COHEN & CO INC NEW (COHN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
14
Reporting holders
$2.1M
Reported value
4.8%
Of shares outstanding
0.0%
Held as options
+1
Holder change
Institutions report 155,566 shares against 3,228,970 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. | $425.7K | 31,345 | 0.00% | 8q | +27.0%+$90.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | $400.9K | 29,521 | 0.00% | 2q | +26.8%+$84.7K |
| TWO SIGMA INVESTMENTS, LP | $360.4K | 26,538 | 0.00% | 2q | +126.6%+$201.4K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $231.5K | 17,044 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $182.4K | 13,433 | 0.00% | 3q | +11.1%+$18.2K |
| DIMENSIONAL FUND ADVISORS LP | $174.8K | 12,873 | 0.00% | 2q | +25.4%+$35.4K |
| VANGUARD FIDUCIARY TRUST CO | $145.6K | 10,718 | 0.00% | 2q | +60.0%+$54.6K |
| CITADEL ADVISORS LLC | $139.6K | 10,278 | 0.00% | new | NEW |
| Spire Wealth Management | $27.2K | 2,000 | 0.00% | 3q | -20.0%-$6.8K |
| WELLS FARGO & COMPANY/MN | $19.0K | 1,401 | 0.00% | 15q | -50.0%-$19.0K |
| Tower Research Capital LLC (TRC) | $4.6K | 338 | 0.00% | 20q | +19.9% |
| BARCLAYS PLC | $896 | 66 | 0.00% | new | NEW |
| MORGAN STANLEY | $127 | 9 | 0.00% | 20q | +200.0% |
| Caitong International Asset Management Co., Ltd | $27 | 2 | 0.00% | new | NEW |
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 | 14 | $2.1M | 155,566 | 4 | 8 | 2 | 0.0% |
| Q1 2026 | 13 | $1.7M | 114,836 | 4 | 3 | 1 | 0.0% |
| Q4 2025 | 10 | $1.4M | 59,134 | 4 | 2 | 2 | 0.0% |
| Q3 2025 | 9 | $670.7K | 59,843 | 1 | 5 | 1 | 0.0% |
| Q2 2025 | 9 | $432.2K | 43,522 | 1 | 1 | 4 | 0.0% |
| Q1 2025 | 9 | $392.7K | 48,012 | 0 | 0 | 3 | 0.0% |
| Q4 2024 | 12 | $645.8K | 62,394 | 3 | 3 | 2 | 0.0% |
| Q3 2024 | 9 | $526.8K | 62,793 | 0 | 2 | 3 | 0.0% |
| Q2 2024 | 10 | $531.8K | 60,024 | 3 | 2 | 5 | 0.0% |
| Q1 2024 | 8 | $419.3K | 58,664 | 2 | 3 | 2 | 0.0% |
| Q4 2023 | 8 | $254.7K | 38,324 | 2 | 2 | 1 | 0.0% |
| Q3 2023 | 7 | $356.6K | 54,743 | 1 | 1 | 1 | 0.0% |
| Q2 2023 | 6 | $153.5K | 37,835 | 0 | 3 | 2 | 0.0% |
| Q1 2023 | 8 | $727.1K | 106,036 | 1 | 0 | 5 | 0.0% |
| Q4 2022 | 9 | $937.2K | 112,411 | 3 | 4 | 0 | 0.0% |
| Q3 2022 | 9 | $1.0M | 118,162 | 1 | 6 | 0 | 0.0% |
| Q2 2022 | 10 | $1.2M | 111,219 | 1 | 3 | 1 | 0.0% |
| Q1 2022 | 12 | $1.0M | 62,791 | 0 | 0 | 3 | 0.0% |
| Q4 2021 | 12 | $938.0K | 63,305 | 3 | 3 | 2 | 0.0% |
| Q3 2021 | 9 | $1.0M | 53,921 | 6 | 2 | 0 | 0.0% |
| Q2 2021 | 6 | $2.0M | 105,925 | 1 | 1 | 3 | 0.0% |
| Q1 2021 | 7 | $3.1M | 129,481 | 2 | 0 | 1 | 0.0% |
| Q4 2020 | 8 | $1.6M | 97,597 | 5 | 1 | 0 | 0.0% |
| Q3 2020 | 3 | $653.0K | 33,427 | 1 | 1 | 0 | 0.0% |
| Q2 2020 | 6 | $386.0K | 40,922 | 4 | 0 | 2 | 0.0% |
| Q1 2020 | 2 | $97.0K | 29,422 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 2 | $109.0K | 27,628 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 4 | $123.0K | 30,040 | 1 | 0 | 1 | 0.0% |
| Q2 2019 | 4 | $141.0K | 30,788 | 1 | 0 | 1 | 0.0% |
| Q1 2019 | 3 | $207.0K | 31,113 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 4 | $263.0K | 31,179 | 1 | 0 | 0 | 0.0% |