Compass Diversified (CODI) Institutional Ownership

$19.08 -0.14 (-0.70%)

Closing price 03/27/2025 03:59 PM Eastern

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$19.08 +0.00 (+0.03%)

As of 03/27/2025 04:33 PM Eastern

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Current Institutional Ownership Percentage: 72.73%
Number of Institutional Buyers (last 12 months): 104
Total Institutional Inflows (last 12 months): $120.07M

Number of Institutional Sellers (last 12 months): 63
Total Institutional Outflows (last 12 months): $107.19M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/18/2025	California State Teachers Retirement System	63,494	$1.47M	0.0%	-1.0%	0.084%
3/17/2025	Wealth Enhancement Advisory Services LLC	16,714	$386K	0.0%	N/A	0.022%
2/27/2025	Carolinas Wealth Consulting LLC	2,000	$46K	0.0%	-33.3%	0.003%
2/20/2025	Mackenzie Financial Corp	21,915	$506K	0.0%	N/A	0.029%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	144,452	$3.33M	0.0%	+21.4%	0.191%
2/17/2025	Saba Capital Management L.P.	78,471	$1.81M	0.0%	-23.3%	0.104%
2/17/2025	Royal Bank of Canada	737,163	$17.01M	0.0%	-16.2%	0.974%
2/17/2025	ProShare Advisors LLC	31,574	$729K	0.0%	+37.3%	0.042%
2/17/2025	Man Group plc	8,911	$206K	0.0%	-9.3%	0.012%
2/17/2025	Nuveen Asset Management LLC	335,961	$7.75M	0.0%	-11.7%	0.444%
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2/17/2025	Northwest Quadrant Wealth Management LLC	10,824	$250K	0.1%	-14.0%	0.014%
2/17/2025	Millennium Management LLC	82,381	$1.90M	0.0%	+190.2%	0.109%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	37,907	$875K	0.0%	+3.6%	0.050%
2/17/2025	D. E. Shaw & Co. Inc.	49,379	$1.14M	0.0%	N/A	0.065%
2/17/2025	Deutsche Bank AG	42,917	$991K	0.0%	-42.5%	0.057%
2/17/2025	Cubist Systematic Strategies LLC	25,237	$582K	0.0%	N/A	0.033%
2/17/2025	Cetera Investment Advisers	31,104	$718K	0.0%	+2.4%	0.041%
2/17/2025	Bank of America Corp DE	1,203,606	$27.78M	0.0%	+14.9%	1.591%
2/17/2025	BNP Paribas Financial Markets	12,054	$278K	0.0%	-16.1%	0.016%
2/17/2025	Ameriprise Financial Inc.	164,475	$3.80M	0.0%	-7.5%	0.217%
2/17/2025	Aptus Capital Advisors LLC	329,462	$7.60M	0.1%	+22.3%	0.436%
2/14/2025	Jane Street Group LLC	43,521	$1.00M	0.0%	-38.3%	0.058%
2/14/2025	Northern Trust Corp	507,660	$11.72M	0.0%	+10.8%	0.671%
2/14/2025	The Manufacturers Life Insurance Company	1,103,405	$25.47M	0.0%	+1.7%	1.459%
2/14/2025	Prosperity Consulting Group LLC	11,905	$275K	0.0%	N/A	0.016%
2/14/2025	Lord Abbett & CO. LLC	1,559,280	$35.99M	0.1%	-4.8%	2.061%
2/14/2025	Voya Investment Management LLC	20,993	$485K	0.0%	-6.9%	0.028%
2/14/2025	Price T Rowe Associates Inc. MD	26,445	$611K	0.0%	+21.2%	0.035%
2/14/2025	Tower Research Capital LLC TRC	3,055	$71K	0.0%	+46.9%	0.004%
2/14/2025	MetLife Investment Management LLC	41,023	$947K	0.0%	+5.8%	0.054%
2/13/2025	CANADA LIFE ASSURANCE Co	56,771	$1.31M	0.0%	-3.3%	0.075%
2/13/2025	Keeley Teton Advisors LLC	16,600	$383K	0.0%	-15.3%	0.022%
2/13/2025	CreativeOne Wealth LLC	16,340	$377K	0.0%	N/A	0.022%
2/13/2025	Barclays PLC	130,871	$3.02M	0.0%	+23.7%	0.173%
2/13/2025	Sterling Capital Management LLC	2,133	$49K	0.0%	+827.4%	0.003%
2/13/2025	Raymond James Financial Inc.	184,143	$4.25M	0.0%	N/A	0.243%
2/13/2025	Legal & General Group Plc	576,775	$13.31M	0.0%	-2.5%	0.762%
2/13/2025	Invesco Ltd.	242,812	$5.60M	0.0%	+3.1%	0.321%
2/13/2025	Polymer Capital Management US LLC	10,431	$241K	0.1%	N/A	0.014%
2/13/2025	Cerity Partners LLC	11,309	$261K	0.0%	N/A	0.015%
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…
2/13/2025	Aster Capital Management DIFC Ltd	7,590	$175K	0.1%	N/A	0.010%
2/13/2025	Russell Investments Group Ltd.	146,953	$3.39M	0.0%	-13.2%	0.194%
2/13/2025	Wedbush Securities Inc.	57,444	$1.33M	0.0%	+44.5%	0.076%
2/13/2025	Dynamic Technology Lab Private Ltd	22,214	$513K	0.1%	+59.0%	0.029%
2/13/2025	Wells Fargo & Company MN	173,267	$4.00M	0.0%	+7.5%	0.229%
2/12/2025	SMH Capital Advisors Inc.	78,970	$1.82M	4.4%	N/A	0.104%
2/12/2025	Arete Wealth Advisors LLC	12,651	$293K	0.0%	+38.8%	0.017%
2/12/2025	Geode Capital Management LLC	797,359	$18.40M	0.0%	-0.9%	1.054%
2/12/2025	National Bank of Canada FI	205,400	$4.75M	0.0%	-6.8%	0.272%
2/12/2025	Franklin Resources Inc.	17,985	$415K	0.0%	N/A	0.024%
2/12/2025	Alliancebernstein L.P.	66,840	$1.54M	0.0%	-11.1%	0.088%
2/12/2025	Schroder Investment Management Group	1,103,849	$25.48M	0.0%	+3.3%	1.459%
2/12/2025	Arrowstreet Capital Limited Partnership	14,146	$326K	0.0%	N/A	0.019%
2/12/2025	Nomura Asset Management Co. Ltd.	4,194	$97K	0.0%	+219.7%	0.006%
2/12/2025	Blair William & Co. IL	647,387	$14.94M	0.0%	-2.7%	0.856%
2/12/2025	JPMorgan Chase & Co.	204,628	$4.72M	0.0%	+121.2%	0.270%
2/11/2025	Corebridge Financial Inc.	33,132	$765K	0.0%	-7.0%	0.044%
2/11/2025	Vanguard Group Inc.	5,385,487	$124.30M	0.0%	-0.7%	7.119%
2/11/2025	LPL Financial LLC	93,914	$2.17M	0.0%	-14.2%	0.124%
2/11/2025	KLP Kapitalforvaltning AS	13,100	$302K	0.0%	N/A	0.017%
2/11/2025	Sei Investments Co.	804,160	$18.56M	0.0%	+9.9%	1.063%
2/11/2025	American Century Companies Inc.	5,291,102	$122.12M	0.1%	-2.7%	6.994%
2/11/2025	Quantbot Technologies LP	10,978	$253K	0.0%	+40.3%	0.015%
2/11/2025	Millstone Evans Group LLC	1,373	$32K	0.0%	N/A	0.002%
2/11/2025	Intech Investment Management LLC	25,710	$593K	0.0%	+159.8%	0.034%
2/10/2025	William Blair Investment Management LLC	1,866,533	$43.08M	0.1%	+2.5%	2.467%
2/10/2025	Royce & Associates LP	817,032	$18.86M	0.2%	-4.8%	1.080%
2/10/2025	Frank Rimerman Advisors LLC	10,000	$231K	0.0%	N/A	0.013%
2/10/2025	Commonwealth Equity Services LLC	31,477	$727K	0.0%	-6.2%	0.042%
2/10/2025	Swiss National Bank	133,900	$3.09M	0.0%	+1.1%	0.177%
2/10/2025	Great Lakes Advisors LLC	148,245	$3.42M	0.0%	-3.3%	0.196%
2/7/2025	AlphaQuest LLC	1,438	$33K	0.0%	-80.7%	0.002%
2/7/2025	PNC Financial Services Group Inc.	21,442	$495K	0.0%	+4.9%	0.028%
2/6/2025	Raymond James Financial Inc.	184,143	$4.25M	0.0%	N/A	0.243%
2/6/2025	Promus Capital LLC	1,298	$30K	0.0%	N/A	0.002%
2/6/2025	SPC Financial Inc.	17,600	$406K	0.0%	+2.9%	0.023%
2/6/2025	Atria Investments Inc	73,380	$1.69M	0.0%	+8.9%	0.097%
2/6/2025	Victory Capital Management Inc.	11,729	$271K	0.0%	+11.6%	0.016%
2/6/2025	Charles Schwab Investment Management Inc.	280,517	$6.47M	0.0%	-28.9%	0.371%
2/6/2025	Steward Partners Investment Advisory LLC	22,767	$525K	0.0%	+4.2%	0.030%
2/6/2025	Pacific Global Investment Management Co.	46,236	$1.07M	1.4%	+4.2%	0.061%
2/5/2025	Magnolia Private Wealth LLC	22,294	$515K	0.3%	N/A	0.029%
2/4/2025	Bank of New York Mellon Corp	195,207	$4.51M	0.0%	-0.4%	0.258%
2/4/2025	BankPlus Trust Department	1,869	$43K	0.0%	N/A	0.002%
2/3/2025	Handelsbanken Fonder AB	11,600	$268K	0.0%	N/A	0.015%
2/3/2025	Private Advisor Group LLC	13,182	$304K	0.0%	-13.1%	0.017%
1/31/2025	D.A. Davidson & CO.	95,749	$2.21M	0.0%	+22.3%	0.127%
1/31/2025	Sanctuary Advisors LLC	79,030	$1.70M	0.0%	-18.2%	0.104%
1/31/2025	Catalyst Capital Advisors LLC	45,292	$1.05M	0.0%	+28.3%	0.060%
1/30/2025	Lee Financial Co	55,246	$1.28M	0.2%	-1.6%	0.073%
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…
1/30/2025	Sheaff Brock Investment Advisors LLC	24,600	$568K	0.0%	-2.0%	0.033%
1/30/2025	Rhumbline Advisers	99,298	$2.29M	0.0%	-0.9%	0.131%
1/29/2025	Van ECK Associates Corp	10,947	$253K	0.0%	+17.5%	0.014%
1/29/2025	Allspring Global Investments Holdings LLC	4,338,161	$98.69M	0.2%	+1.9%	5.734%
1/29/2025	Essex Financial Services Inc.	1,305,545	$30.13M	2.1%	+0.3%	1.726%
1/29/2025	Principle Wealth Partners LLC	10,510	$243K	0.0%	+6.5%	0.014%
1/28/2025	Apollon Wealth Management LLC	47,449	$1.10M	0.0%	+40.9%	0.063%
1/23/2025	Hunter Associates Investment Management LLC	24,500	$565K	0.1%	-8.2%	0.032%
1/23/2025	Swedbank AB	218,900	$5.05M	0.0%	+46.5%	0.289%
1/17/2025	Inspire Investing LLC	17,299	$399K	0.0%	-7.1%	0.023%

(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, 179 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 142 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 10,932,730 shares in the last 24 months. This purchase volume represents approximately $243.69M in transactions.
Which Compass Diversified major shareholders have been selling company stock?: Of the 92 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 6,300,359 shares in the last 24 months. This volume of shares sold represents approximately $143.40M in transactions.

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This page (NYSE:CODI) was last updated on 3/28/2025 by MarketBeat.com Staff

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Compass Diversified (CODI) Institutional Ownership

CODI Institutional Buying and Selling by Quarter

Compass Diversified Major Shareholders & Ownership History

CODI Institutional Ownership - Frequently Asked Questions

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Compass Diversified (CODI) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Compass Diversified (NYSE:CODI)

CODI Institutional Buying and Selling by Quarter

Compass Diversified Major Shareholders & Ownership History

CODI Institutional Ownership - Frequently Asked Questions

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