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Compass Diversified (CODI) Institutional Ownership

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$21.52 +0.05 (+0.25%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Compass Diversified (NYSE:CODI)

Current
Institutional Ownership
Percentage
72.73%
Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$172.74M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$95.99M
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CODI Institutional Buying and Selling by Quarter

Compass Diversified Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Inspire Investing LLC17,299$399K0.0%-7.1%0.023%
1/17/2025Janney Montgomery Scott LLC227,384$5.25M0.0%+3.7%0.301%
1/17/2025SG Americas Securities LLC18,932$437K0.0%+19.1%0.025%
1/17/2025Dakota Wealth Management27,944$645K0.0%-2.5%0.037%
1/16/2025Gilman Hill Asset Management LLC374,372$8.64M1.5%-4.0%0.495%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.3,194$74K0.0%+29.6%0.004%
1/6/2025 Bard Financial Services Inc.8,925$206K0.0%N/A0.012%
12/26/2024JPMorgan Chase & Co.92,517$2.05M0.0%-19.5%0.122%
12/13/2024Lord Abbett & CO. LLC1,637,603$36.24M0.1%+1.4%2.165%
11/25/2024Sanctuary Advisors LLC96,603$2.26M0.0%-4.3%0.128%
11/18/2024Arete Wealth Advisors LLC9,116$201K0.0%N/A0.012%
11/16/2024Geode Capital Management LLC804,953$17.81M0.0%-0.4%1.064%
11/15/2024Barclays PLC105,774$2.34M0.0%+296.3%0.140%
11/15/2024Nomura Asset Management Co. Ltd.1,312$29K0.0%-26.1%0.002%
11/15/2024National Bank of Canada FI220,338$4.88M0.0%+11.5%0.291%
11/15/2024Jane Street Group LLC70,548$1.56M0.0%-13.2%0.093%
11/15/2024State Street Corp1,220,920$27.02M0.0%-0.1%1.614%
11/15/2024Stifel Financial Corp24,441$541K0.0%-13.7%0.032%
11/14/2024Rockefeller Capital Management L.P.11,766$260K0.0%+5.1%0.016%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,955$2.63M0.0%-13.1%0.157%
11/14/2024De Lisle Partners LLP15,300$339K0.1%N/A0.020%
11/13/2024BNP Paribas Financial Markets14,360$318K0.0%+10.2%0.019%
11/13/2024Quantbot Technologies LP7,827$173K0.0%N/A0.010%
11/13/2024FMR LLC283,777$6.28M0.0%+115.0%0.375%
11/13/2024D.A. Davidson & CO.78,296$1.73M0.0%+1.1%0.103%
11/13/2024The Manufacturers Life Insurance Company1,085,195$24.02M0.0%-0.7%1.434%
11/13/2024Dynamic Technology Lab Private Ltd13,970$309K0.0%N/A0.018%
11/12/2024Swedbank AB149,375$3.31M0.0%N/A0.197%
11/12/2024Charles Schwab Investment Management Inc.394,747$8.74M0.0%-23.0%0.522%
11/9/2024Intech Investment Management LLC9,896$219K0.0%N/A0.013%
11/7/2024Quest Partners LLC7,440$165K0.0%+245.7%0.010%
11/6/2024Royce & Associates LP857,781$18.98M0.2%+4.9%1.134%
11/5/2024Victory Capital Management Inc.10,506$232K0.0%N/A0.014%
11/5/2024Aptus Capital Advisors LLC269,304$5.96M0.1%+15.5%0.356%
11/1/2024Atria Investments Inc67,372$1.49M0.0%+4.2%0.089%
11/1/2024Verdence Capital Advisors LLC15,830$350K0.0%+5.0%0.021%
10/30/2024North Star Investment Management Corp.354,432$7.84M0.5%+1.5%0.470%
10/29/2024Van ECK Associates Corp9,319$195K0.0%+23.1%0.012%
10/29/2024GFS Advisors LLC17,500$387K0.1%+4,900.0%0.023%
10/29/2024Janney Montgomery Scott LLC219,229$4.85M0.0%+0.4%0.291%
10/29/2024Farther Finance Advisors LLC2,219$49K0.0%+273.6%0.003%
10/24/2024Hunter Associates Investment Management LLC26,700$589K0.1%+11.7%0.035%
10/24/2024Nisa Investment Advisors LLC3,051$68K0.0%+190.3%0.004%
10/24/2024Essex Financial Services Inc.1,302,174$27.37M1.3%+20.2%1.727%
10/23/2024E. Ohman J or Asset Management AB81,170$1.80M0.0%+8.0%0.108%
10/23/2024Dakota Wealth Management28,654$634K0.0%-5.2%0.038%
10/22/2024 International Assets Investment Management LLC47,801$1.06M0.0%N/A0.063%
10/22/2024Private Advisor Group LLC15,174$336K0.0%-4.1%0.020%
10/19/2024Allspring Global Investments Holdings LLC4,257,759$94.22M0.1%+3.4%5.648%
10/16/2024SPC Financial Inc.17,100$378K0.0%-2.8%0.023%
10/15/2024Swedbank AB149,375$3.31M0.0%N/A0.198%
10/10/2024Gilman Hill Asset Management LLC389,774$8.63M1.4%+1.3%0.517%
10/10/2024Inspire Investing LLC18,619$412K0.0%+15.2%0.025%
10/10/2024 Peak Financial Advisors LLC24,883$551K0.3%+5.6%0.033%
10/5/2024Northwest Quadrant Wealth Management LLC12,583$278K0.1%-7.7%0.017%
10/3/2024SG Americas Securities LLC15,897$352K0.0%N/A0.021%
9/5/2024Sanctuary Advisors LLC100,947$2.28M0.0%N/A0.134%
8/21/2024Truist Financial Corp48,746$1.07M0.0%+1.6%0.065%
8/15/2024The Manufacturers Life Insurance Company1,092,484$23.91M0.0%-7.7%1.449%
8/14/2024ProShare Advisors LLC18,477$404K0.0%-15.2%0.025%
8/13/2024Sei Investments Co.703,142$15.39M0.0%+9.2%0.933%
8/12/2024Inspire Investing LLC16,166$354K0.0%+8.4%0.021%
8/12/2024SMH Capital Advisors Inc.72,248$1.58M4.8%-3.7%0.096%
8/12/2024Glass Jacobson Investment Advisors llc22,250$487K0.2%-2.4%0.030%
8/12/2024Hsbc Holdings PLC43,292$943K0.0%-23.2%0.057%
8/12/2024Blair William & Co. IL690,106$15.11M0.0%-2.4%0.915%
8/12/2024Mercer Global Advisors Inc. ADV9,154$200K0.0%N/A0.012%
8/9/2024Renaissance Technologies LLC103,400$2.26M0.0%+562.8%0.137%
8/8/2024Prosperity Consulting Group LLC11,746$257K0.0%-35.0%0.016%
8/8/2024William Blair Investment Management LLC1,876,309$41.07M0.1%+0.2%2.489%
8/8/2024American Century Companies Inc.5,447,561$119.25M0.1%0.0%7.226%
8/8/2024HHM Wealth Advisors LLC1,500$33K0.0%N/A0.002%
8/7/2024Wedbush Securities Inc.28,405$622K0.0%+2.1%0.038%
8/7/2024Ashton Thomas Private Wealth LLC6,258$137K0.0%N/A0.008%
8/6/2024Quest Partners LLC2,152$47K0.0%-82.5%0.003%
8/6/2024Great Lakes Advisors LLC160,173$3.51M0.0%-4.8%0.212%
8/3/2024National Bank of Canada FI197,546$4.28M0.0%+4.1%0.262%
8/1/2024Rhumbline Advisers104,171$2.28M0.0%+5.9%0.138%
7/31/2024Essex Financial Services Inc.1,094,839$23.97M1.2%+45.0%1.452%
7/31/2024Aptus Capital Advisors LLC233,080$5.10M0.1%+24.6%0.309%
7/31/2024Van ECK Associates Corp7,571$166K0.0%+20.4%0.010%
7/31/2024Commonwealth Equity Services LLC45,478$996K0.0%-1.5%0.060%
7/29/2024 Ridgewood Investments LLC2,500$55K0.0%N/A0.003%
7/26/2024Allspring Global Investments Holdings LLC4,117,375$90.13M0.1%+2.0%5.462%
7/26/2024Verdence Capital Advisors LLC15,075$330K0.0%N/A0.020%
7/26/2024Bank of New York Mellon Corp240,161$5.26M0.0%+14.0%0.319%
7/22/2024Dakota Wealth Management30,214$661K0.0%+3.4%0.040%
7/19/2024Raymond James & Associates93,810$2.05M0.0%-5.3%0.124%
7/13/2024Northwest Quadrant Wealth Management LLC13,626$298K0.1%-5.2%0.018%
7/12/2024Gilman Hill Asset Management LLC384,848$8.42M1.5%+3.1%0.511%
7/9/2024 Bard Financial Services Inc.10,925$239K0.0%N/A0.014%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.2,413$53K0.0%N/A0.003%
5/24/2024Cetera Advisors LLC8,855$213K0.0%N/A0.012%
5/21/2024Atria Investments Inc61,009$1.47M0.0%-5.9%0.081%
5/15/2024Public Employees Retirement Association of Colorado13,114$316K0.0%-11.0%0.017%
5/15/2024Price T Rowe Associates Inc. MD18,051$435K0.0%+14.3%0.024%
5/15/2024Gamco Investors INC. ET AL71,000$1.71M0.0%-8.3%0.094%
5/14/2024CANADA LIFE ASSURANCE Co52,162$1.25M0.0%+9.2%0.069%
5/10/2024Vanguard Group Inc.5,027,114$121.00M0.0%+0.2%6.669%
5/9/2024Blair William & Co. IL707,392$17.03M0.1%-1.9%0.938%
(Data available from 1/1/2016 forward)

CODI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CODI shares?

During the previous two years, 151 institutional investors and hedge funds held shares of Compass Diversified. The most heavily invested institutionals were Scissortail Wealth Management LLC ($632.75M), Vanguard Group Inc. ($121.00M), American Century Companies Inc. ($119.25M), Allspring Global Investments Holdings LLC ($94.22M), William Blair Investment Management LLC ($41.07M), Lord Abbett & CO. LLC ($36.24M), and GW&K Investment Management LLC ($31.96M).Learn more on CODI's institutional investors.

What percentage of Compass Diversified stock is owned by institutional investors?

72.73% of Compass Diversified stock is owned by institutional investors. Learn more on CODI's institutional investor holdings.

Which institutional investors have been buying Compass Diversified stock?

Of the 121 institutional investors that purchased Compass Diversified stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($4.25M), Lord Abbett & CO. LLC ($913.52K), William Blair Investment Management LLC ($580.77K), Essex Financial Services Inc. ($559.21K), The Manufacturers Life Insurance Company ($408.90K), Swedbank AB ($298.75K), and National Bank of Canada FI ($285.48K).

How much institutional buying is happening at Compass Diversified?

Institutional investors have bought a total of 10,192,906 shares in the last 24 months. This purchase volume represents approximately $222.12M in transactions.

Which Compass Diversified major shareholders have been selling company stock?

Of the 83 institutional investors that sold Compass Diversified stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($3.21M), Royce & Associates LP ($305.87K), GW&K Investment Management LLC ($251.14K), William Blair Investment Management LLC ($202.84K), Schroder Investment Management Group ($202.19K), American Century Companies Inc. ($184.82K), and Victory Capital Management Inc. ($183.11K).

How much institutional selling is happening at Compass Diversified?

Institutional investors have sold a total of 5,955,833 shares in the last 24 months. This volume of shares sold represents approximately $132.98M in transactions.


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This page (NYSE:CODI) was last updated on 1/17/2025 by MarketBeat.com Staff
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