The Vita Coco Co.COCO

13F holders, Q1 2025 (March 31)
206holders +7
38new positions
32sold out
6famous investors
$30.65avg. 13F price*

At the end of Q1 2025, 206 institutions reported holding The Vita Coco Co. Inc. (COCO) in their 13F filings, up 7 from Q4 2024. 38 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($102.0M), Wasatch Advisors LP ($82.3M) and Vanguard Group Inc. ($81.0M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
The Vita Coco Co. Inc.
CUSIP
92846Q107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 180Q1 2024Q2 2024: 183Q2 2024Q3 2024: 184Q3 2024Q4 2024: 199Q4 2024Q1 2025: 206Q1 2025Q2 2025: 218Q2 2025Q3 2025: 229Q3 2025Q4 2025: 260Q4 2025Q1 2026: 269Q1 2026Q2 2026: 341Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions38$36.2M
Exits32$56.2M

All 13F filers, Q4 2024 → Q1 2025: 5,464,781 shares bought and 4,963,060 shares sold, net +501,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 206 holders

BlackRock, Inc. 0.00% Add +2.6% 3,328,457 $102.0M
Wasatch Advisors LP 0.46% Reduce -5.0% 2,686,436 $82.3M
Vanguard Group Inc. 0.00% Add +2.0% 2,642,306 $81.0M
Artisan Partners Limited Partnership 0.09% Add +24.1% 1,864,937 $57.2M
Loomis Sayles & Co. L P 0.06% Reduce -2.1% 1,392,574 $42.7M
FMR LLC 0.00% Reduce -10.4% 1,264,002 $38.7M
D. E. Shaw & Co. 0.05% Add +5.8% 1,196,021 $36.7M
Geode Capital Management, LLC 0.00% Add +5.9% 989,684 $30.3M
Driehaus Capital Management LLC 0.29% Add +14.3% 977,291 $30.0M
Dimensional Fund Advisors LP 0.01% Add +5.3% 952,560 $29.2M
State Street Corp. 0.00% Reduce -5.3% 870,820 $26.7M
Woodson Capital Management, LP 5.83% Add +17.4% 833,366 $25.5M
GW&K Investment Management, LLC 0.21% Add +16.2% 756,646 $23.2M
Bank of America Corp. 0.00% Add +46.2% 748,762 $22.9M
Aberdeen Group plc 0.04% Add +14.6% 725,922 $22.2M
Gilder Gagnon Howe & Co. LLC 0.26% Reduce -11.6% 650,971 $20.0M
William Blair Investment Management, LLC 0.06% Add +4.0% 648,191 $19.9M
Victory Capital Management Inc. 0.02% Add +62.2% 645,225 $19.8M
Voya Investment Management LLC 0.02% Add +3376.9% 586,969 $18.0M
Balyasny Asset Management L.P. 0.05% Add +674.7% 582,317 $17.8M
Ameriprise Financial Inc. 0.00% Reduce -67.3% 563,784 $17.3M
Pictet Asset Management Holding SA 0.02% New 549,979 $16.9M
Wellington Management Group LLP 0.00% Add +102.2% 511,462 $15.7M
Thrivent Financial for Lutherans 0.03% Add +70.7% 495,621 $15.2M
New York State Common Retirement Fund 0.02% Add +29.6% 443,116 $13.6M
Stansberry Asset Management, LLC 1.69% Add +3.7% 440,143 $13.5M
Northern Trust Corp. 0.00% Add +3.4% 424,987 $13.0M
Lord, Abbett & Co. LLC 0.05% Reduce -25.0% 418,400 $12.8M
UBS Group AG 0.00% Reduce -37.6% 408,338 $12.5M
Franklin Resources Inc. 0.00% Add +102.3% 394,018 $12.1M
Summit Creek Advisors LLC 1.52% Reduce -15.5% 339,771 $10.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.6% 320,283 $9.8M
Goldman Sachs Group Inc. 0.00% Reduce -1.1% 308,162 $9.4M
JW Asset Management, LLC 5.13% No change 295,621 $9.1M
Morgan Stanley 0.00% Reduce -23.2% 279,846 $8.6M
Two Sigma Advisers, LP 0.02% Reduce -28.9% 277,700 $8.5M
Citadel Advisors 0.01% Add +29.6% 247,259 $7.6M
Oberweis Asset Management Inc./ 0.35% Reduce -0.7% 230,000 $7.0M
Two Sigma Investments, LP 0.02% Reduce -41.6% 225,927 $6.9M
Raymond James Financial Inc. 0.00% Add +4.1% 225,307 $6.9M
JPMorgan Chase & Co. 0.00% Reduce -23.4% 214,646 $6.6M
Ranger Investment Management, L.P. 0.46% Add +32.5% 209,935 $6.4M
Segall Bryant & Hamill, LLC 0.09% Reduce -2.7% 200,509 $6.1M
Russell Investments Group, Ltd. 0.01% Add +53.8% 197,586 $6.1M
First Trust Advisors LP 0.00% Add +181.8% 173,605 $5.3M
Alliancebernstein L.P. 0.00% Add +326.6% 164,185 $5.0M
Wells Fargo & Company 0.00% Add +284.7% 151,459 $4.6M
Deutsche Bank AG 0.00% Reduce -3.6% 144,953 $4.4M
Bank of New York Mellon Corp 0.00% Add +6.2% 133,572 $4.1M
Man Group plc 0.01% Reduce -53.0% 126,317 $3.9M
Pier Capital, LLC 0.62% Reduce -39.7% 120,910 $3.7M
Allworth Financial LP 0.02% No change 119,055 $3.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -33.9% 109,436 $3.4M
Oak Ridge Investments LLC 0.26% Reduce -0.6% 103,140 $3.2M
Lighthouse Investment Partners, LLC 0.14% New 102,905 $3.2M
Moody Aldrich Partners LLC 0.65% Reduce -1.5% 101,067 $3.1M
Nuveen, LLC 0.00% — 99,211 $3.0M
TT International Asset Management LTD 0.45% New 99,026 $3.0M
Baird Financial Group, Inc. 0.01% Reduce -34.0% 98,416 $3.0M
Point72 Asset Management 0.01% New 98,060 $3.0M
Invesco Ltd. 0.00% Add +398.5% 97,862 $3.0M
West Coast Financial LLC 0.31% Reduce -3.0% 89,059 $2.7M
American Century Companies Inc. 0.00% Reduce -15.7% 88,568 $2.7M
Susquehanna International Group, LLP 0.00% Add +11.8% 80,845 $2.5M
Swiss National Bank 0.00% Reduce -1.3% 77,000 $2.4M
Jane Street Group, LLC 0.00% Reduce -10.4% 73,527 $2.3M
Nia Impact Advisors, LLC 0.75% Add +4.8% 65,662 $2.0M
PDT Partners, LLC 0.14% Add +133.1% 64,108 $2.0M
Ami Asset Management Corp. 0.11% Reduce -3.7% 63,682 $2.0M
Trexquant Investment LP 0.02% New 61,426 $1.9M
Rhumbline Advisers 0.00% Add +6.3% 57,168 $1.8M
NewEdge Advisors, LLC 0.01% Reduce -8.3% 55,991 $1.7M
Sei Investments Co. 0.00% Reduce -19.1% 55,044 $1.7M
Barclays PLC 0.00% Reduce -29.0% 54,478 $1.7M
Teacher Retirement System of Texas 0.01% Reduce -7.8% 54,196 $1.7M
Hussman Strategic Advisors, Inc. 0.39% New 52,500 $1.6M
Granahan Investment Management, LLC 0.08% Reduce -74.1% 52,337 $1.6M
AQR Capital Management 0.00% Reduce -31.1% 50,470 $1.5M
OP Asset Management Ltd 0.03% — 49,762 $1.5M
Renaissance Technologies 0.00% Add +277.4% 46,800 $1.4M
Pathstone Holdings, LLC 0.01% Add +6.5% 46,099 $1.4M
Legal & General Group Plc 0.00% Reduce -0.2% 45,247 $1.4M
Principal Financial Group Inc. 0.00% Add +1.2% 43,809 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -5.0% 41,788 $1.3M
Janus Henderson Group PLC 0.00% Add +105.5% 41,144 $1.2M
State of Wisconsin Investment Board 0.00% Add +20.8% 37,181 $1.1M
California State Teachers Retirement System 0.00% No change 37,130 $1.1M
Credit Agricole S A 0.00% Add +1.5% 36,140 $1.1M
Conestoga Capital Advisors, LLC 0.02% No change 35,560 $1.1M
Verition Fund Management LLC 0.01% Reduce -5.6% 34,665 $1.1M
Citigroup Inc. 0.00% Reduce -27.2% 33,010 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -8.8% 31,371 $962K
Gotham Asset Management 0.01% Reduce -49.0% 29,345 $899K
CIBC Private Wealth Group LLC 0.00% No change 30,784 $859K
AlphaQuest LLC 0.09% Reduce -2.6% 27,654 $848K
Harbor Capital Advisors, Inc. 0.04% Reduce -83.0% 27,458 $842K
Martingale Asset Management L P 0.02% Reduce -4.5% 27,356 $838K
Algert Global LLC 0.02% New 25,990 $797K
T. Rowe Price Associates Inc. 0.00% Add +63.9% 25,908 $795K
Cookson Peirce & Co. Inc. 0.04% Add +17.1% 25,071 $768K
OMERS ADMINISTRATION Corp 0.01% New 24,400 $748K
MetLife Investment Management, LLC 0.00% Reduce -1.6% 23,818 $730K
Manufacturers Life Insurance Company, The 0.00% Add +13.4% 23,688 $726K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.3% 23,493 $720K
Great Lakes Advisors, LLC 0.01% Reduce -50.2% 22,006 $674K
Intech Investment Management LLC 0.01% Add +40.4% 20,834 $639K
Shay Capital LLC 0.18% New 20,000 $613K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 19,231 $589K
Moran Wealth Management, LLC 0.02% Reduce -2.3% 18,645 $571K
Dark Forest Capital Management LP 0.02% New 17,247 $529K
Aviva PLC 0.00% Reduce -0.4% 16,992 $521K
Fox Run Management, L.L.C. 0.08% New 16,416 $503K
Bleakley Financial Group, LLC 0.02% Reduce -1.6% 16,064 $492K
Centiva Capital, LP 0.03% New 15,538 $476K
STRS Ohio 0.00% Reduce -34.4% 14,100 $432K
Stifel Financial Corp. 0.00% Reduce -41.4% 13,941 $427K
Cim, LLC 0.06% Add +60.1% 13,390 $410K
Kings Path Partners LLC 0.19% Reduce -18.6% 12,961 $397K
Squarepoint Ops LLC 0.00% New 12,764 $391K
Glenmede Trust Co. NA 0.00% Reduce -0.5% 12,676 $389K
ExodusPoint Capital Management, LP 0.01% New 12,277 $376K
Arizona State Retirement System 0.00% Reduce -1.3% 11,378 $349K
Ascent Group, LLC 0.01% New 11,367 $348K
Schroder Investment Management Group 0.00% Reduce -63.5% 11,665 $348K
Banque Pictet & Cie SA 0.00% New 11,227 $344K
KLP Kapitalforvaltning As 0.00% No change 10,800 $331K
Commerce Bank 0.00% Add +15.2% 10,625 $326K
LPL Financial LLC 0.00% Add +66.8% 10,597 $325K
Versor Investments LP 0.05% New 10,500 $322K
Simplicity Wealth,LLC 0.02% New 10,415 $319K
Comerica Bank 0.00% Reduce -17.1% 9,674 $297K
Mariner, LLC 0.00% Reduce -4.4% 9,465 $290K
BNP Paribas Financial Markets 0.00% Reduce -82.1% 8,761 $269K
Police & Firemen's Retirement System of New Jersey 0.00% Add +10.8% 8,742 $268K
Cibc World Markets Corp. 0.00% New 8,710 $267K
ProShare Advisors LLC 0.00% Reduce -23.1% 8,499 $260K
State Board of Administration of Florida Retirement System 0.00% No change 8,450 $259K
XTX Topco Ltd 0.01% Reduce -51.0% 7,871 $241K
Goldstone Financial Group, LLC 0.04% New 7,549 $231K
Townsquare Capital LLC 0.00% Reduce -4.3% 7,541 $231K
LVW Advisors, LLC 0.03% No change 7,495 $230K
State of Wyoming 0.03% Add +238.9% 7,314 $224K
Orion Porfolio Solutions, LLC 0.00% Reduce -13.6% 7,063 $216K
Orion Portfolio Solutions, LLC 0.00% Reduce -13.6% 7,063 $216K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 7,027 $215K
HRT Financial LP 0.00% New 6,870 $210K
Bokf, NA 0.00% Reduce -9.8% 6,334 $194K
Simplex Trading, LLC 0.01% Add +39100.0% 5,880 $180K
PNC Financial Services Group, Inc. 0.00% Add +16.5% 5,343 $164K
Royal Bank of Canada 0.00% Reduce -64.3% 5,316 $163K
US Bancorp \de 0.00% Add +7.5% 5,247 $161K
1620 Investment Advisors, Inc. 0.11% Reduce -21.2% 4,404 $135K
Ameritas Investment Partners, Inc. 0.00% No change 4,107 $126K
Osaic Holdings, Inc. 0.00% Reduce -45.2% 3,744 $115K
Caitong International Asset Management Co., Ltd 0.08% New 3,637 $111K
Penserra Capital Management LLC 0.00% Reduce -52.6% 3,496 $107K
Cwm, LLC 0.00% Add +14.7% 2,868 $88K
Tower Research Capital LLC (TRC) 0.00% Add +140.4% 2,176 $67K
Harvest Fund Management Co., Ltd 0.00% Reduce -85.5% 1,797 $55K
Coldstream Capital Management Inc. 0.00% New 1,392 $43K
Amalgamated Bank 0.00% Add +6.8% 1,360 $42K
Assetmark, Inc. 0.00% Add +19.2% 1,279 $39K
Painted Porch Advisors LLC 0.01% No change 1,132 $35K
GAMMA Investing LLC 0.00% Add +9.6% 859 $26K
Canada Pension Plan Investment Board 0.00% Reduce -73.3% 800 $25K
Quadrant Capital Group LLC 0.00% Reduce -12.8% 724 $22K
Lanark Financial, Inc. 0.00% — 721 $22K
Exchange Traded Concepts, LLC 0.00% New 534 $16K
Group One Trading LLC 0.00% Add +0.7% 415 $13K
First Horizon Advisors, Inc. 0.00% Add +27.1% 408 $13K
Optiver Holding B.V. 0.00% New 300 $9K
Geneos Wealth Management Inc. 0.00% No change 300 $9K
Federated Hermes, Inc. 0.00% Add +191.0% 227 $7K
Nisa Investment Advisors, LLC 0.00% No change 217 $7K
Jones Financial Companies LLLP 0.00% New 191 $6K
Fortitude Family Office, LLC 0.00% No change 145 $4K
Avalon Trust Co 0.00% No change 126 $4K
Mather Group, Llc. 0.00% New 120 $4K
Vermillion & White Wealth Management Group, LLC 0.00% New 111 $3K
IFP Advisors, Inc 0.00% Reduce -9.2% 79 $3K
Larson Financial Group LLC 0.00% Reduce -3.9% 74 $2K
Highline Wealth Partners LLC 0.00% New 73 $2K
Hemington Wealth Management 0.00% New 97 $2K
Rothschild Investment LLC 0.00% Add +18.2% 65 $2K
Sterling Capital Management LLC 0.00% No change 40 $1K
Signaturefd, LLC 0.00% Add +322.2% 38 $1K
TD Private Client Wealth LLC 0.00% New 36 $1K
SVB Wealth LLC 0.00% New 34 $1K
Covestor Ltd 0.00% Reduce -88.9% 40 $1K
Bessemer Group Inc. 0.00% Reduce -99.7% 35 $1K
PFG Private Wealth Management, LLC 0.00% No change 32 $981
Arax Advisory Partners 0.00% Reduce -74.0% 32 $981
Principal Securities, Inc. 0.00% No change 22 $812
EverSource Wealth Advisors, LLC 0.00% Add +13.6% 25 $766
Lindbrook Capital, LLC 0.00% Add +700.0% 24 $736
Creative Financial Designs Inc. 0.00% New 21 $644
SouthState Bank Corp 0.00% New 20 $613
True Wealth Design, LLC 0.00% Add +50.0% 18 $552
Parallel Advisors, LLC 0.00% Reduce -88.2% 18 $552
Parkside Financial Bank & Trust 0.00% New 15 $460
Stephens Consulting, LLC 0.00% New 10 $307
SBI Securities Co., Ltd. 0.00% No change 10 $307
CoreCap Advisors, LLC 0.00% Reduce -66.7% 7 $215
Versant Capital Management, Inc 0.00% New 6 $184
Farther Finance Advisors, LLC 0.00% No change 6 $180
Brooklyn Investment Group 0.00% New 3 $92

"% of holder's portfolio" is COCO's weight in each manager's 13F, not the share of The Vita Coco Co. Inc. the manager owns.