CSP Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS | 05/13/2026 | 784.81 K | $6.79 M | 2.60% | 8.31% |
| BLACKROCK, INC. | 05/13/2026 | 369.18 K | $3.19 M | -1.32% | 3.91% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 360.05 K | $3.11 M | -2.57% | 3.81% |
| 05/15/2026 | 354.43 K | $3.07 M | 100.00% | 3.75% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 277.43 K | $2.40 M | -3.04% | 2.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 176.03 K | $1.52 M | 7.74% | 1.86% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 101.28 K | $822.37 K | 100.00% | 1.07% |
| STATE STREET CORP | 05/15/2026 | 74.29 K | $642.60 K | 1.41% | 0.79% |
| NORTHERN TRUST CORP | 05/14/2026 | 67.45 K | $583.46 K | -3.29% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 57.99 K | $501.65 K | 0.35% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 46.41 K | $401.44 K | 100.00% | 0.49% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 46.15 K | $399.15 K | 0.00% | 0.49% |
| 05/08/2026 | 41.48 K | $358.81 K | 100.00% | 0.44% | |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 38.45 K | $332.58 K | 0.00% | 0.41% |
| JPMORGAN CHASE & CO | 05/13/2026 | 25.67 K | $207.68 K | -4.86% | 0.27% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 23.56 K | $203.80 K | 0.20% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 19.24 K | $166.44 K | -16.65% | 0.20% |
| CITADEL ADVISORS LLC | 05/15/2026 | 15.44 K | $133.56 K | 100.00% | 0.16% |
| NAVELLIER & ASSOCIATES INC | 05/07/2026 | 10.00 K | $86.50 K | 0.00% | 0.11% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 6.70 K | $57.96 K | 0.00% | 0.07% |
| MORGAN STANLEY | 05/15/2026 | 6.23 K | $53.93 K | -43.27% | 0.07% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 6.22 K | $53.80 K | 0.00% | 0.07% |
| RHUMBLINE ADVISERS | 05/12/2026 | 4.46 K | $38.59 K | -5.25% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 3.43 K | $29.70 K | 2.02% | 0.04% |
| FMR LLC | 05/15/2026 | 3.34 K | $28.85 K | 324.84% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 3.25 K | $28.08 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.89 K | $25.00 K | 5.55% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 2.77 K | $24.00 K | 245.45% | 0.03% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.53 K | $21.92 K | -66.74% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 2.53 K | $21.91 K | 0.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 2.03 K | $17.53 K | 0.00% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 1.76 K | $15.18 K | -37.30% | 0.02% |
| BARCLAYS PLC | 05/15/2026 | 1.44 K | $12.42 K | -86.75% | 0.02% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 708 | $6.12 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 628 | $5.43 K | -16.27% | 0.01% |
| GAMMA INVESTING LLC | 04/06/2026 | 626 | $5.42 K | 100.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 575 | $4.97 K | -3.20% | 0.01% |
| CWM, LLC | 05/14/2026 | 466 | $4.03 K | 100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 358 | $3.10 K | -92.35% | 0.00% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 276 | $2.39 K | 100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 04/22/2026 | 72 | $623 | -33.33% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 20 | $172 | 1,900.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 14 | $121 | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 11 | $96 | 100.00% | 0.00% |
| 05/21/2026 | 8 | $69 | 700.00% | 0.00% | |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 2 | $18 | 100.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 1 | $9 | 100.00% | 0.00% |
| IFP ADVISORS, INC | 04/13/2026 | 1 | $9 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| AMALGAMATED BANK | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
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CSP Inc. institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of CSP Inc.. The most heavily invested institutionals were:
Visionary Wealth Advisors: 784,811
BlackRock, Inc.: 369,177
DIMENSIONAL FUND ADVISORS LP: 360,053
RENAISSANCE TECHNOLOGIES LLC: 277,426
GEODE CAPITAL MANAGEMENT, LLC: 176,032
Farther Finance Advisors, LLC: 101,277
31.17% of CSP Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.05 M shares in the last 24 months. This purchase volume represents approximately $26.57 M in transactions.