CHOICEONE FINANCIA (COFS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
121
Reporting holders
$236.8M
Reported value
47.0%
Of shares outstanding
0.0%
Held as options
+8
Holder change
Institutions report 7,025,688 shares against 14,955,520 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. | $37.0M | 1,086,956 | 0.00% | 8q | +12.8%+$4.2M |
| NORTHERN TRUST CORP | $23.0M | 676,173 | 0.00% | 25q | -2.3%-$530.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | $21.2M | 624,274 | 0.00% | 2q | -1.4%-$301.7K |
| STATE STREET CORP | $15.2M | 447,442 | 0.00% | 25q | +39.3%+$4.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $13.0M | 380,890 | 0.00% | 25q | +8.6%+$1.0M |
| DIMENSIONAL FUND ADVISORS LP | $9.8M | 288,653 | 0.00% | 13q | +20.1%+$1.6M |
| ALLIANCEBERNSTEIN L.P. | $9.6M | 342,635 | 0.00% | 6q | -4.4%-$446.0K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.7M | 227,280 | 0.02% | 2q | +0.5%+$40.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.5M | 219,602 | 0.01% | 8q | -0.8%-$57.1K |
| AQR CAPITAL MANAGEMENT LLC | $7.0M | 205,739 | 0.00% | 3q | +328.0%+$5.4M |
| GOLDMAN SACHS GROUP INC | $6.8M | 199,174 | 0.00% | 8q | +25.7%+$1.4M |
| AMERICAN CENTURY COMPANIES INC | $6.6M | 192,689 | 0.00% | 10q | +104.9%+$3.4M |
| GENDELL JEFFREY L | $5.1M | 148,548 | 0.04% | 6q | HELD |
| MORGAN STANLEY | $3.8M | 110,600 | 0.00% | 26q | -10.7%-$448.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.5M | 101,910 | 0.00% | 2q | +24.0%+$670.0K |
| MARSHALL WACE, LLP | $3.4M | 100,803 | 0.00% | 4q | +18.5%+$533.9K |
| Nuveen, LLC | $3.2M | 92,779 | 0.00% | 6q | +67.2%+$1.3M |
| VANGUARD FIDUCIARY TRUST CO | $3.1M | 92,461 | 0.00% | 2q | +4.4%+$131.3K |
| TWO SIGMA INVESTMENTS, LP | $3.0M | 88,459 | 0.00% | 6q | -39.7%-$2.0M |
| SEGALL BRYANT & HAMILL, LLC | $3.0M | 87,466 | 0.04% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.5M | 74,709 | 0.04% | 15q | +4.5%+$109.2K |
| Bank of New York Mellon Corp | $2.2M | 65,169 | 0.00% | 13q | +4.4%+$93.9K |
| LPL Financial LLC | $1.8M | 52,492 | 0.00% | 9q | -0.9%-$16.7K |
| FIRST TRUST ADVISORS LP | $1.7M | 51,128 | 0.00% | 5q | +3.7%+$62.3K |
| RAYMOND JAMES FINANCIAL INC | $1.7M | 48,843 | 0.00% | 6q | +14.4%+$209.2K |
| BANK OF AMERICA CORP /DE/ | $1.7M | 48,550 | 0.00% | 26q | +22.4%+$301.8K |
| Empowered Funds, LLC | $1.6M | 46,209 | 0.01% | 2q | +7.5%+$109.2K |
| BROWN BROTHERS HARRIMAN & CO | $1.6M | 45,787 | 0.01% | 5q | HELD |
| JPMORGAN CHASE & CO | $1.5M | 44,310 | 0.00% | 14q | +5.9%+$84.2K |
| D. E. Shaw & Co., Inc. | $1.5M | 43,598 | 0.00% | 3q | -8.4%-$136.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.4M | 42,186 | 0.00% | 13q | +8.6%+$113.7K |
| Sixth Street Partners Management Company, L.P. | $1.4M | 42,186 | 0.00% | new | NEW |
| UBS Group AG | $1.2M | 35,266 | 0.00% | 26q | +84.9%+$550.6K |
| Cerity Partners LLC | $1.0M | 30,510 | 0.00% | 11q | +5.9%+$57.8K |
| Quantinno Capital Management LP | $972.4K | 28,600 | 0.00% | 2q | +164.0%+$604.1K |
| Shakespeare Wealth Management, LLC | $924.7K | 27,198 | 0.24% | 25q | HELD |
| BARCLAYS PLC | $921.5K | 27,104 | 0.00% | 25q | +9.4%+$79.2K |
| HSBC HOLDINGS PLC | $845.0K | 25,127 | 0.00% | 5q | -6.6%-$59.7K |
| HBW ADVISORY SERVICES LLC | $842.5K | 24,779 | 0.08% | 20q | HELD |
| STRS OHIO | $734.4K | 21,600 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $713.8K | 20,994 | 0.00% | 2q | -25.6%-$245.0K |
| AMERIPRISE FINANCIAL INC | $707.9K | 20,820 | 0.00% | 2q | -50.0%-$707.9K |
| Invesco Ltd. | $693.9K | 20,409 | 0.00% | 11q | -9.4%-$71.7K |
| Inspire Investing, LLC | $681.8K | 20,053 | 0.03% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $657.3K | 19,333 | 0.00% | 7q | +12.9%+$74.9K |
| Creative Planning | $640.4K | 18,834 | 0.00% | 3q | +27.0%+$136.1K |
| HighTower Advisors, LLC | $630.8K | 18,553 | 0.00% | 26q | HELD |
| RHUMBLINE ADVISERS | $618.5K | 18,190 | 0.00% | 13q | +2.3%+$13.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $567.2K | 16,682 | 0.00% | new | NEW |
| CITIGROUP INC | $476.1K | 14,002 | 0.00% | 15q | +335.0%+$366.6K |
| DEUTSCHE BANK AG\ | $469.7K | 13,814 | 0.00% | 11q | +3.5%+$15.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $467.4K | 13,747 | 0.01% | 3q | -10.4%-$54.4K |
| Connor, Clark & Lunn Investment Management Ltd. | $445.0K | 13,088 | 0.00% | 3q | +24.9%+$88.7K |
| XTX Topco Ltd | $439.3K | 12,920 | 0.01% | new | NEW |
| BLAIR WILLIAM & CO/IL | $428.0K | 12,589 | 0.00% | 3q | +1.8%+$7.8K |
| WELLS FARGO & COMPANY/MN | $409.5K | 12,044 | 0.00% | 26q | +11.4%+$41.8K |
| SEI INVESTMENTS CO | $404.3K | 11,892 | 0.00% | 2q | -38.7%-$255.0K |
| Numerai GP LLC | $363.7K | 10,698 | 0.03% | 2q | -51.8%-$390.5K |
| Vanguard Global Advisers, LLC | $361.1K | 10,622 | 0.00% | 2q | HELD |
| IEQ CAPITAL, LLC | $360.1K | 10,592 | 0.00% | new | NEW |
| Trexquant Investment LP | $348.2K | 10,241 | 0.00% | 3q | -67.4%-$720.3K |
| Gradient Investments LLC | $316.8K | 9,318 | 0.00% | 6q | HELD |
| PRUDENTIAL FINANCIAL INC | $306.9K | 9,025 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $294.6K | 8,665 | 0.00% | 13q | HELD |
| Sterling Capital Management LLC | $283.9K | 8,350 | 0.00% | 8q | +1661.6%+$267.8K |
| Capstone Financial Advisors, Inc. | $275.4K | 8,100 | 0.01% | 6q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $270.0K | 7,942 | 0.00% | 8q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $263.1K | 7,739 | 0.00% | 4q | HELD |
| Mutual Advisors, LLC | $259.5K | 7,633 | 0.00% | new | NEW |
| Semanteon Capital Management, LP | $249.3K | 7,331 | 1.13% | new | NEW |
| Mariner, LLC | $249.0K | 7,323 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $247.8K | 7,289 | 0.00% | 9q | +508.4%+$207.1K |
| Sequoia Financial Advisors, LLC | $242.1K | 7,122 | 0.00% | new | NEW |
| Meridian Financial Partners LLC | $239.1K | 7,125 | 0.08% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $225.1K | 6,621 | 0.00% | 9q | -3.8%-$9.0K |
| Centiva Capital, LP | $223.0K | 6,560 | 0.00% | new | NEW |
| Odyssean, LLC | $212.8K | 6,259 | 0.03% | 2q | -44.0%-$167.5K |
| STIFEL FINANCIAL CORP | $210.4K | 6,189 | 0.00% | 26q | -44.0%-$165.5K |
| Rafferty Asset Management, LLC | $207.1K | 6,091 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $187.4K | 5,513 | 0.00% | 26q | -42.0%-$136.0K |
| Police & Firemen's Retirement System of New Jersey | $167.4K | 4,924 | 0.00% | 7q | +37.9%+$46.0K |
| ROYAL BANK OF CANADA | $150.0K | 4,411 | 0.00% | 13q | +8.2%+$11.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | $144.8K | 4,259 | 0.00% | 13q | HELD |
| Legal & General Group Plc | $49.3K | 1,450 | 0.00% | 13q | +11.8%+$5.2K |
| Tower Research Capital LLC (TRC) | $48.1K | 1,415 | 0.00% | 17q | -10.3%-$5.5K |
| Ameritas Investment Partners, Inc. | $39.5K | 1,161 | 0.00% | 13q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $36.3K | 1,103 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $30.3K | 890 | 0.00% | 2q | +3945.5%+$29.5K |
| HARBOUR INVESTMENTS, INC. | $26.4K | 775 | 0.00% | 2q | HELD |
| Trust Co | $22.9K | 675 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $18.7K | 551 | 0.00% | 26q | HELD |
| Rockefeller Capital Management L.P. | $18.7K | 550 | 0.00% | 4q | HELD |
| FMR LLC | $17.4K | 511 | 0.00% | 12q | +18.3%+$2.7K |
| Cranbrook Wealth Management, LLC | $14.8K | 434 | 0.00% | 4q | HELD |
| Allworth Financial LP | $14.7K | 432 | 0.00% | 5q | +620.0%+$12.6K |
| Integrated Wealth Concepts LLC | $13.0K | 381 | 0.00% | new | NEW |
| Spire Wealth Management | $7.0K | 205 | 0.00% | 4q | HELD |
| IFP Advisors, Inc | $6.6K | 195 | 0.00% | 5q | +19400.0%+$6.6K |
| PNC Financial Services Group, Inc. | $5.8K | 172 | 0.00% | 4q | HELD |
| HOEY INVESTMENTS, INC | $4.6K | 135 | 0.00% | 6q | HELD |
Showing the largest 100 of 127 reported holders.
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 | 121 | $236.8M | 7,025,688 | 25 | 46 | 23 | 0.0% |
| Q1 2026 | 113 | $191.9M | 6,805,810 | 19 | 35 | 32 | 0.0% |
| Q4 2025 | 100 | $179.1M | 6,068,174 | 16 | 29 | 25 | 0.0% |
| Q3 2025 | 95 | $189.3M | 6,536,714 | 15 | 27 | 22 | 0.0% |
| Q2 2025 | 89 | $179.3M | 6,247,022 | 15 | 40 | 15 | 0.0% |
| Q1 2025 | 83 | $154.4M | 5,368,314 | 21 | 17 | 27 | 0.0% |
| Q4 2024 | 72 | $116.7M | 3,273,222 | 8 | 38 | 6 | 0.0% |
| Q3 2024 | 66 | $93.3M | 3,016,862 | 20 | 29 | 6 | 0.0% |
| Q2 2024 | 51 | $44.1M | 1,540,310 | 3 | 17 | 11 | 0.0% |
| Q1 2024 | 46 | $42.7M | 1,560,592 | 2 | 17 | 10 | 0.0% |
| Q4 2023 | 46 | $43.5M | 1,483,214 | 7 | 12 | 11 | 0.0% |
| Q3 2023 | 42 | $24.9M | 1,268,525 | 4 | 14 | 10 | 0.0% |
| Q2 2023 | 40 | $29.5M | 1,282,360 | 15 | 13 | 4 | 0.0% |
| Q1 2023 | 29 | $22.4M | 888,690 | 4 | 11 | 4 | 0.0% |
| Q4 2022 | 25 | $22.2M | 765,552 | 7 | 7 | 3 | 0.0% |
| Q3 2022 | 26 | $18.4M | 848,029 | 2 | 6 | 7 | 0.0% |
| Q2 2022 | 25 | $16.5M | 817,637 | 1 | 7 | 8 | 0.0% |
| Q1 2022 | 25 | $20.7M | 828,498 | 1 | 4 | 9 | 0.0% |
| Q4 2021 | 25 | $22.0M | 829,710 | 1 | 10 | 5 | 0.0% |
| Q3 2021 | 32 | $21.5M | 872,948 | 4 | 8 | 11 | 0.0% |
| Q2 2021 | 35 | $21.6M | 886,882 | 9 | 5 | 15 | 0.0% |
| Q1 2021 | 41 | $33.6M | 1,397,558 | 3 | 10 | 12 | 0.0% |
| Q4 2020 | 40 | $42.2M | 1,369,063 | 4 | 20 | 7 | 0.0% |
| Q3 2020 | 37 | $32.0M | 1,230,833 | 5 | 15 | 9 | 0.0% |
| Q2 2020 | 37 | $28.0M | 947,565 | 25 | 5 | 1 | 0.0% |
| Q1 2020 | 16 | $4.4M | 171,384 | 13 | 0 | 1 | 0.0% |
| Q4 2019 | 2 | $1.7M | 53,250 | 1 | 1 | 0 | 0.0% |
| Q3 2019 | 2 | $623.0K | 20,819 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $18.7K | 634 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $16.5K | 634 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $15.9K | 634 | 0 | 0 | 0 | 0.0% |