CSP INC (CSPI) Institutional Shareholders

CSP INC (CSPI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $20.30M in CSPI holdings during the latest filing period.

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 $6.70M, representing an estimated gain of +5.29% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 85% 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

44

Total Reported Value

$20.30M

Largest Holder

Visionary Wealth Advisors

Largest Position

$6.36M

Insider Transactions (90d)

8

Latest Filing Quarter

Q2 2026

New Institutional Positions

67

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Visionary Wealth Advisors0.25%801,088$6,360,639$6,697,096+$336,457+5.29%
Vanguard Capital Management Llc0.00%354,154$2,811,983$2,960,727+$148,744+5.29%
Dimensional Fund Advisors Lp0.00%351,674$2,792,268$2,939,995+$147,727+5.29%
Renaissance Technologies LLCJim Simons0.00%267,714$2,125,649$2,238,089+$112,440+5.29%
Savvy Advisors, Inc.0.02%94,985$754,181$794,075+$39,894+5.29%
Geode Capital Management, Llc0.00%81,477$647,172$681,148+$33,976+5.25%
Millennium Management Llc0.00%69,612$552,719$581,956+$29,237+5.29%
Blackrock, Inc.0.00%64,470$511,892$538,969+$27,077+5.29%
Integrated Wealth Concepts Llc0.00%47,151$374,381$394,182+$19,801+5.29%
Vanguard Fiduciary Trust Co0.00%46,500$369,210$388,740+$19,530+5.29%
Bridgeway Capital Management, Llc0.01%46,145$366,391$385,772+$19,381+5.29%
Bank Of New York Mellon Corp0.00%45,859$364,121$383,381+$19,260+5.29%
Segall Bryant & Hamill, Llc0.00%38,448$305,277$321,425+$16,148+5.29%
Jane Street Group, Llc0.00%36,139$286,944$302,122+$15,178+5.29%
Susquehanna International Group, Llp0.00%29,304$232,674$244,981+$12,307+5.29%
State Street Corp0.00%25,559$202,938$213,673+$10,735+5.29%
Squarepoint Ops Llc0.00%24,692$196,054$206,425+$10,371+5.29%
Jpmorgan Chase & Co0.00%22,844$180,468$190,976+$10,508+5.82%
Goldman Sachs Group Inc0.00%21,015$166,859$175,685+$8,826+5.29%
Point72 Asset Management, L.P.0.00%18,945$150,423$158,380+$7,957+5.29%
Northern Trust Corp0.00%17,721$140,705$148,148+$7,443+5.29%
Citadel Advisors Llc0.00%14,548$115,511$121,621+$6,110+5.29%
Qube Research & Technologies Ltd0.00%13,162$104,506$110,034+$5,528+5.29%
Morgan Stanley0.00%7,282$57,820$60,878+$3,058+5.29%
Vanguard Global Advisers, Llc0.00%3,246$25,773$27,137+$1,364+5.29%
Mercer Global Advisors Inc0.00%3,000$23,820$25,080+$1,260+5.29%
Bnp Paribas Financial Markets0.00%2,118$16,817$17,706+$889+5.29%
Curated Wealth Partners Llc0.00%15,000$15,503$125,400+$109,897+708.88%
Royal Bank Of Canada0.00%1,592$13,000$13,309+$309+2.38%
Ubs Group Ag0.00%1,575$12,506$13,167+$661+5.29%
Fmr Llc0.00%513$4,073$4,289+$216+5.30%
Cwm, Llc0.00%466$4,031$3,896-$135-3.35%
Tower Research Capital Llc (Trc)0.00%423$3,359$3,536+$177+5.28%
Barclays Plc0.00%411$3,263$3,436+$173+5.30%
Arax Advisory Partners0.00%387$3,073$3,235+$162+5.28%
Russell Investments Group, Ltd.0.00%121$961$1,012+$51+5.26%
Gamma Investing Llc0.00%102$810$853+$43+5.27%
Sbi Securities Co., Ltd.0.00%65$516$543+$27+5.31%
Essential Partners Llc0.00%19$151$159+$8+5.19%
Allworth Financial Lp0.00%18$143$150+$7+5.23%
Ifp Advisors, Inc0.00%5$40$42+$2+4.50%
Rothschild Investment Llc0.00%3$24$25+$1+4.50%
Caitong International Asset Management Co., Ltd0.00%2$16$17+$1+4.50%
Farther Finance Advisors, Llc0.00%1$8$8+$0+4.50%

Frequently asked questions about CSPI

  • Who owns the most CSPI stock?

    The largest holders of CSPI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CSP INC (CSPI).

  • Is CSPI widely held by superinvestors?

    Many widely followed stocks like CSPI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSPI is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.