Who owns Cohu, Inc. (COHU)
Which tracked institutional funds hold COHU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COHU company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on COHU is one-sided between 2025-Q4 and 2026-Q1: 100 added or opened and 32 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
COHU’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 COHU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in COHU 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 2025-Q4 and 2026-Q1, across 263 tracked filers holding COHU, 140 increased or opened the position and 119 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 COHU between the 2025-Q4 and 2026-Q1 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 16
- VANGUARD PORTFOLIO MANAGEMENT LLC$62M
- VANGUARD CAPITAL MANAGEMENT LLC$60M
- EMERALD ADVISERS, LLC$24M
- Driehaus Capital Management LLC$16M
- EMERALD MUTUAL FUND ADVISERS TRUST$15M
- VANGUARD FIDUCIARY TRUST CO$9M
Full exits 13
- VANGUARD GROUP INC$93M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7M
- Divisar Capital Management LLC$5M
- TWO SIGMA ADVISERS, LP$5M
- Engineers Gate Manager LP$1M
- COMERICA BANK$919K
Largest adds
- FRANKLIN RESOURCES INC$27M
- TWO SIGMA INVESTMENTS, LP$21M
- GOLDMAN SACHS GROUP INC$20M
- SEGALL BRYANT & HAMILL, LLC$19M
- ROYCE & ASSOCIATES LP$17M
- MILLENNIUM MANAGEMENT LLC$16M
Largest trims
- SG Capital Management LLC$24M
- BlackRock, Inc.$11M
- Atom Investors LP$7M
- Azarias Capital Management, L.P.$4M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$3M
- PARADIGM CAPITAL MANAGEMENT INC/NY$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,040,793 | $154M | 10.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,306,491 | $71M | 4.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,038,477 | $62M | 4.0% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 2,027,717 | $62M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,967,675 | $60M | 3.9% | 2026-Q1 |
| STATE STREET CORP added | 1,826,336 | $56M | 3.6% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 1,779,795 | $54M | 3.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,567,511 | $48M | 3.1% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 1,401,234 | $43M | 2.8% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 1,294,616 | $40M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,177,126 | $36M | 2.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,094,431 | $34M | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,053,870 | $32M | 2.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,020,140 | $31M | 2.0% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 955,344 | $29M | 1.9% | 2026-Q1 |
| MORGAN STANLEY added | 952,104 | $29M | 1.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 865,624 | $27M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 802,413 | $25M | 1.6% | 2026-Q1 |
| EMERALD ADVISERS, LLC added | 780,099 | $24M | 1.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 688,003 | $21M | 1.4% | 2026-Q1 |
| Tributary Capital Management, LLC trimmed | 687,219 | $21M | 1.4% | 2026-Q1 |
| Leeward Investments, LLC - MA added | 646,133 | $20M | 1.3% | 2026-Q1 |
| PARADIGM CAPITAL MANAGEMENT INC/NY trimmed | 623,852 | $19M | 1.2% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 538,531 | $16M | 1.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 533,943 | $16M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 517,195 | $16M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 494,700 | $15M | 1.0% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 489,850 | $15M | 1.0% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 474,068 | $15M | 0.9% | 2026-Q1 |
| CITIGROUP INC trimmed | 360,950 | $11M | 0.7% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 343,727 | $11M | 0.7% | 2026-Q1 |
| UBS Group AG added | 337,518 | $10M | 0.7% | 2026-Q1 |
| Focus Partners Wealth added | 322,640 | $10M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 308,390 | $9M | 0.6% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 307,587 | $9M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 302,680 | $9M | 0.6% | 2026-Q1 |
| SG Capital Management LLC trimmed | 290,877 | $9M | 0.6% | 2026-Q1 |
| Meros Investment Management, LP trimmed | 275,958 | $8M | 0.5% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 275,070 | $8M | 0.5% | 2026-Q1 |
| CSM Advisors, LLC trimmed | 274,136 | $8M | 0.5% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 272,150 | $8M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 266,411 | $8M | 0.5% | 2026-Q1 |
| DAVENPORT & Co LLC new | 261,243 | $8M | 0.5% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 258,208 | $8M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 251,122 | $8M | 0.5% | 2026-Q1 |
| Trexquant Investment LP added | 230,101 | $7M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 226,916 | $7M | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 219,914 | $7M | 0.4% | 2026-Q1 |
| Man Group plc added | 218,112 | $7M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 212,721 | $7M | 0.4% | 2026-Q1 |
| Stanley-Laman Group, Ltd. added | 209,012 | $6M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 207,552 | $6M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 194,828 | $6M | 0.4% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 191,885 | $6M | 0.4% | 2026-Q1 |
| CRAMER ROSENTHAL MCGLYNN LLC new | 188,342 | $6M | 0.4% | 2026-Q1 |
| 4D Advisors, LLC trimmed | 185,000 | $6M | 0.4% | 2026-Q1 |
| Lightrock Netherlands B.V. trimmed | 152,105 | $6M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 178,545 | $5M | 0.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 174,336 | $5M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 167,090 | $5M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 148,261 | $5M | 0.3% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 142,193 | $4M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 134,799 | $4M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 130,794 | $4M | 0.3% | 2026-Q1 |
| NEEDHAM INVESTMENT MANAGEMENT LLC trimmed | 130,000 | $4M | 0.3% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC trimmed | 126,022 | $4M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 116,334 | $4M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 114,265 | $3M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 113,386 | $3M | 0.2% | 2026-Q1 |
| Pier Capital, LLC new | 112,874 | $3M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 109,481 | $3M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 115,127 | $3M | 0.2% | 2026-Q1 |
| Legato Capital Management LLC trimmed | 105,576 | $3M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 103,701 | $3M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 92,245 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 92,050 | $3M | 0.2% | 2026-Q1 |
| Dean Capital Management added | 88,248 | $3M | 0.2% | 2026-Q1 |
| Creative Planning added | 85,706 | $3M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 84,500 | $3M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 77,253 | $2M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 77,023 | $2M | 0.2% | 2026-Q1 |
| OAK ASSOCIATES LTD /OH/ trimmed | 73,101 | $2M | 0.1% | 2026-Q1 |
| Atom Investors LP trimmed | 69,502 | $2M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 67,965 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 63,417 | $2M | 0.1% | 2026-Q1 |
| Azarias Capital Management, L.P. trimmed | 59,559 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,008,109 | $93M | 6.0% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 321,838 | $7M | 0.5% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 332,694 | $7M | 0.4% | 2025-Q3 stale |
| Divisar Capital Management LLC trimmed | 217,160 | $5M | 0.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 215,356 | $5M | 0.3% | 2025-Q4 stale |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 172,602 | $4M | 0.2% | 2025-Q3 stale |
| Divisadero Street Capital Management, LP new | 149,317 | $3M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 143,810 | $3M | 0.2% | 2025-Q3 stale |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 128,963 | $3M | 0.2% | 2025-Q3 stale |
| Foundry Partners, LLC trimmed | 175,045 | $3M | 0.2% | 2025-Q1 stale |
| Jefferies Financial Group Inc. added | 106,663 | $2M | 0.1% | 2025-Q3 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 130,000 | $2M | 0.1% | 2025-Q1 stale |
| WHITEBOX ADVISORS LLC new | 92,054 | $2M | 0.1% | 2025-Q3 stale |
| LMR Partners LLP new | 92,054 | $2M | 0.1% | 2025-Q3 stale |
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.
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.