Cadiz Ownership | Who Owns Cadiz?


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Cadiz Ownership Summary


Cadiz is owned by 18.36% institutional investors, 33.39% insiders, and 48.25% retail investors. Whitefort capital management, lp is the largest institutional shareholder, holding 4.87% of CDZI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.01% of its assets in Cadiz shares.

CDZI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCadiz18.36%33.39%48.25%
SectorUtilities Stocks35.28%8.46%56.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Whitefort capital management, lp3.99M4.87%$18.82M
Blackrock funding, inc. /de3.83M4.66%$21.48M
Levin capital strategies3.67M4.46%$20.57M
Blackrock2.79M4.17%$8.63M
Barclays3.19M3.88%$17.87M
Vanguard group3.06M3.73%$17.19M
B. riley financial1.73M2.55%$9.02M
Geode capital management1.33M1.61%$7.44M
Morgan stanley1.27M1.55%$7.13M
State street1.24M1.51%$5.85M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
B. riley financial1.73M7.54%$9.02M
Whitefort capital management, lp3.99M5.56%$18.82M
American assets capital advisers601.11K2.99%$2.84M
Gratia capital828.67K2.81%$3.91M
Elkhorn partners limited partnership683.22K2.19%$3.22M
Rangeley capital516.00K2.11%$2.44M
Levin capital strategies3.67M1.78%$20.57M
Potomac capital management335.00K1.51%$1.88B
Equitec proprietary markets142.57K0.72%$741.38K
Permanent capital management, lp496.52K0.54%$2.79M

Top Buyers

HolderShares% AssetsChange
B. riley financial1.73M7.54%1.55M
Morgan stanley1.27M0.00%501.69K
Jane street group570.89K0.00%445.20K
Potomac capital management335.00K1.51%335.00K
Blackrock funding, inc. /de3.83M0.00%221.46K

Top Sellers

HolderShares% AssetsChange
American assets investment management---1.90M
Alyeska investment group---1.49M
Nokomis capital---405.00K
American assets capital advisers601.11K2.99%-378.44K
Renaissance---170.00K

New Positions

HolderShares% AssetsChangeValue
Potomac capital management335.00K1.51%335.00K$1.88B
Hartree partners, lp200.00K0.32%200.00K$944.00K
Caption management157.00K0.01%157.00K$741.06K
Matauro107.45K0.09%107.45K$602.79K
Cinctive capital management lp103.89K0.02%103.89K$490.38K

Sold Out

HolderChange
Sbi securities-1.00
1620 investment advisors-35.00
Td capital management-86.00
Capital performance advisors llp-132.00
Quadrant capital group-141.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202554-54.24%15,076,251-57.82%180.96%30-50.00%7-70.83%
Sep 30, 202545-53.13%18,041,861-42.21%221.52%22-51.11%9-64.00%
Jun 30, 2025104-9.57%32,572,835-3.35%392.09%48-15.79%2812.00%
Mar 31, 20255-95.05%4,239,789-84.39%60.39%3-94.23%--100.00%
Dec 31, 202460-27.71%15,094,931-36.86%221.80%31-8.82%10-50.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.67M2.01%-
Vanguard US Total Market Shares ETF1.33M1.76%-
iShares Russell 2000 ETF1.37M1.65%1.37M
Vanguard Institutional Extnd Mkt Idx Tr611.72K0.74%2.50K
Fidelity Small Cap Index551.15K0.66%-655.00
iShares Russell 2000 Growth ETF474.81K0.57%135.78K
Altegris/AACA Opportunistic Real Estt I404.21K0.49%-378.44K
State St Russell Sm/Mid Cp® Indx SL Cl I332.00K0.40%-
Fidelity Extended Market Index296.36K0.36%7.43K
Vanguard Russell 2000 ETF261.71K0.31%-9.07K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 05, 2024Heerema International Group Services SA-Buy$6.91M
Apr 18, 2024Kennedy Susan P CEOBuy$56.25K
Mar 06, 2024Heerema International Group Services SA-Buy-
Mar 06, 2024Heerema International Group Services SA-Buy$5.00M
Jan 04, 2024Kennedy Susan P CEOBuy$19.00K

Insider Transactions Trends


DateBuySell
2025 Q4--
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q41-

CDZI Ownership FAQ


Who owns the most shares of Cadiz?

Cadiz’s largest shareholders are Whitefort capital management, lp (3.99M shares, 4.87%), Blackrock funding, inc. /de (3.83M shares, 4.66%), and Levin capital strategies (3.67M shares, 4.46%). Together, they hold 13.99% of Cadiz’s total shares outstanding.

Does Blackrock own Cadiz?

Yes, BlackRock owns 4.17% of Cadiz, totaling 2.79M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.63M$. In the last quarter, BlackRock increased its holdings by 122.86K shares, a 4.60% change.

Who is Cadiz’s biggest shareholder by percentage of total assets invested?

B. riley financial is Cadiz’s biggest shareholder by percentage of total assets invested, with 7.54% of its assets in 1.73M Cadiz shares, valued at 9.02M$.

Who is the top mutual fund holder of Cadiz shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Cadiz shares, with 2.01% of its total shares outstanding invested in 1.67M Cadiz shares.

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