Cadiz Ownership | Who Owns Cadiz?


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Cadiz Ownership Summary


Cadiz is owned by 42.04% institutional investors, 33.20% insiders, and 24.75% retail investors. Whitefort capital management, lp is the largest institutional shareholder, holding 4.92% of CDZI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.00% of its assets in Cadiz shares.

CDZI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCadiz42.04%33.20%24.75%
SectorUtilities Stocks42.99%8.09%48.92%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Whitefort capital management, lp3.99M4.92%$19.58M
Blackrock funding, inc. /de3.83M4.72%$18.80M
Levin capital strategies3.82M4.71%$18.74M
Barclays3.72M4.59%$18.27M
Blackrock2.79M4.17%$8.63M
Vanguard group3.06M3.73%$17.19M
B. riley financial1.73M2.55%$9.02M
Stonehill capital management1.95M2.40%$9.55M
Geode capital management1.39M1.72%$6.84M
State street1.34M1.65%$6.56M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
B. riley financial1.73M7.54%$9.02M
Whitefort capital management, lp3.99M5.77%$19.58M
Stonehill capital management1.95M4.84%$9.55M
American assets capital advisers601.11K2.99%$2.84M
Elkhorn partners limited partnership643.50K2.01%$3.16M
Potomac capital management335.00K1.43%$1.64M
Levin capital strategies3.82M1.42%$18.74M
Gratia capital505.96K1.09%$2.48M
Equitec proprietary markets142.57K0.72%$741.38K
Parkshore wealth management263.83K0.43%$1.30M

Top Buyers

HolderShares% AssetsChange
Stonehill capital management1.95M4.84%1.61M
B. riley financial1.73M7.54%1.55M
Barclays3.72M0.00%535.49K
Vanguard fiduciary trust399.60K0.00%399.60K
Aqr capital management321.56K0.00%283.33K

Top Sellers

HolderShares% AssetsChange
American assets investment management---1.90M
Alyeska investment group---1.49M
Gratia capital505.96K1.09%-990.54K
Nokomis capital---405.00K
American assets capital advisers601.11K2.99%-378.44K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust399.60K0.00%399.60K$1.96M
Nomura182.02K0.00%182.02K$893.70K
Millennium management155.62K0.00%155.62K$764.07K
Gsa capital partners llp150.40K0.05%150.40K$738.00K
Skopos labs89.40K0.01%89.40K$438.94K

Sold Out

HolderChange
Sbi securities-1.00
1620 investment advisors-35.00
Td capital management-86.00
Breakwater investment management-96.00
Capital performance advisors llp-132.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202614310.85%34,081,731-5.71%422.17%7814.71%3742.31%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.67M2.00%-
Vanguard US Total Market Shares ETF1.33M1.76%-
iShares Russell 2000 ETF1.35M1.61%11.37K
iShares Global Water ETF USD Dist1.03M1.23%-
Vanguard Institutional Extnd Mkt Idx Tr625.94K0.75%-
Fidelity Small Cap Index536.19K0.64%7.05K
Invesco S&P Global Water ETF473.79K0.57%-
iShares Russell 2000 Growth ETF470.57K0.56%1.21K
Altegris/AACA Opportunistic Real Estt I404.21K0.49%-378.44K
Russell 2000 Equity Index Fund B347.40K0.42%-174.00

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
2026 Q2--
2026 Q1--
2025 Q4--
2025 Q3--
2025 Q2--

CDZI Ownership FAQ


Who owns the most shares of Cadiz?

Cadiz’s largest shareholders are Whitefort capital management, lp (3.99M shares, 4.92%), Blackrock funding, inc. /de (3.83M shares, 4.72%), and Levin capital strategies (3.82M shares, 4.71%). Together, they hold 14.35% 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 2.00% of its total shares outstanding invested in 1.67M Cadiz shares.

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