Netflix, Inc. (NFLX)
What changed in recent filings
- Revenue +13% YoYQuarter ended Jun 30, 2026
- Institutions — 8 new · 3 added · 2 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Netflix, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 12 → 2026 Q2: 14 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 Netflix, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Coatue Management0.69% of portfolio · held as of 2019 Q1 or earlier
- Baillie Gifford & Co1.05% of portfolio · held as of 2019 Q1 or earlier
- Tudor Investment Corp0.27% of portfolio · since 2022 Q2
- Temasek Holdings (Singapore)0.48% of portfolio · since 2024 Q2
- ARK Invest0.10% of portfolio · since 2025 Q4
- Soros Fund Management0.04% of portfolio · since 2026 Q1
- Fundsmith3.66% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.22% of portfolio · held as of 2026 Q2 or earlier
- Harris Associates (Oakmark)1.04% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management0.20% of portfolio · held as of 2026 Q2 or earlier
- Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
- Sands Capital Management1.42% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.45% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.74% 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 streaming service with over 260 million subscribers worldwide. Profitability improved greatly after introducing an ad-supported plan and cracking down on account sharing.
What is the Media sector?
Streaming, entertainment, and ads. Subscriber growth is the key metric.
Netflix, Inc. is classified under the Media sector. See peers below.
Netflix, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Netflix, Inc. vs Media sector benchmark
Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
NFLX revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $12.6B, +13.4% YoY.
The largest segment is United States and Canada, 43.2% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the United States and Canada segment (about 34% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
NFLX segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding Netflix, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
NFLX on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Media average
Peers · Media
NFLX FAQ
What is Netflix, Inc. (NFLX)?
A streaming service with over 260 million subscribers worldwide. Profitability improved greatly after introducing an ad-supported plan and cracking down on account sharing.
What sector is Netflix, Inc. in?
Netflix, Inc. is classified under Media. Streaming, entertainment, and ads. Subscriber growth is the key metric.
What are Netflix, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 16.0%, Operating margin 33.4%, Net margin 28.2%, ROE 41.3%, Debt-to-equity 0.39x. Definitions and interpretation are available on Stocklore.
What are Netflix, Inc.'s main revenue segments?
The largest segment is United States and Canada, about 43.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Netflix, Inc. (NFLX) stock?
On Stocklore you can see NFLX'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.