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CSCO · WDC 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.

CSCOWDC
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.
  • CSCO
  • WDC
010203040202120222023202420252026
Holders and value by quarter
QuarterCSCOWDC
Q3 202027 holders, $12.0bn10 holders, $336m
Q4 202030 holders, $14.3bn12 holders, $799m
Q1 202130 holders, $16.3bn17 holders, $1.4bn
Q2 202126 holders, $16.2bn17 holders, $1.6bn
Q3 202128 holders, $17.4bn10 holders, $749m
Q4 202125 holders, $19.0bn17 holders, $1.3bn
Q1 202232 holders, $15.9bn14 holders, $726m
Q2 202233 holders, $11.8bn12 holders, $878m
Q3 202236 holders, $11.2bn11 holders, $833m
Q4 202236 holders, $38.3bn10 holders, $1.2bn
Q1 202325 holders, $13.5bn14 holders, $1.8bn
Q2 202326 holders, $13.2bn13 holders, $1.7bn
Q3 202333 holders, $14.2bn16 holders, $2.7bn
Q4 202326 holders, $12.5bn24 holders, $4.0bn
Q1 202430 holders, $12.6bn28 holders, $4.4bn
Q2 202431 holders, $12.2bn31 holders, $6.0bn
Q3 202427 holders, $13.7bn21 holders, $3.9bn
Q4 202438 holders, $17.6bn22 holders, $3.5bn
Q1 202533 holders, $18.1bn17 holders, $2.3bn
Q2 202531 holders, $17.6bn21 holders, $4.5bn
Q3 202525 holders, $16.3bn31 holders, $7.7bn
Q4 202525 holders, $26.5bn24 holders, $11.6bn
Q1 202628 holders, $31.9bn30 holders, $20.7bn
Q2 202632 holders, $49.1bn38 holders, $47.7bn
CSCO

Cisco Sys Inc

Holders
28
Reported value
$31.9bn
Buyers
19
Sellers
20

Breadth -1 among 91 comparable managers.

Technology hardware and equipment
WDC

Western Digital Corp

Holders
30
Reported value
$20.7bn
Buyers
23
Sellers
19

Breadth +4 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q1 2026

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CSCO (13)

Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, Dodge & Cox, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Wellington Management Group LLP, Woodline Partners LP

Only WDC (15)

Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Holocene Advisors LP, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soroban Capital Partners LP, Squarepoint Ops LLC, Verition Fund Management LLC, Walleye Capital LLC, Whale Rock Capital Management LLC

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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