13FBOX
COHEN & CO INC NEW · 13F Institutional Holdings
Options Calculator Rankings
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C

COHEN & CO INC NEW

COHN
Institutions
14
Combined AUM (Q2 2026)
$2.1M
Combined Shares (Q2 2026)
155,566
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+63,155
13 institutions added · 4 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-21,023
4 institutions reduced · 3 exits
Est. sell amount
⚖️ Net Share Change
+42,132
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.1M
Institutions
14
New Buys
4
Adds
9
Reduces
1
Exits
3
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#10$425,66631,345$372,37624,677+6,668+27.02%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#9$400,89529,521$351,37123,285+6,236+26.78%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#3$360,38626,538$176,71911,711+14,827+126.61%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
<0.01%#1$231,45817,044$00+17,044New Buy
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#8$182,42013,433$182,45312,091+1,342+11.10%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#6$174,81512,873$154,89910,265+2,608+25.41%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#5$145,55010,718$101,0886,699+4,019+59.99%Add
CITADEL ADVISORS LLC
<0.01%#7$139,57510,278$00+10,278New Buy
Spire Wealth Management
<0.01%<0.01%#2$27,1602,000$37,7252,500-500-20.00%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#12$19,0211,401$21,1311,400+1+0.07%Add
Tower Research Capital LLC (TRC)
<0.01%<0.01%#4$4,590338$4,255282+56+19.86%Add
BARCLAYS PLC
<0.01%#13$89666$00+66New Buy
MORGAN STANLEY
<0.01%<0.01%#14$1279$151+8+800.00%Add
Caitong International Asset Management Co., Ltd
<0.01%#11$272$00+2New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow