Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CSPI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Visionary Wealth Advisors | 785K | $6.8M | +2.6% | 7.792% | 0.30% |
| 2 | BlackRock, Inc. | 369K | $3.2M | -1.3% | 3.666% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 360K | $3.1M | -2.6% | 3.575% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 354K | $3.1M | β | 3.519% | 0.00% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 277K | $2.4M | -3.0% | 2.755% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 176K | $1.5M | +7.7% | 1.748% | 0.00% |
| 7 | Farther Finance Advisors, LLC | 101K | $822K | β | 1.006% | 0.01% |
| 8 | STATE STREET CORP | 74K | $643K | +1.4% | 0.738% | 0.00% |
| 9 | NORTHERN TRUST CORP | 67K | $583K | -3.3% | 0.670% | 0.00% |
| 10 | Bank of New York Mellon Corp | 58K | $502K | +0.4% | 0.576% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 46K | $401K | β | 0.461% | 0.00% |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 46K | $399K | 0.0% | 0.458% | 0.01% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 41K | $359K | β | 0.412% | 0.00% |
| 14 | Integrated Wealth Concepts LLC | 24K | $204K | +0.2% | 0.234% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19K | $166K | -16.7% | 0.191% | 0.00% |
| 16 | CITADEL ADVISORS LLC | 15K | $134K | β | 0.153% | 0.00% |
| 17 | NAVELLIER & ASSOCIATES INC | 10K | $87K | 0.0% | 0.099% | 0.01% |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | 7K | $58K | 0.0% | 0.067% | 0.00% |
| 19 | MORGAN STANLEY | 6K | $54K | -43.3% | 0.062% | 0.00% |
| 20 | DEUTSCHE BANK AG\ | 6K | $54K | 0.0% | 0.062% | 0.00% |
| 21 | RHUMBLINE ADVISERS | 4K | $39K | -5.3% | 0.044% | 0.00% |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3K | $30K | +2.0% | 0.034% | 0.00% |
| 23 | FMR LLC | 3K | $29K | +324.8% | 0.033% | 0.00% |
| 24 | Vanguard Global Advisers, LLC | 3K | $28K | β | 0.032% | 0.00% |
| 25 | ROYAL BANK OF CANADA | 3K | $25K | +5.5% | 0.029% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CSPI β a direct measure of their conviction.
Filings activity in CSPI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 44 | +4.8% | 26.66% | 11.65 pp | $25M | 30% |
| Q4 2025 | 42 | 11% | 38.31% | +2.62 pp | $36M | +7.4% |
| Q3 2025 | 47 | +12% | 35.69% | 4.47 pp | $33M | 11% |
| Q2 2025 | 42 | +17% | 40.16% | 3.56 pp | $37M | 8.2% |
| Q1 2025 | 36 | +0.0% | 43.72% | 4.26 pp | $41M | 8.9% |
| Q4 2024 | 36 | +9.1% | 47.98% | +10.47 pp | $45M | +28% |
| Q3 2024 | 33 | +6.5% | 37.51% | 6.05 pp | $35M | 14% |
| Q2 2024 | 31 | β | 43.56% | β | $41M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 12, 2026 | Webber Stephen J. | Buy | 3K | $9.48 | $24K |
Quick answers to the most common questions about buying CSPI stock.
Based on Q1 2026 13F filings, institutional ownership of CSP Inc. stands at 26.7%, held across 44 reporting institutions.
Visionary Wealth Advisors is the largest reported institutional holder of CSPI, with approximately 784,811 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of CSPI, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for CSPI is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in CSPI during Q1 2026, while 9 fully exited. 3 added to existing positions and 29 trimmed.
CSPI institutional ownership fell by 11.65 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 91.0% of all reported 13F value in CSPI, and the top 25 account for 99.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CSP Inc. (CSPI) Institutional Ownership