NFLX

Netflix Inc
Communication ServicesUSCUSIP 64110L106◍ Confluence graph
Tracked 13F Holders
3017
-655 QoQ
13F Value (tracked)
$275.8B
Insider Net · 180d
-$136.1M
0↑ 7↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)28 adding · 16 trimming
Insider net (180d)-$136.1M

Who owns NFLX?

3017 tracked 13F filers

3017 tracked 13F filers disclose a position in NFLX as of the latest SEC 13F filings, a combined $275.8B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
9 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$33.3B
346.2M
−0.5%
Reduced · −1.9M sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$26.4B
274.4M
First observed position
No prior filed position
Q1 2026
3FMR LLC
$19.7B
204.7M
+4.5%
Added · +8.8M sh
Q1 2026
4STATE STREET CORP
$12.9B
180.1M
+4.9%
Added · +8.5M sh
Q2 2026
5GEODE CAPITAL MANAGEMENT, LLC
$7.8B
110.3M
+6.5%
Added · +6.8M sh
Q2 2026
6PRICE T ROWE ASSOCIATES INC /MD/
$9.5B
99.0M
+15%
Added · +13.0M sh
Q1 2026
7MORGAN STANLEY
$9.5B
99.0M
+16%
Added · +13.7M sh
Q1 2026
8VANGUARD PORTFOLIO MANAGEMENT LLC
$7.2B
75.4M
First observed position
No prior filed position
Q1 2026
9JPMORGAN CHASE & CO
$5.9B
63.0M
−0.9%
Reduced · −581K sh
Q1 2026
10NORGES BANK
$5.8B
61.9M
10×
Added · +56.0M sh
Q4 2025
11BANK OF AMERICA CORP /DE/
$5.6B
57.9M
+4.3%
Added · +2.4M sh
Q1 2026
12NORTHERN TRUST CORP
$4.1B
42.6M
−1.9%
Reduced · −805K sh
Q1 2026
13LOOMIS SAYLES & CO L P
$3.7B
38.0M
+2.0%
Added · +743K sh
Q1 2026
14ALLIANCEBERNSTEIN L.P.
$3.5B
36.8M
+1.0%
Added · +355K sh
Q1 2026
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$3.3B
33.9M
+5.9%
Added · +1.9M sh
Q1 2026
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$3.0B
31.4M
+3.2%
Added · +968K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$2.8B
29.5M
+14%
Added · +3.7M sh
Q1 2026
18JENNISON ASSOCIATES LLC
$2.7B
28.0M
−20%
Reduced · −6.9M sh
Q1 2026
19Bank of New York Mellon Corp
$2.6B
27.1M
−2.4%
Reduced · −676K sh
Q1 2026
20Legal & General Group Plc
$2.6B
27.1M
+2.0%
Added · +543K sh
Q1 2026
21BANK OF MONTREAL /CAN/
$2.6B
26.6M
+8.8%
Added · +2.2M sh
Q1 2026
22VANGUARD FIDUCIARY TRUST CO
$2.3B
24.4M
First observed position
No prior filed position
Q1 2026
23Amundi
$2.2B
23.2M
−1.1%
Reduced · −258K sh
Q1 2026
24UBS Group AG
$2.2B
23.1M
+15%
Added · +3.1M sh
Q1 2026
25Nuveen, LLC
$2.2B
23.0M
+12%
Added · +2.4M 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.

Is NFLX being bought or sold by institutions?

Last quarter, 1 fund opened a new position in NFLX and 27 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
27
funds
Reduced
16
funds
Exited
0
funds

Funds that own NFLX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT1997 funds$420.6B
AMAZON.COM INCAMZN1990 funds$337.8B
NVIDIA CORPNVDA1977 funds$597.8B
APPLE INCAAPL1945 funds$457.8B
ALPHABET INC-CL AGOOGL1944 funds$300.3B
META PLATFORMS INC-CLASS AMETA1928 funds$188.0B
BROADCOM INCAVGO1839 funds$236.8B
ALPHABET INC-CL CGOOG1830 funds$193.3B
JPMORGAN CHASE & COJPM1807 funds$111.4B
VISA INC-CLASS A SHARESV1771 funds$106.9B
ELI LILLY & COLLY1752 funds$129.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B1697 funds$63.8B

Ranked by how many of NFLX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$136.1M
7 insiders
Net
-$136.1M
24 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 10, 2026Neumann Spencer AdamChief Financial OfficerSell (S)9K$701K
Aug 6, 2026Peters Gregory KCo-CEO, DirectorSell (S)27K$2.0M
Aug 5, 2026BARTON RICHARD NDirectorSell (S)2K$162K
Aug 4, 2026SARANDOS THEODORE ACo-CEO, DirectorSell (S)27K$2.0M
Aug 4, 2026HYMAN DAVID AChief Legal OfficerSell (S)6K$417K
Aug 3, 2026SARANDOS THEODORE ACo-CEO, DirectorSell (S)82K$6.0M
Aug 3, 2026SARANDOS THEODORE ACo-CEO, DirectorSell (S)24K$1.8M
Jun 17, 2026SMITH BRADFORD LDirectorSell (S)22K$1.7M
Jun 17, 2026SMITH BRADFORD LDirectorSell (S)14K$1.1M
Jun 1, 2026HASTINGS REEDDirectorSell (S)333K$28.6M
Jun 1, 2026HASTINGS REEDDirectorSell (S)54K$4.7M
May 7, 2026Peters Gregory KCo-CEO, DirectorSell (S)27K$2.4M

Institutional ownership over time

2434 funds+702 since Q3 2024
015453089Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $43.1B · 2 values withheld

Recent filings

15 shown

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Connected entities for NFLX

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Ask your agent what changed in NFLX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NFLX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NFLX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NFLX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.