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
-15.5% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 30, 2026
30d lag
-13.3% vs SPY
45 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
-0.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 1, 2026
31d lag
-13.8% vs SPY
63 sessions after disclosure
direction not supported so far
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Long US 13F disclosures omit shorts and can be amended. CUSIP 20030N101. No current price, valuation or manager motive is inferred.