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 213 institutions that hold shares in the stock, with a total of 35.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
300
shares
|
$11,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
227
shares
|
$8,859
0.0% of portfolio
|
Q1 2025
Added 191.03%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
217
shares
|
$8,469
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
191
shares
|
$7,454
0.0% of portfolio
|
Q1 2025
Reduced 95.96%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
139
shares
|
$5,425
0.0% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
126
shares
|
$4,917
0.0% of portfolio
|
Q2 2024
Reduced 80.65%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
111
shares
|
$4,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
97
shares
|
$3,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
79
shares
|
$3,083
0.0% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
74
shares
|
$2,888
0.0% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
65
shares
|
$2,536
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
40
shares
|
$1,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
40
shares
|
$1,561
0.0% of portfolio
|
Q1 2025
Reduced 88.92%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
35
shares
|
$1,366
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
34
shares
|
$1,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
33
shares
|
$1,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
32
shares
|
$1,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
32
shares
|
$1,248
0.0% of portfolio
|
Q1 2025
Reduced 73.98%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
25
shares
|
$975
0.0% of portfolio
|
Q2 2025
Added 316.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
25
shares
|
$975
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
24
shares
|
$936
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
22
shares
|
$858
0.0% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
21
shares
|
$819
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
20
shares
|
$780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
18
shares
|
$702
0.0% of portfolio
|
Q1 2025
Added 50.0%
|