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Compass Diversified (CODI) Institutional Ownership

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$16.93 +0.17 (+0.98%)
Closing price 03:59 PM Eastern
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$16.93 0.00 (-0.03%)
As of 04:06 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)
104
Total
Institutional Inflows
(last 12 months)
$120.86M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$106.88M
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CODI Institutional Buying and Selling by Quarter

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Compass Diversified Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025 E. Ohman J or Asset Management AB129,152$2.41M0.1%+59.1%0.172%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.4,316$81K0.0%+35.1%0.006%
4/10/2025 Gilman Hill Asset Management LLC378,284$7.06M1.2%+1.0%0.503%
4/10/2025 Peak Financial Advisors LLC24,643$460K0.2%-2.6%0.033%
4/10/2025 TrueWealth Advisors LLC16,100$301K0.1%-5.8%0.021%
4/9/2025 NBC Securities Inc.1,676$31K0.0%+167,500.0%0.002%
4/8/2025 Rhumbline Advisers97,458$1.82M0.0%-1.9%0.130%
4/7/2025 GAMMA Investing LLC3,753$70K0.0%+1,332.4%0.005%
3/18/2025California State Teachers Retirement System63,494$1.47M0.0%-1.0%0.084%
3/17/2025Wealth Enhancement Advisory Services LLC16,714$386K0.0%N/A0.022%
2/27/2025Carolinas Wealth Consulting LLC2,000$46K0.0%-33.3%0.003%
2/20/2025Mackenzie Financial Corp21,915$506K0.0%N/A0.029%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC144,452$3.33M0.0%+21.4%0.191%
2/17/2025Saba Capital Management L.P.78,471$1.81M0.0%-23.3%0.104%
2/17/2025Royal Bank of Canada737,163$17.01M0.0%-16.2%0.974%
2/17/2025ProShare Advisors LLC31,574$729K0.0%+37.3%0.042%
2/17/2025Man Group plc8,911$206K0.0%-9.3%0.012%
2/17/2025Nuveen Asset Management LLC335,961$7.75M0.0%-11.7%0.444%
2/17/2025Northwest Quadrant Wealth Management LLC10,824$250K0.1%-14.0%0.014%
2/17/2025Millennium Management LLC82,381$1.90M0.0%+190.2%0.109%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,907$875K0.0%+3.6%0.050%
2/17/2025D. E. Shaw & Co. Inc.49,379$1.14M0.0%N/A0.065%
2/17/2025Deutsche Bank AG42,917$991K0.0%-42.5%0.057%
2/17/2025Cubist Systematic Strategies LLC25,237$582K0.0%N/A0.033%
2/17/2025Cetera Investment Advisers31,104$718K0.0%+2.4%0.041%
2/17/2025Bank of America Corp DE1,203,606$27.78M0.0%+14.9%1.591%
2/17/2025BNP Paribas Financial Markets12,054$278K0.0%-16.1%0.016%
2/17/2025Ameriprise Financial Inc.164,475$3.80M0.0%-7.5%0.217%
2/17/2025Aptus Capital Advisors LLC329,462$7.60M0.1%+22.3%0.436%
2/14/2025Jane Street Group LLC43,521$1.00M0.0%-38.3%0.058%
2/14/2025Northern Trust Corp507,660$11.72M0.0%+10.8%0.671%
2/14/2025The Manufacturers Life Insurance Company 1,103,405$25.47M0.0%+1.7%1.459%
2/14/2025Prosperity Consulting Group LLC11,905$275K0.0%N/A0.016%
2/14/2025Lord Abbett & CO. LLC1,559,280$35.99M0.1%-4.8%2.061%
2/14/2025Voya Investment Management LLC20,993$485K0.0%-6.9%0.028%
2/14/2025Price T Rowe Associates Inc. MD26,445$611K0.0%+21.2%0.035%
2/14/2025Tower Research Capital LLC TRC 3,055$71K0.0%+46.9%0.004%
2/14/2025MetLife Investment Management LLC41,023$947K0.0%+5.8%0.054%
2/13/2025CANADA LIFE ASSURANCE Co56,771$1.31M0.0%-3.3%0.075%
2/13/2025Keeley Teton Advisors LLC16,600$383K0.0%-15.3%0.022%
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2/13/2025CreativeOne Wealth LLC16,340$377K0.0%N/A0.022%
2/13/2025Barclays PLC130,871$3.02M0.0%+23.7%0.173%
2/13/2025Sterling Capital Management LLC2,133$49K0.0%+827.4%0.003%
2/13/2025Raymond James Financial Inc.184,143$4.25M0.0%N/A0.243%
2/13/2025Legal & General Group Plc576,775$13.31M0.0%-2.5%0.762%
2/13/2025Invesco Ltd.242,812$5.60M0.0%+3.1%0.321%
2/13/2025Polymer Capital Management US LLC10,431$241K0.1%N/A0.014%
2/13/2025Cerity Partners LLC11,309$261K0.0%N/A0.015%
2/13/2025Aster Capital Management DIFC Ltd7,590$175K0.1%N/A0.010%
2/13/2025Russell Investments Group Ltd.146,953$3.39M0.0%-13.2%0.194%
2/13/2025Wedbush Securities Inc.57,444$1.33M0.0%+44.5%0.076%
2/13/2025Dynamic Technology Lab Private Ltd22,214$513K0.1%+59.0%0.029%
2/13/2025Wells Fargo & Company MN173,267$4.00M0.0%+7.5%0.229%
2/12/2025SMH Capital Advisors Inc.78,970$1.82M4.4%N/A0.104%
2/12/2025Arete Wealth Advisors LLC12,651$293K0.0%+38.8%0.017%
2/12/2025Geode Capital Management LLC797,359$18.40M0.0%-0.9%1.054%
2/12/2025National Bank of Canada FI205,400$4.75M0.0%-6.8%0.272%
2/12/2025Franklin Resources Inc.17,985$415K0.0%N/A0.024%
2/12/2025Alliancebernstein L.P.66,840$1.54M0.0%-11.1%0.088%
2/12/2025Schroder Investment Management Group1,103,849$25.48M0.0%+3.3%1.459%
2/12/2025Arrowstreet Capital Limited Partnership14,146$326K0.0%N/A0.019%
2/12/2025Nomura Asset Management Co. Ltd.4,194$97K0.0%+219.7%0.006%
2/12/2025Blair William & Co. IL647,387$14.94M0.0%-2.7%0.856%
2/12/2025JPMorgan Chase & Co.204,628$4.72M0.0%+121.2%0.270%
2/11/2025Corebridge Financial Inc.33,132$765K0.0%-7.0%0.044%
2/11/2025Vanguard Group Inc.5,385,487$124.30M0.0%-0.7%7.119%
2/11/2025LPL Financial LLC93,914$2.17M0.0%-14.2%0.124%
2/11/2025KLP Kapitalforvaltning AS13,100$302K0.0%N/A0.017%
2/11/2025Sei Investments Co.804,160$18.56M0.0%+9.9%1.063%
2/11/2025American Century Companies Inc.5,291,102$122.12M0.1%-2.7%6.994%
2/11/2025Quantbot Technologies LP10,978$253K0.0%+40.3%0.015%
2/11/2025Millstone Evans Group LLC1,373$32K0.0%N/A0.002%
2/11/2025Intech Investment Management LLC25,710$593K0.0%+159.8%0.034%
2/10/2025William Blair Investment Management LLC1,866,533$43.08M0.1%+2.5%2.467%
2/10/2025Royce & Associates LP817,032$18.86M0.2%-4.8%1.080%
2/10/2025Frank Rimerman Advisors LLC10,000$231K0.0%N/A0.013%
2/10/2025Commonwealth Equity Services LLC31,477$727K0.0%-6.2%0.042%
2/10/2025Swiss National Bank133,900$3.09M0.0%+1.1%0.177%
2/10/2025Great Lakes Advisors LLC148,245$3.42M0.0%-3.3%0.196%
2/7/2025AlphaQuest LLC1,438$33K0.0%-80.7%0.002%
2/7/2025PNC Financial Services Group Inc.21,442$495K0.0%+4.9%0.028%
2/6/2025Raymond James Financial Inc.184,143$4.25M0.0%N/A0.243%
2/6/2025Promus Capital LLC1,298$30K0.0%N/A0.002%
2/6/2025SPC Financial Inc.17,600$406K0.0%+2.9%0.023%
2/6/2025Atria Investments Inc73,380$1.69M0.0%+8.9%0.097%
2/6/2025Victory Capital Management Inc.11,729$271K0.0%+11.6%0.016%
2/6/2025Charles Schwab Investment Management Inc.280,517$6.47M0.0%-28.9%0.371%
2/6/2025Steward Partners Investment Advisory LLC22,767$525K0.0%+4.2%0.030%
2/6/2025Pacific Global Investment Management Co.46,236$1.07M1.4%+4.2%0.061%
2/5/2025Magnolia Private Wealth LLC22,294$515K0.3%N/A0.029%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
2/4/2025Bank of New York Mellon Corp195,207$4.51M0.0%-0.4%0.258%
2/4/2025BankPlus Trust Department1,869$43K0.0%N/A0.002%
2/3/2025Handelsbanken Fonder AB11,600$268K0.0%N/A0.015%
2/3/2025Private Advisor Group LLC13,182$304K0.0%-13.1%0.017%
1/31/2025D.A. Davidson & CO.95,749$2.21M0.0%+22.3%0.127%
1/31/2025Sanctuary Advisors LLC79,030$1.70M0.0%-18.2%0.104%
1/31/2025Catalyst Capital Advisors LLC45,292$1.05M0.0%+28.3%0.060%
1/30/2025Lee Financial Co55,246$1.28M0.2%-1.6%0.073%
1/30/2025Sheaff Brock Investment Advisors LLC24,600$568K0.0%-2.0%0.033%
1/30/2025 Rhumbline Advisers99,298$2.29M0.0%-0.9%0.131%
(Data available from 1/1/2016 forward)

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CODI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CODI shares?

During the previous two years, 181 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. ($124.30M), American Century Companies Inc. ($122.12M), Allspring Global Investments Holdings LLC ($98.69M), William Blair Investment Management LLC ($43.08M), Lord Abbett & CO. LLC ($35.99M), 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 143 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 ($4.32M), Lord Abbett & CO. LLC ($913.52K), William Blair Investment Management LLC ($626.50K), Essex Financial Services Inc. ($562.58K), Raymond James Financial Inc. ($368.29K), Swedbank AB ($368.28K), and National Bank of Canada FI ($285.48K).

How much institutional buying is happening at Compass Diversified?

Institutional investors have bought a total of 10,983,110 shares in the last 24 months. This purchase volume represents approximately $244.63M in transactions.

Which Compass Diversified major shareholders have been selling company stock?

Of the 93 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 ($3.20M), Royce & Associates LP ($346.62K), American Century Companies Inc. ($329.65K), Charles Schwab Investment Management Inc. ($232.27K), Schroder Investment Management Group ($200.33K), Victory Capital Management Inc. ($183.11K), and Royal Bank of Canada ($142.87K).

How much institutional selling is happening at Compass Diversified?

Institutional investors have sold a total of 6,301,355 shares in the last 24 months. This volume of shares sold represents approximately $143.42M in transactions.


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This page (NYSE:CODI) was last updated on 4/15/2025 by MarketBeat.com Staff
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