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 3,860 institutions that hold shares in the stock, with a total of 2.91 Billion shares, which have been reported (via 13F filing form) to have a value of $198 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
15,579
shares
|
$1.06 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
15,552
shares
|
$1.06 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
15,545
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
15,541
shares
|
$1.06 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
15,506
shares
|
$1.06 Million
0.62% of portfolio
|
Q3 2023
Added 4.14%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
15,504
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
15,496
shares
|
$1.06 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,473
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2023
Reduced 1.62%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
15,443
shares
|
$1.05 Million
0.39% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
15,439
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2025
Added 22.57%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
15,427
shares
|
$1.05 Million
0.29% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
15,423
shares
|
$1.05 Million
0.31% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
15,412
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.14%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
15,382
shares
|
$1.05 Million
0.3% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,364
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.29%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
15,351
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
15,321
shares
|
$1.04 Million
0.57% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
15,296
shares
|
$1.04 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
15,286
shares
|
$1.04 Million
0.36% of portfolio
|
Q1 2025
Reduced 36.97%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,283
shares
|
$1.04 Million
1.39% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
15,272
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
15,260
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2022
Reduced 13.64%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
15,249
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
15,245
shares
|
$1.04 Million
0.14% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
15,233
shares
|
$1.04 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.74%
|