Vita Coco Company Ownership | Who Owns Vita Coco Company?

Overview Forecast RevenueFinancials Chart Transcripts

Vita Coco Company Ownership Summary

Vita Coco Company 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 2.47% of its assets in Vita Coco Company shares.

COCO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Vita Coco Company	62.22%	13.00%	24.77%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Non-Alcoholic Beverages Stocks	42.22%	23.43%	34.35%

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
Abrdn	916.67K	1.62%	$25.53M

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
Moody aldrich partners	200.68K	1.09%	$5.59M
Granahan investment management	743.37K	0.83%	$20.70M
Nia impact advisors	62.85K	0.63%	$1.75M
City center advisors	14.58K	0.42%	$356.17K
Harbor capital advisors	140.57K	0.30%	$3.92M
Oak ridge investments	109.72K	0.29%	$3.06M

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
Hillsdale investment management	-	-	-197.80K
Morgan stanley	403.11K	0.00%	-195.32K

New Positions

Holder	Shares	% Assets	Change	Value
Artisan partners limited partnership	1.03M	0.04%	1.03M	$28.61M
Moody aldrich partners	200.68K	1.09%	200.68K	$5.59M
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

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-6.00
Gradient investments	-12.00
Quintet private bank (europe)	-35.00
Systm wealth solutions	-58.00
Mather group, llc.	-70.00

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	1.40M	2.47%	-
Vanguard Total Stock Mkt Idx Inv	1.25M	2.21%	2.04K
iShares Russell 2000 ETF	1.00M	1.77%	-2.25K
Wasatch Small Cap Value	840.23K	1.48%	840.23K
Champlain Small Company Fund, LLC	783.73K	1.38%	-13.85K
Loomis Sayles Small Cap Growth Instl	715.30K	1.26%	-8.27K
Fidelity Series Small Cap Opps	581.70K	1.03%	-
Artisan Small Cap Investor	571.20K	1.01%	73.56K
Artisan U.S. Small-Cap Growth	571.20K	1.01%	73.56K
Vanguard Institutional Extnd Mkt Idx Tr	568.60K	1.00%	-1.71K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 17, 2024	ROPER MARTIN F	Chief Executive Officer	Sell	$181.97K
Dec 17, 2024	ROPER MARTIN F	Chief Executive Officer	Sell	$181.88K
Dec 18, 2024	ROPER MARTIN F	Chief Executive Officer	Sell	$156.57K
Dec 17, 2024	ROPER MARTIN F	Chief Executive Officer	Sell	$181.84K
Dec 17, 2024	ROPER MARTIN F	Chief Executive Officer	Sell	$181.87K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	139
2024 Q3	-	4
2024 Q2	-	15
2024 Q1	-	13
2023 Q4	-	15

COCO Ownership FAQ

Who Owns Vita Coco Company?

Vita Coco Company 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 Company's industry, Non-Alcoholic Beverages Stocks, is 42.22%, which Vita Coco Company exceeds.

Who owns the most shares of Vita Coco Company?

Vita Coco Company’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 Company’s total shares outstanding.

Does Blackrock own Vita Coco Company?

Yes, BlackRock owns 5.18% of Vita Coco Company, 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 Company’s biggest shareholder by percentage of total assets invested?

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

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

CT (Lux) Glb Smlr Coms IE is the top mutual fund holder of Vita Coco Company shares, with 2.47% of its total shares outstanding invested in 1.4M Vita Coco Company shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools