COHU INC (COHU) — Institutional Holders, Q2 2026

350 institutional investment managers reported a COHU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← COHU stock profile

COHU in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

108

Added to

Trimmed

106

Sold out

Biggest buyers

Capital World InvestorsNew · +2,757,413 sh+$203.8M
Invesco Ltd.Added · +1,781,263 sh+$131.7M
Capital International InvestorsNew · +1,093,376 sh+$80.8M
MANUFACTURERS LIFE INSURANCE COMPANY, THEAdded · +1,033,082 sh+$76.4M
PRICE T ROWE ASSOCIATESAdded · +904,341 sh+$66.8M

Biggest sellers

BARROW HANLEY MEWHINNEY & STRAUSSTrimmed · -1,779,662 sh-$131.5M
VICTORY CAPITAL MANAGEMENTTrimmed · -1,328,121 sh-$98.2M
FRONTIER CAPITAL MANAGEMENTTrimmed · -1,093,782 sh-$80.8M
ROYCE & ASSOCIATESTrimmed · -1,089,687 sh-$80.5M
FRANKLIN RESOURCESTrimmed · -720,631 sh-$53.3M

COHU 13F holders ranked 1–100 of 350

Institutional investors reporting a position in COHU INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 7,386,449 sh	7,386,449	$545.9M	<0.01%	+1.0%
2	Capital World Investors#2 · 2,757,413 sh	2,757,413	$203.8M	0.02%	New
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 2,303,291 sh	2,303,291	$170.2M	<0.01%	+13.0%
4	Invesco Ltd.#4 · 2,030,920 sh	2,030,920	$150.1M	0.01%	+713.5%
5	VANGUARD CAPITAL MANAGEMENT#5 · 2,007,337 sh	2,007,337	$148.4M	<0.01%	+2.0%
6	STATE STREET#6 · 1,888,948 sh	1,888,948	$139.6M	<0.01%	+3.4%
7	GEODE CAPITAL MANAGEMENT#7 · 1,299,373 sh	1,299,373	$96.1M	<0.01%	+10.4%
8	SYSTEMATIC FINANCIAL MANAGEMENT#8 · 1,174,165 sh	1,174,165	$86.8M	1.73%	-16.2%
9	TWO SIGMA INVESTMENTS#9 · 1,142,216 sh	1,142,216	$84.4M	0.06%	+4.4%
10	DIMENSIONAL FUND ADVISORS#10 · 1,122,112 sh	1,122,112	$82.9M	0.01%	-28.4%
11	Capital International Investors#11 · 1,093,376 sh	1,093,376	$80.8M	0.02%	New
12	MANUFACTURERS LIFE INSURANCE COMPANY, THE#12 · 1,052,816 sh	1,052,816	$77.8M	0.06%	+5235.0%
13	MORGAN STANLEY#13 · 996,487 sh	996,487	$73.7M	<0.01%	+4.7%
14	VICTORY CAPITAL MANAGEMENT#14 · 978,370 sh	978,370	$72.3M	0.04%	-57.6%
15	PRICE T ROWE ASSOCIATES#15 · 959,839 sh	959,839	$70.9M	<0.01%	+1629.5%
16	THRIVENT FINANCIAL FOR LUTHERANS#16 · 945,177 sh	945,177	$69.9M	0.12%	+1123.5%
17	ROYCE & ASSOCIATES#17 · 938,030 sh	938,030	$69.3M	0.56%	-53.7%
18	EMERALD ADVISERS#18 · 843,627 sh	843,627	$62.4M	1.47%	+8.1%
19	AMERIPRISE FINANCIAL#19 · 833,562 sh	833,562	$61.6M	0.01%	+537.3%
20	GOLDMAN SACHS GROUP#20 · 754,000 sh	754,000	$55.7M	<0.01%	-28.5%
21	CHARLES SCHWAB INVESTMENT MANAGEMENT#21 · 733,112 sh	733,112	$54.2M	<0.01%	-8.6%
22	Point72 Asset Management, L.P.#22 · 653,112 sh	653,112	$48.3M	0.05%	+1298.1%
23	JPMORGAN CHASE#23 · 683,252 sh	683,252	$46.5M	<0.01%	+493.5%
24	DRIEHAUS CAPITAL MANAGEMENT#24 · 617,323 sh	617,323	$45.6M	0.26%	+14.6%
25	MILLENNIUM MANAGEMENT#25 · 594,329 sh	594,329	$43.9M	0.02%	-13.6%
26	PARADIGM CAPITAL MANAGEMENT#26 · 578,997 sh	578,997	$42.8M	1.16%	-7.2%
27	SEGALL BRYANT & HAMILL#27 · 575,180 sh	575,180	$42.5M	0.50%	New
28	First Eagle Investment Management#28 · 548,533 sh	548,533	$40.5M	0.07%	+15.7%
29	NORTHERN#29 · 547,337 sh	547,337	$40.5M	<0.01%	+10.6%
30	EMERALD MUTUAL FUND ADVISERS#30 · 533,619 sh	533,619	$39.4M	1.39%	+8.9%
31	Leeward Investments, - MA#31 · 528,519 sh	528,519	$39.1M	—	-18.2%
32	Connor, Clark & Lunn Investment Management Ltd.#32 · 521,220 sh	521,220	$38.5M	0.07%	+51.6%
33	Tributary Capital Management#33 · 514,757 sh	514,757	$38.0M	3.13%	-25.1%
34	HRT FINANCIAL#34 · 430,625 sh	430,625	$31.8M	0.08%	+674.3%
35	abrdn plc#35 · 426,149 sh	426,149	$31.5M	0.04%	New
36	NORGES BANK#36 · 398,600 sh	398,600	$29.5M	<0.01%	—
37	Nuveen#37 · 372,424 sh	372,424	$27.5M	<0.01%	+240.2%
38	AQR CAPITAL MANAGEMENT#38 · 339,335 sh	339,335	$25.1M	<0.01%	+8.8%
39	UBS Group AG#39 · 329,431 sh	329,431	$24.3M	<0.01%	-2.4%
40	VANGUARD FIDUCIARY#40 · 326,772 sh	326,772	$24.2M	<0.01%	+8.0%
41	ACADIAN ASSET MANAGEMENT#41 · 325,994 sh	325,994	$24.1M	0.03%	+48.2%
42	JENNISON ASSOCIATES#42 · 314,865 sh	314,865	$23.3M	0.01%	New
43	T. Rowe Price Investment Management#43 · 311,258 sh	311,258	$23.0M	0.02%	New
44	DAVENPORT#44 · 301,309 sh	301,309	$22.3M	—	+15.3%
45	FRANKLIN RESOURCES#45 · 299,509 sh	299,509	$22.1M	<0.01%	-70.6%
46	Bank of New York Mellon#46 · 287,064 sh	287,064	$21.2M	<0.01%	-66.8%
47	PUBLIC SECTOR PENSION INVESTMENT BOARD#47 · 280,647 sh	280,647	$20.7M	0.05%	+68.0%
48	CITADEL ADVISORS#48 · 245,544 sh	245,544	$18.1M	<0.01%	+18.3%
49	BANK OF AMERICA#49 · 240,075 sh	240,075	$17.7M	<0.01%	-53.6%
50	ALGERT GLOBAL#50 · 237,018 sh	237,018	$17.5M	0.21%	-13.8%
51	PRINCIPAL FINANCIAL GROUP#51 · 229,645 sh	229,645	$17.0M	<0.01%	+1.2%
52	TORONTO DOMINION BANK#52 · 216,285 sh	216,285	$16.0M	0.02%	-29.7%
53	BARCLAYS PLC#53 · 212,833 sh	212,833	$15.7M	<0.01%	+213.2%
54	Stanley-Laman Group, Ltd.#54 · 206,620 sh	206,620	$15.3M	—	-1.1%
55	Portolan Capital Management#55 · 206,120 sh	206,120	$15.2M	0.57%	New
56	FRONTIER CAPITAL MANAGEMENT#56 · 200,834 sh	200,834	$14.8M	0.14%	-84.5%
57	Meros Investment Management#57 · 190,686 sh	190,686	$14.1M	4.47%	-30.9%
58	CITIGROUP#58 · 182,722 sh	182,722	$13.5M	<0.01%	-49.4%
59	RAYMOND JAMES FINANCIAL#59 · 167,188 sh	167,188	$12.4M	<0.01%	+185.4%
60	ENVESTNET ASSET MANAGEMENT#60 · 163,371 sh	163,371	$12.1M	<0.01%	-16.1%
61	Kultura Capital Management#61 · 157,357 sh	157,357	$11.6M	2.10%	New
62	SG Capital Management#62 · 140,957 sh	140,957	$10.4M	0.86%	-51.5%
63	SEI INVESTMENTS#63 · 138,562 sh	138,562	$10.2M	<0.01%	-44.8%
64	BNP PARIBAS FINANCIAL MARKETS#64 · 132,925 sh	132,925	$9.8M	<0.01%	-50.1%
65	ESSEX INVESTMENT MANAGEMENT#65 · 131,170 sh	131,170	$9.7M	—	-31.6%
66	AMERICAN CENTURY COMPANIES#66 · 126,760 sh	126,760	$9.4M	<0.01%	+11.8%
67	WELLS FARGO & COMPANY#67 · 125,248 sh	125,248	$9.3M	<0.01%	-29.9%
68	RHUMBLINE ADVISERS#68 · 118,725 sh	118,725	$8.8M	<0.01%	-11.9%
69	Intrinsic Edge Capital Management#69 · 116,000 sh	116,000	$8.6M	0.89%	New
70	Informed Momentum#70 · 115,726 sh	115,726	$8.6M	0.76%	New
71	4D Advisors#71 · 115,000 sh	115,000	$8.5M	3.27%	-37.8%
72	Man Group plc#72 · 114,570 sh	114,570	$8.5M	0.01%	-47.5%
73	Trexquant Investment#73 · 112,276 sh	112,276	$8.3M	0.05%	-51.2%
74	Nicholas Investment Partners#74 · 108,413 sh	108,413	$8.0M	0.45%	New
75	LAZARD ASSET MANAGEMENT#75 · 107,167 sh	107,167	$7.9M	0.01%	New
76	STATE OF WISCONSIN INVESTMENT BOARD#76 · 105,772 sh	105,772	$7.8M	0.02%	+37.3%
77	Legal & General Group Plc#77 · 105,523 sh	105,523	$7.8M	<0.01%	-7.7%
78	Jump Financial#78 · 103,731 sh	103,731	$7.7M	0.06%	-10.8%
79	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#79 · 99,125 sh	99,125	$7.3M	<0.01%	+7.5%
80	D. E. Shaw#80 · 98,504 sh	98,504	$7.3M	<0.01%	-81.9%
81	MIZUHO MARKETS AMERICAS#81 · 97,555 sh	97,555	$7.2M	0.11%	-64.2%
82	CRAMER ROSENTHAL MCGLYNN#82 · 92,360 sh	92,360	$6.8M	0.35%	-51.0%
83	Swiss National Bank#83 · 92,050 sh	92,050	$6.8M	<0.01%	0.0%
84	Legato Capital Management#84 · 91,448 sh	91,448	$6.8M	0.56%	-13.4%
85	Creative Planning#85 · 91,307 sh	91,307	$6.7M	<0.01%	+6.5%
86	VOYA INVESTMENT MANAGEMENT#86 · 88,176 sh	88,176	$6.5M	<0.01%	-49.4%
87	Voleon Capital Management#87 · 87,794 sh	87,794	$6.5M	0.12%	New
88	Pier Capital#88 · 87,460 sh	87,460	$6.5M	0.86%	-22.5%
89	Lightrock Netherlands B.V.#89 · 155,105 sh	155,105	$6.3M	1.24%	+2.0%
90	BANK OF NOVA SCOTIA#90 · 82,352 sh	82,352	$6.1M	<0.01%	-68.1%
91	Polymer Capital Management (US)#91 · 79,846 sh	79,846	$5.9M	0.78%	New
92	TUDOR INVESTMENT ET AL#92 · 76,802 sh	76,802	$5.7M	<0.01%	New
93	OAK ASSOCIATES LTD#93 · 73,101 sh	73,101	$5.4M	0.30%	0.0%
94	RENAISSANCE TECHNOLOGIES#94 · 72,500 sh	72,500	$5.4M	<0.01%	-14.2%
95	JANE STREET GROUP#95 · 65,714 sh	65,714	$4.9M	<0.01%	+46.0%
96	Quantinno Capital Management#96 · 61,663 sh	61,663	$4.6M	<0.01%	-2.8%
97	XTX Topco Ltd#97 · 61,473 sh	61,473	$4.5M	0.06%	+81.9%
98	MUTUAL OF AMERICA CAPITAL MANAGEMENT#98 · 60,162 sh	60,162	$4.4M	—	New
99	Focus Partners Wealth#99 · 61,848 sh	61,848	$4.3M	<0.01%	-80.8%
100	DEAN INVESTMENT ASSOCIATES#100 · 55,703 sh	55,703	$4.1M	0.54%	-55.8%

Funds that sold out of COHU in Q2 2026 (21)

Held COHU at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held COHU in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
CSM Advisors274,136 sh	274,136	$8.4M
VOLORIDGE INVESTMENT MANAGEMENT148,261 sh	148,261	$4.5M
Azarias Capital Management, L.P.59,559 sh	59,559	$1.8M
Pacific Ridge Capital Partners45,990 sh	45,990	$1.4M
Qube Research & Technologies Ltd44,341 sh	44,341	$1.4M
Woodline Partners15,352 sh	15,352	$470.1K
SHEETS SMITH WEALTH MANAGEMENT14,644 sh	14,644	$448.4K
Central Pacific Bank - Division14,352 sh	14,352	$439.5K
Numerai GP13,475 sh	13,475	$412.6K
Graham Capital Management, L.P.12,792 sh	12,792	$391.7K
Palouse Capital Management1,339 sh	1,339	$41.0K
Advisory Services Network631 sh	631	$19.3K
GROUP ONE TRADING, L.P.433 sh	433	$13.3K
MAI Capital Management376 sh	376	$11.5K
Aster Capital Management (DIFC) Ltd741 sh	741	$10.9K
Sound Income Strategies242 sh	242	$7.7K
TWIN PEAKS WEALTH ADVISORS119 sh	119	$3.6K
Root Financial Partners111 sh	111	$3.4K
Rossby Financial, LCC75 sh	75	$2.4K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT60 sh	60	$1.8K
Larson Financial Group40 sh	40	$1.2K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.