Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in COHU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.3M | $223.9M | +2.7% | 15.561% | 0.00% |
| 2 | VICTORY CAPITAL MANAGEMENT INC | 2.3M | $70.6M | -6.7% | 4.909% | 0.05% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | $62.4M | β | 4.338% | 0.00% |
| 4 | ROYCE & ASSOCIATES LP | 2.0M | $62.1M | +5.7% | 4.316% | 0.61% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $60.3M | β | 4.188% | 0.00% |
| 6 | STATE STREET CORP | 1.8M | $55.9M | +0.4% | 3.887% | 0.00% |
| 7 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.8M | $54.5M | -5.9% | 3.788% | 0.18% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $48.0M | -15.2% | 3.336% | 0.01% |
| 9 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.4M | $42.9M | -9.1% | 2.982% | 0.98% |
| 10 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1.3M | $39.6M | -7.4% | 2.755% | 0.41% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $36.0M | +5.4% | 2.505% | 0.00% |
| 12 | TWO SIGMA INVESTMENTS, LP | 1.1M | $33.5M | +102.0% | 2.329% | 0.03% |
| 13 | GOLDMAN SACHS GROUP INC | 1.1M | $32.3M | +106.2% | 2.243% | 0.00% |
| 14 | FRANKLIN RESOURCES INC | 1.0M | $31.2M | +455.3% | 2.171% | 0.01% |
| 15 | MORGAN STANLEY | 952K | $29.2M | +10.7% | 2.026% | 0.00% |
| 16 | Bank of New York Mellon Corp | 866K | $26.5M | -1.4% | 1.842% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 802K | $24.6M | -0.5% | 1.708% | 0.00% |
| 18 | EMERALD ADVISERS, LLC | 780K | $23.9M | β | 1.660% | 0.76% |
| 19 | MILLENNIUM MANAGEMENT LLC | 688K | $21.1M | +196.4% | 1.464% | 0.01% |
| 20 | Tributary Capital Management, LLC | 687K | $21.0M | -2.3% | 1.463% | 2.04% |
| 21 | Leeward Investments, LLC - MA | 646K | $19.8M | +4.0% | 1.375% | 0.98% |
| 22 | PARADIGM CAPITAL MANAGEMENT INC/NY | 624K | $19.1M | -31.8% | 1.328% | 0.73% |
| 23 | D. E. Shaw & Co., Inc. | 545K | $16.7M | +0.0% | 1.160% | 0.02% |
| 24 | DRIEHAUS CAPITAL MANAGEMENT LLC | 539K | $16.5M | β | 1.146% | 0.12% |
| 25 | BANK OF AMERICA CORP /DE/ | 517K | $15.8M | +2.2% | 1.101% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in COHU β a direct measure of their conviction.
Filings activity in COHU during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 258 | +4.0% | 51.48% | +13.49 pp | $1.48B | +36% |
| Q4 2025 | 248 | +6.9% | 37.99% | +5.45 pp | $1.09B | +17% |
| Q3 2025 | 232 | +12% | 32.54% | +3.86 pp | $938M | +13% |
| Q2 2025 | 208 | +1.5% | 28.68% | +8.55 pp | $827M | +43% |
| Q1 2025 | 205 | +4.1% | 20.13% | 17.92 pp | $580M | 47% |
| Q4 2024 | 197 | 3.9% | 38.05% | +1.90 pp | $1.10B | +5.3% |
| Q3 2024 | 205 | 6.8% | 36.15% | 10.44 pp | $1.04B | 22% |
| Q2 2024 | 220 | β | 46.59% | β | $1.34B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying COHU stock.
Based on Q1 2026 13F filings, institutional ownership of Cohu, Inc. stands at 51.5%, held across 258 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of COHU, with approximately 7,311,286 shares worth $0.22B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of COHU, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for COHU is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
47 institutions opened new positions in COHU during Q1 2026, while 37 fully exited. 175 added to existing positions and 34 trimmed.
COHU institutional ownership rose by 13.49 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 48.5% of all reported 13F value in COHU, and the top 25 account for 73.3%.
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.