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Compass Diversified (CODI) Institutional Ownership

Compass Diversified logo
$6.94 +0.28 (+4.13%)
Closing price 08/12/2025 03:59 PM Eastern
Extended Trading
$6.92 -0.01 (-0.22%)
As of 08/12/2025 07:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
119
Total
Institutional Inflows
(last 12 months)
$108.50M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$42.99M
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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
8/12/2025Rhumbline Advisers93,843$589K0.0%-3.7%0.125%
8/12/2025Franklin Resources Inc.87,463$549K0.0%+360.0%0.116%
8/12/2025Legal & General Group Plc559,716$3.52M0.0%-3.6%0.744%
8/12/2025JPMorgan Chase & Co.483,687$3.04M0.0%+181.3%0.643%
8/12/2025Entropy Technologies LP40,343$253K0.0%N/A0.054%
8/12/2025Swiss National Bank129,300$812K0.0%-2.0%0.172%
8/11/2025ARS Investment Partners LLC14,895$94K0.0%N/A0.020%
8/11/2025Nomura Asset Management Co. Ltd.6,548$41K0.0%+29.0%0.009%
8/11/2025Universal 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%
6/27/2025Goldman Sachs Group Inc.205,827$3.84M0.0%-23.1%0.274%
6/18/2025Voya Investment Management LLC18,929$353K0.0%-9.8%0.025%
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5/29/2025Rhumbline Advisers97,458$1.82M0.0%-1.9%0.130%
5/19/2025Jane Street Group LLC193,907$3.62M0.0%+345.5%0.258%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC154,458$2.88M0.0%+6.9%0.205%
5/16/2025Great Lakes Advisors LLC144,303$2.69M0.0%-2.7%0.192%
5/16/2025Goldman Sachs Group Inc.205,827$3.84M0.0%-23.1%0.274%
5/16/2025Dynamic Technology Lab Private Ltd38,560$720K0.1%+73.6%0.051%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.39,635$740K0.0%+4.6%0.053%
5/16/2025AQR Capital Management LLC15,758$294K0.0%N/A0.021%
5/15/2025Cubist Systematic Strategies LLC45,440$848K0.0%+80.1%0.060%
5/15/2025Royal Bank of Canada629,710$11.76M0.0%-14.6%0.837%
5/15/2025State of Wyoming2,735$51K0.0%N/A0.004%
5/14/2025Gamco Investors INC. ET AL36,359$679K0.0%+38.5%0.048%
5/14/2025 AlphaQuest LLC15,951$298K0.0%+1,009.2%0.021%
5/14/2025BI Asset Management Fondsmaeglerselskab A S5,088$95K0.0%N/A0.007%
5/14/2025 Lee Financial Co49,171$918K0.1%-11.0%0.065%
5/14/2025Quantbot Technologies LP27,289$509K0.0%+148.6%0.036%
5/13/2025Northern Trust Corp482,634$9.01M0.0%-4.9%0.641%
5/13/2025Aptus Capital Advisors LLC371,224$6.93M0.1%+12.7%0.493%
5/13/2025American Century Companies Inc.5,344,823$99.79M0.1%+1.0%7.104%
5/13/2025Lord Abbett & CO. LLC1,608,556$30.03M0.1%+3.2%2.138%
5/13/2025Russell Investments Group Ltd.164,981$3.08M0.0%+12.3%0.219%
5/12/2025Nuveen LLC417,004$7.79M0.0%N/A0.554%
5/12/2025Aigen Investment Management LP15,026$281K0.0%N/A0.020%
5/12/2025Invesco Ltd.224,861$4.20M0.0%-7.4%0.299%
5/12/2025National Bank of Canada FI171,219$3.20M0.0%-16.6%0.228%
5/12/2025Swiss National Bank132,000$2.46M0.0%-1.4%0.175%
5/9/2025Charles Schwab Investment Management Inc.162,085$3.03M0.0%-42.2%0.215%
5/9/2025Vanguard Group Inc.5,337,874$99.66M0.0%-0.9%7.095%
5/9/2025 Blair William & Co. IL674,319$12.59M0.0%+4.2%0.896%
5/8/2025XTX Topco Ltd18,135$339K0.0%N/A0.024%
5/7/2025Mackenzie Financial Corp22,945$429K0.0%+4.7%0.030%
5/7/2025 Prosperity Consulting Group LLC10,961$205K0.0%-7.9%0.015%
5/7/2025LPL Financial LLC93,087$1.74M0.0%-0.9%0.124%
5/6/2025 Cetera Investment Advisers32,301$603K0.0%+3.8%0.043%
5/6/2025Royce & Associates LP898,022$16.77M0.2%+9.9%1.194%
5/6/2025 Wedbush Securities Inc.59,622$1.11M0.0%+3.8%0.079%
5/6/2025 Y Intercept Hong Kong Ltd41,609$777K0.1%N/A0.055%
5/5/2025GW&K Investment Management LLC1,477,259$27.58M0.3%+2.3%1.964%
5/5/2025Private Advisor Group LLC12,236$228K0.0%-7.2%0.016%
5/2/2025 Bailard Inc.23,161$432K0.0%N/A0.031%
5/2/2025 Verdence Capital Advisors LLC23,735$443K0.0%+48.9%0.032%
5/2/2025 Apollon Wealth Management LLC14,469$270K0.0%-69.5%0.019%
5/1/2025 CWM LLC36,577$683K0.0%+115.1%0.049%
4/30/2025 Hunter Associates Investment Management LLC26,600$495K0.1%+8.6%0.035%
4/30/2025 Opus Capital Group LLC36,800$687K0.1%-16.4%0.049%
4/29/2025 Envestnet Asset Management Inc.62,858$1.17M0.0%-4.0%0.084%
4/29/2025 Bank of New York Mellon Corp187,703$3.50M0.0%-3.8%0.249%
4/28/2025 D.A. Davidson & CO.98,463$1.84M0.0%+2.8%0.131%
4/28/2025 Teacher Retirement System of Texas15,254$285K0.0%N/A0.020%
4/25/2025 Essex Financial Services Inc.1,299,790$24.27M1.7%-0.4%1.728%
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4/25/2025 KBC Group NV1,593$30K0.0%N/A0.002%
4/24/2025 Allspring Global Investments Holdings LLC4,789,892$88.71M0.2%+10.4%6.366%
4/24/2025Pacific Global Investment Management Co.45,568$851K1.2%-1.4%0.061%
4/23/2025 Bessemer Group Inc.2,000$37K0.0%N/A0.003%
4/17/2025 Janney Montgomery Scott LLC216,092$4.03M0.0%-5.0%0.287%
4/17/2025 North Star Investment Management Corp.320,390$5.98M0.4%-9.7%0.426%
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%
(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, 190 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 156 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), Essex Financial Services Inc. ($561.46K), JPMorgan Chase & Co. ($423.84K), Nuveen LLC ($417.00K), Y Intercept Hong Kong Ltd ($377.88K), and Raymond James Financial Inc. ($368.29K).

How much institutional buying is happening at Compass Diversified?

Institutional investors have bought a total of 6,041,412 shares in the last 24 months. This purchase volume represents approximately $107.37M in transactions.

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

Of the 68 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: Blair William & Co. IL ($639.97K), Charles Schwab Investment Management Inc. ($350.70K), Royal Bank of Canada ($250.32K), American Century Companies Inc. ($144.83K), Goldman Sachs Group Inc. ($123.79K), The Manufacturers Life Insurance Company ($98.67K), and Vanguard Group Inc. ($84.34K).

How much institutional selling is happening at Compass Diversified?

Institutional investors have sold a total of 2,605,770 shares in the last 24 months. This volume of shares sold represents approximately $42.99M in transactions.


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This page (NYSE:CODI) was last updated on 8/13/2025 by MarketBeat.com Staff
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