Stock ownership · SEC 13F · Q3 2025

VITA COCO CO INC

A breakdown of VITA COCO CO INC's institutional base (CUSIP 92846Q107): the holders, the concentration among them, and what changed last quarter.

$2.4M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$2.4M of VITA COCO CO INC is reported by 4 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$2.4M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 92846Q107 · Q3 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $2.4M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - VITA COCO CO INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of VITA COCO CO INC
  1. 1
    CIBC Private Wealth Group LLC $1.3M
  2. 2
    Maven Securities LTD $1.1M
  3. 3
    Vermillion & White Wealth Management Group, LLC $5K
  4. 4
    JPMORGAN CHASE & CO $467

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a VITA COCO CO INC position has risen from 1 to 4 over the last 4 quarters of 13F filings.

012345 Q3'24Q1'25Q2'25Q3'25 4
Distinct 13F filers holding VITA COCO CO INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 CIBC Private Wealth Group LLC 30,852 $1.3M 55.1%
2 Maven Securities LTD 25,000 $1.1M 44.7%
3 Vermillion & White Wealth Management Group, LLC 109 $5K 0.2%
4 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 11 $467 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VITA COCO CO INC's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
55.3%
Shared-defined discretion (DFND)
44.7%

Latest Quarter Activity · Q3 2025

New positions (4)

CIBC Private Wealth Group LLC $1.3M
Maven Securities LTD $1.1M
Vermillion & White Wealth Management Group, LLC $5K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $467

Complete exits (3)

Squarepoint Ops LLC exited
Orion Porfolio Solutions, LLC exited
THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold VITA COCO CO INC?▼
VITA COCO CO INC is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of VITA COCO CO INC?▼
Institutions report $2.4M of VITA COCO CO INC as of Q3 2025.
How concentrated is ownership of VITA COCO CO INC?▼
The top five institutional holders account for 100% of the reported institutional value in VITA COCO CO INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of VITA COCO CO INC?▼
CIBC Private Wealth Group LLC is the largest reported holder of VITA COCO CO INC with $1.3M across 30,852 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.