CSCO
Cisco Systems, Inc. · Technology · Communication Equipment
Señales de momentum (gestores comparables):
amplitud de titulares -4.2% ·
flujo de acciones -4.4% ·
nuevas posiciones netas -4.3%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 180 | +1 | 2.55B | $298.89B | +7 | −7 |
| 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 | State Street Global Advisors ✦ (pasivo) | 193.63M | -0.4% | $11.95B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 98.09M | +2.6% | $6.04B | 0.5% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (pasivo) | 53.15M | -4.6% | $3.28B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 33.21M | -22.8% | $2.05B | 0.4% | ▼ Trim | 4 | SEC ↗ ×6 |
| 5 | Dodge & Cox ✦ | 21.72M | -8.5% | $1.34B | 0.8% | ▼ Trim | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 17.20M | +0.2% | $1.06B | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Arrowstreet Capital ✦ | 12.99M | -6.4% | $801.55M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 6.73M | +16.2% | $415.45M | 0.4% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 6.13M | +118.6% | $378.19M | 0.5% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | PRIMECAP Management ✦ | 5.52M | -0.3% | $340.92M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 5.42M | +31.5% | $330.91M | 0.3% | ▲ Add | 4 | SEC ↗ ×6 |
| 12 | Adage Capital Partners ✦ | 4.43M | +8.8% | $273.31M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 2.19M | -44.1% | $134.90M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 1.35M | -59.7% | $83.59M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 15 | Millennium Management ✦ | 1.23M | -79.6% | $75.75M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 16 | Baillie Gifford ✦ | 1.07M | -2.0% | $65.85M | 0.1% | ▼ Trim | 4 | SEC ↗ ×4 |
| 17 | Markel Group ✦ | 342.00K | 0.0% | $21.10M | 0.2% | Held | 4 | SEC ↗ ×2 |
| 18 | Gotham Asset Management ✦ | 313.92K | +20.6% | $19.37M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 251.82K | +2371.3% | $15.54M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 201.34K | 0.0% | $12.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Tweedy, Browne ✦ | 58.30K | -2.7% | $3.60M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 22 | GAMCO Investors ✦ | 15.87K | -9.4% | $979,399 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 7.80K | -99.0% | $481,338 | 0.0% | ▼ Trim | 3 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Marshall Wace | $295.21M | era 0.4% |
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 · 3.60K acc. · $402,873
Officer · 2.23K acc. · $247,201
Officer · 100 acc. · $11,351
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