Csp Inc /Ma/ (CSPI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

9,420,000Shares Outstanding

87,170Shares held by institutions

$798,477Value of institutional holdings

30.35%Institutional ownership %

1.30%Shares Changed QoQ

42No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Csp Inc /Ma/ (NASDAQ:CSPI) includes 42 filers as of the latest reporting cycle ending December 2025.

The percentage of Csp owned by institutions changed from 31.7% in September 2025 to 30.3% in December 2025, marking a slight down trend.
Quarterly data indicates a 1.30% shift in institutional share volume, and the annual owner count reflects an increase of 16.67%.
A review of institutional activity for Csp shows 22 of 42 filers increasing their positions, while 11 reduced their stake, and 9 remained unchanged.
Collectively, institutional investors increased their stake in Csp to 2.86Mn shares as of December 2025, a change that is up by 36.77K shares quarter on quarter and up 71.31K shares year over year.
Visionary Wealth Advisors's holding of 764.89K shares as of December 31, 2025 makes it the primary institutional investor in Csp, owning 8.12% of the stock.
Among the most significant buyers of Csp during December 2025 were BlackRock, Inc. (39.03K), SEGALL BRYANT & HAMILL, LLC (19.24K), Visionary Wealth Advisors (17.73K), OSAIC HOLDINGS, INC. (7.00K), CITIGROUP INC (4.41K).
Leading sellers of Csp stock in December 2025 included Bank of New York Mellon Corp (26.11K), RENAISSANCE TECHNOLOGIES LLC (20.40K), DIMENSIONAL FUND ADVISORS LP (8.73K), DEUTSCHE BANK AG\ (6.89K), NORTHERN TRUST CORP (2.13K).
The top 10 institutional holders of Csp for the quarter ending December 2025 included Visionary Wealth Advisors (764.89K), VANGUARD GROUP INC (445.46K), BlackRock, Inc. (374.13K), DIMENSIONAL FUND ADVISORS LP (369.55K), RENAISSANCE TECHNOLOGIES LLC (286.13K), GEODE CAPITAL MANAGEMENT, LLC (163.38K), STATE STREET CORP (73.26K), NORTHERN TRUST CORP (69.75K), Bank of New York Mellon Corp (57.79K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (46.15K).

42 Institutional Holders

87,170 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Visionary Wealth Advisors	31 Dec, 2025	764,888	17,728	2.37%	$9,561,096.00
VANGUARD GROUP INC	31 Dec, 2025	445,458	896	0.20%	$5,568,226.00
BlackRock, Inc.	31 Dec, 2025	374,133	39,028	11.65%	$4,676,663.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	369,548	-8,727	-2.31%	$4,619,502.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	286,126	-20,400	-6.66%	$3,576,575.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	163,385	2,739	1.70%	$2,042,657.00
STATE STREET CORP	31 Dec, 2025	73,259	95	0.13%	$917,933.00
NORTHERN TRUST CORP	31 Dec, 2025	69,746	-2,133	-2.97%	$871,826.00
Bank of New York Mellon Corp	31 Dec, 2025	57,790	-26,105	-31.12%	$722,376.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	46,145	0	0.00%	$576,813.00
SEGALL BRYANT & HAMILL, LLC	31 Dec, 2025	38,448	19,244	100.21%	$480,600.00
JPMORGAN CHASE & CO	31 Dec, 2025	26,983	1,388	5.42%	$337,289.00
Integrated Wealth Concepts LLC	31 Dec, 2025	23,514	14	0.06%	$293,932.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	23,087	0	0.00%	$288,588.00
MORGAN STANLEY	31 Dec, 2025	10,989	3,355	43.95%	$137,365.00
BARCLAYS PLC	31 Dec, 2025	10,838	971	9.84%	$135,475.00
NAVELLIER & ASSOCIATES INC	31 Dec, 2025	10,000	0	0.00%	$125,000.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	7,618	3,204	72.59%	$95,225.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	7,000	7,000	0.00%	$87,500.00
NEW YORK STATE COMMON RETIREMENT FUND	31 Dec, 2025	6,700	-700	-9.46%	$83,750.00

1 - 20 of 42

Research Tools