CSCO
Cisco Systems, Inc. · Technology · Communication Equipment
Señales de momentum (gestores comparables):
amplitud de titulares +4.5% ·
flujo de acciones -1.1% ·
nuevas posiciones netas +4.3%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 182 | +1 | 2.57B | $301.53B | +7 | −5 |
| Q1 2026 | 183 | +5 | 2.53B | $196.15B | +7 | −3 |
| Q4 2025 | 177 | +1 | 2.72B | $209.45B | +3 | −1 |
| Q3 2025 | 27 | -1 | 1.41B | $96.65B | +1 | −3 |
| Q2 2025 | 26 | 0 | 1.29B | $89.71B | +1 | −1 |
| Q1 2025 | 23 | -1 | 465.25M | $28.69B | — | −1 |
| Q4 2024 | 24 | 0 | 486.91M | $28.82B | — | — |
| Q3 2024 | 23 | +1 | 290.48M | $15.44B | +2 | −1 |
| Q2 2024 | 22 | — | 293.63M | $13.94B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 95.63M | +1.3% | $5.08B | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 54.62M | -3.3% | $2.91B | 0.5% | ▼ Trim | 2 | SEC ↗ ×9 |
| 3 | Norges Bank ✦ (pasivo) | 52.28M | +2.6% | $2.78B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 4 | Dodge & Cox ✦ | 23.82M | -0.4% | $1.27B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 15.22M | +16.1% | $809.89M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 11.77M | -23.4% | $626.15M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 6.10M | -36.7% | $322.36M | 0.4% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | PRIMECAP Management ✦ | 5.71M | -1.6% | $303.72M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 5.14M | +269.7% | $273.62M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 4.55M | +60.9% | $241.91M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 4.11M | -1.2% | $218.61M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 3.37M | Nuevo | $179.18M | 0.3% | New | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 2.05M | +432.2% | $109.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Point72 Asset Management ✦ | 1.57M | Nuevo | $83.60M | 0.3% | New | 1 | SEC ↗ |
| 15 | Millennium Management ✦ | 1.55M | +83.1% | $82.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Baillie Gifford ✦ | 1.09M | -0.2% | $57.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | D. E. Shaw & Co. ✦ | 802.27K | -50.4% | $42.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Markel Group ✦ | 342.00K | 0.0% | $18.20M | 0.2% | Held | 2 | SEC ↗ ×2 |
| 19 | Gotham Asset Management ✦ | 333.18K | -1.4% | $17.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | Tweedy, Browne ✦ | 210.53K | -8.8% | $11.20M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 195.06K | -9.3% | $10.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | GAMCO Investors ✦ | 17.74K | -0.9% | $944,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 16.57K | -75.2% | $881,962 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $179.18M | 0.3% |
| Point72 Asset Management | $83.60M | 0.3% |
Posición cerrada
| Harris Associates (Oakmark) | $496.38M | era 0.8% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 3,683 tenedores, 2.99B acciones, $221.94B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 680 acc. · $74,922
Officer · 312 acc. · $34,376
Officer · 1.79K acc. · $195,422
Officer · 2.27K acc. · $248,685
Officer · 2.23K acc. · $247,201
Officer · 3.60K acc. · $402,873
Officer · 900 acc. · $101,352
Officer, Director · 3.80K acc. · $420,259
Officer, Director · 14.83K acc. · $1.65M
Officer, Director · 2.70K acc. · $303,643
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología