L3VLUP
ProSign in

SANM · 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.

SANMCSCO
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.
  • SANM
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterSANMCSCO
Q3 2020none listed holders, n.a.27 holders, $12.0bn
Q4 2020none listed holders, n.a.30 holders, $14.3bn
Q1 20212 holders, $28m30 holders, $16.3bn
Q2 20212 holders, $4.4m26 holders, $16.2bn
Q3 20211 holders, $1.3m28 holders, $17.4bn
Q4 20211 holders, $1.8m25 holders, $19.0bn
Q1 20223 holders, $6.4m32 holders, $15.9bn
Q2 20223 holders, $10m33 holders, $11.8bn
Q3 20223 holders, $9.2m36 holders, $11.2bn
Q4 20227 holders, $29m36 holders, $38.3bn
Q1 20234 holders, $24m25 holders, $13.5bn
Q2 20235 holders, $36m26 holders, $13.2bn
Q3 20236 holders, $33m33 holders, $14.2bn
Q4 20236 holders, $44m26 holders, $12.5bn
Q1 20245 holders, $92m30 holders, $12.6bn
Q2 20246 holders, $100m31 holders, $12.2bn
Q3 20245 holders, $86m27 holders, $13.7bn
Q4 20244 holders, $22m38 holders, $17.6bn
Q1 20254 holders, $21m33 holders, $18.1bn
Q2 20255 holders, $587m31 holders, $17.6bn
Q3 20255 holders, $887m25 holders, $16.3bn
Q4 20258 holders, $1.6bn25 holders, $26.5bn
Q1 20264 holders, $960m28 holders, $31.9bn
Q2 202615 holders, $3.5bn32 holders, $49.1bn
SANM

Sanmina Corp

Holders
15
Reported value
$3.5bn
Buyers
30
Sellers
8

Breadth +22 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 SANM (9)

Bridgewater Associates LP, Capital World Investors, First Eagle Investment Management LLC, Freestone Grove Partners LP, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP

Only CSCO (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Glenview Capital Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 1 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.

Back to the 13F Explorer →