Across its top 13 institutional holders, COHN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$828.0K

Total Buy Value

$107.3K

Total Sell Value

New buy4

Trim1

Add2

Sold out2

Net Buyers

Net Sellers

Smart Money Convergence

COHN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-10

2026-07-10

No AI summary for this filing type

View Full Filing (SEC EDGAR)

2026-06-30

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

19249M102

FAQ

Who are the top institutional investors holding COHEN & CO INC (COHN)?

Major stakeholders currently include BlackRock, Inc. ($372.4K), Vanguard Capital Management LLC ($351.4K), Trustees of Columbia University in the City of New York ($301.8K). Based on the latest 13F filings, there are a total of 13 tracked investment funds and institutions maintaining positions in COHN.

What is the overall institutional sentiment toward COHN recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $318.2K, driven by 6 managers accumulating shares while 3 reduced their exposure.

Which institutions have been selling or reducing their COHN positions?

In the latest period, 1 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $107.3K.

Are there any notable investors adding COHN to their portfolios?

Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $828.0K.