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Institutional Ownership · SEC Form 13F

Who owns The Vita Coco Company (COCO)


Which tracked institutional funds hold COCO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COCO company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

320
Institutional holders
48M
Shares held (tracked funds)
83.9%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on COCO is one-sided between 2026-Q1 and 2026-Q2: 146 added or opened and 47 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

COCO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes COCO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in COCO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 320 tracked filers holding COCO, 203 increased or opened the position and 145 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in COCO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 42

  • CONGRESS ASSET MANAGEMENT CO$80M
  • JANE STREET GROUP, LLC$61M
  • SILVERCREST ASSET MANAGEMENT GROUP LLC$16M
  • RENAISSANCE TECHNOLOGIES LLC$12M
  • Weiss Asset Management LP$11M
  • Point72 Asset Management, L.P.$10M

Full exits 27

  • LORD, ABBETT & CO. LLC$27M
  • GW&K Investment Management, LLC$26M
  • Woodline Partners LP$23M
  • Woodson Capital Management, LP$21M
  • Thrivent Financial for Lutherans$6M
  • Divisadero Street Capital Management, LP$5M

Largest adds

  • BlackRock, Inc.$229M
  • Invesco Ltd.$40M
  • STATE STREET CORP$39M
  • VANGUARD CAPITAL MANAGEMENT LLC$38M
  • BANK OF AMERICA CORP /DE/$37M
  • GEODE CAPITAL MANAGEMENT, LLC$29M

Largest trims

  • MARSHALL WACE, LLP$31M
  • WASATCH ADVISORS LP$27M
  • Artisan Partners Limited Partnership$24M
  • FMR LLC$15M
  • JACOBS LEVY EQUITY MANAGEMENT, INC$8M
  • NEW YORK STATE COMMON RETIREMENT FUND$5M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added7,010,187$464M15.2%2026-Q2
FMR LLC trimmed3,213,969$213M7.0%2026-Q2
WASATCH ADVISORS LP trimmed2,255,360$149M4.9%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added2,094,091$139M4.5%2026-Q2
STATE STREET CORP added1,847,940$122M4.0%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed1,844,963$122M4.0%2026-Q2
Driehaus Capital Management LLC trimmed1,503,177$99M3.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,379,689$91M3.0%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added1,244,889$82M2.7%2026-Q2
CONGRESS ASSET MANAGEMENT CO new1,207,102$80M2.6%2026-Q2
AMERIPRISE FINANCIAL INC trimmed1,146,654$76M2.5%2026-Q2
WESTFIELD CAPITAL MANAGEMENT CO LP trimmed1,137,802$75M2.5%2026-Q2
D. E. Shaw & Co., Inc. trimmed1,104,020$73M2.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,098,490$73M2.4%2026-Q2
LOOMIS SAYLES & CO L P trimmed1,001,278$66M2.2%2026-Q2
JANE STREET GROUP, LLC added927,278$61M2.0%2026-Q2
BANK OF AMERICA CORP /DE/ added857,603$57M1.9%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added739,487$49M1.6%2026-Q2
Invesco Ltd. added690,799$46M1.5%2026-Q2
GOLDMAN SACHS GROUP INC added673,665$45M1.5%2026-Q2
TWO SIGMA INVESTMENTS, LP added648,091$43M1.4%2026-Q2
NORTHERN TRUST CORP added512,696$34M1.1%2026-Q2
MORGAN STANLEY added449,443$30M1.0%2026-Q2
MARSHALL WACE, LLP trimmed439,293$29M1.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added421,793$28M0.9%2026-Q2
Artisan Partners Limited Partnership trimmed417,923$28M0.9%2026-Q2
FIRST TRUST ADVISORS LP added386,501$26M0.8%2026-Q2
Nuveen, LLC added358,730$24M0.8%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed346,306$23M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added323,270$21M0.7%2026-Q2
STANSBERRY ASSET MANAGEMENT, LLC trimmed317,619$21M0.7%2026-Q2
JPMORGAN CHASE & CO trimmed308,389$23M0.7%2026-Q2
UBS Group AG trimmed297,948$20M0.6%2026-Q2
ALGERT GLOBAL LLC added296,102$20M0.6%2026-Q2
Squarepoint Ops LLC added263,403$17M0.6%2026-Q2
Bank of New York Mellon Corp added258,836$17M0.6%2026-Q2
FRANKLIN RESOURCES INC added254,984$17M0.6%2026-Q2
SEI INVESTMENTS CO added245,024$16M0.5%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC new239,810$16M0.5%2026-Q2
Aberdeen Group plc trimmed221,055$15M0.5%2026-Q2
JW Asset Management, LLC218,621$14M0.5%2026-Q2
Trexquant Investment LP trimmed211,062$14M0.5%2026-Q2
AQR CAPITAL MANAGEMENT LLC added192,015$13M0.4%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added189,028$13M0.4%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added186,000$12M0.4%2026-Q2
CITADEL ADVISORS LLC trimmed184,437$12M0.4%2026-Q2
GILDER GAGNON HOWE & CO LLC trimmed178,774$12M0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed169,926$11M0.4%2026-Q2
Weiss Asset Management LP new165,946$11M0.4%2026-Q2
Russell Investments Group, Ltd. trimmed164,660$11M0.4%2026-Q2
Public Sector Pension Investment Board trimmed151,049$10M0.3%2026-Q2
SEGALL BRYANT & HAMILL, LLC trimmed149,865$10M0.3%2026-Q2
Point72 Asset Management, L.P. trimmed146,345$10M0.3%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed144,462$10M0.3%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed138,550$9M0.3%2026-Q2
KING LUTHER CAPITAL MANAGEMENT CORP137,157$9M0.3%2026-Q2
Pier Capital, LLC added135,730$9M0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added126,364$8M0.3%2026-Q2
CREDIT AGRICOLE S A added114,207$8M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed110,769$7M0.2%2026-Q2
NATIXIS new109,300$7M0.2%2026-Q2
Legal & General Group Plc added106,650$7M0.2%2026-Q2
Allworth Financial LP trimmed104,613$7M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added101,101$7M0.2%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed100,078$7M0.2%2026-Q2
Counterpoint Mutual Funds LLC added98,087$6M0.2%2026-Q2
Swiss National Bank added97,300$6M0.2%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed95,763$6M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH added89,670$6M0.2%2026-Q2
OSAIC HOLDINGS, INC. added89,230$6M0.2%2026-Q2
CASTLEARK MANAGEMENT LLC trimmed86,960$6M0.2%2026-Q2
Ranger Investment Management, L.P. trimmed85,105$6M0.2%2026-Q2
OBERWEIS ASSET MANAGEMENT INC/ trimmed83,608$6M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added82,986$5M0.2%2026-Q2
Informed Momentum Co LLC trimmed80,850$5M0.2%2026-Q2
NIA IMPACT ADVISORS, LLC trimmed80,398$5M0.2%2026-Q2
Summit Creek Advisors LLC trimmed79,594$5M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added75,546$4M0.1%2026-Q2
Jump Financial, LLC added75,429$5M0.2%2026-Q2
Moran Wealth Management, LLC trimmed71,645$5M0.2%2026-Q2
OAK RIDGE INVESTMENTS LLC trimmed70,109$5M0.2%2026-Q2
Qube Research & Technologies Ltd added69,532$5M0.2%2026-Q2
FEDERATED HERMES, INC. added65,978$4M0.1%2026-Q2
AMERICAN CENTURY COMPANIES INC added65,854$4M0.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed63,016$4M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed61,380$4M0.1%2026-Q2
Pictet Asset Management Holding SA trimmed60,430$4M0.1%2026-Q2
Moody Aldrich Partners LLC trimmed57,865$4M0.1%2026-Q2
LGT Fund Management Co Ltd. new56,485$4M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed56,099$4M0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed55,059$4M0.1%2026-Q2
XTX Topco Ltd added54,575$4M0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added53,834$4M0.1%2026-Q2
DEUTSCHE BANK AG\ added52,707$3M0.1%2026-Q2
MAVERICK CAPITAL LTD trimmed51,659$3M0.1%2026-Q2
CITIGROUP INC added51,389$3M0.1%2026-Q2
THORNBURG INVESTMENT MANAGEMENT INC new48,173$3M0.1%2026-Q2
Pathstone Holdings, LLC trimmed42,249$3M0.1%2026-Q2
LPL Financial LLC added39,420$3M0.1%2026-Q2
B. Metzler seel. Sohn & Co. AG trimmed38,361$3M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership