Costamare Bulkers Holdings Ownership | Who Owns Costamare Bulkers Holdings?

Costamare Bulkers Holdings Ownership Summary

Costamare Bulkers Holdings is owned by 21.42% institutional investors, 65.83% insiders, and 12.75% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.35% of CMDB shares. DFA US Small Cap Value I is the top mutual fund, with 1.45% of its assets in Costamare Bulkers Holdings shares.

CMDB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Costamare Bulkers Holdings	21.42%	65.83%	12.75%
Sector	Industrials Stocks	66.29%	16.54%	17.17%
Industry	Marine Shipping Stocks	27.83%	31.41%	40.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	1.29M	5.35%	$22.73M
Blackrock funding, inc. /de	556.26K	2.30%	$9.77M
Ameriprise financial	425.41K	1.76%	$7.47M
American century companies	317.98K	1.31%	$5.58M
Oceanic investment management	277.78K	1.15%	$4.88M
Renaissance	196.15K	0.81%	$3.44M
Morgan stanley	156.32K	0.65%	$2.75M
State street	141.90K	0.59%	$2.49M
Qube research	117.56K	0.49%	$2.06M
Geode capital management	114.02K	0.47%	$2.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Oceanic investment management	277.78K	6.26%	$4.88M
Bluefin capital management	59.32K	0.39%	$514.27K
Summit x	23.86K	0.04%	$206.87K
Prelude capital management	23.33K	0.03%	$409.75K
Boothbay fund management	111.34K	0.03%	$1.96M
Bridgeway capital management	72.83K	0.02%	$1.28M
Moran wealth management	26.70K	0.01%	$468.85K
Winton group	13.32K	0.01%	$233.95K
Jump financial	33.40K	0.01%	$480.00K
Horizon kinetics asset management	27.58K	0.01%	$484.31K

Top Buyers

Holder	Shares	% Assets	Change
Bluefin capital management	59.32K	0.39%	59.32K
Sixth street partners management company	54.99K	0.00%	54.99K
Ameriprise financial	425.41K	0.00%	48.01K
Jacobs levy equity management	37.84K	0.00%	37.84K
Two sigma investments, lp	64.12K	0.00%	36.13K

Top Sellers

Holder	Shares	% Assets	Change
Ancora advisors	-	-	-263.98K
Denali advisors	-	-	-92.03K
Toroso investments	-	-	-69.42K
Walleye capital	60.68K	0.00%	-53.90K
Schonfeld strategic advisors	-	-	-45.37K

New Positions

Holder	Shares	% Assets	Change	Value
Bluefin capital management	59.32K	0.39%	59.32K	$514.27K
Sixth street partners management company	54.99K	0.00%	54.99K	$965.70K
Jacobs levy equity management	37.84K	0.00%	37.84K	$664.51K
Jump financial	33.40K	0.01%	33.40K	$480.00K
Summit x	23.86K	0.04%	23.86K	$206.87K

Sold Out

Holder	Change
Advisory services network	-7.00
Covestor	-35.00
Mai capital management	-39.00
Pinnacle wealth planning services	-50.00
Us bancorp \de\	-76.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	100	4.17%	5,180,712	1.49%	21	2.20%	45	-	35	34.62%
Mar 31, 2026	92	3.37%	5,044,336	12.82%	20	6.14%	44	10.00%	25	-21.88%
Dec 31, 2025	25	-72.22%	134,473	-96.93%	-	0.17%	12	-72.73%	5	-84.85%
Sep 30, 2025	35	-58.33%	267,046	-94.78%	1	0.25%	14	-83.33%	11	-
Jun 30, 2025	34	-	856,596	-	3	-	34	-	-	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	352.50K	1.45%	-
Columbia Small Cap Value Discv A	288.42K	1.19%	2.10K
Columbia Small Cap Value Discovery Fund	288.42K	1.19%	8.30K
Avantis US Small Cap Value ETF	284.22K	1.17%	-
iShares Russell 2000 ETF	215.10K	0.89%	-3.84K
Dimensional US Small Cap Value ETF	106.93K	0.44%	-
DFA US Small Cap I	106.17K	0.44%	-
DFA US Micro Cap I	105.50K	0.44%	-
DFA US Targeted Value I	105.33K	0.43%	-
Dimensional US Targeted Value ETF	101.43K	0.42%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 06, 2026	Zikos Grigorios	Chief Executive Officer	Sell	$442.87K
Mar 27, 2026	Eleftheriou Katerina	-	Buy	$982.15

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	1
2026 Q1	1	-

CMDB Ownership FAQ

Who Owns Costamare Bulkers Holdings?

Costamare Bulkers Holdings shareholders are primarily institutional investors at 21.42%, followed by 65.83% insiders and 12.75% retail investors. The average institutional ownership in Costamare Bulkers Holdings's industry, Marine Shipping Stocks, is 27.83%, which Costamare Bulkers Holdings falls below.

Who owns the most shares of Costamare Bulkers Holdings?

Costamare Bulkers Holdings’s largest shareholders are Dimensional fund advisors lp (1.29M shares, 5.35%), Blackrock funding, inc. /de (556.26K shares, 2.30%), and Ameriprise financial (425.41K shares, 1.76%). Together, they hold 9.41% of Costamare Bulkers Holdings’s total shares outstanding.

Does Blackrock own Costamare Bulkers Holdings?

BlackRock is not among the top 10 institutional shareholders of Costamare Bulkers Holdings.

Who is Costamare Bulkers Holdings’s biggest shareholder by percentage of total assets invested?

Oceanic investment management is Costamare Bulkers Holdings’s biggest shareholder by percentage of total assets invested, with 6.26% of its assets in 277.78K Costamare Bulkers Holdings shares, valued at 4.88M$.

Who is the top mutual fund holder of Costamare Bulkers Holdings shares?

DFA US Small Cap Value I is the top mutual fund holder of Costamare Bulkers Holdings shares, with 1.45% of its total shares outstanding invested in 352.5K Costamare Bulkers Holdings shares.

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