Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CGNX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16.2M | $795.7M | -0.2% | 9.725% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.4M | $508.1M | — | 6.209% | 0.03% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 7.4M | $364.0M | — | 4.449% | 0.01% |
| 4 | Pictet Asset Management Holding SA | 6.7M | $326.8M | -4.9% | 3.995% | 0.35% |
| 5 | NORDEA INVESTMENT MANAGEMENT AB | 6.1M | $292.2M | -24.2% | 3.677% | 0.27% |
| 6 | STATE STREET CORP | 5.3M | $257.8M | +0.9% | 3.150% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4.7M | $230.2M | +18.9% | 2.813% | 0.01% |
| 8 | DISCIPLINED GROWTH INVESTORS INC /MN | 4.3M | $211.7M | -7.2% | 2.588% | 4.33% |
| 9 | Invesco Ltd. | 3.0M | $146.3M | +643.9% | 1.788% | 0.02% |
| 10 | JANUS HENDERSON GROUP PLC | 2.7M | $130.3M | +81.0% | 1.593% | 0.06% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $118.0M | -0.3% | 1.442% | 0.02% |
| 12 | Point72 Asset Management, L.P. | 2.1M | $104.5M | -42.6% | 1.277% | 0.15% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.0M | $99.6M | +115.6% | 1.217% | 0.05% |
| 14 | Bank of New York Mellon Corp | 1.9M | $91.6M | -8.3% | 1.120% | 0.02% |
| 15 | Chevy Chase Trust Holdings, Inc. | 1.8M | $90.4M | +25.3% | 1.104% | 0.26% |
| 16 | BAMCO INC /NY/ | 1.7M | $85.3M | -8.4% | 1.042% | 0.26% |
| 17 | Artisan Partners Limited Partnership | 1.7M | $84.7M | +60.6% | 1.035% | 0.14% |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.7M | $81.2M | — | 0.992% | 0.27% |
| 19 | NORTHERN TRUST CORP | 1.6M | $79.7M | -0.3% | 0.975% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $73.8M | +0.9% | 0.902% | 0.01% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 1.5M | $72.7M | +33.5% | 0.917% | 0.03% |
| 22 | AMERICAN CENTURY COMPANIES INC | 1.5M | $72.2M | +55.1% | 0.882% | 0.04% |
| 23 | LAZARD ASSET MANAGEMENT LLC | 1.5M | $72.1M | -1.0% | 0.881% | 0.12% |
| 24 | Sumitomo Mitsui Trust Holdings, Inc. | 1.4M | $69.1M | +2.0% | 0.844% | 0.04% |
| 25 | RAYMOND JAMES FINANCIAL INC | 1.4M | $68.4M | +37.7% | 0.848% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CGNX — a direct measure of their conviction.
Filings activity in CGNX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 555 | +7.4% | 66.85% | +12.70 pp | $7.10B | +23% |
| Q4 2025 | 517 | +6.4% | 54.15% | 9.54 pp | $5.75B | 15% |
| Q3 2025 | 486 | +6.6% | 63.69% | +21.78 pp | $6.77B | +52% |
| Q2 2025 | 456 | +6.5% | 41.91% | +4.85 pp | $4.45B | +13% |
| Q1 2025 | 428 | 2.1% | 37.06% | 11.05 pp | $3.94B | 23% |
| Q4 2024 | 437 | +0.7% | 48.11% | 2.82 pp | $5.11B | 5.5% |
| Q3 2024 | 434 | 0.2% | 50.93% | 10.88 pp | $5.41B | 18% |
| Q2 2024 | 435 | — | 61.81% | — | $6.57B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CGNX stock.
Based on Q1 2026 13F filings, institutional ownership of Cognex Corporation stands at 66.8%, held across 555 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CGNX, with approximately 16,242,095 shares worth $0.80B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CGNX, including Point72 Asset Management, L.P..
Our composite Smart Money Score for CGNX is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
117 institutions opened new positions in CGNX during Q1 2026, while 79 fully exited. 364 added to existing positions and 73 trimmed.
CGNX institutional ownership rose by 12.70 percentage points quarter-over-quarter, with a net change of +38 holders.
The top 10 institutions account for 45.9% of all reported 13F value in CGNX, and the top 25 account for 63.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Cognex Corporation (CGNX) Institutional Ownership