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 |
|---|---|---|---|---|---|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
2,652
shares
|
$17,184
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
2,500
shares
|
$16,200
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
2,308
shares
|
$14,955
0.0% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
2,050
shares
|
$13,284
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,000
shares
|
$12,960
0.01% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$12,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
1,889
shares
|
$12,240
0.0% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,837
shares
|
$11,903
0.02% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
1,593
shares
|
$10,322
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,500
shares
|
$9,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,380
shares
|
$8,942
0.01% of portfolio
|
Q1 2025
Reduced 26.16%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,375
shares
|
$8,910
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,373
shares
|
$8,897
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,347
shares
|
$8,728
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,300
shares
|
$8,424
0.0% of portfolio
|
Q1 2025
Reduced 46.94%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,298
shares
|
$8,411
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,250
shares
|
$8,100
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,223
shares
|
$7,925
0.0% of portfolio
|
Q1 2025
Added 359.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,150
shares
|
$7,452
0.0% of portfolio
|
Q1 2025
Reduced 46.09%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,144
shares
|
$7,413
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,139
shares
|
$7,380
0.0% of portfolio
|
Q2 2022
Added 13.9%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,114
shares
|
$7,218
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,000
shares
|
$6,480
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$6,480
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
1,000
shares
|
$6,480
0.02% of portfolio
|
Q1 2022
New holding
|