康卡斯特 CMCSA
$24.39 −$0.56 (-2.24%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $24.29 -0.41%
开盘$24.21
昨收$24.95
当日区间$24.09 – $24.77
成交量26.42M
市值$86.61B
市盈率（TTM）7.7
股息率5.41%
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例90.2%-0.13 个百分点，较上季度
持仓机构数2,195-25 ，较上季度
内部人近期交易32次买入 / 18次卖出净买入
空头持仓比例2.18% 占流通股回补天数 2.8 · 截至 15 Oct 2026
卖空成交量占比22.4%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：+$48.82M（9个净流入日，11个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有31.6%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从2.05%升至2.18%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +39,936,908 | 1.5% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +12,324,336 | 5.5% |
| Charles Schwab Investment Management | Mutual Fund | 2026/Q3 | +11,536,428 | 3.8% |
| Invesco Capital Management LLC | Mutual Fund | 2026/Q3 | +8,742,085 | 3.3% |
| GoldenTree Asset Management LP | Hedge Fund | 2026/Q3 | +6,376,908 | 0.4% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +4,899,902 | 0.1% |
| Sparinvest SA (Luxembourg) | Mutual Fund | 2026/Q3 | +4,872,698 | 0.2% |
| Boston Partners Global Investors, Inc. | Mutual Fund | 2026/Q3 | +4,773,121 | 0.2% |
| Pacer Advisors, Inc. | Mutual Fund | 2026/Q3 | +4,305,342 | 0.5% |
| Morgan Stanley | Public Company | 2026/Q3 | +3,985,951 | 0.7% |
| Citigroup Inc. | Public Company | 2026/Q3 | +3,659,053 | 0.3% |
| Numeric Investors LLC | Hedge Fund | 2026/Q3 | +3,580,930 | 0.1% |
| Canada Pension Plan Investment Board | Government Pension Fund | 2026/Q3 | +3,496,920 | 0.3% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +3,353,116 | 0.1% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +3,326,800 | 2.3% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 29 Sep 2026 | Edward Breen | Lead Independent Director | Other Acquisition | +920 | – | 28,257 |
| 29 Sep 2026 | Gordon Smith | Independent Director | Other Acquisition | +1,552 | – | 12,221 |
| 29 Sep 2026 | Jeffrey Honickman | Independent Director | Other Acquisition | +2,011 | – | 177,344 |
| 29 Sep 2026 | Louise Brady | Independent Director | Other Acquisition | +1,552 | – | 36,810 |
| 29 Sep 2026 | Thomas Baltimore | Independent Director | Other Acquisition | +1,552 | – | 43,379 |
| 31 Aug 2026 | Michael Cavanagh | Co-Chief Executive Officer | Derivative Disposition Under Emp | -565,642 | – | – |
| 31 Aug 2026 | Michael Cavanagh | Co-Chief Executive Officer | Derivative Disposition Under Emp | -392,769 | – | – |
| 16 Aug 2026 | Edward Breen | Lead Independent Director | Other Disposition | -62,440 | – | 27,337 |
| 4 Aug 2026 | Brian Roberts | Chairperson & Co-CEO | Other Disposition | -204,100 | – | 22,886,141 |
| 29 Jun 2026 | Edward Breen | Lead Independent Director | Other Acquisition | +815 | – | 89,777 |
| 29 Jun 2026 | Gordon Smith | Independent Director | Other Acquisition | +1,375 | – | 10,522 |
| 29 Jun 2026 | Jeffrey Honickman | Independent Director | Other Acquisition | +1,783 | – | 170,501 |
| 29 Jun 2026 | Louise Brady | Independent Director | Other Acquisition | +1,375 | – | 34,770 |
| 29 Jun 2026 | Thomas Baltimore | Independent Director | Other Acquisition | +1,375 | – | 41,257 |
| 18 May 2026 | Brian Roberts | Chairperson & Co-CEO | Other Disposition | -202,500 | – | 23,090,241 |
| 10 May 2026 | Edward Breen | Lead Independent Director | Other Acquisition | +32,440 | – | 88,962 |
| 2 Apr 2026 | Daniel Murdock | Executive VP, Chief Accounting Officer & Controller | Derivative Exercise and Sale | -2,073 | $27.93 | 62,362 |
| 2 Apr 2026 | Daniel Murdock | Executive VP, Chief Accounting Officer & Controller | Derivative Exercise and Retained | +3,195 | – | 62,362 |
| 30 Mar 2026 | Edward Breen | Lead Independent Director | Other Acquisition | +697 | – | 56,522 |
| 30 Mar 2026 | Gordon Smith | Independent Director | Other Acquisition | +1,176 | – | 9,045 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 77,493,803 | 2.2% | 2.8 |
| 30 Sep 2026 | 69,389,724 | 2.0% | 1.9 |
| 15 Sep 2026 | 79,928,949 | 2.3% | 3.1 |
| 31 Aug 2026 | 82,965,352 | 2.3% | 4.1 |
| 14 Aug 2026 | 75,479,151 | 2.1% | 3.1 |
| 31 Jul 2026 | 72,592,374 | 2.0% | 2.0 |
暂无评论——快来第一个聊聊 CMCSA。
登录后参与讨论。