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Compass Diversified (CODI) Institutional Ownership

Compass Diversified logo
$7.51 -0.18 (-2.39%)
Closing price 03:59 PM Eastern
Extended Trading
$7.64 +0.14 (+1.85%)
As of 04:59 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)
136
Total
Institutional Inflows
(last 12 months)
$124.29M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$49.97M
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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
8/18/2025 Geneos Wealth Management Inc.9,830$62K0.0%+68.6%0.013%
8/16/2025 FORA Capital LLC19,581$123K0.0%N/A0.026%
8/15/2025 CANADA LIFE ASSURANCE Co152,404$956K0.0%+139.6%0.203%
8/15/2025 Tower Research Capital LLC TRC 13,972$88K0.0%+157.9%0.019%
8/15/2025 Voleon Capital Management LP12,197$77K0.0%N/A0.016%
8/15/2025 Tidal Investments LLC14,193$89K0.0%N/A0.019%
8/15/2025 Engineers Gate Manager LP532,734$3.35M0.0%N/A0.708%
8/15/2025 BNP Paribas Financial Markets155,856$979K0.0%+1,079.7%0.207%
8/15/2025 Balyasny Asset Management L.P.189,977$1.19M0.0%+800.9%0.252%
8/15/2025 Ameriprise Financial Inc.69,213$435K0.0%-57.7%0.092%
8/14/2025 California State Teachers Retirement System58,596$368K0.0%-7.7%0.078%
8/14/2025 Raymond James Financial Inc.168,242$1.06M0.0%+14.0%0.224%
8/14/2025 Canada Pension Plan Investment Board321,100$2.02M0.0%N/A0.427%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.36,811$231K0.0%-7.1%0.049%
8/14/2025 Diversify Wealth Management LLC11,762$81K0.0%N/A0.016%
8/14/2025 HUB Investment Partners LLC13,700$86K0.0%N/A0.018%
8/14/2025 The Manufacturers Life Insurance Company 39,422$248K0.0%-92.4%0.052%
8/14/2025 Sei Investments Co.113,548$713K0.0%-85.9%0.151%
8/14/2025 Nebula Research & Development LLC86,370$542K0.0%+599.9%0.115%
8/14/2025 Qube Research & Technologies Ltd784,746$4.93M0.0%+738.4%1.043%
8/14/2025 Cerity Partners LLC19,581$123K0.0%+65.1%0.026%
8/14/2025 Federated Hermes Inc.299,774$1.88M0.0%N/A0.398%
8/13/2025 Brown Advisory Inc.80,734$507K0.0%+3.9%0.107%
8/13/2025 Walleye Capital LLC56,100$352K0.0%N/A0.075%
8/13/2025 First Trust Advisors LP26,874$169K0.0%N/A0.036%
8/13/2025 Invesco Ltd.193,368$1.21M0.0%-14.0%0.257%
8/13/2025 Arrowstreet Capital Limited Partnership20,479$129K0.0%+28.4%0.027%
8/13/2025 Quantbot Technologies LP180,074$1.13M0.0%+559.9%0.239%
8/13/2025 New York State Common Retirement Fund16,433$103K0.0%-27.7%0.022%
8/13/2025 Choreo LLC14,047$88K0.0%N/A0.019%
8/13/2025 Russell Investments Group Ltd.35,040$220K0.0%-78.8%0.047%
8/12/2025 Southeast Asset Advisors LLC12,000$75K0.0%N/A0.016%
8/12/2025 Prudential Financial Inc.30,325$190K0.0%+13.0%0.040%
8/12/2025 American Century Companies Inc.5,355,737$33.63M0.0%+0.2%7.118%
8/12/2025 Rhumbline Advisers93,843$589K0.0%-3.7%0.125%
8/12/2025 Franklin Resources Inc.87,463$549K0.0%+360.0%0.116%
8/12/2025 Legal & General Group Plc559,716$3.52M0.0%-3.6%0.744%
8/12/2025 JPMorgan Chase & Co.483,687$3.04M0.0%+181.3%0.643%
8/12/2025 Entropy Technologies LP40,343$253K0.0%N/A0.054%
8/12/2025 Swiss National Bank129,300$812K0.0%-2.0%0.172%
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8/11/2025 ARS Investment Partners LLC14,895$94K0.0%N/A0.020%
8/11/2025 Nomura Asset Management Co. Ltd.6,548$41K0.0%+29.0%0.009%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH31,860$200K0.0%N/A0.042%
8/8/2025 Intech Investment Management LLC42,152$265K0.0%+22.5%0.056%
8/8/2025 Cetera Investment Advisers28,952$182K0.0%-10.4%0.038%
8/8/2025 Creative Planning15,722$99K0.0%-25.2%0.021%
8/8/2025 SG Americas Securities LLC54,155$340K0.0%+279.4%0.072%
8/8/2025 Hibernia Wealth Partners LLC12,860$81K0.0%N/A0.017%
8/8/2025 Geode Capital Management LLC862,549$5.42M0.0%+5.5%1.146%
8/7/2025 Allworth Financial LP29,257$184K0.0%+2,825.7%0.039%
8/7/2025 Campbell & CO Investment Adviser LLC10,193$64K0.0%-74.7%0.014%
8/7/2025 Los Angeles Capital Management LLC12,697$80K0.0%N/A0.017%
8/6/2025 Fox Run Management L.L.C.19,396$122K0.0%N/A0.026%
8/6/2025 Wedbush Securities Inc.42,974$270K0.0%-27.9%0.057%
8/6/2025 SMH Capital Advisors Inc.73,293$460K1.0%-4.3%0.097%
8/5/2025 Palogic Value Management L.P.45,000$283K0.1%N/A0.060%
8/1/2025 Teacher Retirement System of Texas86,609$544K0.0%+467.8%0.115%
8/1/2025 Y Intercept Hong Kong Ltd377,880$2.37M0.1%+808.2%0.502%
7/31/2025 Nisa Investment Advisors LLC5,043$32K0.0%+65.3%0.007%
7/31/2025 AlphaQuest LLC71,035$446K0.0%+345.3%0.094%
7/31/2025 Opus Capital Group LLC34,400$216K0.0%-6.5%0.046%
7/30/2025 Insight Advisors LLC PA17,116$107K0.0%+16.6%0.023%
7/25/2025 Allspring Global Investments Holdings LLC4,912,110$31.39M0.1%+2.6%6.529%
7/25/2025 CWM LLC60,522$380K0.0%+65.5%0.080%
7/24/2025 Inspire Investing LLC62,229$391K0.0%+238.6%0.083%
7/24/2025 Blair William & Co. IL52,365$329K0.0%-92.2%0.070%
7/18/2025 Truist Financial Corp44,723$311K0.0%-9.0%0.059%
7/17/2025 Janney Montgomery Scott LLC153,695$965K0.0%-28.9%0.204%
7/16/2025 Essex Financial Services Inc.1,272,418$7.99M0.5%-2.1%1.691%
7/15/2025 North Star Investment Management Corp.276,642$1.74M0.1%-13.7%0.368%
7/15/2025 Public Employees Retirement System of Ohio31,723$199K0.0%+1,579.4%0.042%
7/10/2025 Wealth Enhancement Advisory Services LLC29,609$196K0.0%+81.3%0.039%
6/27/2025 Goldman Sachs Group Inc.205,827$3.84M0.0%-23.1%0.274%
6/18/2025 Voya Investment Management LLC18,929$353K0.0%-9.8%0.025%
5/29/2025 Rhumbline Advisers97,458$1.82M0.0%-1.9%0.130%
5/19/2025 Jane Street Group LLC193,907$3.62M0.0%+345.5%0.258%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC154,458$2.88M0.0%+6.9%0.205%
5/16/2025 Great Lakes Advisors LLC144,303$2.69M0.0%-2.7%0.192%
5/16/2025 Goldman Sachs Group Inc.205,827$3.84M0.0%-23.1%0.274%
5/16/2025 Dynamic Technology Lab Private Ltd38,560$720K0.1%+73.6%0.051%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.39,635$740K0.0%+4.6%0.053%
5/16/2025 AQR Capital Management LLC15,758$294K0.0%N/A0.021%
5/15/2025 Cubist Systematic Strategies LLC45,440$848K0.0%+80.1%0.060%
5/15/2025 Royal Bank of Canada629,710$11.76M0.0%-14.6%0.837%
5/15/2025 State of Wyoming2,735$51K0.0%N/A0.004%
5/14/2025 Gamco Investors INC. ET AL36,359$679K0.0%+38.5%0.048%
5/14/2025 AlphaQuest LLC15,951$298K0.0%+1,009.2%0.021%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S5,088$95K0.0%N/A0.007%
5/14/2025 Lee Financial Co49,171$918K0.1%-11.0%0.065%
5/14/2025 Quantbot Technologies LP27,289$509K0.0%+148.6%0.036%
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5/13/2025 Northern Trust Corp482,634$9.01M0.0%-4.9%0.641%
5/13/2025 Aptus Capital Advisors LLC371,224$6.93M0.1%+12.7%0.493%
5/13/2025 American Century Companies Inc.5,344,823$99.79M0.1%+1.0%7.104%
5/13/2025 Lord Abbett & CO. LLC1,608,556$30.03M0.1%+3.2%2.138%
5/13/2025 Russell Investments Group Ltd.164,981$3.08M0.0%+12.3%0.219%
5/12/2025 Nuveen LLC417,004$7.79M0.0%N/A0.554%
5/12/2025 Aigen Investment Management LP15,026$281K0.0%N/A0.020%
5/12/2025 Invesco Ltd.224,861$4.20M0.0%-7.4%0.299%
5/12/2025 National Bank of Canada FI171,219$3.20M0.0%-16.6%0.228%
5/12/2025 Swiss National Bank132,000$2.46M0.0%-1.4%0.175%
(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, 205 institutional investors and hedge funds held shares of Compass Diversified. The most heavily invested institutionals were Vanguard Group Inc. ($99.66M), William Blair Investment Management LLC ($43.08M), American Century Companies Inc. ($33.63M), Allspring Global Investments Holdings LLC ($31.39M), Lord Abbett & CO. LLC ($30.03M), Bank of America Corp DE ($27.78M), and GW&K Investment Management LLC ($27.58M).Learn more on Compass Diversified's institutional investors.

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

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

Which institutional investors have been buying Compass Diversified's stock?

Of the 171 institutional investors that purchased Compass Diversified's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($4.90M), Lord Abbett & CO. LLC ($962.79K), Qube Research & Technologies Ltd ($691.14K), Essex Financial Services Inc. ($561.46K), Engineers Gate Manager LP ($532.73K), JPMorgan Chase & Co. ($423.84K), and Nuveen LLC ($417.00K).

How much institutional buying is happening at Compass Diversified?

Institutional investors have bought a total of 8,729,531 shares in the last 24 months. This purchase volume represents approximately $124.29M in transactions.

Which of Compass Diversified's major shareholders have been selling company stock?

Of the 70 institutional investors that sold Compass Diversified's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sei Investments Co. ($690.35K), Blair William & Co. IL ($639.97K), The Manufacturers Life Insurance Company ($483.51K), Charles Schwab Investment Management Inc. ($350.70K), Royal Bank of Canada ($250.32K), Russell Investments Group Ltd. ($152.25K), and American Century Companies Inc. ($144.83K).

How much institutional selling is happening at Compass Diversified?

Institutional investors have sold a total of 3,947,317 shares in the last 24 months. This volume of shares sold represents approximately $49.97M in transactions.


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This page (NYSE:CODI) was last updated on 8/26/2025 by MarketBeat.com Staff
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