CSPI Institutional Ownership & Shareholders
CSP INC (CSPI) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Visionary Wealth Advisors is currently the largest disclosed institutional shareholder of CSPI tracked by InsiderSet, reporting ownership valued at approximately $6.36M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.86M, representing an estimated loss of -7.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed CSPI value among the investors covered in this analysis. Major shareholders include Visionary Wealth Advisors, Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in CSP INC (CSPI).
This page ranks the largest institutional CSPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$20.07M
Largest Holder
Visionary Wealth Advisors
Largest Position
$6.36M
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Visionary Wealth Advisors | 0.25% | 801,088 | $6,360,639 | $5,863,964 | -$496,675 | -7.81% | |
| Vanguard Capital Management Llc | 0.00% | 354,154 | $2,811,983 | $2,592,407 | -$219,576 | -7.81% | |
| Dimensional Fund Advisors Lp | 0.00% | 351,674 | $2,792,268 | $2,574,254 | -$218,014 | -7.81% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 267,714 | $2,125,649 | $1,959,666 | -$165,983 | -7.81% |
| Savvy Advisors, Inc. | 0.02% | 94,985 | $754,181 | $695,290 | -$58,891 | -7.81% | |
| Geode Capital Management, Llc | 0.00% | 81,477 | $647,172 | $596,412 | -$50,760 | -7.84% | |
| Millennium Management Llc | 0.00% | 69,612 | $552,719 | $509,560 | -$43,159 | -7.81% | |
| Blackrock, Inc. | 0.00% | 64,470 | $511,892 | $471,920 | -$39,972 | -7.81% | |
| Vanguard Fiduciary Trust Co | 0.00% | 46,500 | $369,210 | $340,380 | -$28,830 | -7.81% | |
| Bridgeway Capital Management, Llc | 0.01% | 46,145 | $366,391 | $337,781 | -$28,610 | -7.81% | |
| Bank Of New York Mellon Corp | 0.00% | 45,859 | $364,121 | $335,688 | -$28,433 | -7.81% | |
| Segall Bryant & Hamill, Llc | 0.00% | 38,448 | $305,277 | $281,439 | -$23,838 | -7.81% | |
| Jane Street Group, Llc | 0.00% | 36,139 | $286,944 | $264,537 | -$22,407 | -7.81% | |
| Susquehanna International Group, Llp | 0.00% | 29,304 | $232,674 | $214,505 | -$18,169 | -7.81% | |
| State Street Corp | 0.00% | 25,559 | $202,938 | $187,092 | -$15,846 | -7.81% | |
| Squarepoint Ops Llc | 0.00% | 24,692 | $196,054 | $180,745 | -$15,309 | -7.81% | |
| Integrated Wealth Concepts Llc | 0.00% | 23,623 | $187,567 | $172,920 | -$14,647 | -7.81% | |
| Jpmorgan Chase & Co | 0.00% | 22,844 | $180,468 | $167,218 | -$13,250 | -7.34% | |
| Goldman Sachs Group Inc | 0.00% | 21,015 | $166,859 | $153,830 | -$13,029 | -7.81% | |
| Point72 Asset Management, L.P. | 0.00% | 18,945 | $150,423 | $138,677 | -$11,746 | -7.81% | |
| Northern Trust Corp | 0.00% | 17,721 | $140,705 | $129,718 | -$10,987 | -7.81% | |
| Citadel Advisors Llc | 0.00% | 14,548 | $115,511 | $106,491 | -$9,020 | -7.81% | |
| Qube Research & Technologies Ltd | 0.00% | 13,162 | $104,506 | $96,346 | -$8,160 | -7.81% | |
| Morgan Stanley | 0.00% | 7,282 | $57,820 | $53,304 | -$4,516 | -7.81% | |
| Vanguard Global Advisers, Llc | 0.00% | 3,246 | $25,773 | $23,761 | -$2,012 | -7.81% | |
| Bnp Paribas Financial Markets | 0.00% | 2,118 | $16,817 | $15,504 | -$1,313 | -7.81% | |
| Royal Bank Of Canada | 0.00% | 1,592 | $13,000 | $11,653 | -$1,347 | -10.36% | |
| Ubs Group Ag | 0.00% | 1,575 | $12,506 | $11,529 | -$977 | -7.81% | |
| Fmr Llc | 0.00% | 513 | $4,073 | $3,755 | -$318 | -7.80% | |
| Cwm, Llc | 0.00% | 466 | $4,031 | $3,411 | -$620 | -15.38% | |
| Tower Research Capital Llc (Trc) | 0.00% | 423 | $3,359 | $3,096 | -$263 | -7.82% | |
| Barclays Plc | 0.00% | 411 | $3,263 | $3,009 | -$254 | -7.80% | |
| Arax Advisory Partners | 0.00% | 387 | $3,073 | $2,833 | -$240 | -7.82% | |
| Russell Investments Group, Ltd. | 0.00% | 121 | $961 | $886 | -$75 | -7.83% | |
| Sbi Securities Co., Ltd. | 0.00% | 65 | $497 | $476 | -$21 | -4.27% | |
| Allworth Financial Lp | 0.00% | 18 | $143 | $132 | -$11 | -7.86% | |
| Essential Partners Llc | 0.00% | 7 | $54 | $51 | -$3 | -5.11% | |
| Ifp Advisors, Inc | 0.00% | 5 | $38 | $37 | -$1 | -3.68% | |
| Rothschild Investment Llc | 0.00% | 3 | $24 | $22 | -$2 | -8.50% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 2 | $16 | $15 | -$1 | -8.50% |
Frequently asked questions about CSPI
Who are the largest institutional holders of CSPI?
The largest institutional holders of CSPI reported in the latest SEC Form 13F filings include Visionary Wealth Advisors, Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, Renaissance Technologies LLC, and Savvy Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported CSPI position.
What is CSPI institutional ownership?
This page tracks CSPI positions reported by institutional investment managers through SEC Form 13F. CSP INC (CSPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CSPI?
InsiderSet currently tracks 40 institutional managers reporting CSPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CSPI shareholders.
How much CSPI stock do institutions own?
Institutional investment managers disclosed approximately $20.07M in CSPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CSPI institutional ownership last updated?
The latest CSPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CSPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CSPI position after the reporting date.
Are institutions buying or selling CSPI?
Institutional buying and selling can be analyzed by comparing CSPI positions across consecutive 13F reporting periods. InsiderSet's CSPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CSPI ownership changes.
How has CSPI institutional ownership changed over time?
InsiderSet tracks CSPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.