Stocklore

Comcast Corporation (CMCSA)

Telecom · US stock

What changed in recent filings

  • Institutions — 6 new · 2 added · 3 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Comcast Corporation

How many of the institutions we track reported holding this stock, quarter by quarter.

max 11
2019 Q1 · 62019 Q2 · 52019 Q3 · 32019 Q4 · 42020 Q1 · 42020 Q2 · 42020 Q3 · 52020 Q4 · 42021 Q1 · 52021 Q2 · 62021 Q3 · 52021 Q4 · 62022 Q1 · 52022 Q2 · 42022 Q3 · 32022 Q4 · 32023 Q1 · 32023 Q2 · 42023 Q3 · 32023 Q4 · 22024 Q1 · 22024 Q2 · 42024 Q3 · 52024 Q4 · 52025 Q1 · 32025 Q2 · 42025 Q3 · 32025 Q4 · 52026 Q1 · 62026 Q2 · 11
19 Q122 Q326 Q2

2019 Q1: 6 → 2026 Q2: 11 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Comcast Corporation

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox1.49% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associates0.09% of portfolio · since 2021 Q1
  • Point72 Asset Management0.07% of portfolio · since 2025 Q4
  • Apollo Global Management0.55% of portfolio · since 2025 Q4
  • Tudor Investment Corp0.01% of portfolio · since 2026 Q1
  • National Pension Service (Korea)0.17% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.18% of portfolio · held as of 2026 Q2 or earlier
  • Greenlight CapitalNew this quarter0.85% of portfolio · since 2026 Q2
  • Harris Associates (Oakmark)0.23% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.30% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Managementunder 0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A media/telecom conglomerate running the largest US cable and internet service plus NBCUniversal and Universal Studios.

What is the Telecom sector?

Mobile, wireline, and cable. Stable subscription revenue model.

Comcast Corporation is classified under the Telecom sector. See peers below.

Comcast Corporation key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Comcast Corporation vs Telecom sector benchmark

Median of 7 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
0.6%vs benchmark 1.0%↓ below
Operating margin
17.2%vs benchmark 21.0%↓ below
Net margin
9.0%vs benchmark 10.3%↓ below
ROE
20.3%vs benchmark 18.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Comcast Corporation

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLCState Street(R) Communication Services Select Sector SPDR(R) ETF
4.70%
SCHDSchwab U.S. Dividend Equity ETF
2.25%
DVYiShares Select Dividend ETF
1.22%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.41%
QQQMInvesco NASDAQ 100 ETF
0.39%
QQQInvesco QQQ Trust, Series 1
0.38%
VTVVANGUARD VALUE INDEX FUND
0.33%
RSPInvesco S&P 500 Equal Weight ETF
0.17%
SPY
0.14%
VOOVANGUARD 500 INDEX FUND
0.14%
IVViShares Core S&P 500 ETF
0.14%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.12%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.12%

CMCSA on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Telecom average
See full CMCSA analysis →

Peers · Telecom

CMCSA FAQ

What is Comcast Corporation (CMCSA)?

A media/telecom conglomerate running the largest US cable and internet service plus NBCUniversal and Universal Studios.

What sector is Comcast Corporation in?

Comcast Corporation is classified under Telecom. Mobile, wireline, and cable. Stable subscription revenue model.

What are Comcast Corporation's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 0.6%, Operating margin 17.2%, Net margin 9.0%, ROE 20.3%, Debt-to-equity 0.94x. Definitions and interpretation are available on Stocklore.

Where can I analyze Comcast Corporation (CMCSA) stock?

On Stocklore you can see CMCSA's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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