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Compass Diversified (CODI) Institutional Ownership

Compass Diversified logo
$10.95 -0.01 (-0.10%)
Closing price 03:59 PM Eastern
Extended Trading
$10.91 -0.04 (-0.36%)
As of 04:43 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 Massive. 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)
82
Total
Institutional Inflows
(last 12 months)
$81.53M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$44.64M
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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
9/9/2026Engineers Gate Manager LP129,216$1.38M0.0%+135.5%0.172%
9/9/2026Integrated Wealth Concepts LLC4,461$48K0.0%N/A0.006%
8/20/2026Wedbush Securities Inc.10,300$110K0.0%-17.9%0.014%
8/18/2026Public Employees Retirement System of Ohio133,628$1.42M0.0%N/A0.178%
6/16/2026Empowered Funds LLC28,248$222K0.0%N/A0.038%
5/21/2026Essential Partners LLC5,337$42K0.0%+9,263.2%0.007%
5/19/2026Bank of America Corp DE1,306,527$10.27M0.0%+77.4%1.736%
5/18/2026California State Teachers Retirement System3,638$29K0.0%-94.2%0.005%
5/18/2026Royal Bank of Canada28,698$226K0.0%-80.5%0.038%
5/18/2026Empowered Funds LLC28,248$222K0.0%N/A0.038%
5/16/2026The Manufacturers Life Insurance Company18,919$149K0.0%-14.4%0.025%
5/16/2026Saba Capital Management L.P.429,259$3.37M0.1%+4.9%0.571%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund656,200$5.16M0.0%-23.2%0.872%
5/14/2026Renaissance Technologies LLC93,607$736K0.0%N/A0.124%
5/14/2026Public Employees Retirement System of Ohio133,659$1.05M0.0%+0.9%0.178%
5/14/2026Sei Investments Co.286,033$2.25M0.0%+69.6%0.380%
5/13/2026Cetera Investment Advisers33,893$266K0.0%-6.8%0.045%
5/6/2026Allspring Global Investments Holdings LLC4,325,383$35.38M0.1%-0.5%5.749%
5/5/2026Bank of New York Mellon Corp215,759$1.70M0.0%-0.7%0.287%
4/27/2026Y Intercept Hong Kong Ltd364,022$2.86M0.1%+13.9%0.484%
4/24/2026Essex Financial Services Inc.1,249,530$9.82M0.6%-0.4%1.661%
4/23/2026Inspire Investing LLC64,976$511K0.0%-34.1%0.086%
4/23/2026North Star Investment Management Corp.61,295$482K0.0%+20,678.0%0.081%
4/22/2026Janney Montgomery Scott LLC76,593$602K0.0%+44.7%0.102%
4/20/2026Oak Family Advisors LLC174,560$1.37M0.4%N/A0.232%
4/16/2026ARS Investment Partners LLC53,256$419K0.0%+257.6%0.071%
3/17/2026Rockefeller Capital Management L.P.6,374$31K0.0%-41.7%0.008%
2/26/2026Alpine Global Management LLC36,809$177K0.0%N/A0.049%
2/19/2026Invesco Ltd.305,005$1.46M0.0%+64.2%0.405%
2/18/2026Mercer Global Advisors Inc. ADV10,093$48K0.0%-44.4%0.013%
2/18/2026XTX Topco Ltd47,194$227K0.0%N/A0.063%
2/18/2026Tudor Investment Corp ET AL458,624$2.20M0.0%+3.7%0.610%
2/18/2026Saba Capital Management L.P.409,259$1.96M0.1%+36.0%0.544%
2/18/2026Millennium Management LLC46,466$223K0.0%-96.0%0.062%
2/18/2026Inspire Investing LLC98,544$473K0.0%+42.5%0.131%
2/18/2026First Manhattan CO. LLC.107,000$514K0.0%+99.6%0.142%
2/18/2026Balyasny Asset Management L.P.138,414$664K0.0%-67.9%0.184%
2/17/2026J. Goldman & Co LP144,919$696K0.0%N/A0.193%
2/17/2026AQR Capital Management LLC223,747$1.07M0.0%-70.0%0.297%
2/17/2026Cetera Investment Advisers36,374$175K0.0%-9.5%0.048%
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2/17/2026Jain Global LLC45,545$219K0.0%+36.5%0.061%
2/17/2026RPO LLC12,468$60K0.0%N/A0.017%
2/17/2026Trexquant Investment LP152,966$734K0.0%+250.8%0.203%
2/17/2026Jump Financial LLC164,568$790K0.0%-11.3%0.219%
2/17/2026Price T Rowe Associates Inc. MD40,453$195K0.0%+13.3%0.054%
2/17/2026Public Employees Retirement System of Ohio132,531$636K0.0%+70.6%0.176%
2/17/2026Russell Investments Group Ltd.151,429$727K0.0%+6.2%0.201%
2/17/2026Atom Investors LP99,978$480K0.0%+503.7%0.133%
2/17/2026State of Wisconsin Investment Board44,445$213K0.0%-5.3%0.059%
2/17/2026ExodusPoint Capital Management LP16,326$78K0.0%N/A0.022%
2/17/2026Royal Bank of Canada147,405$706K0.0%-44.1%0.196%
2/17/2026Blair William & Co. IL26,471$127K0.0%-37.6%0.035%
2/17/2026Graham Capital Management L.P.16,290$78K0.0%N/A0.022%
2/16/2026Mariner LLC14,864$71K0.0%-39.8%0.020%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund854,000$4.10M0.0%N/A1.135%
2/16/2026Barclays PLC107,076$514K0.0%-49.6%0.142%
2/13/2026Kestra Advisory Services LLC7,779$37K0.0%-26.9%0.010%
2/13/2026Marshall Wace LLP780,482$3.75M0.0%+2,043.1%1.037%
2/13/2026The Manufacturers Life Insurance Company 22,110$106K0.0%-17.1%0.029%
2/13/2026Soros Fund Management LLC124,827$599K0.0%N/A0.166%
2/13/2026CANADA LIFE ASSURANCE Co76,267$366K0.0%-58.4%0.101%
2/13/2026Southeast Asset Advisors LLC20,000$96K0.0%+66.7%0.027%
2/13/2026Jacobs Levy Equity Management Inc.1,966,408$9.44M0.0%+75.2%2.614%
2/13/2026SG Capital Management LLC1,588,657$7.63M0.7%N/A2.111%
2/13/2026Charles Schwab Investment Management Inc.163,416$784K0.0%-1.9%0.217%
2/13/2026State Street Corp1,238,792$5.95M0.0%+2.3%1.646%
2/13/2026Ieq Capital LLC31,064$149K0.0%-79.3%0.041%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC152,431$732K0.0%-5.7%0.203%
2/13/2026Wells Fargo & Company MN113,002$542K0.0%-11.0%0.150%
2/12/2026Jane Street Group LLC995,068$4.78M0.0%+82.4%1.323%
2/12/2026Marex Group plc26,954$129K0.0%N/A0.036%
2/12/2026Wedbush Securities Inc.16,273$78K0.0%-44.5%0.022%
2/12/2026Swiss National Bank133,600$641K0.0%+3.3%0.178%
2/12/2026Nuveen LLC212,649$1.02M0.0%+1.8%0.283%
2/11/2026Janney Montgomery Scott LLC52,917$254K0.0%-41.1%0.070%
2/11/2026Deutsche Bank AG48,526$233K0.0%+15.9%0.064%
2/11/2026LPL Financial LLC93,585$449K0.0%-17.3%0.124%
2/11/2026Franklin Resources Inc.202,282$971K0.0%+66.9%0.269%
2/11/2026CenterBook Partners LP1,374,382$6.60M0.3%N/A1.827%
2/11/2026Los Angeles Capital Management LLC7,873$38K0.0%-86.3%0.010%
2/11/2026WINTON GROUP Ltd54,200$260K0.0%N/A0.072%
2/10/2026Essex Financial Services Inc.1,254,308$6.02M0.3%-0.6%1.667%
2/10/2026Intech Investment Management LLC28,197$135K0.0%-15.6%0.037%
2/9/2026Geode Capital Management LLC822,142$3.95M0.0%-2.0%1.093%
2/6/2026PNC Financial Services Group Inc.20,806$100K0.0%-11.2%0.028%
2/5/2026Allworth Financial LP13,463$65K0.0%-23.2%0.018%
2/4/2026TradeLink Capital LLC28,167$135K1.1%N/A0.037%
2/3/2026Western Standard LLC1,165,000$5.59M2.6%N/A1.548%
2/2/2026Truist Financial Corp13,600$65K0.0%-52.7%0.018%
1/30/2026Pekin Hardy Strauss Inc.21,000$101K0.0%N/A0.028%
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1/30/2026Opus Capital Group LLC27,900$134K0.0%-18.9%0.037%
1/26/2026CWM LLC16,555$79K0.0%-67.7%0.022%
1/15/2026Allspring Global Investments Holdings LLC4,346,106$20.21M0.0%+1.2%5.777%
1/9/2026SG Americas Securities LLC28,977$139K0.0%N/A0.039%
1/8/2026Wealth Enhancement Advisory Services LLC21,934$106K0.0%-50.1%0.029%
1/1/2026JPMorgan Chase & Co.488,398$3.23M0.0%+1.0%0.649%
12/2/2025Allworth Financial LP17,539$116K0.0%-40.1%0.023%
11/21/2025CIBC Bancorp USA Inc.12,165$81K0.0%N/A0.016%
11/17/2025Jacobs Levy Equity Management Inc.1,122,443$7.43M0.0%+220.2%1.492%
11/17/2025CANADA LIFE ASSURANCE Co183,309$1.20M0.0%+20.3%0.244%


CODI Institutional Ownership - Frequently Asked Questions

During the previous two years, 225 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 182 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), Healthcare of Ontario Pension Plan Trust Fund ($854K), and Allspring Global Investments Holdings LLC ($844.16K).

Institutional investors have bought a total of 14,252,196 shares in the last 24 months. This purchase volume represents approximately $81.53M in transactions.

Of the 59 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), Allspring Global Investments Holdings LLC ($636.15K), Bank of America Corp DE ($568.15K), AQR Capital Management LLC ($522.62K), American Century Companies Inc. ($398.10K), and Balyasny Asset Management L.P. ($292.30K).

Institutional investors have sold a total of 7,400,824 shares in the last 24 months. This volume of shares sold represents approximately $44.64M in transactions.


Related Companies

Institutional ownership data for NYSE:CODI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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