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BHE · CSCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BHECSCO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BHE
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterBHECSCO
Q3 2020none listed holders, n.a.27 holders, $12.0bn
Q4 2020none listed holders, n.a.30 holders, $14.3bn
Q1 2021none listed holders, n.a.30 holders, $16.3bn
Q2 2021none listed holders, n.a.26 holders, $16.2bn
Q3 2021none listed holders, n.a.28 holders, $17.4bn
Q4 2021none listed holders, n.a.25 holders, $19.0bn
Q1 2022none listed holders, n.a.32 holders, $15.9bn
Q2 2022none listed holders, n.a.33 holders, $11.8bn
Q3 2022none listed holders, n.a.36 holders, $11.2bn
Q4 20221 holders, $300k36 holders, $38.3bn
Q1 20232 holders, $1.0m25 holders, $13.5bn
Q2 20233 holders, $3.9m26 holders, $13.2bn
Q3 20233 holders, $6.9m33 holders, $14.2bn
Q4 20232 holders, $8.6m26 holders, $12.5bn
Q1 20244 holders, $11m30 holders, $12.6bn
Q2 20244 holders, $13m31 holders, $12.2bn
Q3 20242 holders, $14m27 holders, $13.7bn
Q4 20243 holders, $12m38 holders, $17.6bn
Q1 20252 holders, $10m33 holders, $18.1bn
Q2 20252 holders, $10.0m31 holders, $17.6bn
Q3 20253 holders, $11m25 holders, $16.3bn
Q4 20252 holders, $12m25 holders, $26.5bn
Q1 20264 holders, $22m28 holders, $31.9bn
Q2 20263 holders, $43m32 holders, $49.1bn
BHE

Benchmark Electrs Inc

Holders
4
Reported value
$11m
Buyers
4
Sellers
0

Breadth +4 among 93 comparable managers.

Technology hardware and equipment
CSCO

Cisco Sys Inc

Holders
30
Reported value
$12.6bn
Buyers
14
Sellers
16

Breadth -2 among 93 comparable managers.

Technology hardware and equipment

Who holds both, Q1 2024

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BHE (1)

First Eagle Investment Management LLC

Only CSCO (27)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, and 2 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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