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, Q3 2023
Institutional positions in Cooper Companies, Inc. as of Sep 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
- 583
- +13 vs. Q2 2023
- Shares held
- 48.5M
- +142.4K (+0.3%) vs. Q2 2023
- Total value
- $15.4B
- −$3.11B (−16.8%) vs. Q2 2023
- New holders
- 64
- 216 more added
- Sold out
- 51
- 215 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Cooper Companies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Group, LLC | 1 | $318 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $318 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $319 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $636 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $636 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $637 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $954 | 0.00% | −9−75.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3 | $955 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $1.15K | 0.00% | +3 | New |
| Montag A & Associates Inc | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $1.91K | 0.00% | −2−25.0% | Reduced |
| Red Tortoise LLC | 6 | $1.91K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | +5 | New |
| Gradient Investments LLC | 7 | $2.23K | 0.00% | +4+133.3% | Added |
| Prestige Wealth Management Group LLC | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 9 | $2.81K | 0.00% | −9−50.0% | Reduced |
| Sunbelt Securities, Inc. | 9 | $2.86K | 0.00% | +9 | New |
| NBC Securities, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| USA Financial Portformulas Corp | 10 | $3.18K | 0.00% | +10 | New |
| Stonebridge Capital Advisors LLC | 11 | $3.50K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $3.82K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 14 | $4.00K | 0.00% | +14 | New |
| Piscataqua Savings Bank | 14 | $4.45K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 15 | $4.77K | 0.00% | −150−90.9% | Reduced |
| GW&K Investment Management, LLC | 16 | $5.00K | 0.00% | −1−5.9% | Reduced |
| Earnest Partners LLC | 17 | $5.41K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 17 | $5.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $5.41K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 19 | $6.04K | 0.00% | +18+1,800.0% | Added |
| Harbour Investments, Inc. | 20 | $6.36K | 0.00% | −3−13.0% | Reduced |
| Glassman Wealth Services | 20 | $6.36K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 21 | $6.68K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $6.68K | 0.00% | +1+5.0% | Added |
| Versant Capital Management, Inc | 25 | $7.95K | 0.00% | −2−7.4% | Reduced |
| Avalon Trust Co | 25 | $7.95K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 26 | $8.27K | 0.01% | +26 | New |
| Baystate Wealth Management LLC | 26 | $8.50K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 33 | $10.5K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 33 | $10.5K | 0.00% | +33 | New |
| Covestor Ltd | 35 | $11.0K | 0.01% | −4−10.3% | Reduced |
| Arcadia Investment Management Corp | 35 | $11.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 36 | $11.4K | 0.01% | +36 | New |
| Sutton Wealth Advisors Inc. | 37 | $11.8K | 0.01% | +12+48.0% | Added |
| VisionPoint Advisory Group, LLC | 37 | $11.8K | 0.01% | +37 | New |
| Picton Mahoney Asset Management | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $12.7K | 0.00% | +2+5.3% | Added |
| Bell Investment Advisors, Inc | 42 | $13.4K | 0.00% | +2+5.0% | Added |
| GoalVest Advisory LLC | 44 | $14.0K | 0.01% | +2+4.8% | Added |
| Carmel Capital Partners, LLC | 44 | $14.0K | 0.01% | +44 | New |
| Smithfield Trust Co | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 45 | $14.3K | 0.01% | +45 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $14.9K | 0.01% | +47 | New |
| Brown Brothers Harriman & Co | 49 | $15.6K | 0.00% | −3−5.8% | Reduced |
| Headlands Technologies LLC | 49 | $15.6K | 0.01% | +2+4.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 54 | $17.0K | 0.00% | +1+1.9% | Added |
| Parkside Financial Bank & Trust | 58 | $18.4K | 0.00% | +4+7.4% | Added |
| IFP Advisors, Inc | 74 | $23.5K | 0.00% | +43+138.7% | Added |
| SRS Capital Advisors, Inc. | 75 | $23.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 62 | $24.0K | 0.00% | +48+342.9% | Added |
| Cary Street Partner Investment Advisory LLC | 82 | $26.1K | 0.00% | +82 | New |
| Spire Wealth Management | 83 | $26.4K | 0.00% | +2+2.5% | Added |
| Trust Co of Vermont | 85 | $27.0K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 89 | $28.3K | 0.02% | −60−40.3% | Reduced |
| HM Payson & Co | 90 | $28.7K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 92 | $29.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $30.2K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 100 | $31.8K | 0.01% | −1−1.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $31.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $32.0K | 0.00% | −20−16.7% | Reduced |
| Desjardins Global Asset Management Inc. | 105 | $33.4K | 0.00% | −36−25.5% | Reduced |
| Farther Finance Advisors, LLC | 106 | $33.7K | 0.01% | +5+5.0% | Added |
| Clearstead Advisors, LLC | 112 | $35.6K | 0.00% | +10+9.8% | Added |
| Allworth Financial LP | 118 | $37.5K | 0.00% | +21+21.6% | Added |
| DT Investment Partners, LLC | 135 | $42.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 138 | $43.9K | 0.00% | +52+60.5% | Added |
| Assetmark, Inc | 139 | $44.2K | 0.00% | −41−22.8% | Reduced |
| Benjamin Edwards Inc | 150 | $48.0K | 0.01% | +15+11.1% | Added |
| Community Bank, N.A. | 160 | $50.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 163 | $51.8K | 0.00% | +16+10.9% | Added |
| Byrne Asset Management LLC | 165 | $52.0K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 167 | $53.0K | 0.00% | +35+26.5% | Added |
| Steward Partners Investment Advisory, LLC | 168 | $53.4K | 0.00% | −36−17.6% | Reduced |
| Exchange Traded Concepts, LLC | 170 | $54.1K | 0.00% | +170 | New |
| Tobam | 174 | $55.0K | 0.00% | −101−36.7% | Reduced |
| Acadian Asset Management LLC | 180 | $57.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 200 | $63.6K | 0.04% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 201 | $63.9K | 0.03% | +201 | New |
| Operose Advisors LLC | 201 | $63.9K | 0.03% | +201 | New |
| J.Safra Asset Management Corp | 206 | $65.5K | 0.01% | −48−18.9% | Reduced |
| Quent Capital, LLC | 212 | $67.4K | 0.01% | −87−29.1% | Reduced |
| Proequities, Inc. | 213 | $67.7K | 0.01% | −7−3.2% | Reduced |
| Resources Management Corp | 213 | $68.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 220 | $70.0K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 223 | $70.9K | 0.04% | +202+961.9% | Added |