HolderBook

CISCO SYS INC (CSCO)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

208
Reporting holders
$1.4B
Reported value
0.0%
Calls
0.0%
Puts
-3,898
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Artemis Investment Management LLP$333.4M3,097,2052.91%7q-6.1%-$21.6M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$168.8M1,568,4132.01%32qHELD
CONFLUENCE INVESTMENT MANAGEMENT LLC$88.3M820,5481.48%26q-2.5%-$2.3M
PARK NATIONAL CORP /OH/$77.2M717,5642.10%32q-1.7%-$1.3M
ATWOOD & PALMER INC$53.5M496,9012.75%32q-1.9%-$1.0M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$52.5M487,9463.48%32q-1.8%-$972.7K
MassMutual Private Wealth & Trust, FSB$51.9M482,0111.37%32q-5.6%-$3.1M
VALLEY WEALTH MANAGERS, INC.$39.6M367,9422.25%32q-1.8%-$720.6K
Sound Income Strategies, LLC$26.0M226,0311.16%32qHELD
CONGRESS ASSET MANAGEMENT CO$24.1M224,2150.16%32q-3.1%-$773.8K
TOMPKINS FINANCIAL CORP$23.6M219,5781.66%31q-2.6%-$624.6K
ROCKLAND TRUST CO$23.5M218,0030.90%32q+1193.6%+$21.6M
Farther Finance Advisors, LLC$22.8M211,8520.16%16q+4.5%+$982.9K
TOTH FINANCIAL ADVISORY CORP$22.3M206,8322.22%32q-0.8%-$182.0K
BENEDICT FINANCIAL ADVISORS INC$18.1M167,7743.58%32q-2.5%-$454.8K
Gradient Investments LLC$17.4M161,6010.25%32q-12.2%-$2.4M
Adams Asset Advisors, LLC$16.4M152,5081.67%18q-2.0%-$336.9K
GAMMA Investing LLC$15.4M143,1050.52%12qHELD
Iowa State Bank$13.2M122,8982.24%32q-1.2%-$157.1K
Douglas Lane & Associates, LLC$12.9M119,8310.17%32q-5.9%-$804.3K
Venture Visionary Partners LLC$10.8M100,5070.28%28q-1.1%-$121.1K
BONNESS ENTERPRISES INC$9.5M88,4003.09%32qHELD
Martin Capital Partners, LLC$9.0M83,1873.21%32q-3.2%-$291.8K
CANANDAIGUA NATIONAL BANK & TRUST CO$8.9M82,3800.77%20q-4.0%-$369.2K
Wedmont Private Capital$8.5M74,3750.20%20q+37.5%+$2.3M
Avidian Wealth Enterprises, LLC$8.0M73,9800.22%29qHELD
Violich Capital Management, Inc.$8.0M73,9350.86%6q+0.7%+$53.8K
Valeo Financial Advisors, LLC$7.7M71,1030.16%32q-2.4%-$190.6K
CoreCap Advisors, LLC$7.5M69,2700.21%19q-8.8%-$716.2K
ALKEME WEALTH, LLC$7.2M67,1162.72%32q-0.7%-$54.0K
Stonebridge Financial Group, LLC$7.0M65,4060.52%8q-1.9%-$137.1K
Bill Few Associates, Inc.$6.7M62,6611.39%20q-1.3%-$86.1K
DLK Investment Management, LLC$6.6M61,3692.40%12q-8.0%-$574.6K
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$6.5M60,0001.22%newNEW
Quintet Private Bank (Europe) S.A.$5.6M52,2070.25%16q-56.5%-$7.3M
Deane Retirement Strategies, Inc.$5.0M46,2212.04%newNEW
Bath Savings Trust Co$4.9M45,8710.51%32q+10.0%+$447.4K
Coastline Trust Co$4.8M44,5770.45%32q-4.0%-$200.5K
LAWOOD & CO$4.8M44,4993.31%4q-1.6%-$79.1K
Central Pacific Bank - Trust Division$4.6M43,0250.49%11q-17.9%-$1.0M
Everhart Financial Group, Inc.$4.2M38,7350.26%22q+0.6%+$23.4K
Montecito Bank & Trust$4.1M37,9810.62%31qHELD
Apella Capital, LLC$4.0M33,9830.05%23q+8.2%+$301.6K
EASTERN BANK$3.8M35,6870.06%32qHELD
Greenfield Savings Bank$3.8M35,3071.44%18q+0.9%+$34.2K
Legacy Private Trust Co.$3.7M34,1670.20%32q-1.0%-$38.6K
Dorato Capital Management$3.6M30,6242.39%4q+3.2%+$111.6K
Pacifica Partners Inc.$3.6M33,0171.08%28qHELD
MOODY NATIONAL BANK TRUST DIVISION$3.5M32,2470.29%32q-12.0%-$473.4K
Mirador Capital Partners LP$3.3M30,4210.38%32q+11.6%+$340.0K
Dickmeyer Boyce Financial Management, Inc.$3.0M28,3141.56%3q-2.3%-$72.3K
Bangor Savings Bank$2.9M26,8140.22%32q-7.5%-$235.2K
PFW Advisors LLC$2.9M26,6030.85%14qHELD
Bank & Trust Co$2.8M25,8431.75%10qHELD
Cooper Financial Group$2.8M25,8100.22%32q-4.1%-$117.3K
CENTRAL BANK & TRUST CO$2.8M25,7780.40%32qHELD
Davis Capital Management$2.8M25,7031.65%13q-5.9%-$172.6K
FIRST FINANCIAL BANK - TRUST DIVISION$2.8M25,6620.20%32q-3.2%-$92.8K
DIVERSIFIED MANAGEMENT INC$2.6M24,2380.46%4q+39.5%+$738.7K
GoalVest Advisory LLC$2.5M23,0710.43%22q-0.8%-$19.1K
Versant Capital Management, Inc$2.5M22,9370.21%32q-1.2%-$30.4K
YHB Investment Advisors, Inc.$2.4M21,8690.15%32q-0.8%-$19.2K
Grove Bank & Trust$2.3M21,4780.23%32q-1.8%-$42.5K
Atlas Brown,Inc.$2.2M20,3280.58%32qHELD
Byrne Asset Management LLC$2.1M19,3351.17%20q-4.9%-$108.2K
Bank of New Hampshire$2.0M18,7050.43%22q-1.3%-$26.4K
CHAPIN DAVIS, INC.$2.0M18,5280.38%16q-3.4%-$69.3K
DAVIDSON TRUST CO$1.9M18,0550.77%28q-1.4%-$27.0K
Wealth Enhancement Trust Services, Inc.$1.9M17,8240.20%4q-53.0%-$2.2M
Monument Capital Management$1.8M17,0960.38%21qHELD
Athena Wealth Management, LLC$1.8M16,7581.29%4q-4.8%-$91.4K
ZEVENBERGEN CAPITAL INVESTMENTS LLC$1.7M15,9050.04%16q-1.1%-$19.9K
Allen Mooney & Barnes Investment Advisors LLC$1.6M14,8190.24%19q-8.6%-$149.4K
ANB BANK$1.5M14,3670.55%8q-10.2%-$175.3K
JUNCTURE WEALTH STRATEGIES, LLC$1.5M14,2900.39%32q-1.1%-$17.2K
Adelphi Trust Co$1.5M14,0991.00%4q-3.5%-$55.2K
Legacy Wealth Asset Management, LLC$1.5M13,8710.33%24q+4.4%+$62.9K
Stokes Capital Advisors, LLC$1.5M13,7750.33%4q+2.9%+$41.3K
BOS Asset Management, LLC$1.4M13,2800.33%16q-3.6%-$52.8K
Investment Partners Asset Management, Inc.$1.4M13,2090.77%12qHELD
Hickory Point Bank & Trust$1.4M13,1830.85%8q-2.3%-$34.1K
Persium Advisors, LLC$1.4M12,8500.72%8q-51.5%-$1.5M
FIG FINANCIAL ADVISORY SERVICES INC /ADV$1.4M12,6500.82%newNEW
Decker Wealth Management LLC$1.3M12,3620.27%4q+3.6%+$46.1K
Boltwood Capital Management$1.3M12,2810.30%16q+3.5%+$44.5K
Balefire, LLC$1.3M12,1020.20%6q+51.9%+$445.2K
SAPIENT CAPITAL LLC$1.3M11,9450.02%12q-50.7%-$1.3M
Breakwater Capital Group$1.2M11,6060.15%16q+2.9%+$35.1K
Peoples Bank/KS$1.2M11,3401.19%9qHELD
Acropolis Investment Management, LLC$1.2M11,1400.05%32q-48.4%-$1.1M
GILPIN WEALTH MANAGEMENT, LLC$1.2M11,0820.81%4q+2.5%+$29.2K
CenterStar Asset Management, LLC$1.2M10,8640.28%newNEW
Bullock Wealth Management Group$1.1M10,5500.48%11q+1.3%+$14.2K
Canandaigua National Trust Co of Florida$1.1M10,5800.63%8q+50.1%+$379.9K
Emergent Wealth Advisors, LLC$1.1M10,5670.59%12q-17.0%-$233.0K
Sunburst Financial Group, LLC$1.1M10,4570.18%28qHELD
First Citizens Financial Corp$1.1M10,3530.47%27qHELD
Financial Symmetry Inc$1.1M10,1070.35%12q+8.3%+$83.3K
Hummer Financial Advisory Services Inc$1.0M9,7550.69%28q-1.0%-$10.8K
Partnership Wealth Management, LLC$1.0M9,7000.74%12qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0713GSTATE STREET CORPORATION5.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-092026-10-07Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-22Robbins CharlesChair and CEOSold21,400$2.6M ×3
2026-08-14Robbins CharlesChair and CEOSold21,628$2.4M ×4
2026-06-11Patterson MarkEVP and CFOSold7,397$887.3K ×6
2026-06-16Subaiya Thimaya K.EVP, OperationsSold7,127$854.6K ×2
2026-05-15Patel Jeetendra IPresident and CPOSold7,169$840.8K ×4
2026-08-14Patel Jeetendra IPresident and CPOSold7,170$799.9K ×4
2026-05-15Stahlkopf Deborah LEVP and Chief Legal OfficerSold6,586$772.6K ×4
2026-08-14Stahlkopf Deborah LEVP and Chief Legal OfficerSold6,487$723.5K ×3
2026-08-19Subaiya Thimaya K.EVP, OperationsSold5,832$650.1K ×2
2026-05-15Patterson MarkEVP and CFOSold5,512$646.5K ×4
2026-08-14Patterson MarkEVP and CFOSold5,192$579.0K ×3
2026-05-15Tuszik OliverEVP, Global SalesSold2,761$316.4K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 2026208$1.4B13,177,555853960.0%
Q2 20264,106$415.7B3,436,193,9434451,1781,6883.1%
Q1 20263,746$252.7B3,188,087,9611611,2791,4332.1%
Q4 20253,741$251.8B3,176,283,0752041,2101,3303.0%
Q3 20253,472$213.9B3,017,611,2671691,2991,2093.4%
Q2 20253,464$220.1B3,056,694,0021991,2271,2893.7%
Q1 20253,394$194.5B3,044,562,9891711,1151,3593.5%
Q4 20243,385$185.1B3,023,702,4081921,0061,3013.4%
Q3 20243,093$165.8B3,013,987,7251539651,3693.3%
Q2 20243,070$148.2B3,029,628,6731059931,3982.7%
Q1 20243,136$163.1B3,162,421,4491091,0831,3383.2%
Q4 20233,206$161.1B3,080,273,258901,0481,2623.4%
Q3 20233,089$168.2B3,027,721,2041361,0821,2203.3%
Q2 20233,039$160.9B3,016,241,5591071,1291,1183.0%
Q1 20233,030$166.8B3,090,082,9021491,2639923.3%
Q4 20222,987$150.6B3,038,311,5201601,0801,0383.9%
Q3 20222,795$124.4B2,998,103,879891,1609523.4%
Q2 20222,847$131.8B3,009,669,725931,2171,0282.6%
Q1 20223,002$173.9B3,041,019,1821151,2191,0532.6%
Q4 20213,031$204.5B3,090,552,4211381,1089774.4%
Q3 20212,728$175.0B3,091,560,0191051,0229493.7%
Q2 20212,717$169.8B3,098,598,8111281,0439833.3%
Q1 20212,689$167.6B3,110,724,9661661,0331,0174.1%
Q4 20202,617$144.6B3,067,084,7421088661,1024.4%
Q3 20202,443$125.3B3,056,685,607799639934.0%
Q2 20202,528$148.6B3,104,385,4201761,0079042.6%
Q1 20202,443$124.7B3,094,300,502941,0229802.5%
Q4 20192,560$154.3B3,145,160,134909998512.2%
Q3 20192,379$158.5B3,151,169,335689728681.8%
Q2 20192,437$180.2B3,213,287,9941177441,1012.4%
Q1 20192,399$178.9B3,258,973,1341217931,0431.7%
Q4 20182,366$152.8B3,466,804,3441135431.8%