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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 126 | $47.7K | 0.00% | +14+12.5% | Added |
| Assetmark, Inc | 123 | $46.5K | 0.00% | −16−11.5% | Reduced |
| West Tower Group, LLC | 120 | $45.4K | 0.09% | −103−46.2% | Reduced |
| Lindbrook Capital, LLC | 113 | $42.8K | 0.00% | +73+182.5% | Added |
| Capital Advisors, Ltd. LLC | 99 | $37.0K | 0.01% | −1−1.0% | Reduced |
| Zions Bancorporation, N.A. | 96 | $36.3K | 0.00% | +1+1.1% | Added |
| Byrne Asset Management LLC | 90 | $34.2K | 0.03% | −75−45.5% | Reduced |
| HM Payson & Co | 90 | $34.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 85 | $32.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 82 | $31.0K | 0.01% | +24+41.4% | Added |
| Ronald Blue Trust, Inc. | 96 | $30.0K | 0.00% | +34+54.8% | Added |
| SRS Capital Advisors, Inc. | 75 | $28.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 70 | $26.8K | 0.00% | +16+29.6% | Added |
| 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 |
| Spire Wealth Management | 66 | $25.6K | 0.00% | −17−20.5% | Reduced |
| LM Advisors LLC | 60 | $22.7K | 0.00% | +60 | New |
| Kapitalo Investimentos Ltda | 212 | $20.1K | 0.00% | −688−76.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $17.8K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 45 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $15.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $15.1K | 0.00% | +40 | New |
| IFP Advisors, Inc | 39 | $14.8K | 0.00% | −35−47.3% | Reduced |
| Bruce G. Allen Investments, LLC | 38 | $14.4K | 0.01% | +38 | New |
| Castleview Partners, LLC | 37 | $14.0K | 0.01% | +37 | New |
| Arcadia Investment Management Corp | 35 | $13.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 34 | $12.9K | 0.01% | −167−83.1% | Reduced |
| Pflug Koory, LLC | 33 | $12.5K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 27 | $10.2K | 0.00% | +27 | New |
| Baystate Wealth Management LLC | 26 | $10.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Avalon Trust Co | 25 | $9.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $9.46K | 0.00% | +25 | New |
| 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 |
| Harbour Investments, Inc. | 23 | $8.71K | 0.00% | +3+15.0% | Added |
| 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 |
| Stuart Chaussee & Associates, Inc. | 19 | $7.19K | 0.00% | −2−9.5% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $6.82K | 0.00% | +1+5.9% | Added |
| Umb Bank N A | 18 | $6.81K | 0.00% | −1−5.3% | Reduced |
| Laffer Tengler Investments | 18 | $6.81K | 0.00% | +18 | New |
| GW&K Investment Management, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 15 | $5.68K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 14 | $5.30K | 0.00% | +14 | New |
| Piscataqua Savings Bank | 14 | $5.30K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 13 | $4.92K | 0.00% | −24−64.9% | Reduced |
| Bokf, NA | 12 | $4.54K | 0.00% | +3+33.3% | Added |
| Provenance Wealth Advisors, LLC | 12 | $4.54K | 0.00% | +12 | New |
| Cetera Trust Company, N.A | 11 | $4.16K | 0.00% | +11 | New |
| NBC Securities, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $3.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $3.41K | 0.00% | −16−64.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 7 | $2.65K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 7 | $2.65K | 0.00% | +7 | New |
| Gradient Investments LLC | 7 | $2.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $2.65K | 0.00% | +1+16.7% | Added |
| Red Tortoise LLC | 6 | $2.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.27K | 0.00% | +1+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $1.89K | 0.00% | +5 | 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 |
| Raffa Wealth Management, LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.51K | 0.00% | +4 | New |
| Montag A & Associates Inc | 4 | $1.40K | 0.00% | 00.0% | Unchanged |
| 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 |
| Raleigh Capital Management Inc. | 3 | $1.13K | 0.00% | −33−91.7% | Reduced |
| 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 |
| 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 |
| 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 |
| Putnam Investments LLC | 0 | $0 | 0.00% | −263,173−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −39,855−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −36,750−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −30,714−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −18,972−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −15,394−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,680−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,419−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,556−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,644−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,281−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −4,828−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,572−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |