CSP INC (CSPI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
46
Reporting holders
$20.3M
Reported value
25.5%
Of shares outstanding
0.0%
Held as options
-1
Holder change
Institutions report 2,569,126 shares against 10,080,645 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | $6.4M | 801,088 | 0.25% | 27q | +2.1%+$129.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.8M | 354,154 | 0.00% | 2q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $2.8M | 351,674 | 0.00% | 31q | -2.3%-$66.5K |
| RENAISSANCE TECHNOLOGIES LLC | $2.1M | 267,714 | 0.00% | 31q | -3.5%-$77.1K |
| Savvy Advisors, Inc. | $754.2K | 94,985 | 0.02% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $647.2K | 81,477 | 0.00% | 26q | -53.7%-$751.1K |
| MILLENNIUM MANAGEMENT LLC | $552.7K | 69,612 | 0.00% | new | NEW |
| BlackRock, Inc. | $511.9K | 64,470 | 0.00% | 8q | -82.5%-$2.4M |
| Integrated Wealth Concepts LLC | $374.4K | 47,151 | 0.00% | 31q | +100.1%+$187.3K |
| VANGUARD FIDUCIARY TRUST CO | $369.2K | 46,500 | 0.00% | 2q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $366.4K | 46,145 | 0.01% | 31q | HELD |
| Bank of New York Mellon Corp | $364.1K | 45,859 | 0.00% | 11q | -20.9%-$96.4K |
| SEGALL BRYANT & HAMILL, LLC | $305.3K | 38,448 | 0.00% | 4q | HELD |
| JANE STREET GROUP, LLC | $286.9K | 36,139 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $232.7K | 29,304 | 0.00% | new | NEW |
| STATE STREET CORP | $202.9K | 25,559 | 0.00% | 18q | -65.6%-$386.9K |
| Squarepoint Ops LLC | $196.1K | 24,692 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $180.5K | 22,844 | 0.00% | 31q | -11.0%-$22.3K |
| GOLDMAN SACHS GROUP INC | $166.9K | 21,015 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $150.4K | 18,945 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $140.7K | 17,721 | 0.00% | 11q | -73.7%-$394.9K |
| CITADEL ADVISORS LLC | $115.5K | 14,548 | 0.00% | 2q | -5.8%-$7.1K |
| Qube Research & Technologies Ltd | $104.5K | 13,162 | 0.00% | new | NEW |
| MORGAN STANLEY | $57.8K | 7,282 | 0.00% | 23q | +16.8%+$8.3K |
| Vanguard Global Advisers, LLC | $25.8K | 3,246 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $23.8K | 3,000 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $16.8K | 2,118 | 0.00% | 5q | +4.5% |
| Curated Wealth Partners LLC | $15.5K | 15,000 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $13.0K | 1,592 | 0.00% | 12q | -44.3%-$10.3K |
| UBS Group AG | $12.5K | 1,575 | 0.00% | 12q | -10.3%-$1.4K |
| FMR LLC | $4.1K | 513 | 0.00% | 18q | -84.6%-$22.4K |
| Tower Research Capital LLC (TRC) | $3.4K | 423 | 0.00% | 8q | -84.8%-$18.7K |
| BARCLAYS PLC | $3.3K | 411 | 0.00% | 8q | -71.4%-$8.1K |
| Arax Advisory Partners | $3.1K | 387 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $961 | 121 | 0.00% | 4q | -79.0%-$3.6K |
| GAMMA Investing LLC | $810 | 102 | 0.00% | 2q | -83.7%-$4.2K |
| SBI Securities Co., Ltd. | $516 | 65 | 0.00% | 7q | +364.3% |
| EverSource Wealth Advisors, LLC | $247 | 31 | 0.00% | 4q | +55.0% |
| Essential Partners LLC | $151 | 19 | 0.00% | 4q | +137.5% |
| Allworth Financial LP | $143 | 18 | 0.00% | 2q | +63.6% |
| IFP Advisors, Inc | $40 | 5 | 0.00% | 2q | +400.0% |
| ROTHSCHILD INVESTMENT LLC | $24 | 3 | 0.00% | 2q | +200.0% |
| Fortitude Family Office, LLC | $16 | 2 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $16 | 2 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $8 | 1 | 0.00% | 2q | -100.0%-$810.2K |
| Covestor Ltd | $0 | 4 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | $20.3M | 2,569,126 | 14 | 10 | 17 | 0.0% |
| Q1 2026 | 47 | $25.4M | 2,944,908 | 8 | 9 | 15 | 0.0% |
| Q4 2025 | 41 | $35.7M | 2,858,384 | 1 | 16 | 11 | 0.0% |
| Q3 2025 | 46 | $33.6M | 2,907,290 | 10 | 14 | 13 | 0.0% |
| Q2 2025 | 40 | $37.8M | 2,919,902 | 13 | 16 | 7 | 0.0% |
| Q1 2025 | 34 | $40.8M | 2,655,625 | 3 | 8 | 17 | 0.0% |
| Q4 2024 | 34 | $44.8M | 2,786,316 | 4 | 11 | 11 | 0.0% |
| Q3 2024 | 30 | $35.4M | 2,719,633 | 6 | 4 | 9 | 0.0% |
| Q2 2024 | 28 | $41.0M | 2,749,622 | 3 | 5 | 16 | 0.0% |
| Q1 2024 | 30 | $43.2M | 2,337,861 | 9 | 19 | 2 | 0.0% |
| Q4 2023 | 23 | $22.0M | 1,112,329 | 5 | 6 | 6 | 0.0% |
| Q3 2023 | 21 | $18.5M | 1,055,828 | 6 | 5 | 4 | 0.0% |
| Q2 2023 | 15 | $11.3M | 946,016 | 0 | 6 | 3 | 0.0% |
| Q1 2023 | 13 | $12.3M | 905,798 | 0 | 6 | 1 | 0.0% |
| Q4 2022 | 11 | $3.1M | 325,217 | 1 | 0 | 3 | 0.0% |
| Q3 2022 | 18 | $8.1M | 1,128,064 | 2 | 2 | 4 | 0.0% |
| Q2 2022 | 16 | $10.0M | 1,102,334 | 1 | 2 | 2 | 0.0% |
| Q1 2022 | 15 | $8.6M | 1,099,306 | 2 | 4 | 2 | 0.0% |
| Q4 2021 | 15 | $9.7M | 1,100,915 | 1 | 4 | 2 | 0.0% |
| Q3 2021 | 14 | $9.9M | 1,109,785 | 2 | 1 | 3 | 0.0% |
| Q2 2021 | 12 | $11.9M | 1,119,620 | 1 | 2 | 2 | 0.0% |
| Q1 2021 | 15 | $10.4M | 1,202,102 | 0 | 4 | 2 | 0.0% |
| Q4 2020 | 15 | $9.2M | 1,185,805 | 1 | 4 | 3 | 0.0% |
| Q3 2020 | 16 | $10.7M | 1,242,268 | 1 | 3 | 4 | 0.0% |
| Q2 2020 | 17 | $10.3M | 1,253,177 | 1 | 3 | 4 | 0.0% |
| Q1 2020 | 20 | $8.9M | 1,273,172 | 4 | 2 | 6 | 0.0% |
| Q4 2019 | 16 | $16.1M | 1,235,591 | 0 | 3 | 5 | 0.0% |
| Q3 2019 | 18 | $13.9M | 1,033,641 | 6 | 0 | 2 | 0.0% |
| Q2 2019 | 12 | $15.4M | 1,009,250 | 0 | 2 | 3 | 0.0% |
| Q1 2019 | 13 | $11.1M | 1,018,205 | 1 | 1 | 4 | 0.0% |
| Q4 2018 | 14 | $10.0M | 1,024,086 | 0 | 0 | 1 | 0.0% |