Cisco Systems Inc (CSCO) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

CSCO ranks #20 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

4112 institutions disclose a position in CSCO, but none treat it as a major bet — even First Trust Advisors LP, its most concentrated holder, allocates just 1.5% of its own portfolio to it.

Geode Capital Management, LLC has added to its CSCO position for two straight quarters, increasing it by $4.2B to reach $11.8B today.

Steadfast Capital Management LP has trimmed its CSCO position for two straight quarters, cutting it by $123.5M while still holding $25.8M.

CSCO is down 0.3% today, but institutions show net buying of $90.0B this quarter — a divergence between today's price move and the underlying institutional flow.

CSCO posted net income of $12.0B over the trailing twelve months, and currently trades at a P/E of 36.6.

• Profitable — net income of $12.0B over the trailing twelve months
• Revenue grew 12.1% year over year
• Net income improved year over year, from $9.2B to $12.0B
• Generated $14.2B in positive operating cash flow
• Current ratio of 1.00x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.61x equity — within a conventional range