The Vita Coco Company, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.15 M | $89.12 M | 100.00% | 5.55% |
| VANGUARD GROUP INC | 11/13/2024 | 2.58 M | $72.97 M | 5.35% | 4.54% |
| WASATCH ADVISORS LP | 11/14/2024 | 2.40 M | $67.97 M | 298.95% | 4.23% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.74 M | $49.36 M | -0.39% | 3.07% |
| FMR LLC | 11/13/2024 | 1.57 M | $44.55 M | -31.48% | 2.77% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2024 | 1.32 M | $37.28 M | 28.18% | 2.32% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 1.23 M | $34.78 M | -2.22% | 2.16% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 11/12/2024 | 1.12 M | $31.81 M | -11.03% | 1.98% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 1.07 M | $30.18 M | -17.48% | 1.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.04 M | $29.49 M | 10.83% | 1.83% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 895,716 | $25.36 M | 106.40% | 1.58% |
| STATE STREET CORP | 11/14/2024 | 876,774 | $24.82 M | 4.71% | 1.54% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 852,811 | $24.15 M | 9.83% | 1.50% |
| ABRDN PLC | 10/25/2024 | 846,675 | $23.97 M | -7.64% | 1.49% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 768,635 | $21.76 M | 0.96% | 1.35% |
| GILDER GAGNON HOWE & CO LLC | 11/14/2024 | 737,575 | $20.88 M | -2.46% | 1.30% |
| WOODSON CAPITAL MANAGEMENT, LP | 11/14/2024 | 679,062 | $19.22 M | 100.00% | 1.20% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 663,113 | $18.77 M | -2.66% | 1.17% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 656,432 | $18.58 M | -11.70% | 1.16% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 490,680 | $13.89 M | -28.54% | 0.86% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 481,984 | $13.64 M | 36.15% | 0.85% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 460,416 | $13.03 M | 21.07% | 0.81% |
| STANSBERRY ASSET MANAGEMENT, LLC | 11/14/2024 | 452,212 | $12.80 M | 2.15% | 0.80% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 443,000 | $12.54 M | -26.91% | 0.78% |
| SUMMIT CREEK ADVISORS LLC | 11/12/2024 | 400,791 | $11.35 M | 17.66% | 0.71% |
| MAN GROUP PLC | 11/14/2024 | 400,704 | $11.34 M | -9.24% | 0.71% |
| JPMORGAN CHASE & CO | 12/26/2024 | 372,079 | $10.53 M | -18.67% | 0.66% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 341,506 | $9.67 M | 142.95% | 0.60% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 324,041 | $9.17 M | 21.63% | 0.57% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 302,845 | $8.57 M | 36.08% | 0.53% |
| JW ASSET MANAGEMENT, LLC | 11/08/2024 | 295,621 | $8.37 M | -6.34% | 0.52% |
| MOODY ALDRICH PARTNERS LLC | 10/22/2024 | 196,847 | $5.57 M | -1.91% | 0.35% |
| MORGAN STANLEY | 11/14/2024 | 187,163 | $5.30 M | -53.57% | 0.33% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 186,233 | $5.36 M | -75.24% | 0.33% |
| TT INTERNATIONAL ASSET MANAGEMENT LTD | 11/18/2024 | 181,188 | $5.13 M | 1,643.70% | 0.32% |
| UBS GROUP AG | 11/14/2024 | 169,655 | $4.80 M | -8.21% | 0.30% |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | 11/14/2024 | 167,925 | $4.75 M | 100.00% | 0.30% |
| OBERWEIS ASSET MANAGEMENT INC/ | 11/14/2024 | 165,700 | $4.69 M | 0.18% | 0.29% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/04/2024 | 161,930 | $4.58 M | 76.27% | 0.29% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 153,232 | $4.34 M | -2.13% | 0.27% |
| PIER CAPITAL, LLC | 11/15/2024 | 143,744 | $4.07 M | -50.78% | 0.25% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 141,929 | $4.02 M | 119.37% | 0.25% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 141,101 | $3.99 M | 25.56% | 0.25% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 140,952 | $3.99 M | 100.00% | 0.25% |
| INVESCO LTD. | 11/12/2024 | 140,509 | $3.98 M | 6.87% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 124,134 | $3.51 M | -18.25% | 0.22% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 122,134 | $3.46 M | 0.08% | 0.22% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 119,055 | $3.37 M | 0.00% | 0.21% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 118,457 | $3.35 M | 35.68% | 0.21% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 108,444 | $3.07 M | 35.34% | 0.19% |
The Vita Coco Company, Inc.institutional Ownership - FAQ's
During the previous two years, 205 institutional investors and hedge funds held shares of The Vita Coco Company, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.15 M
VANGUARD GROUP INC: 2.58 M
WASATCH ADVISORS LP: 2.4 M
AMERIPRISE FINANCIAL INC: 1.74 M
FMR LLC: 1.57 M
Artisan Partners Limited Partnership: 1.32 M
62.22% of The Vita Coco Company, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 37.85 M shares in the last 24 months. This purchase volume represents approximately $1.33 B in transactions.