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, Q4 2023
Institutional positions in Cooper Companies, Inc. as of Dec 31, 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
- 582
- +7 vs. Q3 2023
- Shares held
- 48.8M
- +258.2K (+0.5%) vs. Q3 2023
- Total value
- $18.5B
- +$3.02B (+19.6%) vs. Q3 2023
- New holders
- 78
- 219 more added
- Sold out
- 71
- 211 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Cooper Companies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | 1 | $378 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $378 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $378 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 1 | $378 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $379 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $379 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 1 | $379 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 2 | $757 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $757 | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 2 | $757 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 3 | $1.13K | 0.00% | −33−91.7% | Reduced |
| Tfo-TDC, LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $1.14K | 0.00% | +3 | New |
| Montag A & Associates Inc | 4 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.51K | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 5 | $1.89K | 0.00% | −7−58.3% | Reduced |
| Jones Financial Companies LLLP | 5 | $1.89K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $1.89K | 0.00% | +5 | New |
| Red Tortoise LLC | 6 | $2.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.27K | 0.00% | +1+20.0% | Added |
| Gradient Investments LLC | 7 | $2.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $2.65K | 0.00% | +1+16.7% | Added |
| Prestige Wealth Management Group LLC | 7 | $2.65K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 7 | $2.65K | 0.00% | +7 | New |
| Wetzel Investment Advisors, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Versant Capital Management, Inc | 9 | $3.41K | 0.00% | −16−64.0% | Reduced |
| USA Financial Portformulas Corp | 10 | $3.78K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $4.16K | 0.00% | +11 | New |
| Bokf, NA | 12 | $4.54K | 0.00% | +3+33.3% | Added |
| Provenance Wealth Advisors, LLC | 12 | $4.54K | 0.00% | +12 | New |
| VisionPoint Advisory Group, LLC | 13 | $4.92K | 0.00% | −24−64.9% | Reduced |
| Piscataqua Savings Bank | 14 | $5.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $5.30K | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 15 | $5.68K | 0.00% | +15 | New |
| GW&K Investment Management, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $6.81K | 0.00% | −1−5.3% | Reduced |
| Laffer Tengler Investments | 18 | $6.81K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 18 | $6.82K | 0.00% | +1+5.9% | Added |
| Stuart Chaussee & Associates, Inc. | 19 | $7.19K | 0.00% | −2−9.5% | Reduced |
| MV Capital Management, Inc. | 22 | $8.33K | 0.00% | +1+4.8% | Added |
| Glassman Wealth Services | 22 | $8.33K | 0.00% | +2+10.0% | Added |
| Harbour Investments, Inc. | 23 | $8.71K | 0.00% | +3+15.0% | Added |
| Smithfield Trust Co | 23 | $9.00K | 0.00% | −19−45.2% | 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 | $9.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $9.46K | 0.00% | +25 | New |
| DSM Capital Partners LLC | 26 | $9.84K | 0.00% | −2,198−98.8% | Reduced |
| LGT Financial Advisors LLC | 26 | $9.84K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 26 | $10.1K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 27 | $10.2K | 0.00% | +27 | New |
| Pflug Koory, LLC | 33 | $12.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 34 | $12.9K | 0.01% | −167−83.1% | Reduced |
| Arcadia Investment Management Corp | 35 | $13.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 37 | $14.0K | 0.01% | +37 | New |
| Bruce G. Allen Investments, LLC | 38 | $14.4K | 0.01% | +38 | New |
| IFP Advisors, Inc | 39 | $14.8K | 0.00% | −35−47.3% | Reduced |
| Rothschild Investment LLC | 40 | $15.1K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 42 | $15.9K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 45 | $17.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $17.8K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 212 | $20.1K | 0.00% | −688−76.4% | Reduced |
| LM Advisors LLC | 60 | $22.7K | 0.00% | +60 | New |
| Spire Wealth Management | 66 | $25.6K | 0.00% | −17−20.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 70 | $26.0K | 0.00% | +20+40.0% | Added |
| Covestor Ltd | 68 | $26.0K | 0.02% | +33+94.3% | Added |
| Global Retirement Partners, LLC | 70 | $26.8K | 0.00% | +16+29.6% | Added |
| SRS Capital Advisors, Inc. | 75 | $28.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 96 | $30.0K | 0.00% | +34+54.8% | Added |
| Parkside Financial Bank & Trust | 82 | $31.0K | 0.01% | +24+41.4% | Added |
| Trust Co of Vermont | 85 | $32.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 90 | $34.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 90 | $34.2K | 0.03% | −75−45.5% | Reduced |
| Zions Bancorporation, N.A. | 96 | $36.3K | 0.00% | +1+1.1% | Added |
| Capital Advisors, Ltd. LLC | 99 | $37.0K | 0.01% | −1−1.0% | Reduced |
| Lindbrook Capital, LLC | 113 | $42.8K | 0.00% | +73+182.5% | Added |
| West Tower Group, LLC | 120 | $45.4K | 0.09% | −103−46.2% | Reduced |
| Assetmark, Inc | 123 | $46.5K | 0.00% | −16−11.5% | Reduced |
| Clearstead Advisors, LLC | 126 | $47.7K | 0.00% | +14+12.5% | Added |
| GWM Advisors LLC | 127 | $48.1K | 0.00% | +127 | New |
| DT Investment Partners, LLC | 135 | $50.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 138 | $52.2K | 0.00% | −248−64.2% | Reduced |
| Farther Finance Advisors, LLC | 138 | $52.2K | 0.00% | +32+30.2% | Added |
| Allworth Financial LP | 144 | $54.5K | 0.00% | +26+22.0% | Added |
| Desjardins Global Asset Management Inc. | 152 | $57.5K | 0.01% | +47+44.8% | Added |
| Loomis Sayles & Co L P | 158 | $60.0K | 0.00% | −9−5.4% | Reduced |
| Benjamin Edwards Inc | 161 | $61.0K | 0.01% | +11+7.3% | Added |
| SYSTM Wealth Solutions LLC | 162 | $61.3K | 0.01% | +162 | New |
| JJJ Advisors Inc. | 173 | $65.5K | 0.02% | −119−40.8% | Reduced |
| Tobam | 174 | $66.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 180 | $68.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 180 | $68.1K | 0.00% | +12+7.1% | Added |
| Venturi Wealth Management, LLC | 180 | $68.1K | 0.00% | +42+30.4% | Added |
| CNB Bank | 200 | $75.7K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 201 | $76.0K | 0.01% | −12−5.6% | Reduced |
| Massmutual Trust Co FSB | 205 | $77.6K | 0.00% | −28−12.0% | Reduced |
| Quent Capital, LLC | 207 | $78.4K | 0.01% | −5−2.4% | Reduced |