Vita Coco Ownership | Who Owns Vita Coco?

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Vita Coco Ownership Summary

Vita Coco is owned by 62.22% institutional investors, 13.00% insiders, and 24.77% retail investors. Blackrock is the largest institutional shareholder, holding 5.18% of COCO shares. CT (Lux) Glb Smlr Coms IE is the top mutual fund, with 2.44% of its assets in Vita Coco shares.

COCO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Vita Coco	62.22%	13.00%	24.77%
Sector	Consumer Defensive Stocks	52.71%	13.91%	33.39%
Industry	Non-Alcoholic Beverages Stocks	42.23%	23.43%	34.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.93M	5.18%	$81.69M
Vanguard group	2.45M	4.32%	$68.14M
Fmr	2.30M	4.06%	$63.96M
Ameriprise financial	1.75M	3.09%	$48.75M
D. e. shaw	1.29M	2.28%	$35.98M
Champlain investment partners	1.26M	2.23%	$35.17M
Loomis sayles & co l p	1.26M	2.22%	$34.99M
Artisan partners limited partnership	1.03M	1.82%	$28.61M
Geode capital management	939.84K	1.66%	$26.18M
State street	837.34K	1.48%	$23.32M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Jw asset management	315.62K	3.62%	$8.79M
Stansberry asset management	442.69K	1.62%	$12.33M
Summit creek advisors	340.63K	1.30%	$9.49M
Pier capital	292.07K	1.21%	$8.13M
Granahan investment management	743.37K	0.83%	$20.70M
Moody aldrich partners	102.58K	0.70%	$3.79M
Nia impact advisors	62.85K	0.63%	$1.75M
West coast financial	91.84K	0.37%	$3.39M
Oak ridge investments	103.72K	0.30%	$3.83M
Oberweis asset management inc/	165.40K	0.28%	$4.61M

Top Buyers

Holder	Shares	% Assets	Change
Artisan partners limited partnership	1.03M	0.04%	1.03M
Champlain investment partners	1.26M	0.22%	517.54K
Franklin resources	752.08K	0.01%	478.65K
Victory capital management	433.97K	0.01%	403.19K
Lord, abbett	380.29K	0.03%	380.29K

Top Sellers

Holder	Shares	% Assets	Change
Cooper creek partners management	-	-	-698.68K
Millennium management	454.06K	0.01%	-552.01K
Ameriprise financial	1.75M	0.01%	-228.92K
Abrdn	633.33K	0.04%	-213.34K
Hillsdale investment management	-	-	-197.80K

New Positions

Holder	Shares	% Assets	Change	Value
Artisan partners limited partnership	1.03M	0.04%	1.03M	$28.61M
Ranger investment management	91.86K	0.17%	91.86K	$2.56M
Canada pension plan investment board	76.50K	0.00%	76.50K	$2.13M
Glenmede trust co na	24.90K	0.00%	24.90K	$693.41K
Los angeles capital management	21.81K	0.00%	21.81K	$607.52K

Sold Out

Holder	Change
Gradient investments	-12.00
Quintet private bank (europe)	-35.00
Systm wealth solutions	-58.00
Mather group, llc.	-70.00
Park place capital	-98.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	186	-0.53%	35,323,896	2.31%	62	1.68%	93	-24.39%	66	53.49%
Jun 30, 2024	186	0.54%	34,524,841	9.94%	61	1.97%	122	4.27%	43	-4.44%
Mar 31, 2024	185	-1.60%	31,402,265	-12.85%	55	1.37%	117	-4.88%	45	7.14%
Dec 31, 2023	188	15.34%	36,031,799	36.13%	63	2.89%	123	25.51%	42	-4.55%
Sep 30, 2023	163	3.16%	26,468,159	10.75%	46	2.58%	98	-14.78%	44	83.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
CT (Lux) Glb Smlr Coms IE	1.39M	2.44%	21.86K
Vanguard Total Stock Mkt Idx Inv	1.25M	2.21%	-
iShares Russell 2000 ETF	1.05M	1.84%	-4.03K
Wasatch Small Cap Value	840.23K	1.48%	840.23K
Loomis Sayles Small Cap Growth Instl	830.10K	1.46%	125.75K
Artisan U.S. Small-Cap Growth	633.38K	1.12%	62.18K
Artisan Small Cap Investor	633.38K	1.12%	62.18K
Vanguard Institutional Extnd Mkt Idx Tr	591.41K	1.04%	12.85K
Champlain Small Company Fund, LLC	584.00K	1.03%	-21.73K
Fidelity Small Cap Growth	561.35K	0.99%	-1.47K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 22, 2025	Burth Jonathan	Chief Operating Officer	Sell	$152.34K
Jan 02, 2025	Burth Jonathan	Chief Operating Officer	Sell	$7.50K
Dec 19, 2024	Liran Ira	-	Sell	$1.07M
Dec 17, 2024	ROPER MARTIN F	Chief Executive Officer	Sell	$181.88K
Dec 17, 2024	ROPER MARTIN F	Chief Executive Officer	Sell	$181.84K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	140
2024 Q3	-	4
2024 Q2	-	15
2024 Q1	-	13
2023 Q4	-	15

COCO Ownership FAQ

Who Owns Vita Coco?

Vita Coco shareholders are primarily institutional investors at 62.22%, followed by 13.00% insiders and 24.78% retail investors. The average institutional ownership in Vita Coco's industry, Non-Alcoholic Beverages Stocks, is 42.23%, which Vita Coco exceeds.

Who owns the most shares of Vita Coco?

Vita Coco’s largest shareholders are Blackrock (2.93M shares, 5.18%), Vanguard group (2.45M shares, 4.32%), and Fmr (2.3M shares, 4.06%). Together, they hold 13.57% of Vita Coco’s total shares outstanding.

Does Blackrock own Vita Coco?

Yes, BlackRock owns 5.18% of Vita Coco, totaling 2.93M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 81.69M$. In the last quarter, BlackRock increased its holdings by 155.87K shares, a 5.61% change.

Who is Vita Coco’s biggest shareholder by percentage of total assets invested?

Jw asset management is Vita Coco’s biggest shareholder by percentage of total assets invested, with 3.62% of its assets in 315.62K Vita Coco shares, valued at 8.79M$.

Who is the top mutual fund holder of Vita Coco shares?

CT (Lux) Glb Smlr Coms IE is the top mutual fund holder of Vita Coco shares, with 2.44% of its total shares outstanding invested in 1.39M Vita Coco shares.

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