Cohen & Steers

CNS • NYSE

Cohen & Steers is a asset management company in the financial services sector on NYSE, led by Joseph M. Harvey, with a market cap of $3.2B. As of Q3 2025, 56% of shares are held by 282 institutional investors, with BlackRock, Inc. as the largest holder at 8.11%.

CEOJoseph M. Harvey

Market Cap$3.2B

Asset Management

Financial Services

Employees405.0

Websitecohenandsteers.com

Country

United States of America

Overview

Overview of institutional ownership in CNS as of Q3 2025 with a market cap of $3.3B

All Institutions

Institutions: 282
Value Held: $1.9B
Shares Held: 28.7M
Avg Position: $6.7M
Median Position: $427.5K

Hedge Funds

Hedge Funds: 31
Value Held: $89.8M
Shares Held: 1.4M
Avg Position: $2.9M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

53.52%

$1.8B

Hedge Funds

2.68%

$89.8M

Retail & Other

43.8%

$1.5B

Based on market cap of $3.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CNS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$271.4M 0.00% of portfolio	8.11% 4.1M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$212.8M 0.00% of portfolio	6.36% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$136.7M 0.73% of portfolio	4.09% 2.1M shares	Q2 2019 Held for 6y 5m	$18.6B
BAMCO INC /NY/ Long Only Manager	Ronald Stephen Baron CEO	$113.4M 0.30% of portfolio	3.39% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$37.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$76.7M 0.00% of portfolio	2.29% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$73.2M 0.02% of portfolio	2.19% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$72.2M 0.01% of portfolio	2.16% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
Clearbridge Investments, LLC Long Only Manager	Terrence James Murphy President	$61.6M 0.05% of portfolio	1.84% 938.8K shares	≤ Q2 2013 Held for 12y 5m+	$132.87B
B BTIM Corp. Institution	-	$59.9M 0.44% of portfolio	1.79% 912.6K shares	≤ Q2 2013 Held for 12y 5m+	$13.6B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$58.8M 0.00% of portfolio	1.76% 895.8K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T

Net Capital Flow

Institutional buying and selling activity for CNS in Q3 2025

Traded: −$44.6M
Buyers: 133
Sellers: 131
Total Bought: +$132.4M
Total Sold: −$177.1M
Avg Position: $6.0M

Biggest Buyers

Institution	Net Bought	Current Position
MetLife Investment Advisors, LLC Insurance Manager	+$15.3M +233.5K shares	$16.4M 249.9K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	+$12.1M +185.0K shares	$12.1M 185.0K shares
BOURGEON CAPITAL MANAGEMENT LLC RIA/Wealth	+$9.6M +145.6K shares	$9.6M 145.6K shares
GOLDMAN SACHS GROUP INC Institution	+$7.5M +114.7K shares	$16.0M 244.1K shares
A Advisor Group Holdings, Inc. Institution	+$5.7M +86.2K shares	$6.0M 91.9K shares
UBS Group AG Institution	+$5.6M +85.2K shares	$9.4M 143.6K shares
D D. E. Shaw & Co., Inc. Institution	+$5.6M +85.0K shares	$11.6M 176.3K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$5.1M +78.2K shares	$6.4M 97.4K shares
Q Qube Research & Technologies Ltd Institution	+$5.1M +77.6K shares	$6.1M 93.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$4.7M +71.3K shares	$5.2M 79.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$26.5M −404.1K shares	$39.7M 604.5K shares
WASATCH ADVISORS INC Long Only Manager	−$25.1M −382.1K shares	$136.7M 2.1M shares
Invesco Ltd. ETF Provider	−$22.0M −335.7K shares	$8.4M 127.3K shares
MORGAN STANLEY RIA/Wealth	−$14.2M −216.0K shares	$58.8M 895.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$13.9M −211.9K shares	$14.6M 223.2K shares
BAMCO INC /NY/ Long Only Manager	−$13.1M −199.9K shares	$113.4M 1.7M shares
Marshall Wace LLP Institution	−$6.4M −98.3K shares	$12.1M 184.5K shares
R ROYAL BANK OF CANADA Institution	−$3.5M −52.9K shares	$3.3M 50.2K shares
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	−$3.2M −49.0K shares	$9.7M 148.1K shares
Copeland Capital Management, LLC Long Only Manager	−$3.1M −47.2K shares	$56.9M 866.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CNS in Q3 2025

New Positions: 16
New Value: $2.1M
Exited Positions: 30
Exited Value: $13.3M

New Positions

Institution	Position Value
Morningstar Investment Management LLC Long Only Manager	$804.4K 12.3K shares
Voleon Capital Management LP Hedge Fund•Quant	$652.1K 9.9K shares
D DRW Securities, LLC Institution	$299.3K 4.5K shares
WESTBOURNE INVESTMENTS, INC. RIA/Wealth	$252.8K 5.9K shares
G GROUP ONE TRADING, L.P. Institution	$72.9K 1.1K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$9.2K 140.0 shares
R Root Financial Partners, LLC RIA/Wealth	$8.6K 131.0 shares
Sontag Advisory, LLC RIA/Wealth	$7.5K 114.0 shares
JPL Wealth Management, LLC RIA/Wealth	$2.3K 35.0 shares
Halbert, Hargrove/Russell LLC RIA/Wealth	$1.9K 29.0 shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.6M 35.0K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$1.6M 20.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.6M 20.6K shares
OZ MANAGEMENT LP Hedge Fund•Multi-Strategy	$1.5M 19.8K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$1.3M 17.8K shares
S STRS OHIO Institution	$851.5K 11.3K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$754.4K 10.0K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$552.8K 7.3K shares
C CONNABLE OFFICE INC Institution	$351.5K 4.7K shares
BANK OF MONTREAL /CAN/ Institution	$345.0K 4.6K shares

Options Activity

Institutions with the largest Call and Put options positions in CNS as of Q3 2025

Call Positions: 2
Call Value: $3.9M
Put Positions: 3
Put Value: $2.2M

Call Positions

Institution	Position Value
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$3.7M 557.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$210.0K 32.0 contracts

Put Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$1.2M 186.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$734.8K 112.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$255.9K 39.0 contracts

Most Committed Institutions

Institutions with CNS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	Steven Louis Frankel Managing Partner	7.96% $9.7M	0.29% 148.1K shares	Q1 2025 Held for 8 months	$122.1M
BOURGEON CAPITAL MANAGEMENT LLC RIA/Wealth	John Aniblo Zaro Managing Partner	1.82% $9.6M	0.29% 145.6K shares	Q3 2025 Held for 2 months	$525.3M
Taylor Hoffman Capital Management LLC RIA/Wealth	Josiah David Hoffman Owner	1.32% $4.2M	0.13% 63.8K shares	Q3 2024 Held for 1y 2m	$317.4M
WINSLOW ASSET MANAGEMENT INC Long Only Manager	Timothy Seth Goldberg CEO	1.28% $6.8M	0.20% 104.2K shares	≤ Q2 2013 Held for 12y 5m+	$532.7M
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	1.18% $56.9M	1.70% 866.6K shares	Q4 2017 Held for 7y 11m	$4.8B
Q QSV Equity Investors LLC Institution	-	0.99% $967.3K	0.03% 14.7K shares	Q4 2023 Held for 1y 11m	$97.9M
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	0.73% $136.7M	4.09% 2.1M shares	Q2 2019 Held for 6y 5m	$18.6B
P Pillar Financial Advisors, LLC RIA/Wealth	Gregory Michael Curry Member	0.58% $919.1K	0.03% 14.0K shares	Q4 2024 Held for 11 months	$159.2M
B BTIM Corp. Institution	-	0.44% $59.9M	1.79% 912.6K shares	≤ Q2 2013 Held for 12y 5m+	$13.6B
E EntryPoint Capital, LLC Hedge Fund•Long/Short	Lawrence Edward Leibowitz CEO	0.31% $804.6K	0.02% 12.3K shares	Q1 2025 Held for 8 months	$258.4M

Hedge Fund Spotlight

Discover hedge funds investing in CNS

Quest Partners LLC

Hedge Fund • Quant Macro

Portfolio ManagerNigol (Nmn) Koulajian

Portfolio Value: $1.5B
Positions: 2,240
Last Reported: Q3 2025

Sector Allocation

Position in Cohen & Steers

Market Value: $128.6K
Shares Held: 2.0K
Portfolio Weight: 0.01%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$39.0M	2.54%
2 SPDR Portfolio Intermediate Term Treasury SPTI	ETF ETF	$6.5M	0.42%
3 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$6.5M	0.42%

View full profile

Cohen & Steers

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Cohen & Steers

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