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 253 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
12,170
shares
|
$78,861
0.0% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
11,863
shares
|
$76,872
0.0% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,657
shares
|
$75,537
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
11,600
shares
|
$75,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
11,568
shares
|
$74,960
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
11,153
shares
|
$72,271
0.0% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
11,124
shares
|
$72,083
0.14% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,038
shares
|
$71,526
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
10,961
shares
|
$71,027
0.02% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
10,510
shares
|
$68,104
0.02% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
6,751
shares
|
$43,746
0.0% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,830
shares
|
$37,778
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5,417
shares
|
$35,102
0.0% of portfolio
|
Q1 2025
Added 77.32%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
5,088
shares
|
$32,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,088
shares
|
$32,970
0.0% of portfolio
|
Q2 2020
Added 0.9%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
5,077
shares
|
$32,898
0.0% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
4,230
shares
|
$27,410
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,074
shares
|
$26,399
0.0% of portfolio
|
Q2 2025
Added 143.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,921
shares
|
$25,408
0.0% of portfolio
|
Q1 2025
Reduced 74.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
3,753
shares
|
$24,319
0.0% of portfolio
|
Q1 2025
Reduced 94.64%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
3,602
shares
|
$23,340
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,210
shares
|
$20,800
0.0% of portfolio
|
Q2 2025
Reduced 25.63%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,051
shares
|
$19,770
0.0% of portfolio
|
Q3 2024
Added 190.29%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,000
shares
|
$19,440
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
2,735
shares
|
$17,722
0.01% of portfolio
|
Q1 2025
New holding
|