Institutional holders — Coherent Corp.
Data source:
companies/cohr/data/STOCK_INSTITUTIONAL.json. Auto-refreshed quarterly (45 days after quarter-end) from EDGAR 13F filings.
NVIDIA — strategic investor (Mar 2, 2026)
NVDA’s $2.0B common-stock private placement (7,788,161 shares × $256.80, March 2, 2026) is the most material recent change to the institutional cap table. Whether NVDA voluntarily files Schedule 13G/13D depends on the percentage threshold and intent classification — the 5% trigger applies to 13G (passive) / 13D (active) but NVDA’s stake is below the trigger on a fully-diluted basis depending on COHR’s share count at the time of filing. Cross-link: NVIDIA partnership.
Bain Capital — Series B Convertible Preferred holder
Bain Capital alone (via the BCPE Watson SPV) holds the Series B Convertible Preferred Stock issued at the July 2022 Coherent Inc. acquisition closing — optional conversion at $85.00, 5.00% PIK dividend through year four (dividends fully waived November 20, 2025). Senator Investment Group is sometimes cited in press summaries but is NOT a Series B holder. See balance sheet for the full instrument terms.
Top holders
The detailed quarterly 13F top-holder series is auto-populated by the data pipeline. Typical Coherent institutional concentration (per pre-NVDA-deal 13Fs):
- Index funds (Vanguard, BlackRock, State Street) dominate the passive layer.
- Fundamental managers including value-style and tech-sector specialists rotate quarter-to-quarter.
The exact roster is rebuilt from EDGAR each quarter; check the JSON dataset or run edgar_monitor.py --cik 0000820318 for the current roll-up.
Companion pages
- Stock price history — daily OHLC + structural events
- Insider transactions log — Form 4 series
- Short interest history — bi-monthly FINRA prints