CSP Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS | 08/13/2026 | 801.09 K | $6.36 M | 2.07% | 8.38% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 354.15 K | $2.81 M | -0.08% | 3.70% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 351.67 K | $2.79 M | -2.33% | 3.68% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 267.71 K | $2.13 M | -3.50% | 2.80% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 94.99 K | $754.18 K | 100.00% | 0.99% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 81.48 K | $647.17 K | -53.71% | 0.85% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 69.61 K | $552.72 K | 100.00% | 0.73% |
| BLACKROCK, INC. | 08/07/2026 | 64.47 K | $511.89 K | -82.54% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 46.50 K | $369.21 K | 0.20% | 0.49% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 46.15 K | $366.39 K | 0.00% | 0.48% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 45.86 K | $364.12 K | -20.92% | 0.48% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 38.45 K | $305.28 K | 0.00% | 0.40% |
| JANE STREET GROUP, LLC | 08/14/2026 | 36.14 K | $286.94 K | 100.00% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 29.30 K | $232.67 K | 100.00% | 0.31% |
| STATE STREET CORP | 08/07/2026 | 25.56 K | $202.94 K | -65.60% | 0.27% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 24.69 K | $196.05 K | 100.00% | 0.26% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 23.62 K | $187.57 K | 0.26% | 0.25% |
| JPMORGAN CHASE & CO | 08/12/2026 | 22.84 K | $180.47 K | -11.01% | 0.24% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 21.02 K | $166.86 K | 100.00% | 0.22% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 18.95 K | $150.42 K | 100.00% | 0.20% |
| NORTHERN TRUST CORP | 08/13/2026 | 17.72 K | $140.71 K | -73.73% | 0.19% |
| CURATED WEALTH PARTNERS LLC | 07/13/2026 | 15.00 K | $15.50 K | 100.00% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 14.55 K | $115.51 K | -5.78% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 13.16 K | $104.51 K | 100.00% | 0.14% |
| MORGAN STANLEY | 08/13/2026 | 7.28 K | $57.82 K | 16.81% | 0.08% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 3.25 K | $25.77 K | 0.00% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 3.00 K | $23.82 K | 100.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 2.12 K | $16.82 K | 4.54% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.59 K | $13.00 K | -44.95% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 1.58 K | $12.51 K | -10.26% | 0.02% |
| FMR LLC | 08/13/2026 | 513 | $4.07 K | -84.62% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 423 | $3.36 K | -84.75% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 411 | $3.26 K | -71.38% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 387 | $3.07 K | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 121 | $961 | -78.96% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 102 | $810 | -83.71% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 65 | $516 | 364.29% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 31 | $247 | 55.00% | 0.00% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 19 | $151 | 137.50% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 18 | $143 | 63.64% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 5 | $40 | 400.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 3 | $24 | 200.00% | 0.00% |
| FORTITUDE FAMILY OFFICE, LLC | 07/20/2026 | 2 | $16 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 2 | $16 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 1 | $8 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| NAVELLIER & ASSOCIATES INC | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
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CSP Inc. institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of CSP Inc.. The most heavily invested institutionals were:
Visionary Wealth Advisors: 801,088
VANGUARD CAPITAL MANAGEMENT LLC: 354,154
DIMENSIONAL FUND ADVISORS LP: 351,674
RENAISSANCE TECHNOLOGIES LLC: 267,714
Savvy Advisors, Inc.: 94,985
GEODE CAPITAL MANAGEMENT, LLC: 81,477
26.63% 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 $26.56 M in transactions.