Cadiz Ownership | Who Owns Cadiz?
Cadiz Ownership Summary
Cadiz is owned by 22.02% institutional investors, 33.39% insiders, and 44.59% 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 | 22.02% | 33.39% | 44.59% |
| Sector | Utilities Stocks | 39.62% | 7.97% | 52.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whitefort capital management, lp | 3.99M | 4.87% | $18.82M |
| 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 |
| B. riley financial | 1.73M | 2.55% | $9.02M |
| Alyeska investment group | 1.49M | 1.82% | $7.05M |
| Geode capital management | 1.31M | 1.60% | $6.18M |
| State street | 1.24M | 1.51% | $5.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| B. riley financial | 1.73M | 7.54% | $9.02M |
| Whitefort capital management, lp | 3.99M | 5.56% | $18.82M |
| American assets capital advisers | 601.11K | 2.99% | $2.84M |
| Gratia capital | 828.67K | 2.81% | $3.91M |
| Elkhorn partners limited partnership | 683.22K | 2.19% | $3.22M |
| Rangeley capital | 516.00K | 2.11% | $2.44M |
| 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 |
| Hartree partners, lp | 200.00K | 0.32% | 200.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American assets investment management | - | - | -1.90M |
| Alyeska investment group | 1.49M | 0.02% | -983.95K |
| Nokomis capital | - | - | -405.00K |
| American assets capital advisers | 601.11K | 2.99% | -378.44K |
| Morgan stanley | 769.28K | 0.00% | -176.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Permanent capital management, lp | 496.52K | 0.44% | 496.52K | $2.34M |
| Hartree partners, lp | 200.00K | 0.32% | 200.00K | $944.00K |
| Caption management | 157.00K | 0.01% | 157.00K | $741.06K |
| Cinctive capital management lp | 103.89K | 0.02% | 103.89K | $490.38K |
| Millennium management | 78.82K | 0.00% | 78.82K | $230.94K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 45 | -53.13% | 18,041,861 | -42.21% | 22 | 1.52% | 22 | -51.11% | 9 | -64.00% |
| 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% |
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
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