Communication Services Sector 13F Holdings and Industry Flows
Communication Services ranked 7 of 12 sectors by reported 13F value in Q2 2026. All 13F investors reported $38.7B in Communication Services exposure, representing +5.4% of the indexed universe. Estimated quarter-over-quarter reported value changed by $1.8B, with activity breadth of -16.8%. Internet Content & Information is the strongest industry contributor inside the sector. These figures come from delayed quarter-end 13F disclosures, not real-time trade flow.
Reported value
$38.7B
+5.4% of sector universe
QoQ value change
$1.8B
Estimated reported holdings change
Activity breadth
-16.8%
421 new, 1,624 increased
Filing status
8% filing progress
718 of 8,892 expected filers
Reported value share inside this sector for the latest all-investor 13F universe.
Sector rank
7 of 12
By reported Q2 2026 13F value
Symbols covered
174
602 investors with exposure
Top industry
Internet Content & Information
$31.2B reported value
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| Investor group | Reported value | QoQ change | Net activity | Access |
|---|---|---|---|---|
All 13F Investors Broad institutional baseline across the available 13F universe. | $38.7B | $1.8B | -826 | Free |
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Communication Services industry breakdown
See which attached industries are driving the sector's latest reported 13F activity.
This table is the SEO-readable industry breakdown for the sector page.
| Industry | Reported Value | QoQ Change | Activity Breadth | Investors | New | Increased | Reduced | Avg Alpha |
|---|---|---|---|---|---|---|---|---|
| Publishing | $71.2M | -$10.2M | -32.1% | 46 | 5 | 14 | 24 | -23.5 |
| Broadcasting | $33.1M | $1.1M | -29.1% | 60 | 10 | 18 | 35 | -27.9 |
| Advertising Agencies | $209.8M | -$61.2M | -37.8% | 143 | 21 | 63 | 134 | -21.5 |
| Entertainment | $4.4B | -$972.4M | -14.1% | 403 | 94 | 383 | 511 | -22.6 |
| Internet Content & Information | $31.2B | $3.1B | -9.4% | 583 | 146 | 725 | 921 | -22.7 |
| Telecommunications Services | $2.9B | -$214.1M | -22.9% | 396 | 152 | 426 | 706 | -22.8 |
Stocks driving Communication Services institutional activity
Each ticker links into InsiderEdges stock coverage so users can keep researching the institutional ownership graph.
Top stock-level 13F flow rows inside this sector, sorted by institutional accumulation score.
| Stock | Industry | Investors | New | Increased | Reduced | Net Activity | Ownership Change | Accumulation | Smart Money |
|---|---|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | Internet Content & Information | 523 | 22 | 186 | 268 | -70 | 0.0% | 775 | 2349 |
| META Meta Platforms, Inc. | Internet Content & Information | 449 | 10 | 213 | 186 | 21 | 0.0% | 692 | 2147 |
| GOOG Alphabet Inc. | Internet Content & Information | 473 | 13 | 159 | 239 | -74 | 0.0% | 671 | 2030 |
| VZ Verizon Communications Inc. | Telecommunications Services | 308 | 8 | 122 | 153 | -47 | 0.0% | 454 | 1390 |
| NFLX Netflix, Inc. | Entertainment | 306 | 8 | 117 | 159 | -59 | 0.0% | 447 | 1345 |
| DIS The Walt Disney Company | Entertainment | 284 | 13 | 98 | 128 | -28 | 0.0% | 421 | 1312 |
| T AT&T Inc. | Telecommunications Services | 284 | 5 | 98 | 157 | -99 | 0.0% | 397 | 1209 |
| CMCSA Comcast Corporation | Telecommunications Services | 179 | 16 | 39 | 106 | -81 | 0.0% | 266 | 825 |
| TMUS T-Mobile US, Inc. | Telecommunications Services | 136 | 7 | 36 | 67 | -43 | 0.0% | 193 | 595 |
| SPOT Spotify Technology S.A. | Internet Content & Information | 86 | 13 | 20 | 40 | -17 | 0.0% | 145 | 423 |
| NBIS Nebius Group N.V. | Internet Content & Information | 58 | 21 | 19 | 11 | 27 | 0.0% | 140 | 406 |
| OMC Omnicom Group Inc. | Advertising Agencies | 89 | 8 | 25 | 35 | -11 | 0.0% | 138 | 428 |
13F filings are delayed regulatory disclosures. They show reported quarter-end long positions and may be submitted up to 45 days after quarter end.
Estimated QoQ change is based on reported aggregate values from the current and prior 13F quarter where available. It is not exact trade-date cash flow.
Activity breadth compares new and increased positions against reduced and closed positions. It helps separate broad participation from a narrow move.
Is this real-time Communication Services buying?
No. This page uses delayed 13F-implied holdings flow, not real-time institutional trading.
Why combine sector and industry analysis?
A sector move can be misleading without seeing the industries and stocks driving it. This page keeps the sector context and attached industries together.
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Compare related sector flows
Use the rest of the sector pages to see whether this move is isolated or part of a broader institutional rotation.
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