HolderBook

COHERENT CORP (COHR)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

41
Reporting holders
$138.2M
Reported value
2.8%
Calls
0.0%
Puts
-1,281
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Artemis Investment Management LLP$45.0M156,2010.39%12q-35.9%-$25.1M
Oak Grove Capital LLC$43.1M136,4131.95%17q+5.8%+$2.4M
ZEVENBERGEN CAPITAL INVESTMENTS LLC$28.9M100,3010.66%3q+25.7%+$5.9M
Red Spruce Capital, LLC$3.1M10,6691.09%8qHELD
Farther Finance Advisors, LLC$2.1M7,4690.02%16q-35.6%-$1.2M
GAMMA Investing LLC$2.1M7,2330.07%12q-2.7%-$57.3K
Castle Rock Wealth Management, LLC$1.7M4,9390.31%4q-31.7%-$776.3K
Gradient Investments LLC$1.7M5,7690.02%3q-12.7%-$240.9K
Veracity Capital LLC$1.5M5,2250.40%5q+1.6%+$24.2K
Silverleafe Capital Partners, LLC$1.4M4,7690.39%newNEW
Wedmont Private Capital$1.4M4,5360.03%6q-0.9%-$12.4K
Eleva Capital SAS$1.1M3,8520.98%newNEW
Sunburst Financial Group, LLC$585.1K2,0330.09%5qHELD
Central Pacific Bank - Trust Division$527.6K1,8330.06%11qHELD
Bangor Savings Bank$479.5K1,6660.04%16qHELD
CONGRESS ASSET MANAGEMENT CO$473.4K1,6450.00%3q-99.1%-$54.4M
Kopion Asset Management, LLC$467.7K1,6250.30%17q-3.3%-$15.8K
Whalen Wealth Management Inc.$360.3K1,2520.15%newNEW
TITLEIST ASSET MANAGEMENT, LLC$360.3K1,2520.02%2q+8.8%+$29.1K
Apella Capital, LLC$323.9K9680.00%3q+14.7%+$41.5K
Valeo Financial Advisors, LLC$290.0K1,0070.01%2q-2.7%-$8.1K
GK Wealth Management LLC$240.0K8340.14%2q-2.9%-$7.2K
Bill Few Associates, Inc.$230.2K8000.05%3q-15.8%-$43.2K
Versant Capital Management, Inc$224.8K7810.02%17q+2.1%+$4.6K
Plan A Wealth LLC$215.0K7470.08%newNEW
MassMutual Private Wealth & Trust, FSB$197.2K6850.01%17q-5.5%-$11.5K
TOTH FINANCIAL ADVISORY CORP$137.3K4770.01%17q+1.3%+$1.7K
Wealth Enhancement Trust Services, Inc.$96.1K3340.01%4q-44.7%-$77.7K
CoreCap Advisors, LLC$48.4K1680.00%4q-85.5%-$285.8K
Mn Services Vermogensbeheer B.V.$15.5K54,0000.12%2qHELD
Marquette Asset Management, LLC$9.8K340.00%5qHELD
BURKETT FINANCIAL SERVICES, LLC$7.2K250.00%newNEW
ARMSTRONG ADVISORY GROUP, INC$4.9K170.00%4q+13.3%
Planning Strategies Inc.$4.9K170.00%2q+6.2%
Retirement Wealth Solutions LLC$4.0K140.00%5q-61.1%-$6.3K
GILPIN WEALTH MANAGEMENT, LLC$3.5K120.00%3qHELD
EASTERN BANK$2.9K100.00%2qHELD
MJT & Associates Financial Advisory Group, Inc.$1.7K60.00%2q-14.3%
ELEVATION WEALTH PARTNERS, LLC$1.4K50.00%2q-58.3%-$2.0K
Trust Co$1.4K50.00%4qHELD
Davis Capital Management$1.4K50.00%4q-16.7%
Noble Wealth Management PBC$86330.00%newNEW
Polaris Financial Partners$341210.02%newFIRST
CX Institutional$5170.00%3q+21.4%

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 →

FiledFormFiler % of class
2026-07-0813G/AFMR LLCwith 1 co-filers5.6%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-312026-08-27Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-31Eng Julie SheridanChief Technology OfficerSold7,047$2.0M
2026-09-01Eng Julie SheridanChief Technology OfficerSold6,030$1.6M
2026-09-11Digirolomo EnricoDirectorSold5,315$1.6M
2026-08-18Luther Sherri RChief Financial OfficerSold3,000$972.0K
2026-05-12Luther Sherri RChief Financial OfficerSold2,000$745.9K
2026-05-11Xia Howard H.DirectorSold2,000$709.0K ×4
2026-04-22Luther Sherri RChief Financial OfficerSold2,000$702.0K
2026-08-31SKAGGS STEPHEN ADirectorSold2,272$629.1K
2026-08-31Digirolomo EnricoDirectorSold2,272$629.0K
2026-09-02Neal-Graves LisaDirectorSold2,200$590.5K
2026-07-22Luther Sherri RChief Financial OfficerSold1,000$306.7K
2026-09-09Beard Robert PChief Strategy & Legal OfficerSold500$154.7K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202641$138.2M465,63669182.8%
Q2 20261,322$79.0B181,669,4643304883589.5%
Q1 20261,112$45.1B177,231,4523053443466.5%
Q4 2025907$32.2B165,144,2522222362815.4%
Q3 2025708$16.6B145,853,5171422002355.2%
Q2 2025654$13.8B145,568,7611352651515.6%
Q1 2025593$9.9B142,675,585902211765.6%
Q4 2024638$14.2B142,607,4941181602024.6%
Q3 2024541$13.5B142,574,697941661726.1%
Q2 2024505$10.5B138,519,879831361774.8%
Q1 2024483$8.8B135,932,5721161191626.1%
Q4 2023413$6.1B133,414,234631411224.8%
Q3 2023401$4.5B127,903,854601261246.5%
Q2 2023421$6.9B126,269,368681031617.5%
Q1 2023429$5.0B128,579,383551441242.9%
Q4 2022431$4.4B122,170,339731451272.9%
Q3 2022419$4.4B121,168,766420213.4%
Q2 2022274$6.1B22,706,8903689901.5%
Q1 2022284$6.5B23,008,44536102772.7%
Q4 2021288$6.7B23,786,56220721074.8%
Q3 2021278$5.5B21,331,37814821133.8%
Q2 2021302$6.3B22,935,819391031013.3%
Q1 2021298$5.8B22,442,51411563832.0%
Q4 2020229$3.5B23,010,5162375831.1%
Q3 2020239$2.6B22,723,9443480741.5%
Q2 2020252$3.1B23,574,3164679831.5%
Q1 2020245$2.8B25,596,4982684872.6%
Q4 2019279$4.1B24,537,0653482981.5%
Q3 2019271$3.9B24,666,58723671083.4%
Q2 2019289$3.5B24,986,16942106893.9%
Q1 2019281$3.8B25,764,7544282962.6%
Q4 2018283$2.7B25,105,2516632.7%