Cooper Companies, Inc.
COO- Exchange
- Nasdaq
- Industry
- Ophthalmic Goods
- SEC CIK
- 0000711404
In the last 90 days, Cooper Companies, Inc. insiders filed 4 open-market purchases and 0 sales; 678 institutions reported holding it in 13F filings for Q2 2026, worth $15.0B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in Cooper Companies, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 576
- +5 vs. Q1 2023
- Shares held
- 48.5M
- −1.15M (−2.3%) vs. Q1 2023
- Total value
- $18.6B
- +$58.5M (+0.3%) vs. Q1 2023
- New holders
- 48
- 207 more added
- Sold out
- 43
- 220 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 678 | $15.0B |
| Q1 2026 | 679 | $14.6B |
| Q4 2025 | 669 | $16.6B |
| Q3 2025 | 632 | $14.1B |
| Q2 2025 | 628 | $14.4B |
| Q1 2025 | 640 | $16.7B |
| Q4 2024 | 679 | $18.1B |
| Q3 2024 | 661 | $21.2B |
| Q2 2024 | 626 | $16.9B |
| Q1 2024 | 591 | $19.2B |
| Q4 2023 | 582 | $18.5B |
| Q3 2023 | 583 | $15.4B |
| Q2 2023 | 576 | $18.6B |
| Q1 2023 | 572 | $18.5B |
| Q4 2022 | 561 | $16.3B |
| Q3 2022 | 541 | $12.9B |
| Q2 2022 | 569 | $15.2B |
| Q1 2022 | 587 | $20.6B |
| Q4 2021 | 584 | $20.5B |
| Q3 2021 | 583 | $20.1B |
| Q2 2021 | 556 | $19.3B |
| Q1 2021 | 563 | $18.6B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Cooper Companies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 1 | $383 | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $383 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $384 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $767 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $767 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $767 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $781 | 0.00% | +1+100.0% | Added |
| SkyView Investment Advisors, LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| Gradient Investments LLC | 3 | $1.15K | 0.00% | −4−57.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3 | $1.15K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.53K | 0.00% | −1−20.0% | Reduced |
| Montag A & Associates Inc | 4 | $1.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $1.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5 | $2.00K | 0.00% | +5 | New |
| Red Tortoise LLC | 6 | $2.30K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 6 | $2.30K | 0.00% | +6 | New |
| First Command Financial Services, Inc. | 6 | $2.30K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 7 | $2.69K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 383 | $2.84K | 0.01% | +383 | New |
| AdvisorNet Financial, Inc | 8 | $3.07K | 0.00% | −1−11.1% | Reduced |
| Stonebridge Capital Advisors LLC | 11 | $4.22K | 0.00% | +11 | New |
| IFP Advisors, Inc | 31 | $4.40K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $4.60K | 0.00% | +9+300.0% | Added |
| Newbridge Financial Services Group, Inc. | 12 | $4.60K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14 | $5.00K | 0.00% | −33−70.2% | Reduced |
| Piscataqua Savings Bank | 14 | $5.37K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 15 | $5.75K | 0.00% | +15 | New |
| Earnest Partners LLC | 17 | $6.52K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 17 | $6.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $6.53K | 0.00% | −1−5.6% | Reduced |
| Bokf, NA | 18 | $6.90K | 0.00% | −9−33.3% | Reduced |
| GW&K Investment Management, LLC | 17 | $7.00K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 20 | $7.67K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $7.67K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 21 | $8.05K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 21 | $8.05K | 0.00% | +21 | New |
| West Tower Group, LLC | 21 | $8.05K | 0.01% | +21 | New |
| Harbour Investments, Inc. | 23 | $8.82K | 0.00% | −21−47.7% | Reduced |
| Ogorek Anthony Joseph | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $9.59K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 25 | $9.59K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 26 | $10.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $10.4K | 0.00% | +10+58.8% | Added |
| Pflug Koory, LLC | 33 | $12.7K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 35 | $13.4K | 0.00% | +35 | New |
| Arcadia Investment Management Corp | 35 | $13.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $14.6K | 0.00% | +1+2.7% | Added |
| Covestor Ltd | 39 | $15.0K | 0.01% | +1+2.6% | Added |
| Bell Investment Advisors, Inc | 40 | $15.3K | 0.00% | +7+21.2% | Added |
| Picton Mahoney Asset Management | 40 | $16.0K | 0.00% | −535−93.0% | Reduced |
| Smithfield Trust Co | 42 | $16.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 42 | $16.1K | 0.01% | +42 | New |
| Headlands Technologies LLC | 47 | $18.0K | 0.01% | +47 | New |
| Benjamin F. Edwards & Company, Inc. | 50 | $19.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 52 | $19.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 53 | $20.3K | 0.00% | +4+8.2% | Added |
| CVA Family Office, LLC | 53 | $20.3K | 0.00% | +23+76.7% | Added |
| Parkside Financial Bank & Trust | 54 | $20.7K | 0.00% | +8+17.4% | Added |
| Clear Street Markets LLC | 64 | $25.0K | 0.01% | −31−32.6% | Reduced |
| SRS Capital Advisors, Inc. | 75 | $28.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 81 | $31.1K | 0.00% | +23+39.7% | Added |
| Trust Co of Vermont | 85 | $32.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 86 | $33.0K | 0.00% | +32+59.3% | Added |
| HM Payson & Co | 90 | $34.6K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 92 | $35.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $36.4K | 0.00% | −97−50.5% | Reduced |
| Allworth Financial LP | 97 | $37.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $38.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 101 | $38.7K | 0.01% | −68−40.2% | Reduced |
| Denali Advisors LLC | 101 | $38.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 102 | $39.1K | 0.00% | −7−6.4% | Reduced |
| Capital Advisors, Ltd. LLC | 120 | $46.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 132 | $51.0K | 0.00% | +132 | New |
| Benjamin Edwards Inc | 135 | $52.0K | 0.01% | +84+164.7% | Added |
| DT Investment Partners, LLC | 135 | $52.7K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 141 | $54.1K | 0.01% | −61−30.2% | Reduced |
| Baker Avenue Asset Management, LP | 147 | $56.4K | 0.00% | −35−19.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 149 | $57.1K | 0.04% | −7−4.5% | Reduced |
| Community Bank, N.A. | 160 | $61.3K | 0.01% | −106−39.8% | Reduced |
| Byrne Asset Management LLC | 165 | $63.0K | 0.04% | 00.0% | Unchanged |
| ING Groep NV | 165 | $63.3K | 0.00% | +78+89.7% | Added |
| Private Trust Co NA | 167 | $64.0K | 0.01% | +37+28.5% | Added |
| Acadian Asset Management LLC | 180 | $69.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 180 | $69.0K | 0.00% | −1,316−88.0% | Reduced |
| CNB Bank | 200 | $76.7K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 204 | $78.2K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 213 | $82.0K | 0.01% | +213 | New |
| Proequities, Inc. | 220 | $84.4K | 0.01% | −10−4.3% | Reduced |
| Colonial Trust Co | 220 | $84.4K | 0.02% | +110+100.0% | Added |
| Marquette Asset Management, LLC | 240 | $92.0K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 995 | $95.4K | 0.02% | +995 | New |
| J.Safra Asset Management Corp | 254 | $97.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 266 | $102.0K | 0.00% | +21+8.6% | Added |
| Eagle Bay Advisors LLC | 269 | $103.1K | 0.06% | −47−14.9% | Reduced |
| Tobam | 275 | $105.0K | 0.01% | −63−18.6% | Reduced |
| Manchester Capital Management LLC | 291 | $111.6K | 0.01% | 00.0% | Unchanged |
| Thomas White International Ltd | 297 | $113.9K | 0.02% | 00.0% | Unchanged |