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 | 61.33% | 8.03% | 30.65% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whitefort capital management, lp | 3.99M | 4.87% | $11.92M |
| Levin capital strategies | 3.66M | 4.47% | $17.28M |
| Blackrock funding, inc. /de | 3.61M | 4.40% | $17.02M |
| Blackrock | 2.79M | 4.17% | $8.63M |
| Barclays | 3.29M | 4.01% | $15.52M |
| Vanguard group | 3.04M | 3.71% | $14.33M |
| Alyeska investment group | 2.48M | 3.02% | $7.41M |
| B. riley financial | 1.73M | 2.55% | $9.02M |
| Geode capital management | 1.31M | 1.60% | $6.18M |
| B. riley asset management | 1.05M | 1.54% | $5.46M |
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 | 601.11K | 2.99% | $2.84M |
| Elkhorn partners limited partnership | 683.22K | 2.19% | $3.22M |
| Gratia capital | 320.00K | 1.63% | $1.66M |
| Levin capital strategies | 3.66M | 1.56% | $17.28M |
| Equitec proprietary markets | 142.57K | 0.72% | $741.38K |
| Parkshore wealth management | 255.62K | 0.49% | $1.21M |
| Permanent capital management, lp | 496.52K | 0.44% | $2.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley financial | 1.73M | 7.54% | 1.55M |
| Barclays | 3.29M | 0.00% | 1.19M |
| Permanent capital management, lp | 496.52K | 0.44% | 496.52K |
| Levin capital strategies | 3.66M | 1.56% | 419.02K |
| Gratia capital | 320.00K | 1.63% | 320.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley asset management | 1.05M | 5.16% | -2.47M |
| American assets investment management | - | - | -1.90M |
| Boothbay fund management | 89.94K | 0.01% | -596.80K |
| American assets capital advisers | 601.11K | 2.99% | -378.44K |
| Alyeska investment group | 2.48M | 0.03% | -257.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Permanent capital management, lp | 496.52K | 0.44% | 496.52K | $2.34M |
| Gratia capital | 320.00K | 1.63% | 320.00K | $1.66M |
| Hartree partners, lp | 200.00K | 0.32% | 200.00K | $944.00K |
| Millennium management | 78.82K | 0.00% | 78.82K | $230.94K |
| Prelude capital management | 63.54K | 0.02% | 63.54K | $189.98K |
Sold Out
| Holder | Change |
|---|---|
| Td capital management | -86.00 |
| Capital performance advisors llp | -132.00 |
| Quadrant capital group | -141.00 |
| Signaturefd | -227.00 |
| Nelson, van denburg & campbell wealth management group | -240.00 |
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 | 1.26M | 1.54% | - |
| Altegris/AACA Opportunistic Real Estt I | 782.65K | 0.95% | -117.70K |
| Vanguard Institutional Extnd Mkt Idx Tr | 612.81K | 0.75% | -288.74K |
| Fidelity Small Cap Index | 547.79K | 0.67% | 116.86K |
| iShares Russell 2000 Growth ETF | 517.28K | 0.63% | - |
| Fidelity Extended Market Index | 276.75K | 0.34% | 14.30K |
| Vanguard Russell 2000 ETF | 262.68K | 0.32% | -17.11K |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 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 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
CDZI Ownership FAQ
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