Key Insights

Given the large stake in the stock by institutions, Vita Coco Company's stock price might be vulnerable to their trading decisions A total of 13 investors have a majority stake in the company with 50% ownership Insider ownership in Vita Coco Company is 10%

Our free stock report includes 1 warning sign investors should be aware of before investing in Vita Coco Company. Read for free now.

A look at the shareholders of The Vita Coco Company, Inc. (NASDAQ:COCO) can tell us which group is most powerful. We can see that institutions own the lion's share in the company with 66% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

And as as result, institutional investors reaped the most rewards after the company's stock price gained 8.9% last week. The one-year return on investment is currently 33% and last week's gain would have been more than welcomed.

Let's take a closer look to see what the different types of shareholders can tell us about Vita Coco Company.

See our latest analysis for Vita Coco Company NasdaqGS:COCO Ownership Breakdown May 19th 2025

What Does The Institutional Ownership Tell Us About Vita Coco Company?

Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.

We can see that Vita Coco Company does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Vita Coco Company's earnings history below. Of course, the future is what really matters.NasdaqGS:COCO Earnings and Revenue Growth May 19th 2025

Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. Hedge funds don't have many shares in Vita Coco Company. The company's largest shareholder is Verlinvest Beverages Sa, with ownership of 13%. Meanwhile, the second and third largest shareholders, hold 5.9% and 4.7%, of the shares outstanding, respectively. Furthermore, CEO Martin Roper is the owner of 2.2% of the company's shares.

Looking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 13 shareholders, meaning that no single shareholder has a majority interest in the ownership.

Story Continues

Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

Insider Ownership Of Vita Coco Company

The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.

Our most recent data indicates that insiders own a reasonable proportion of The Vita Coco Company, Inc.. Insiders own US$204m worth of shares in the US$2.0b company. That's quite meaningful. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.

General Public Ownership

With a 11% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Vita Coco Company. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.

Private Company Ownership

Our data indicates that Private Companies hold 13%, of the company's shares. Private companies may be related parties. Sometimes insiders have an interest in a public company through a holding in a private company, rather than in their own capacity as an individual. While it's hard to draw any broad stroke conclusions, it is worth noting as an area for further research.

Next Steps:

I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. For example, we've discovered 1 warning sign for Vita Coco Company that you should be aware of before investing here.

Ultimately the future is most important. You can access this freereport on analyst forecasts for the company.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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