$COHN

$9.42 +$0.08 (0.86%) Close

$COHN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 3.2M shares outstanding

Who owns COHN?

By type of holder

Institutions 4.8% Insiders 0.1% Everyone else 95.1%

Concentration Top 10 holders own 150.0%

Daniel G. Cohen 135.5% · Lester R. Brafman 9.8%

Institutional ownership

4.8%

+1.3 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+42.1K

by institutions in Q2 2026

New / sold out

4 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bridgeway Capital Management, LLC NEW +17.0K
Two Sigma Investments, LP +14.8K

Biggest sellers in Q2 2026

Trustees of Columbia University in the City of New York SOLD OUT −20.0K
UBS Group AG SOLD OUT −522

Who is planning to sell?

Notices of proposed sale, last 12 months

$429K

2 notices from 1 person

Shares covered

27.3K

0.85% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Pooler Joseph W. Jr. Officer $429K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+239.4%

+14.54% a year

Each share's claim on the business

−70.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$6.96M vs $65.2M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years20% 3–5 years0% 1–3 years1% Under 1 year79%

Quarterly turnover

37.1%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting COHN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	31.3K	0.97%	+6.7K (+27.0%)	≤2021	0.0%
Shares held by quarter Peak holding31.3K (Q2'26) Change over 8 quarters+6.7K Share of the company0.970% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	29.5K	0.91%	+6.2K (+26.8%)	Q3 '25	0.0%
Shares held by quarter Peak holding29.5K (Q2'26) Change over 8 quarters+29.5K Share of the company0.910% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

31.3K

% of company

0.97%

Change vs last qtr

+6.7K (+27.0%)

Held since

≤2021

Vanguard Capital Management LLC

29.5K

% of company

0.91%

Change vs last qtr

+6.2K (+26.8%)

Held since

Q3 '25

15 more super investors behind a free account

See every manager holding Cohen & Company Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting COHN on Form N-PORT; together they hold 2.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$224K	16.5K	0.51%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$147K	10.9K	0.34%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$224K

% of company

0.51%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$147K

% of company

0.34%

% of the fund

0.00%

As of

June 30, 2026

20 more funds behind a free account

See every fund holding Cohen & Company Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DG Daniel G. Cohen 5%+ holder 13D · 70.0%	4.4M	135.51%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company135.510% Disclosed stake13D · 70.0% View the 13D/G filing →
LR Lester R. Brafman 5%+ holder 13D · 15.5%	315.7K	9.78%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.780% Disclosed stake13D · 15.5% View the 13D/G filing →

Daniel G. Cohen

5%+ holder13D · 70.0%

4.4M

% of company

135.51%

Change vs last qtr

—

Held since

—

Lester R. Brafman

5%+ holder13D · 15.5%

315.7K

% of company

9.78%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of Cohen & Company Inc.

Comments