| VANGUARD CAPITAL MANAGEMENT LLC |
| 2.1M |
| $138.5M |
| +0.1% |
| 3.648% |
| 0.00% |
| 5 | STATE STREET CORP | 1.8M | $122.3M | +6.9% | 3.220% | 0.00% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 1.8M | $122.0M | -21.0% | 3.214% | 0.02% |
| 7 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.5M | $99.4M | -1.3% | 2.619% | 0.58% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $91.3M | +6.5% | 2.404% | 0.00% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | $82.3M | +10.9% | 2.169% | 0.00% |
| 10 | CONGRESS ASSET MANAGEMENT CO | 1.2M | $79.8M | — | 2.103% | 0.49% |
| 11 | AMERIPRISE FINANCIAL INC | 1.1M | $75.8M | -20.6% | 1.998% | 0.02% |
| 12 | JANE STREET GROUP, LLC | 1.1M | $75.8M | +827.0% | 1.996% | 0.01% |
| 13 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.1M | $75.3M | -1.2% | 1.982% | 0.25% |
| 14 | D. E. Shaw & Co., Inc. | 1.1M | $73.0M | -9.1% | 1.923% | 0.03% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $72.7M | +2.3% | 1.914% | 0.01% |
| 16 | LOOMIS SAYLES & CO L P | 1.0M | $66.2M | -6.7% | 1.744% | 0.08% |
| 17 | BANK OF AMERICA CORP /DE/ | 858K | $56.7M | +113.6% | 1.494% | 0.00% |
| 18 | Invesco Ltd. | 691K | $45.7M | +478.0% | 1.204% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 674K | $44.6M | +24.3% | 1.174% | 0.00% |
| 20 | TWO SIGMA INVESTMENTS, LP | 648K | $42.9M | +43.3% | 1.129% | 0.03% |
| 21 | NORTHERN TRUST CORP | 513K | $33.9M | +8.5% | 0.893% | 0.00% |
| 22 | MORGAN STANLEY | 449K | $29.7M | +0.8% | 0.783% | 0.00% |
| 23 | MARSHALL WACE, LLP | 439K | $29.1M | -65.0% | 0.765% | 0.02% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 422K | $27.9M | +9.6% | 0.735% | 0.00% |
| 25 | Artisan Partners Limited Partnership | 418K | $27.6M | -61.4% | 0.728% | 0.04% |
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 COCO — a direct measure of their conviction.
| 63.29% |
| 0.58 pp |
| $993M |
| 17% |
| Q4 2024 | 194 | +10% | 63.87% | +1.54 pp | $1.19B | +33% |
| Q3 2024 | 176 | — | 62.33% | — | $896M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
109 institutions opened new positions in COCO during Q2 2026, while 36 fully exited. 189 added to existing positions and 36 trimmed.
COCO institutional ownership fell by 1.82 percentage points quarter-over-quarter, with a net change of +77 holders.
The top 10 institutions account for 49.4% of all reported 13F value in COCO, and the top 25 account for 74.0%.
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.
The Vita Coco Company, Inc. (COCO) Institutional Ownership