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Compass Diversified (CODI) Institutional Ownership

Compass Diversified logo
$7.48 -0.63 (-7.77%)
Closing price 10/16/2025 03:59 PM Eastern
Extended Trading
$7.28 -0.20 (-2.67%)
As of 10/16/2025 07:59 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)
134
Total
Institutional Inflows
(last 12 months)
$118.28M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$50.21M
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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
10/16/2025 HBK Sorce Advisory LLC10,463$69K0.0%-24.4%0.014%
10/15/2025 CWM LLC51,287$340K0.0%-15.3%0.068%
10/15/2025 Inspire Investing LLC69,155$458K0.0%+11.1%0.092%
10/14/2025 HBK Sorce Advisory LLC10,463$68K0.0%-24.4%0.014%
10/9/2025 Voya Investment Management LLC12,942$86K0.0%-32.4%0.017%
10/7/2025 1620 Investment Advisors Inc.5,925$39K0.0%-75.9%0.008%
8/18/2025Geneos Wealth Management Inc.9,830$62K0.0%+68.6%0.013%
8/16/2025FORA Capital LLC19,581$123K0.0%N/A0.026%
8/15/2025CANADA LIFE ASSURANCE Co152,404$956K0.0%+139.6%0.203%
8/15/2025Tower Research Capital LLC TRC 13,972$88K0.0%+157.9%0.019%
8/15/2025Voleon Capital Management LP12,197$77K0.0%N/A0.016%
8/15/2025Tidal Investments LLC14,193$89K0.0%N/A0.019%
8/15/2025Engineers Gate Manager LP532,734$3.35M0.0%N/A0.708%
8/15/2025BNP Paribas Financial Markets155,856$979K0.0%+1,079.7%0.207%
8/15/2025Balyasny Asset Management L.P.189,977$1.19M0.0%+800.9%0.252%
8/15/2025Ameriprise Financial Inc.69,213$435K0.0%-57.7%0.092%
8/14/2025California State Teachers Retirement System58,596$368K0.0%-7.7%0.078%
8/14/2025Raymond James Financial Inc.168,242$1.06M0.0%+14.0%0.224%
8/14/2025Canada Pension Plan Investment Board321,100$2.02M0.0%N/A0.427%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.36,811$231K0.0%-7.1%0.049%
8/14/2025Diversify Wealth Management LLC11,762$81K0.0%N/A0.016%
8/14/2025HUB Investment Partners LLC13,700$86K0.0%N/A0.018%
8/14/2025The Manufacturers Life Insurance Company 39,422$248K0.0%-92.4%0.052%
8/14/2025Sei Investments Co.113,548$713K0.0%-85.9%0.151%
8/14/2025Nebula Research & Development LLC86,370$542K0.0%+599.9%0.115%
8/14/2025Qube Research & Technologies Ltd784,746$4.93M0.0%+738.4%1.043%
8/14/2025Cerity Partners LLC19,581$123K0.0%+65.1%0.026%
8/14/2025Federated Hermes Inc.299,774$1.88M0.0%N/A0.398%
8/13/2025Brown Advisory Inc.80,734$507K0.0%+3.9%0.107%
8/13/2025Walleye Capital LLC56,100$352K0.0%N/A0.075%
8/13/2025First Trust Advisors LP26,874$169K0.0%N/A0.036%
8/13/2025Invesco Ltd.193,368$1.21M0.0%-14.0%0.257%
8/13/2025Arrowstreet Capital Limited Partnership20,479$129K0.0%+28.4%0.027%
8/13/2025Quantbot Technologies LP180,074$1.13M0.0%+559.9%0.239%
8/13/2025New York State Common Retirement Fund16,433$103K0.0%-27.7%0.022%
8/13/2025Choreo LLC14,047$88K0.0%N/A0.019%
8/13/2025Russell Investments Group Ltd.35,040$220K0.0%-78.8%0.047%
8/12/2025Southeast Asset Advisors LLC12,000$75K0.0%N/A0.016%
8/12/2025Prudential Financial Inc.30,325$190K0.0%+13.0%0.040%
8/12/2025American Century Companies Inc.5,355,737$33.63M0.0%+0.2%7.118%
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%
8/11/2025 ARS 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%
8/8/2025Intech Investment Management LLC42,152$265K0.0%+22.5%0.056%
8/8/2025Cetera Investment Advisers28,952$182K0.0%-10.4%0.038%
8/8/2025Creative Planning15,722$99K0.0%-25.2%0.021%
8/8/2025SG Americas Securities LLC54,155$340K0.0%+279.4%0.072%
8/8/2025Hibernia Wealth Partners LLC12,860$81K0.0%N/A0.017%
8/8/2025Geode Capital Management LLC862,549$5.42M0.0%+5.5%1.146%
8/7/2025Allworth Financial LP29,257$184K0.0%+2,825.7%0.039%
8/7/2025Campbell & CO Investment Adviser LLC10,193$64K0.0%-74.7%0.014%
8/7/2025Los Angeles Capital Management LLC12,697$80K0.0%N/A0.017%
8/6/2025Fox Run Management L.L.C.19,396$122K0.0%N/A0.026%
8/6/2025Wedbush Securities Inc.42,974$270K0.0%-27.9%0.057%
8/6/2025SMH Capital Advisors Inc.73,293$460K1.0%-4.3%0.097%
8/5/2025Palogic Value Management L.P.45,000$283K0.1%N/A0.060%
8/1/2025Teacher Retirement System of Texas86,609$544K0.0%+467.8%0.115%
8/1/2025Y Intercept Hong Kong Ltd377,880$2.37M0.1%+808.2%0.502%
7/31/2025Nisa Investment Advisors LLC5,043$32K0.0%+65.3%0.007%
7/31/2025AlphaQuest LLC71,035$446K0.0%+345.3%0.094%
7/31/2025Opus Capital Group LLC34,400$216K0.0%-6.5%0.046%
7/30/2025Insight Advisors LLC PA17,116$107K0.0%+16.6%0.023%
7/25/2025Allspring 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%
7/24/2025Blair William & Co. IL52,365$329K0.0%-92.2%0.070%
7/18/2025Truist Financial Corp44,723$311K0.0%-9.0%0.059%
7/17/2025Janney Montgomery Scott LLC153,695$965K0.0%-28.9%0.204%
7/16/2025Essex Financial Services Inc.1,272,418$7.99M0.5%-2.1%1.691%
7/15/2025North Star Investment Management Corp.276,642$1.74M0.1%-13.7%0.368%
7/15/2025Public Employees Retirement System of Ohio31,723$199K0.0%+1,579.4%0.042%
7/10/2025Wealth 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%
6/18/2025 Voya Investment Management LLC18,929$353K0.0%-9.8%0.025%
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%
5/14/2025AlphaQuest LLC15,951$298K0.0%+1,009.2%0.021%
5/14/2025BI Asset Management Fondsmaeglerselskab A S5,088$95K0.0%N/A0.007%
5/14/2025Lee 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%
(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, 204 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 170 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 8,461,535 shares in the last 24 months. This purchase volume represents approximately $118.28M in transactions.

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

Of the 72 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 3,986,666 shares in the last 24 months. This volume of shares sold represents approximately $50.21M in transactions.


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This page (NYSE:CODI) was last updated on 10/17/2025 by MarketBeat.com Staff
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