Compass Diversified (CODI) Institutional Ownership

$12.05 +0.08 (+0.70%)

Closing price 03:59 PM Eastern

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$12.02 -0.04 (-0.32%)

As of 07:20 PM Eastern

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Current Institutional Ownership Percentage: 72.73%
Number of Institutional Buyers (last 12 months): 110
Total Institutional Inflows (last 12 months): $103.30M

Number of Institutional Sellers (last 12 months): 71
Total Institutional Outflows (last 12 months): $59.90M

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CODI Institutional Buying and Selling by Quarter

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
5/18/2026	Royal Bank of Canada	28,698	$226K	0.0%	-80.5%	0.038%
5/18/2026	Empowered Funds LLC	28,248	$222K	0.0%	N/A	0.038%
5/16/2026	The Manufacturers Life Insurance Company	18,919	$149K	0.0%	-14.4%	0.025%
5/16/2026	Saba Capital Management L.P.	429,259	$3.37M	0.1%	+4.9%	0.571%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	656,200	$5.16M	0.0%	-23.2%	0.872%
5/14/2026	Renaissance Technologies LLC	93,607	$736K	0.0%	N/A	0.124%
5/14/2026	Public Employees Retirement System of Ohio	133,659	$1.05M	0.0%	+0.9%	0.178%
5/14/2026	Sei Investments Co.	286,033	$2.25M	0.0%	+69.6%	0.380%
5/13/2026	Cetera Investment Advisers	33,893	$266K	0.0%	-6.8%	0.045%
5/6/2026	Allspring Global Investments Holdings LLC	4,325,383	$35.38M	0.1%	-0.5%	5.749%
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5/5/2026	Bank of New York Mellon Corp	215,759	$1.70M	0.0%	-0.7%	0.287%
4/27/2026	Y Intercept Hong Kong Ltd	364,022	$2.86M	0.1%	+13.9%	0.484%
4/24/2026	Essex Financial Services Inc.	1,249,530	$9.82M	0.6%	-0.4%	1.661%
4/23/2026	Inspire Investing LLC	64,976	$511K	0.0%	-34.1%	0.086%
4/23/2026	North Star Investment Management Corp.	61,295	$482K	0.0%	+20,678.0%	0.081%
4/22/2026	Janney Montgomery Scott LLC	76,593	$602K	0.0%	+44.7%	0.102%
4/20/2026	Oak Family Advisors LLC	174,560	$1.37M	0.4%	N/A	0.232%
4/16/2026	ARS Investment Partners LLC	53,256	$419K	0.0%	+257.6%	0.071%
3/17/2026	Rockefeller Capital Management L.P.	6,374	$31K	0.0%	-41.7%	0.008%
2/26/2026	Alpine Global Management LLC	36,809	$177K	0.0%	N/A	0.049%
2/19/2026	Invesco Ltd.	305,005	$1.46M	0.0%	+64.2%	0.405%
2/18/2026	Mercer Global Advisors Inc. ADV	10,093	$48K	0.0%	-44.4%	0.013%
2/18/2026	XTX Topco Ltd	47,194	$227K	0.0%	N/A	0.063%
2/18/2026	Tudor Investment Corp ET AL	458,624	$2.20M	0.0%	+3.7%	0.610%
2/18/2026	Saba Capital Management L.P.	409,259	$1.96M	0.1%	+36.0%	0.544%
2/18/2026	Millennium Management LLC	46,466	$223K	0.0%	-96.0%	0.062%
2/18/2026	Inspire Investing LLC	98,544	$473K	0.0%	+42.5%	0.131%
2/18/2026	First Manhattan CO. LLC.	107,000	$514K	0.0%	+99.6%	0.142%
2/18/2026	Balyasny Asset Management L.P.	138,414	$664K	0.0%	-67.9%	0.184%
2/17/2026	J. Goldman & Co LP	144,919	$696K	0.0%	N/A	0.193%
2/17/2026	AQR Capital Management LLC	223,747	$1.07M	0.0%	-70.0%	0.297%
2/17/2026	Cetera Investment Advisers	36,374	$175K	0.0%	-9.5%	0.048%
2/17/2026	Jain Global LLC	45,545	$219K	0.0%	+36.5%	0.061%
2/17/2026	RPO LLC	12,468	$60K	0.0%	N/A	0.017%
2/17/2026	Trexquant Investment LP	152,966	$734K	0.0%	+250.8%	0.203%
2/17/2026	Jump Financial LLC	164,568	$790K	0.0%	-11.3%	0.219%
2/17/2026	Price T Rowe Associates Inc. MD	40,453	$195K	0.0%	+13.3%	0.054%
2/17/2026	Public Employees Retirement System of Ohio	132,531	$636K	0.0%	+70.6%	0.176%
2/17/2026	Russell Investments Group Ltd.	151,429	$727K	0.0%	+6.2%	0.201%
2/17/2026	Atom Investors LP	99,978	$480K	0.0%	+503.7%	0.133%
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2/17/2026	State of Wisconsin Investment Board	44,445	$213K	0.0%	-5.3%	0.059%
2/17/2026	ExodusPoint Capital Management LP	16,326	$78K	0.0%	N/A	0.022%
2/17/2026	Royal Bank of Canada	147,405	$706K	0.0%	-44.1%	0.196%
2/17/2026	Blair William & Co. IL	26,471	$127K	0.0%	-37.6%	0.035%
2/17/2026	Graham Capital Management L.P.	16,290	$78K	0.0%	N/A	0.022%
2/16/2026	Mariner LLC	14,864	$71K	0.0%	-39.8%	0.020%
2/16/2026	Healthcare of Ontario Pension Plan Trust Fund	854,000	$4.10M	0.0%	N/A	1.135%
2/16/2026	Barclays PLC	107,076	$514K	0.0%	-49.6%	0.142%
2/13/2026	Kestra Advisory Services LLC	7,779	$37K	0.0%	-26.9%	0.010%
2/13/2026	Marshall Wace LLP	780,482	$3.75M	0.0%	+2,043.1%	1.037%
2/13/2026	The Manufacturers Life Insurance Company	22,110	$106K	0.0%	-17.1%	0.029%
2/13/2026	Soros Fund Management LLC	124,827	$599K	0.0%	N/A	0.166%
2/13/2026	CANADA LIFE ASSURANCE Co	76,267	$366K	0.0%	-58.4%	0.101%
2/13/2026	Southeast Asset Advisors LLC	20,000	$96K	0.0%	+66.7%	0.027%
2/13/2026	Jacobs Levy Equity Management Inc.	1,966,408	$9.44M	0.0%	+75.2%	2.614%
2/13/2026	SG Capital Management LLC	1,588,657	$7.63M	0.7%	N/A	2.111%
2/13/2026	Charles Schwab Investment Management Inc.	163,416	$784K	0.0%	-1.9%	0.217%
2/13/2026	State Street Corp	1,238,792	$5.95M	0.0%	+2.3%	1.646%
2/13/2026	Ieq Capital LLC	31,064	$149K	0.0%	-79.3%	0.041%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	152,431	$732K	0.0%	-5.7%	0.203%
2/13/2026	Wells Fargo & Company MN	113,002	$542K	0.0%	-11.0%	0.150%
2/12/2026	Jane Street Group LLC	995,068	$4.78M	0.0%	+82.4%	1.323%
2/12/2026	Marex Group plc	26,954	$129K	0.0%	N/A	0.036%
2/12/2026	Wedbush Securities Inc.	16,273	$78K	0.0%	-44.5%	0.022%
2/12/2026	Swiss National Bank	133,600	$641K	0.0%	+3.3%	0.178%
2/12/2026	Nuveen LLC	212,649	$1.02M	0.0%	+1.8%	0.283%
2/11/2026	Janney Montgomery Scott LLC	52,917	$254K	0.0%	-41.1%	0.070%
2/11/2026	Deutsche Bank AG	48,526	$233K	0.0%	+15.9%	0.064%
2/11/2026	LPL Financial LLC	93,585	$449K	0.0%	-17.3%	0.124%
2/11/2026	Franklin Resources Inc.	202,282	$971K	0.0%	+66.9%	0.269%
2/11/2026	CenterBook Partners LP	1,374,382	$6.60M	0.3%	N/A	1.827%
2/11/2026	Los Angeles Capital Management LLC	7,873	$38K	0.0%	-86.3%	0.010%
2/11/2026	WINTON GROUP Ltd	54,200	$260K	0.0%	N/A	0.072%
2/10/2026	Essex Financial Services Inc.	1,254,308	$6.02M	0.3%	-0.6%	1.667%
2/10/2026	Intech Investment Management LLC	28,197	$135K	0.0%	-15.6%	0.037%
2/9/2026	Geode Capital Management LLC	822,142	$3.95M	0.0%	-2.0%	1.093%
2/6/2026	PNC Financial Services Group Inc.	20,806	$100K	0.0%	-11.2%	0.028%
2/5/2026	Allworth Financial LP	13,463	$65K	0.0%	-23.2%	0.018%
2/4/2026	TradeLink Capital LLC	28,167	$135K	1.1%	N/A	0.037%
2/3/2026	Western Standard LLC	1,165,000	$5.59M	2.6%	N/A	1.548%
2/2/2026	Truist Financial Corp	13,600	$65K	0.0%	-52.7%	0.018%
1/30/2026	Pekin Hardy Strauss Inc.	21,000	$101K	0.0%	N/A	0.028%
1/30/2026	Opus Capital Group LLC	27,900	$134K	0.0%	-18.9%	0.037%
1/26/2026	CWM LLC	16,555	$79K	0.0%	-67.7%	0.022%
1/15/2026	Allspring Global Investments Holdings LLC	4,346,106	$20.21M	0.0%	+1.2%	5.777%
1/9/2026	SG Americas Securities LLC	28,977	$139K	0.0%	N/A	0.039%
1/8/2026	Wealth Enhancement Advisory Services LLC	21,934	$106K	0.0%	-50.1%	0.029%
1/1/2026	JPMorgan Chase & Co.	488,398	$3.23M	0.0%	+1.0%	0.649%
12/2/2025	Allworth Financial LP	17,539	$116K	0.0%	-40.1%	0.023%
11/21/2025	CIBC Bancorp USA Inc.	12,165	$81K	0.0%	N/A	0.016%
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11/17/2025	Jacobs Levy Equity Management Inc.	1,122,443	$7.43M	0.0%	+220.2%	1.492%
11/17/2025	CANADA LIFE ASSURANCE Co	183,309	$1.20M	0.0%	+20.3%	0.244%
11/17/2025	Caxton Associates LLP	152,395	$1.01M	0.0%	N/A	0.203%
11/17/2025	Voleon Capital Management LP	16,098	$107K	0.0%	+32.0%	0.021%
11/17/2025	Verition Fund Management LLC	30,000	$199K	0.0%	-68.8%	0.040%
11/17/2025	Quantessence Capital LLC	10,546	$70K	0.0%	N/A	0.014%
11/17/2025	Qube Research & Technologies Ltd	830,304	$5.50M	0.0%	+5.8%	1.104%
11/17/2025	Public Employees Retirement System of Ohio	77,665	$514K	0.0%	+144.8%	0.103%
11/17/2025	Numerai GP LLC	107,727	$713K	0.1%	-33.5%	0.143%
11/17/2025	Mercer Global Advisors Inc. ADV	18,163	$120K	0.0%	+60.8%	0.024%

CODI Institutional Ownership - Frequently Asked Questions

During the previous two years, 230 institutional investors and hedge funds held shares of Compass Diversified. The most heavily invested institutionals were William Blair Investment Management LLC ($43.08M), Allspring Global Investments Holdings LLC ($35.38M), American Century Companies Inc. ($32.82M), Lord Abbett & CO. LLC ($30.03M), GW&K Investment Management LLC ($27.58M), Schroder Investment Management Group ($25.48M), and Mangrove Partners IM LLC ($24.39M).Learn more on Compass Diversified's institutional investors.

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

Of the 188 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: Jacobs Levy Equity Management Inc. ($1.62M), SG Capital Management LLC ($1.59M), CenterBook Partners LP ($1.37M), Mangrove Partners IM LLC ($1.21M), Western Standard LLC ($1.17M), Allspring Global Investments Holdings LLC ($924.25K), and Healthcare of Ontario Pension Plan Trust Fund ($854K).

Institutional investors have bought a total of 17,691,667 shares in the last 24 months. This purchase volume represents approximately $103.30M in transactions.

Of the 71 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: Vanguard Group Inc. ($1.36M), Millennium Management LLC ($1.11M), Sei Investments Co. ($690.35K), Blair William & Co. IL ($647.85K), Allspring Global Investments Holdings LLC ($636.15K), Bank of America Corp DE ($568.15K), and AQR Capital Management LLC ($522.62K).

Institutional investors have sold a total of 9,708,319 shares in the last 24 months. This volume of shares sold represents approximately $59.90M in transactions.

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This page (NYSE:CODI) was last updated on 5/18/2026 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

Who are the largest shareholders of CODI shares?

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

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

How much institutional buying is happening at Compass Diversified?

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

How much institutional selling is happening at Compass Diversified?

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