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 3,918 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 $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,091
shares
|
$342,827
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
5,068
shares
|
$341,279
0.12% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,065
shares
|
$341,077
0.08% of portfolio
|
Q2 2022
Added 25.37%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
5,061
shares
|
$340,807
0.16% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
5,054
shares
|
$340,336
0.12% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,047
shares
|
$339,864
0.14% of portfolio
|
Q2 2025
Added 26.33%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
5,041
shares
|
$339,460
0.58% of portfolio
|
Q2 2025
Reduced 45.33%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,039
shares
|
$339,326
0.17% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
5,035
shares
|
$339,056
0.3% of portfolio
|
Q3 2023
Reduced 8.97%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
5,023
shares
|
$338,248
0.09% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
5,021
shares
|
$338,114
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,008
shares
|
$337,238
0.18% of portfolio
|
Q1 2023
Reduced 40.28%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
5,006
shares
|
$337,104
0.05% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,000
shares
|
$336,700
0.43% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
4,997
shares
|
$336,497
0.2% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
4,996
shares
|
$336,430
0.16% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,982
shares
|
$335,487
0.07% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
4,982
shares
|
$335,487
0.16% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
4,979
shares
|
$335,285
0.11% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
4,966
shares
|
$334,410
0.12% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
4,953
shares
|
$333,535
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
4,953
shares
|
$333,535
0.2% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
4,951
shares
|
$333,400
0.03% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
4,950
shares
|
$333,333
0.17% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
4,949
shares
|
$333,265
0.1% of portfolio
|
Q1 2025
Added 0.04%
|