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Compass Diversified (CODI) Institutional Ownership

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$20.82 -0.14 (-0.64%)
As of 02:39 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)
103
Total
Institutional Inflows
(last 12 months)
$119.68M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$107.72M
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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
2/20/2025 Mackenzie Financial Corp21,915$506K0.0%N/A0.029%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC144,452$3.33M0.0%+21.4%0.191%
2/17/2025 Saba Capital Management L.P.78,471$1.81M0.0%-23.3%0.104%
2/17/2025 Royal Bank of Canada737,163$17.01M0.0%-16.2%0.974%
2/17/2025 ProShare Advisors LLC31,574$729K0.0%+37.3%0.042%
2/17/2025 Man Group plc8,911$206K0.0%-9.3%0.012%
2/17/2025 Nuveen Asset Management LLC335,961$7.75M0.0%-11.7%0.444%
2/17/2025 Northwest Quadrant Wealth Management LLC10,824$250K0.1%-14.0%0.014%
2/17/2025 Millennium Management LLC82,381$1.90M0.0%+190.2%0.109%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,907$875K0.0%+3.6%0.050%
2/17/2025 D. E. Shaw & Co. Inc.49,379$1.14M0.0%N/A0.065%
2/17/2025 Deutsche Bank AG42,917$991K0.0%-42.5%0.057%
2/17/2025 Cubist Systematic Strategies LLC25,237$582K0.0%N/A0.033%
2/17/2025 Cetera Investment Advisers31,104$718K0.0%+2.4%0.041%
2/17/2025 Bank of America Corp DE1,203,606$27.78M0.0%+14.9%1.591%
2/17/2025 BNP Paribas Financial Markets12,054$278K0.0%-16.1%0.016%
2/17/2025 Ameriprise Financial Inc.164,475$3.80M0.0%-7.5%0.217%
2/17/2025 Aptus Capital Advisors LLC329,462$7.60M0.1%+22.3%0.436%
2/14/2025 Jane Street Group LLC43,521$1.00M0.0%-38.3%0.058%
2/14/2025 Northern Trust Corp507,660$11.72M0.0%+10.8%0.671%
2/14/2025 The Manufacturers Life Insurance Company 1,103,405$25.47M0.0%+1.7%1.459%
2/14/2025 Prosperity Consulting Group LLC11,905$275K0.0%N/A0.016%
2/14/2025 Lord Abbett & CO. LLC1,559,280$35.99M0.1%-4.8%2.061%
2/14/2025 Voya Investment Management LLC20,993$485K0.0%-6.9%0.028%
2/14/2025 Price T Rowe Associates Inc. MD26,445$611K0.0%+21.2%0.035%
2/14/2025 Tower Research Capital LLC TRC 3,055$71K0.0%+46.9%0.004%
2/14/2025 MetLife Investment Management LLC41,023$947K0.0%+5.8%0.054%
2/13/2025 CANADA LIFE ASSURANCE Co56,771$1.31M0.0%-3.3%0.075%
2/13/2025 Keeley Teton Advisors LLC16,600$383K0.0%-15.3%0.022%
2/13/2025 CreativeOne Wealth LLC16,340$377K0.0%N/A0.022%
2/13/2025 Barclays PLC130,871$3.02M0.0%+23.7%0.173%
2/13/2025 Sterling Capital Management LLC2,133$49K0.0%+827.4%0.003%
2/13/2025 Raymond James Financial Inc.184,143$4.25M0.0%N/A0.243%
2/13/2025 Legal & General Group Plc576,775$13.31M0.0%-2.5%0.762%
2/13/2025 Invesco Ltd.242,812$5.60M0.0%+3.1%0.321%
2/13/2025 Polymer Capital Management US LLC10,431$241K0.1%N/A0.014%
2/13/2025 Cerity Partners LLC11,309$261K0.0%N/A0.015%
2/13/2025 Aster Capital Management DIFC Ltd7,590$175K0.1%N/A0.010%
2/13/2025 Russell Investments Group Ltd.146,953$3.39M0.0%-13.2%0.194%
2/13/2025 Wedbush Securities Inc.57,444$1.33M0.0%+44.5%0.076%
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2/13/2025 Dynamic Technology Lab Private Ltd22,214$513K0.1%+59.0%0.029%
2/13/2025 Wells Fargo & Company MN173,267$4.00M0.0%+7.5%0.229%
2/12/2025 SMH Capital Advisors Inc.78,970$1.82M4.4%N/A0.104%
2/12/2025 Arete Wealth Advisors LLC12,651$293K0.0%+38.8%0.017%
2/12/2025 Geode Capital Management LLC797,359$18.40M0.0%-0.9%1.054%
2/12/2025 National Bank of Canada FI205,400$4.75M0.0%-6.8%0.272%
2/12/2025 Franklin Resources Inc.17,985$415K0.0%N/A0.024%
2/12/2025 Alliancebernstein L.P.66,840$1.54M0.0%-11.1%0.088%
2/12/2025 Schroder Investment Management Group1,103,849$25.48M0.0%+3.3%1.459%
2/12/2025 Arrowstreet Capital Limited Partnership14,146$326K0.0%N/A0.019%
2/12/2025 Nomura Asset Management Co. Ltd.4,194$97K0.0%+219.7%0.006%
2/12/2025 Blair William & Co. IL647,387$14.94M0.0%-2.7%0.856%
2/12/2025 JPMorgan Chase & Co.204,628$4.72M0.0%+121.2%0.270%
2/11/2025 Corebridge Financial Inc.33,132$765K0.0%-7.0%0.044%
2/11/2025 Vanguard Group Inc.5,385,487$124.30M0.0%-0.7%7.119%
2/11/2025 LPL Financial LLC93,914$2.17M0.0%-14.2%0.124%
2/11/2025 KLP Kapitalforvaltning AS13,100$302K0.0%N/A0.017%
2/11/2025 Sei Investments Co.804,160$18.56M0.0%+9.9%1.063%
2/11/2025 American Century Companies Inc.5,291,102$122.12M0.1%-2.7%6.994%
2/11/2025 Quantbot Technologies LP10,978$253K0.0%+40.3%0.015%
2/11/2025 Millstone Evans Group LLC1,373$32K0.0%N/A0.002%
2/11/2025 Intech Investment Management LLC25,710$593K0.0%+159.8%0.034%
2/10/2025 William Blair Investment Management LLC1,866,533$43.08M0.1%+2.5%2.467%
2/10/2025 Royce & Associates LP817,032$18.86M0.2%-4.8%1.080%
2/10/2025 Frank Rimerman Advisors LLC10,000$231K0.0%N/A0.013%
2/10/2025 Commonwealth Equity Services LLC31,477$727K0.0%-6.2%0.042%
2/10/2025 Swiss National Bank133,900$3.09M0.0%+1.1%0.177%
2/10/2025 Great Lakes Advisors LLC148,245$3.42M0.0%-3.3%0.196%
2/7/2025 AlphaQuest LLC1,438$33K0.0%-80.7%0.002%
2/7/2025 PNC Financial Services Group Inc.21,442$495K0.0%+4.9%0.028%
2/6/2025 Raymond James Financial Inc.184,143$4.25M0.0%N/A0.243%
2/6/2025 Promus Capital LLC1,298$30K0.0%N/A0.002%
2/6/2025 SPC Financial Inc.17,600$406K0.0%+2.9%0.023%
2/6/2025 Atria Investments Inc73,380$1.69M0.0%+8.9%0.097%
2/6/2025 Victory Capital Management Inc.11,729$271K0.0%+11.6%0.016%
2/6/2025 Charles Schwab Investment Management Inc.280,517$6.47M0.0%-28.9%0.371%
2/6/2025 Steward Partners Investment Advisory LLC22,767$525K0.0%+4.2%0.030%
2/6/2025 Pacific Global Investment Management Co.46,236$1.07M1.4%+4.2%0.061%
2/5/2025 Magnolia Private Wealth LLC22,294$515K0.3%N/A0.029%
2/4/2025 Bank of New York Mellon Corp195,207$4.51M0.0%-0.4%0.258%
2/4/2025 BankPlus Trust Department1,869$43K0.0%N/A0.002%
2/3/2025 Handelsbanken Fonder AB11,600$268K0.0%N/A0.015%
2/3/2025 Private Advisor Group LLC13,182$304K0.0%-13.1%0.017%
1/31/2025 D.A. Davidson & CO.95,749$2.21M0.0%+22.3%0.127%
1/31/2025 Sanctuary Advisors LLC79,030$1.70M0.0%-18.2%0.104%
1/31/2025 Catalyst Capital Advisors LLC45,292$1.05M0.0%+28.3%0.060%
1/30/2025 Lee Financial Co55,246$1.28M0.2%-1.6%0.073%
1/30/2025 Sheaff Brock Investment Advisors LLC24,600$568K0.0%-2.0%0.033%
1/30/2025 Rhumbline Advisers99,298$2.29M0.0%-0.9%0.131%
1/29/2025 Van ECK Associates Corp10,947$253K0.0%+17.5%0.014%
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1/29/2025 Allspring Global Investments Holdings LLC4,338,161$98.69M0.2%+1.9%5.734%
1/29/2025 Essex Financial Services Inc.1,305,545$30.13M2.1%+0.3%1.726%
1/29/2025 Principle Wealth Partners LLC10,510$243K0.0%+6.5%0.014%
1/28/2025 Apollon Wealth Management LLC47,449$1.10M0.0%+40.9%0.063%
1/23/2025 Hunter Associates Investment Management LLC24,500$565K0.1%-8.2%0.032%
1/23/2025 Swedbank AB218,900$5.05M0.0%+46.5%0.289%
1/17/2025 Inspire Investing LLC17,299$399K0.0%-7.1%0.023%
1/17/2025 Janney Montgomery Scott LLC227,384$5.25M0.0%+3.7%0.301%
1/17/2025 SG Americas Securities LLC18,932$437K0.0%+19.1%0.025%
1/17/2025 Dakota Wealth Management27,944$645K0.0%-2.5%0.037%
(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, 177 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 141 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 10,916,016 shares in the last 24 months. This purchase volume represents approximately $243.31M in transactions.

Which Compass Diversified major shareholders have been selling company stock?

Of the 91 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 ($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 6,298,731 shares in the last 24 months. This volume of shares sold represents approximately $143.36M in transactions.


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This page (NYSE:CODI) was last updated on 2/21/2025 by MarketBeat.com Staff
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