CMCSA
Comcast Corporation · Communication Services · Telecommunications Services
Señales de momentum (gestores comparables):
amplitud de titulares -3.3% ·
flujo de acciones +0.2% ·
nuevas posiciones netas -6.9%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 178 | -1 | 2.53B | $62.13B | +5 | −8 |
| Q1 2026 | 184 | +1 | 2.60B | $74.53B | +3 | −3 |
| Q4 2025 | 182 | +1 | 2.70B | $80.48B | +3 | −1 |
| Q3 2025 | 29 | -1 | 1.64B | $51.58B | n/a | −2 |
| Q2 2025 | 28 | +1 | 1.49B | $53.29B | +1 | n/a |
| Q1 2025 | 24 | 0 | 726.44M | $26.79B | +1 | −1 |
| Q4 2024 | 24 | -1 | 717.85M | $26.93B | n/a | −1 |
| Q3 2024 | 24 | +3 | 516.43M | $21.56B | +3 | n/a |
| Q2 2024 | 21 | n/a | 475.29M | $18.60B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 367.15M | -0.6% | $11.54B | 0.2% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | BlackRock ✦ (pasivo) | 321.62M | +6.5% | $10.11B | 0.2% | ▲ Add | 2 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (pasivo) | 180.69M | +4.6% | $5.68B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 168.69M | n/a | $5.30B | 0.2% | n/c | 1 | SEC ↗ ×40 |
| 5 | Capital World Investors ✦ | 116.18M | -9.8% | $3.65B | 0.5% | ▼ Trim | 6 | SEC ↗ |
| 6 | Dodge & Cox ✦ | 112.57M | +1.2% | $3.54B | 1.9% | ▲ Add | 6 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 96.38M | -8.8% | $3.03B | 0.2% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | Geode Capital Management ✦ (pasivo) | 88.45M | +1.7% | $2.77B | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 45.46M | n/a | $1.43B | 0.1% | n/c | 1 | SEC ↗ ×21 |
| 10 | Goldman Sachs Group ✦ | 28.91M | n/a | $908.25M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 11 | T. Rowe Price ✦ | 22.14M | -37.3% | $695.72M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 12 | Harris Associates (Oakmark) ✦ | 22.06M | +3.1% | $693.08M | 1.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | Arrowstreet Capital ✦ | 21.34M | -12.4% | $670.47M | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 7.29M | +1562.4% | $229.07M | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 15 | AQR Capital Management ✦ | 7.12M | -3.1% | $223.66M | 0.1% | ▼ Trim | 6 | SEC ↗ ×7 |
| 16 | Renaissance Technologies ✦ | 6.96M | +664.1% | $218.82M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 6.86M | -21.2% | $215.53M | 0.8% | ▼ Trim | 6 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 6.56M | +1356.2% | $205.99M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 4.30M | +432.1% | $135.02M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 20 | Adage Capital Partners ✦ | 3.02M | +2.1% | $95.01M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 21 | Wellington Management ✦ | 2.30M | -1.2% | $72.27M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 22 | Millennium Management ✦ | 2.09M | -62.0% | $65.67M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 1.03M | +30.3% | $32.36M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 24 | Marshall Wace ✦ | 1.01M | +119.3% | $31.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Markel Group ✦ | 961.88K | 0.0% | $30.22M | 0.2% | Held | 6 | SEC ↗ ×2 |
| 26 | GAMCO Investors ✦ | 417.31K | -4.9% | $13.11M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 27 | PRIMECAP Management ✦ | 182.10K | -13.8% | $5.72M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Fisher Asset Management ✦ | 55.51K | -8.4% | $1.74M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Tweedy, Browne ✦ | 31.50K | -0.2% | $989,604 | 0.1% | ▼ Trim | 6 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $3.53B | era 0.4% |
| Point72 Asset Management | $149.48M | era 0.4% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,026 tenedores, 2.99B acciones, $83.02B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.