CSP Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS | 02/13/2026 | 764.89 K | $9.56 M | 2.37% | 8.10% |
| VANGUARD GROUP INC | 01/29/2026 | 445.46 K | $5.57 M | 0.20% | 4.72% |
| BLACKROCK, INC. | 02/12/2026 | 374.13 K | $4.68 M | 11.65% | 3.96% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 369.55 K | $4.62 M | -2.31% | 3.91% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 286.13 K | $3.58 M | -6.66% | 3.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 163.39 K | $2.04 M | 1.71% | 1.73% |
| STATE STREET CORP | 02/13/2026 | 73.26 K | $917.93 K | 0.13% | 0.78% |
| NORTHERN TRUST CORP | 02/17/2026 | 69.75 K | $871.83 K | -2.97% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 57.79 K | $722.38 K | -31.12% | 0.62% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 46.15 K | $576.81 K | 0.00% | 0.49% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 38.45 K | $480.60 K | 100.21% | 0.41% |
| JPMORGAN CHASE & CO | 02/11/2026 | 26.98 K | $337.29 K | 5.42% | 0.29% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 23.51 K | $293.93 K | 0.06% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 23.09 K | $288.59 K | 0.00% | 0.24% |
| MORGAN STANLEY | 02/13/2026 | 10.99 K | $137.37 K | 43.95% | 0.12% |
| BARCLAYS PLC | 02/13/2026 | 10.84 K | $135.48 K | 9.84% | 0.11% |
| NAVELLIER & ASSOCIATES INC | 02/03/2026 | 10.00 K | $125.00 K | 0.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 7.62 K | $95.23 K | 72.59% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7.00 K | $87.50 K | 100.00% | 0.07% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 6.70 K | $83.75 K | -9.46% | 0.07% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 6.22 K | $77.75 K | -52.55% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.50 K | $68.71 K | 89.23% | 0.06% |
| RHUMBLINE ADVISERS | 02/13/2026 | 4.71 K | $58.86 K | -26.36% | 0.05% |
| CITIGROUP INC | 02/13/2026 | 4.68 K | $58.50 K | 1,620.59% | 0.05% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/29/2026 | 3.93 K | $49.15 K | 0.00% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 3.37 K | $42.08 K | 2.68% | 0.04% |
| UBS GROUP AG | 01/29/2026 | 2.80 K | $34.99 K | -16.10% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.74 K | $35.00 K | 42.86% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 2.53 K | $31.66 K | 0.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 2.03 K | $25.33 K | 38.77% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 803 | $10.04 K | -37.12% | 0.01% |
| FMR LLC | 02/17/2026 | 785 | $9.81 K | 48.96% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 750 | $9.38 K | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 708 | $8.85 K | 0.00% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 594 | $7.43 K | 3.30% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 427 | $5.34 K | -1.61% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 218 | $3.00 K | -8.02% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 108 | $1.35 K | 30.12% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 01/15/2026 | 48 | $601 | 2.13% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 14 | $175 | 0.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 1 | $13 | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 0 | $0 | -100.00% | 0.00% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 0 | $0 | -100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| RISE ADVISORS, LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
CSP Inc. institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of CSP Inc.. The most heavily invested institutionals were:
Farther Finance Advisors, LLC: 101,277
Bank of New York Mellon Corp: 57,994
Police & Firemen's Retirement System of New Jersey: 2,533
UBS Group AG: 1,755
GAMMA Investing LLC: 626
Sterling Capital Management LLC: 72
30.28% of CSP Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.08 M shares in the last 24 months. This purchase volume represents approximately $26.79 M in transactions.