COWG Institutional Ownership
Who owns COWG and what the big funds did with it last quarter, from every SEC 13F filing. 252 funds reported holding COWG at Jun 30, 2026.
- ▲138 buying vs 108 selling
- ▼Shares held by funds -3.3%
- ▲Funds holding +12
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 252 | 240 | +5.0% |
| In funds' top 10 | 7 | 11 | −36.4% |
| 13F shares | 40.7M | 42.1M | −3.3% |
| Held by funds | – | – | – |
| New positions | 36 | 21 | +71.4% |
| Increased | 102 | 98 | +4.1% |
| Reduced | 87 | 91 | −4.4% |
| Sold out | 21 | 27 | −22.2% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in COWG
All superinvestors →
Who owns COWG
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds51.7%
- Banks and brokers47.0%
- Pensions, insurers and other1.2%
The top 10 holders own 58.3% of all COWG shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
186 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−946K sh
- Foundations Investment Advisors, LLCTrimmed−379K sh
- Ethos Financial Group, LLCSold out−209K sh
- Flagship Harbor Advisors, LLCTrimmed−187K sh
- Kestra Advisory Services, LLCAdded+164K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 6.1M | $243M | −210K |
| 2 | LPL Financial LLC | – | 5.2M | $209M | +27K |
| 3 | Raymond James Financial Inc | – | 2.2M | $89.8M | +11K |
| 4 | Cambridge Investment Research Advisors, Inc. | – | 2M | $81.7M | +1M |
| 5 | Jones Financial Companies Lllp | – | 1.8M | $69.1M | +67K |
| 6 | Envestnet Asset Management Inc | – | 1.7M | $67.5M | −137K |
| 7 | Morgan Stanley | – | 1.6M | $63.4M | +110K |
| 8 | Wells Fargo & Company/mn | – | 1.1M | $45.2M | −898K |
| 9 | Cetera Investment Advisers | – | 1.1M | $44.3M | +14K |
| 10 | Osaic Holdings, Inc. | – | 893K | $35.8M | −10K |
- Cambridge Investment Research Advisors, Inc.+1M sh+$41.1M
- Ethos Financial Group, LLC+209K sh+$7.7M
- Morgan Stanley+110K sh+$4.4M
- Two Sigma Investments, LP+93K sh+$3.7M
- Arq Wealth Advisors, LLC+94K sh+$3.6M
- Ameriprise Financial Inc+77K sh+$3.1M
- Jones Financial Companies Lllp+67K sh+$2.6M
- Summit Financial, LLC+51K sh+$2M
- Wells Fargo & Company/mn−898K sh−$36.1M
- Traphagen Investment Advisors LLC−851K sh−$34.2M
- Mml Investors Services, LLC−295K sh−$11.9M
- Bank of America Corp /de/−210K sh−$8.4M
- RFG Advisory, LLC−191K sh−$7.7M
- Mariner, LLC−187K sh−$6.3M
- Envestnet Asset Management Inc−137K sh−$5.5M
- Rubicon Advisors, GP−117K sh−$4.7M
COWG institutional ownership FAQ
Who owns the most COWG stock?
In Q2 2026 13F filings the largest holder of COWG was Bank of America Corp /de/, followed by LPL Financial LLC and Raymond James Financial Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of COWG is owned by institutions?
252 funds reported holding 40.7M COWG shares at Jun 30, 2026.
Are hedge funds buying COWG?
In Q2 2026, 138 funds bought COWG (36 of them new positions) and 108 sold (21 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for COWG is neutral.
What is COWG's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this COWG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.