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Compass Diversified (CODI) Institutional Ownership

Compass Diversified logo
$6.38 +0.10 (+1.59%)
Closing price 03:59 PM Eastern
Extended Trading
$6.43 +0.05 (+0.72%)
As of 07:51 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)
115
Total
Institutional Inflows
(last 12 months)
$114.33M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$39.12M
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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
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%
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%
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%
5/9/2025Blair 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%
5/7/2025Prosperity Consulting Group LLC10,961$205K0.0%-7.9%0.015%
5/7/2025LPL Financial LLC93,087$1.74M0.0%-0.9%0.124%
5/6/2025Cetera Investment Advisers32,301$603K0.0%+3.8%0.043%
5/6/2025Royce & Associates LP898,022$16.77M0.2%+9.9%1.194%
5/6/2025Wedbush Securities Inc.59,622$1.11M0.0%+3.8%0.079%
5/6/2025Y 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%
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5/5/2025Private Advisor Group LLC12,236$228K0.0%-7.2%0.016%
5/2/2025Bailard Inc.23,161$432K0.0%N/A0.031%
5/2/2025Verdence Capital Advisors LLC23,735$443K0.0%+48.9%0.032%
5/2/2025Apollon Wealth Management LLC14,469$270K0.0%-69.5%0.019%
5/1/2025CWM LLC36,577$683K0.0%+115.1%0.049%
4/30/2025Hunter Associates Investment Management LLC26,600$495K0.1%+8.6%0.035%
4/30/2025Opus Capital Group LLC36,800$687K0.1%-16.4%0.049%
4/29/2025Envestnet Asset Management Inc.62,858$1.17M0.0%-4.0%0.084%
4/29/2025Bank of New York Mellon Corp187,703$3.50M0.0%-3.8%0.249%
4/28/2025D.A. Davidson & CO.98,463$1.84M0.0%+2.8%0.131%
4/28/2025Teacher Retirement System of Texas15,254$285K0.0%N/A0.020%
4/25/2025Essex Financial Services Inc.1,299,790$24.27M1.7%-0.4%1.728%
4/25/2025KBC Group NV1,593$30K0.0%N/A0.002%
4/24/2025Allspring 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%
4/23/2025Bessemer Group Inc.2,000$37K0.0%N/A0.003%
4/17/2025Janney Montgomery Scott LLC216,092$4.03M0.0%-5.0%0.287%
4/17/2025North Star Investment Management Corp.320,390$5.98M0.4%-9.7%0.426%
4/11/2025E. Ohman J or Asset Management AB129,152$2.41M0.1%+59.1%0.172%
4/10/2025Thurston Springer Miller Herd & Titak Inc.4,316$81K0.0%+35.1%0.006%
4/10/2025Gilman Hill Asset Management LLC378,284$7.06M1.2%+1.0%0.503%
4/10/2025Peak Financial Advisors LLC24,643$460K0.2%-2.6%0.033%
4/10/2025TrueWealth Advisors LLC16,100$301K0.1%-5.8%0.021%
4/9/2025NBC Securities Inc.1,676$31K0.0%+167,500.0%0.002%
4/8/2025Rhumbline Advisers97,458$1.82M0.0%-1.9%0.130%
4/7/2025GAMMA Investing LLC3,753$70K0.0%+1,332.4%0.005%
3/18/2025California State Teachers Retirement System63,494$1.47M0.0%-1.0%0.084%
3/17/2025Wealth Enhancement Advisory Services LLC16,714$386K0.0%N/A0.022%
2/27/2025Carolinas Wealth Consulting LLC2,000$46K0.0%-33.3%0.003%
2/20/2025Mackenzie Financial Corp21,915$506K0.0%N/A0.029%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC144,452$3.33M0.0%+21.4%0.191%
2/17/2025Saba Capital Management L.P.78,471$1.81M0.0%-23.3%0.104%
2/17/2025Royal Bank of Canada737,163$17.01M0.0%-16.2%0.974%
2/17/2025ProShare Advisors LLC31,574$729K0.0%+37.3%0.042%
2/17/2025Man Group plc8,911$206K0.0%-9.3%0.012%
2/17/2025Nuveen Asset Management LLC335,961$7.75M0.0%-11.7%0.444%
2/17/2025Northwest Quadrant Wealth Management LLC10,824$250K0.1%-14.0%0.014%
2/17/2025Millennium Management LLC82,381$1.90M0.0%+190.2%0.109%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,907$875K0.0%+3.6%0.050%
2/17/2025D. E. Shaw & Co. Inc.49,379$1.14M0.0%N/A0.065%
2/17/2025Deutsche Bank AG42,917$991K0.0%-42.5%0.057%
2/17/2025Cubist Systematic Strategies LLC25,237$582K0.0%N/A0.033%
2/17/2025Cetera Investment Advisers31,104$718K0.0%+2.4%0.041%
2/17/2025Bank of America Corp DE1,203,606$27.78M0.0%+14.9%1.591%
2/17/2025BNP Paribas Financial Markets12,054$278K0.0%-16.1%0.016%
2/17/2025Ameriprise Financial Inc.164,475$3.80M0.0%-7.5%0.217%
2/17/2025Aptus Capital Advisors LLC329,462$7.60M0.1%+22.3%0.436%
2/14/2025Jane Street Group LLC43,521$1.00M0.0%-38.3%0.058%
2/14/2025Northern Trust Corp507,660$11.72M0.0%+10.8%0.671%
2/14/2025The Manufacturers Life Insurance Company1,103,405$25.47M0.0%+1.7%1.459%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
2/14/2025Prosperity Consulting Group LLC11,905$275K0.0%N/A0.016%
2/14/2025Lord Abbett & CO. LLC1,559,280$35.99M0.1%-4.8%2.061%
2/14/2025Voya Investment Management LLC20,993$485K0.0%-6.9%0.028%
2/14/2025Price T Rowe Associates Inc. MD26,445$611K0.0%+21.2%0.035%
2/14/2025Tower Research Capital LLC TRC3,055$71K0.0%+46.9%0.004%
2/14/2025MetLife Investment Management LLC41,023$947K0.0%+5.8%0.054%
2/13/2025CANADA LIFE ASSURANCE Co56,771$1.31M0.0%-3.3%0.075%
2/13/2025Keeley Teton Advisors LLC16,600$383K0.0%-15.3%0.022%
2/13/2025CreativeOne Wealth LLC16,340$377K0.0%N/A0.022%
2/13/2025Barclays PLC130,871$3.02M0.0%+23.7%0.173%
(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, 187 institutional investors and hedge funds held shares of Compass Diversified. The most heavily invested institutionals were American Century Companies Inc. ($99.79M), Vanguard Group Inc. ($99.66M), Allspring Global Investments Holdings LLC ($88.71M), William Blair Investment Management LLC ($43.08M), 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 150 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 ($4.78M), Lord Abbett & CO. LLC ($962.79K), Essex Financial Services Inc. ($562.58K), Nuveen LLC ($417.00K), 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 5,358,000 shares in the last 24 months. This purchase volume represents approximately $114.33M in transactions.

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

Of the 67 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: Charles Schwab Investment Management Inc. ($350.70K), Royal Bank of Canada ($250.32K), American Century Companies Inc. ($147.35K), Goldman Sachs Group Inc. ($123.79K), The Manufacturers Life Insurance Company ($98.67K), Vanguard Group Inc. ($84.34K), and Lord Abbett & CO. LLC ($78.32K).

How much institutional selling is happening at Compass Diversified?

Institutional investors have sold a total of 1,825,023 shares in the last 24 months. This volume of shares sold represents approximately $39.12M in transactions.


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This page (NYSE:CODI) was last updated on 7/1/2025 by MarketBeat.com Staff
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