Institutional Ownership Vita Coco Company, Inc. (COCO)
This table provides information about the institutional ownership of Vita Coco Company, Inc. (COCO). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,800
shares
|
$67,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
1,421
shares
|
$53,202
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,273
shares
|
$47,661
0.0% of portfolio
|
Q1 2024
Reduced 68.58%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,005
shares
|
$37,627
0.0% of portfolio
|
Q2 2024
Added 40.56%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
800
shares
|
$29,952
0.01% of portfolio
|
Q3 2024
Reduced 69.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
784
shares
|
$29,352
0.0% of portfolio
|
Q4 2024
Added 84.91%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
724
shares
|
$27,106
0.0% of portfolio
|
Q4 2023
Reduced 9.84%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
670
shares
|
$25,084
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
667
shares
|
$24,972
0.0% of portfolio
|
Q3 2024
Added 43.13%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
442
shares
|
$16,548
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
321
shares
|
$12,018
0.0% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$11,232
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
217
shares
|
$8,124
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
193
shares
|
$7,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
145
shares
|
$5,428
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
133
shares
|
$4,979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
126
shares
|
$4,717
0.0% of portfolio
|
Q2 2024
Reduced 80.65%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
123
shares
|
$4,605
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
118
shares
|
$4,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
64
shares
|
$2,396
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
45
shares
|
$1,684
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
40
shares
|
$1,497
0.0% of portfolio
|
Q3 2024
Reduced 80.86%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
40
shares
|
$1,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22
shares
|
$823
0.0% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
20
shares
|
$748
0.0% of portfolio
|
Q2 2023
New holding
|