VITA COCO CO INC (COCO)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
324
Reporting holders
$3.2B
Reported value
83.2%
Of shares outstanding
1.3%
Held as options
+68
Holder change
Institutions report 47,727,544 shares against 57,397,082 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $463.7M | 7,010,187 | 0.01% | 8q | +3.4%+$15.5M |
| FMR LLC | $212.6M | 3,213,969 | 0.01% | 19q | -32.4%-$102.0M |
| WASATCH ADVISORS LP | $149.2M | 2,255,360 | 0.98% | 12q | -38.6%-$93.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $138.5M | 2,094,091 | 0.00% | 2q | HELD |
| STATE STREET CORP | $122.3M | 1,847,940 | 0.00% | 19q | +6.9%+$7.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $122.0M | 1,844,963 | 0.02% | 8q | -21.0%-$32.4M |
| Driehaus Capital Management LLC | $99.4M | 1,503,177 | 0.58% | 9q | -1.3%-$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $91.3M | 1,379,689 | 0.00% | 19q | +6.5%+$5.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $82.3M | 1,244,889 | 0.00% | 2q | +10.9%+$8.1M |
| CONGRESS ASSET MANAGEMENT CO | $79.8M | 1,207,102 | 0.49% | new | NEW |
| AMERIPRISE FINANCIAL INC | $75.8M | 1,146,654 | 0.02% | 14q | -60.3%-$115.2M |
| JANE STREET GROUP, LLC | $75.8M | 927,278 | 0.01% | 14q | HELD |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $75.3M | 1,137,802 | 0.25% | 4q | -1.2%-$934.6K |
| D. E. Shaw & Co., Inc. | $73.0M | 1,104,020 | 0.03% | 16q | -9.1%-$7.3M |
| DIMENSIONAL FUND ADVISORS LP | $72.7M | 1,098,490 | 0.01% | 15q | +2.3%+$1.7M |
| LOOMIS SAYLES & CO L P | $66.2M | 1,001,278 | 0.08% | 13q | -6.7%-$4.7M |
| BANK OF AMERICA CORP /DE/ | $56.7M | 857,603 | 0.00% | 19q | +113.6%+$30.2M |
| Invesco Ltd. | $45.7M | 690,799 | 0.00% | 13q | +478.0%+$37.8M |
| GOLDMAN SACHS GROUP INC | $44.6M | 673,665 | 0.00% | 16q | +24.3%+$8.7M |
| TWO SIGMA INVESTMENTS, LP | $42.9M | 648,091 | 0.03% | 13q | +43.3%+$13.0M |
| NORTHERN TRUST CORP | $33.9M | 512,696 | 0.00% | 19q | +8.5%+$2.7M |
| MORGAN STANLEY | $29.7M | 449,443 | 0.00% | 19q | +0.8%+$234.1K |
| MARSHALL WACE, LLP | $29.1M | 439,293 | 0.02% | 5q | -65.0%-$53.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27.9M | 421,793 | 0.00% | 19q | +9.6%+$2.4M |
| Sixth Street Partners Management Company, L.P. | $27.9M | 421,793 | 0.00% | new | NEW |
| Artisan Partners Limited Partnership | $27.6M | 417,923 | 0.04% | 9q | -61.4%-$43.9M |
| FIRST TRUST ADVISORS LP | $25.6M | 386,501 | 0.02% | 13q | +8.0%+$1.9M |
| Nuveen, LLC | $23.7M | 358,730 | 0.01% | 6q | +2.6%+$608.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.7M | 126,364 | 0.00% | 19q | +82.4%+$10.7M |
| PRINCIPAL FINANCIAL GROUP INC | $22.9M | 346,306 | 0.01% | 14q | -14.9%-$4.0M |
| JPMORGAN CHASE & CO | $22.5M | 308,389 | 0.00% | 19q | -23.9%-$7.1M |
| VANGUARD FIDUCIARY TRUST CO | $21.4M | 323,270 | 0.00% | 2q | +3.8%+$786.0K |
| STANSBERRY ASSET MANAGEMENT, LLC | $21.0M | 317,619 | 1.92% | 17q | -20.0%-$5.3M |
| Public Sector Pension Investment Board | $20.0M | 302,098 | 0.03% | 2q | +92.5%+$9.6M |
| UBS Group AG | $19.7M | 297,948 | 0.00% | 16q | -4.4%-$905.1K |
| ALGERT GLOBAL LLC | $19.6M | 296,102 | 0.23% | 6q | -32.4%-$9.4M |
| Squarepoint Ops LLC | $17.8M | 263,403 | 0.02% | 3q | +314.6%+$13.5M |
| Bank of New York Mellon Corp | $17.1M | 258,836 | 0.00% | 19q | +2.2%+$362.1K |
| FRANKLIN RESOURCES INC | $16.9M | 254,984 | 0.00% | 13q | HELD |
| CITADEL ADVISORS LLC | $16.8M | 184,437 | 0.00% | 19q | -2.4%-$409.9K |
| SEI INVESTMENTS CO | $16.2M | 245,024 | 0.01% | 14q | +50.2%+$5.4M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $15.9M | 239,810 | 0.10% | new | NEW |
| Aberdeen Group plc | $14.6M | 221,055 | 0.02% | 11q | -25.9%-$5.1M |
| JW Asset Management, LLC | $14.5M | 218,621 | 4.52% | 12q | HELD |
| Trexquant Investment LP | $14.0M | 211,062 | 0.08% | 6q | -14.4%-$2.4M |
| AQR CAPITAL MANAGEMENT LLC | $12.7M | 192,015 | 0.00% | 14q | +282.5%+$9.4M |
| BNP PARIBAS FINANCIAL MARKETS | $12.5M | 189,028 | 0.00% | 7q | +372.6%+$9.9M |
| RENAISSANCE TECHNOLOGIES LLC | $12.3M | 186,000 | 0.02% | new | NEW |
| GILDER GAGNON HOWE & CO LLC | $11.8M | 178,774 | 0.12% | 14q | -1.7%-$207.9K |
| RAYMOND JAMES FINANCIAL INC | $11.2M | 169,926 | 0.00% | 7q | -17.0%-$2.3M |
| Weiss Asset Management LP | $11.0M | 165,946 | 0.12% | new | NEW |
| Russell Investments Group, Ltd. | $10.9M | 164,660 | 0.01% | 14q | -17.7%-$2.3M |
| SEGALL BRYANT & HAMILL, LLC | $9.9M | 149,865 | 0.12% | 7q | +1.8%+$172.6K |
| Point72 Asset Management, L.P. | $9.7M | 146,345 | 0.01% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.6M | 144,462 | 0.01% | 18q | -53.1%-$10.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $9.2M | 138,550 | 0.03% | 5q | -61.0%-$14.3M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $9.1M | 137,157 | 0.04% | 4q | HELD |
| Pier Capital, LLC | $9.0M | 135,730 | 1.19% | 3q | HELD |
| CREDIT AGRICOLE S A | $7.6M | 114,207 | 0.02% | 7q | +9.4%+$646.3K |
| RHUMBLINE ADVISERS | $7.3M | 110,769 | 0.01% | 18q | -6.0%-$468.3K |
| NATIXIS | $7.2M | 109,300 | 0.03% | new | NEW |
| Legal & General Group Plc | $7.1M | 106,650 | 0.00% | 19q | +4.7%+$320.0K |
| Allworth Financial LP | $6.9M | 104,613 | 0.03% | 16q | -16.6%-$1.4M |
| WELLS FARGO & COMPANY/MN | $6.7M | 101,101 | 0.00% | 19q | -27.8%-$2.6M |
| VICTORY CAPITAL MANAGEMENT INC | $6.6M | 100,078 | 0.00% | 12q | -5.9%-$416.1K |
| Counterpoint Mutual Funds LLC | $6.5M | 98,087 | 0.64% | new | NEW |
| Swiss National Bank | $6.4M | 97,300 | 0.00% | 15q | +2.1%+$132.3K |
| MILLENNIUM MANAGEMENT LLC | $6.3M | 95,763 | 0.00% | 5q | -39.1%-$4.1M |
| IMC-Chicago, LLC | $6.3M | 25,565 | 0.00% | 2q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5.9M | 89,670 | 0.01% | 2q | +37.4%+$1.6M |
| OSAIC HOLDINGS, INC. | $5.9M | 89,230 | 0.01% | 15q | +2485.6%+$5.7M |
| CASTLEARK MANAGEMENT LLC | $5.8M | 86,960 | 0.16% | 3q | -10.9%-$704.4K |
| Ranger Investment Management, L.P. | $5.6M | 85,105 | 0.36% | 9q | -40.2%-$3.8M |
| OBERWEIS ASSET MANAGEMENT INC/ | $5.5M | 83,608 | 0.11% | 11q | -46.4%-$4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.5M | 82,986 | 0.00% | 12q | +7.4%+$378.8K |
| Informed Momentum Co LLC | $5.3M | 80,850 | 0.48% | new | NEW |
| NIA IMPACT ADVISORS, LLC | $5.3M | 80,398 | 2.20% | 11q | -11.5%-$691.6K |
| Summit Creek Advisors LLC | $5.3M | 79,594 | 1.79% | 10q | -63.3%-$9.1M |
| Jump Financial, LLC | $5.0M | 75,429 | 0.04% | new | NEW |
| Moran Wealth Management, LLC | $4.7M | 71,645 | 0.13% | 13q | -0.7%-$34.5K |
| OAK RIDGE INVESTMENTS LLC | $4.6M | 70,109 | 0.26% | 11q | -27.3%-$1.7M |
| Qube Research & Technologies Ltd | $4.6M | 69,532 | 0.00% | new | NEW |
| FEDERATED HERMES, INC. | $4.4M | 65,978 | 0.01% | 14q | +10.1%+$399.3K |
| AMERICAN CENTURY COMPANIES INC | $4.4M | 65,854 | 0.00% | 12q | +77.7%+$1.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $4.2M | 63,016 | 0.01% | 3q | -44.2%-$3.3M |
| PRUDENTIAL FINANCIAL INC | $4.1M | 61,380 | 0.00% | 2q | -15.0%-$717.9K |
| Pictet Asset Management Holding SA | $4.0M | 60,430 | 0.00% | 6q | -20.3%-$1.0M |
| Moody Aldrich Partners LLC | $3.8M | 57,865 | 0.69% | 9q | -21.7%-$1.1M |
| LGT Fund Management Co Ltd. | $3.7M | 56,485 | 0.16% | new | NEW |
| Balyasny Asset Management L.P. | $3.6M | 55,059 | 0.00% | 7q | HELD |
| ALLIANCEBERNSTEIN L.P. | $3.6M | 75,546 | 0.00% | 16q | +45.1%+$1.1M |
| XTX Topco Ltd | $3.6M | 54,575 | 0.05% | 2q | +55.7%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $3.6M | 53,834 | 0.00% | 15q | +87.7%+$1.7M |
| DEUTSCHE BANK AG\ | $3.5M | 52,707 | 0.00% | 19q | +23.2%+$655.5K |
| MAVERICK CAPITAL LTD | $3.4M | 51,659 | 0.03% | 4q | -32.9%-$1.7M |
| CITIGROUP INC | $3.4M | 51,389 | 0.00% | 19q | +218.5%+$2.3M |
| THORNBURG INVESTMENT MANAGEMENT INC | $3.2M | 48,173 | 0.03% | new | NEW |
| Pathstone Holdings, LLC | $2.8M | 42,249 | 0.01% | 11q | -16.0%-$530.7K |
| HighTower Advisors, LLC | $2.7M | 40,177 | 0.00% | new | NEW |
| LPL Financial LLC | $2.6M | 39,420 | 0.00% | 11q | +131.7%+$1.5M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-17 | 13G | Fenelon Opportunity Fund Inc.with 2 co-filers | 5.5% |
| 2026-08-10 | 13G/A | Verlinvest Beverages SA | 1.9% |
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 5.6% |
| 2026-07-17 | 13G/A | Wasatch Advisors LP | 3.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 324 | $3.2B | 47,727,544 | 107 | 90 | 89 | 1.3% |
| Q1 2026 | 256 | $2.4B | 50,241,368 | 49 | 94 | 73 | 1.4% |
| Q4 2025 | 245 | $2.5B | 46,755,333 | 51 | 77 | 77 | 0.8% |
| Q3 2025 | 219 | $1.9B | 45,180,383 | 36 | 77 | 69 | 1.1% |
| Q2 2025 | 207 | $1.4B | 39,166,885 | 41 | 65 | 76 | 0.9% |
| Q1 2025 | 191 | $1.1B | 34,620,689 | 35 | 63 | 68 | 0.8% |
| Q4 2024 | 185 | $1.2B | 33,375,246 | 31 | 61 | 63 | 0.3% |
| Q3 2024 | 168 | $933.7M | 32,753,504 | 20 | 56 | 58 | 0.7% |
| Q2 2024 | 167 | $913.6M | 32,390,003 | 35 | 73 | 36 | 1.3% |
| Q1 2024 | 158 | $771.5M | 30,876,555 | 26 | 75 | 38 | 2.4% |
| Q4 2023 | 166 | $893.9M | 34,337,289 | 36 | 63 | 36 | 1.5% |
| Q3 2023 | 144 | $692.1M | 24,525,028 | 31 | 55 | 43 | 8.1% |
| Q2 2023 | 138 | $600.0M | 22,106,187 | 52 | 52 | 22 | 1.3% |
| Q1 2023 | 86 | $260.2M | 13,100,900 | 24 | 35 | 14 | 1.5% |
| Q4 2022 | 68 | $155.3M | 11,137,957 | 17 | 23 | 12 | 0.9% |
| Q3 2022 | 79 | $155.0M | 13,462,219 | 28 | 26 | 15 | 1.1% |
| Q2 2022 | 58 | $123.6M | 12,315,851 | 13 | 26 | 12 | 1.6% |
| Q1 2022 | 58 | $88.5M | 9,858,570 | 19 | 16 | 15 | 1.7% |
| Q4 2021 | 54 | $100.5M | 8,954,942 | 56 | 0 | 0 | 0.5% |