Institutional Ownership Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO). We have compiled data on the 3,908 institutions that hold shares in the stock, with a total of 2.96 Billion shares, which have been reported (via 13F filing form) to have a value of $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,459
shares
|
$461,043
0.03% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
6,447
shares
|
$460,186
0.31% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,430
shares
|
$458,973
0.15% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
6,422
shares
|
$458,402
0.14% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
6,406
shares
|
$457,260
0.13% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,383
shares
|
$455,618
0.16% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
6,376
shares
|
$455,118
0.2% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
6,376
shares
|
$455,118
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
6,325
shares
|
$451,478
0.08% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,322
shares
|
$451,264
0.28% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
6,322
shares
|
$451,264
0.33% of portfolio
|
Q2 2025
Reduced 21.23%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
6,321
shares
|
$451,192
0.1% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
6,313
shares
|
$450,621
0.08% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
6,305
shares
|
$450,050
0.1% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
6,303
shares
|
$449,908
0.15% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
6,300
shares
|
$449,694
0.01% of portfolio
|
Q2 2025
Added 71.62%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
6,299
shares
|
$449,622
0.25% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
6,299
shares
|
$449,622
0.06% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
6,293
shares
|
$449,194
0.04% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
6,292
shares
|
$449,122
0.12% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
6,291
shares
|
$449,051
0.13% of portfolio
|
Q2 2025
Added 18.41%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
6,289
shares
|
$448,908
0.4% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
6,287
shares
|
$448,766
0.21% of portfolio
|
Q2 2025
Added 37.36%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
6,277
shares
|
$448,052
0.14% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
6,275
shares
|
$447,909
0.19% of portfolio
|
Q2 2025
Added 0.21%
|