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 246 institutions that hold shares in the stock, with a total of 47.7 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
960
shares
|
$5,520
0.0% of portfolio
|
Q4 2025
Added 131.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
921
shares
|
$5,295
0.0% of portfolio
|
Q3 2025
Reduced 46.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
893
shares
|
$5,134
0.0% of portfolio
|
Q2 2025
Reduced 19.84%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
852
shares
|
$4,899
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
800
shares
|
$4,600
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
793
shares
|
$4,559
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
750
shares
|
$4,312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
675
shares
|
$3,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
650
shares
|
$3,737
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
629
shares
|
$3,616
0.0% of portfolio
|
Q3 2025
Added 187.21%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
620
shares
|
$3,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
588
shares
|
$3,381
0.0% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
578
shares
|
$3,323
0.0% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
567
shares
|
$3,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$2,875
0.0% of portfolio
|
Q1 2025
Added 309.84%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
490
shares
|
$2,817
0.0% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
486
shares
|
$2,794
0.0% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
440
shares
|
$2,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
425
shares
|
$2,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
405
shares
|
$2,328
0.0% of portfolio
|
Q3 2025
Added 636.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
400
shares
|
$2,300
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
290
shares
|
$1,667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$1,437
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
250
shares
|
$1,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
235
shares
|
$1,351
0.0% of portfolio
|
Q3 2021
New holding
|
|