CMCSA fund manager activity
COMCAST CORP-CLASS A · US. Reported by 38 tracked fund managers in their 13F filings, Q1 2012 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg - Brave Warrior Advisors | No change | 31,094 | $892,709 | 0.02% | May 15, 2026 |
| Dodge & Cox Funds | Added | 113,108,244 | $3,247,337,685 | 1.78% | May 14, 2026 |
| First Eagle Investment Management | Added | 37,780,637 | $1,084,682,099 | 1.84% | May 14, 2026 |
| First Pacific Advisors | Added | 8,592,563 | $246,692,484 | 3.52% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 36,023 | $1,034,245 | 0.00% | May 5, 2026 |
| Jeremy Grantham - GMO | Added | 1,758,352 | $50,482,286 | 0.13% | May 14, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 2,253,106 | $64,686,661 | 0.76% | May 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 686,102 | $19,697,988 | 0.06% | May 15, 2026 |
| Hillman Capital Management | Added | 95,228 | $2,733,996 | 1.90% | May 15, 2026 |
| Kahn Brothers Group | Added | 7,169 | $205,821 | 0.04% | May 8, 2026 |
| Thomas Gayner - Markel Group | No change | 961,880 | $27,615,574 | 0.23% | May 1, 2026 |
| David Katz - Matrix Asset Advisors | Added | 903,971 | $25,952,999 | 2.38% | Apr 22, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 26,448,063 | $759,323,901 | 1.01% | May 15, 2026 |
| Torray Funds | New | 555,067 | $15,935,974 | 2.34% | May 1, 2026 |
| Tweedy Browne | No change | 31,496 | $904,250 | 0.07% | May 6, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 47,000 | $1,349,370 | 0.09% | May 14, 2026 |
| Yacktman Asset Management | Added | 1,167,500 | $33,518,925 | 0.45% | May 1, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg - Brave Warrior Advisors | No change | 31,094 | $929,400 | 0.02% | Feb 17, 2026 |
| Dodge & Cox Funds | Added | 112,967,514 | $3,376,598,993 | 1.82% | Feb 13, 2026 |
| First Eagle Investment Management | Added | 36,171,945 | $1,081,179,447 | 1.90% | Feb 4, 2026 |
| First Pacific Advisors | Trimmed | 8,399,831 | $251,070,949 | 3.37% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 47,690 | $1,425,476 | 0.00% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Added | 1,693,910 | $50,630,970 | 0.13% | Feb 17, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 2,300,197 | $68,752,881 | 0.74% | Feb 12, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 827,834 | $24,743,958 | 0.09% | Feb 17, 2026 |
| Hillman Capital Management | Trimmed | 90,861 | $2,715,835 | 1.71% | Feb 17, 2026 |
| Kahn Brothers Group | Added | 7,025 | $209,977 | 0.04% | Feb 12, 2026 |
| Mairs & Power Funds | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | No change | 961,880 | $28,750,593 | 0.23% | Feb 6, 2026 |
| David Katz - Matrix Asset Advisors | Trimmed | 600,301 | $17,942,988 | 1.61% | Jan 16, 2026 |
| Bill Nygren - Oakmark Funds | Added | 27,458,428 | $820,732,405 | 1.04% | Feb 17, 2026 |
| Robert Olstein - Olstein Capital Management | Sold out | — | — | 0.00% | Feb 3, 2026 |
| Tweedy Browne | No change | 31,496 | $941,415 | 0.08% | Feb 3, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 85,000 | $2,540,650 | 0.15% | Feb 12, 2026 |
| Yacktman Asset Management | Trimmed | 1,161,500 | $34,717,235 | 0.49% | Feb 3, 2026 |