Cadiz Ownership | Who Owns Cadiz?
Cadiz Ownership Summary
Cadiz is owned by 39.75% institutional investors, 33.65% insiders, and 26.60% 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 2.05% of its assets in Cadiz shares.
CDZI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Cadiz | 39.75% | 33.65% | 26.60% |
| Sector | Utilities Stocks | 61.35% | 8.04% | 30.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whitefort capital management, lp | 3.99M | 4.87% | $11.92M |
| Blackrock funding, inc. /de | 3.58M | 4.37% | $10.71M |
| Blackrock | 2.79M | 4.17% | $8.63M |
| Levin capital strategies | 3.24M | 3.96% | $9.70M |
| Vanguard group | 2.41M | 3.54% | $12.51M |
| Alyeska investment group | 2.48M | 3.02% | $7.41M |
| B. riley financial | 1.73M | 2.55% | $9.02M |
| B. riley asset management | 1.05M | 1.54% | $5.46M |
| Geode capital management | 1.04M | 1.52% | $5.38M |
| State street | 924.10K | 1.36% | $4.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| B. riley financial | 1.73M | 7.54% | $9.02M |
| B. riley asset management | 1.05M | 5.16% | $5.46M |
| Whitefort capital management, lp | 3.99M | 3.50% | $11.92M |
| American assets capital advisers | 979.55K | 2.94% | $2.93M |
| Gratia capital | 320.00K | 1.63% | $1.66M |
| Elkhorn partners limited partnership | 683.00K | 1.48% | $2.04M |
| Levin capital strategies | 3.24M | 0.94% | $9.70M |
| Equitec proprietary markets | 142.57K | 0.72% | $741.38K |
| Nokomis capital | 405.00K | 0.40% | $1.21M |
| Diametric capital, lp | 162.40K | 0.26% | $485.58K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley financial | 1.73M | 7.54% | 1.55M |
| Blackrock funding, inc. /de | 3.58M | 0.00% | 511.44K |
| Gam | 400.00K | 0.08% | 400.00K |
| Gratia capital | 320.00K | 1.63% | 320.00K |
| Whitefort capital management, lp | 3.99M | 3.50% | 266.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley asset management | 1.05M | 5.16% | -2.47M |
| American assets investment management | - | - | -1.90M |
| American assets capital advisers | 979.55K | 2.94% | -917.66K |
| Boothbay fund management | 89.94K | 0.01% | -596.80K |
| Hcr wealth advisors | 49.00K | 0.02% | -562.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gam | 400.00K | 0.08% | 400.00K | $1.20M |
| Gratia capital | 320.00K | 1.63% | 320.00K | $1.66M |
| Diametric capital, lp | 162.40K | 0.26% | 162.40K | $485.58K |
| Los angeles capital management | 137.23K | 0.00% | 137.23K | $410.32K |
| Millennium management | 78.82K | 0.00% | 78.82K | $230.94K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -32.00 |
| Group one trading | -76.00 |
| Td capital management | -86.00 |
| Capital performance advisors llp | -132.00 |
| Quadrant capital group | -141.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 104 | -9.57% | 32,572,835 | -3.35% | 39 | 2.09% | 48 | -15.79% | 28 | 12.00% |
| Mar 31, 2025 | 5 | -95.05% | 4,239,789 | -84.39% | 6 | 0.39% | 3 | -94.23% | - | -100.00% |
| Dec 31, 2024 | 60 | -27.71% | 15,094,931 | -36.86% | 22 | 1.80% | 31 | -8.82% | 10 | -50.00% |
| Sep 30, 2024 | 83 | -2.35% | 21,441,380 | -9.90% | 31 | 2.50% | 34 | -17.07% | 21 | -8.70% |
| Jun 30, 2024 | 85 | 6.25% | 23,797,898 | 0.62% | 35 | 2.85% | 41 | 41.38% | 23 | -20.69% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.68M | 2.05% | 141.88K |
| Vanguard US Total Market Shares ETF | 1.33M | 1.76% | - |
| iShares Russell 2000 ETF | 1.23M | 1.51% | -23.41K |
| Altegris/AACA Opportunistic Real Estt I | 900.35K | 1.10% | -318.44K |
| Vanguard Institutional Extnd Mkt Idx Tr | 612.81K | 0.75% | -288.74K |
| iShares Russell 2000 Growth ETF | 517.28K | 0.63% | - |
| Fidelity Small Cap Index | 430.93K | 0.53% | -4.05K |
| Vanguard Russell 2000 ETF | 262.68K | 0.32% | -17.11K |
| Fidelity Extended Market Index | 262.45K | 0.32% | -685.00 |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 252.80K | 0.31% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 05, 2024 | Heerema International Group Services SA | - | Buy | $6.91M |
| Apr 18, 2024 | Kennedy Susan P | CEO | Buy | $56.25K |
| Mar 06, 2024 | Heerema International Group Services SA | - | Buy | - |
| Mar 06, 2024 | Heerema International Group Services SA | - | Buy | $5.00M |
| Jan 04, 2024 | Kennedy Susan P | CEO | Buy | $19.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
CDZI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools