This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CMCSA/capital-change-brief"
Use Arkolith's capital_change_brief for CMCSA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $9.0B | 315.0M | ▼−0.3% Reduced · −798K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $6.7B | 233.2M | ▲New +233.2M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $5.2B | 182.7M | ▼−2.2% Reduced · −4.1M sh | Q1 2026 | |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.5B | 121.6M | ▲+212% Added · +82.6M sh | Q1 2026 | |
| 5 | DODGE & COX | $3.2B | 113.1M | ▲+0.1% Added · +141K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $2.5B | 88.1M | ▼−2.0% Reduced · −1.8M sh | Q1 2026 | |
| 7 | NORGES BANK | $2.5B | 83.6M | ▼−15% Reduced · −15.3M sh | Q4 2025 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.2B | 76.7M | ▲New +76.7M sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $1.8B | 63.2M | ▼−0.2% Reduced · −140K sh | Q1 2026 | |
| 10 | FMR LLC | $1.7B | 60.6M | ▼−9.7% Reduced · −6.5M sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.2B | 42.9M | ▲+3.2% Added · +1.3M sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $1.2B | 42.4M | ▲+11% Added · +4.3M sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $1.2B | 40.9M | ▲+10% Added · +3.8M sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $1.1B | 38.8M | ▼−5.6% Reduced · −2.3M sh | Q1 2026 | |
| 15 | First Eagle Investment Management, LLC | $1.1B | 37.8M | ▲+4.4% Added · +1.6M sh | Q1 2026 | |
| 16 | EAGLE CAPITAL MANAGEMENT LLC | $1.1B | 37.6M | ▼−5.8% Reduced · −2.3M sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $1.0B | 36.4M | ▲+0.9% Added · +322K sh | Q1 2026 | |
| 18 | FRANKLIN RESOURCES INC | $908.3M | 31.6M | ▲+28% Added · +7.0M sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $896.0M | 31.2M | ▲+11% Added · +3.0M sh | Q1 2026 | |
| 20 | DIMENSIONAL FUND ADVISORS LP | $845.9M | 29.5M | ▲+1.8% Added · +507K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $782.2M | 27.2M | ▼−0.7% Reduced · −201K sh | Q1 2026 | |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $769.4M | 26.8M | ▼−3.5% Reduced · −969K sh | Q1 2026 | |
| 23 | HARRIS ASSOCIATES L P | $759.3M | 26.4M | ▼−3.7% Reduced · −1.0M sh | Q1 2026 | |
| 24 | Legal & General Group Plc | $699.7M | 24.4M | ▲+1.6% Added · +373K sh | Q1 2026 | |
| 25 | UBS Group AG | $666.3M | 23.2M | ▲+66% Added · +9.2M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Baltimore Thomas J Jr | Director | Grant (A) | 1K | $0 |
| Jun 30, 2026 | BREEN EDWARD D | Director | Grant (A) | 815 | $0 |
| Jun 30, 2026 | Brady Louise F. | Director | Grant (A) | 1K | $0 |
| Jun 30, 2026 | Honickman Jeffrey A | Director | Grant (A) | 2K | $0 |
| Jun 30, 2026 | Smith Gordon | Director | Grant (A) | 1K | $0 |
| May 19, 2026 | ROBERTS BRIAN L | Chairman of Board & Co-CEO, Director | Gift (G) | 203K | $0 |
| May 11, 2026 | BREEN EDWARD D | Director | Gift (G) | 32K | $0 |
| Apr 3, 2026 | Murdock Daniel C. | EVP & Chief Accounting Officer | Option exercise (M) | 5K | $0 |
| Apr 3, 2026 | Murdock Daniel C. | EVP & Chief Accounting Officer | Tax withholding (F) | 2K | $58K |
| Apr 3, 2026 | Murdock Daniel C. | EVP & Chief Accounting Officer | Option exercise (M) | 5K | $0 |
| Mar 31, 2026 | Baltimore Thomas J Jr | Director | Grant (A) | 1K | $0 |
| Mar 31, 2026 | BREEN EDWARD D | Director | Grant (A) | 697 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 544 funds | $325.9B |
| ALPHABET INC-CL AGOOGL | 541 funds | $217.5B |
| META PLATFORMS INC-CLASS AMETA | 534 funds | $138.2B |
| AMAZON.COM INCAMZN | 533 funds | $245.8B |
| APPLE INCAAPL | 531 funds | $337.2B |
| NVIDIA CORPNVDA | 530 funds | $436.0B |
| BROADCOM INCAVGO | 526 funds | $169.1B |
| JPMORGAN CHASE & COJPM | 526 funds | $85.5B |
| ALPHABET INC-CL CGOOG | 521 funds | $146.9B |
| VISA INC-CLASS A SHARESV | 520 funds | $72.8B |
| JOHNSON & JOHNSONJNJ | 518 funds | $64.7B |
| ELI LILLY & COLLY | 515 funds | $91.6B |
Ranked by how many of CMCSA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CMCSA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.