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AEIS · 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.

AEISCSCO
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.
  • AEIS
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterAEISCSCO
Q3 20202 holders, $37m27 holders, $12.0bn
Q4 20203 holders, $101m30 holders, $14.3bn
Q1 20214 holders, $66m30 holders, $16.3bn
Q2 20213 holders, $83m26 holders, $16.2bn
Q3 20212 holders, $72m28 holders, $17.4bn
Q4 20213 holders, $77m25 holders, $19.0bn
Q1 20224 holders, $157m32 holders, $15.9bn
Q2 20223 holders, $137m33 holders, $11.8bn
Q3 20223 holders, $146m36 holders, $11.2bn
Q4 20225 holders, $129m36 holders, $38.3bn
Q1 20236 holders, $176m25 holders, $13.5bn
Q2 20236 holders, $586m26 holders, $13.2bn
Q3 20237 holders, $599m33 holders, $14.2bn
Q4 20234 holders, $620m26 holders, $12.5bn
Q1 20244 holders, $165m30 holders, $12.6bn
Q2 20246 holders, $613m31 holders, $12.2bn
Q3 20244 holders, $157m27 holders, $13.7bn
Q4 20244 holders, $186m38 holders, $17.6bn
Q1 20252 holders, $123m33 holders, $18.1bn
Q2 20253 holders, $238m31 holders, $17.6bn
Q3 20254 holders, $309m25 holders, $16.3bn
Q4 20257 holders, $817m25 holders, $26.5bn
Q1 202612 holders, $1.7bn28 holders, $31.9bn
Q2 202626 holders, $2.4bn32 holders, $49.1bn
AEIS

Advanced Energy Inds

Holders
26
Reported value
$2.4bn
Buyers
31
Sellers
10

Breadth +21 among 91 comparable managers.

Technology hardware and equipment
CSCO

Cisco Sys Inc

Holders
32
Reported value
$49.1bn
Buyers
23
Sellers
20

Breadth +3 among 91 comparable managers.

Technology hardware and equipment

Who holds both, Q2 2026

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AEIS (9)

Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Millennium Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Voloridge Investment Management LLC

Only CSCO (15)

Baillie Gifford & Co, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Glenview Capital Management LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Woodline Partners LP

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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