Institutional Ownership Compass Diversified Holdings (CODI)
This table provides information about the institutional ownership of Compass Diversified Holdings (CODI). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $830 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
14,375
shares
|
$270,393
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
14,244
shares
|
$267,929
0.0% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
14,146
shares
|
$266,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
13,805
shares
|
$259,672
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,182
shares
|
$247,953
0.0% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
13,100
shares
|
$246,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13,000
shares
|
$244,529
0.06% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
13,000
shares
|
$244,529
0.0% of portfolio
|
Q1 2023
Reduced 27.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,845
shares
|
$241,614
0.01% of portfolio
|
Q2 2022
Added 26.61%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,707
shares
|
$239,018
0.0% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
12,700
shares
|
$238,886
0.03% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,651
shares
|
$237,965
0.02% of portfolio
|
Q4 2024
Added 38.78%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
12,607
shares
|
$237,137
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,459
shares
|
$234,353
0.0% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,355
shares
|
$232,397
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
12,175
shares
|
$229,011
0.07% of portfolio
|
Q3 2023
Added 5.18%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
11,905
shares
|
$223,933
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,748
shares
|
$220,979
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
11,729
shares
|
$220,622
0.0% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
11,600
shares
|
$218,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
11,568
shares
|
$217,594
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,309
shares
|
$212,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
11,020
shares
|
$207,286
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
11,014
shares
|
$207,173
0.18% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
10,978
shares
|
$206,496
0.01% of portfolio
|
Q4 2024
Added 40.26%
|