Costamare Ownership | Who Owns Costamare?

Costamare Ownership Summary

Costamare is owned by 30.23% institutional investors, 63.37% insiders, and 6.40% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 6.17% of CMRE shares. DFA US Small Cap Value I is the top mutual fund, with 1.47% of its assets in Costamare shares.

CMRE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Costamare	30.23%	63.37%	6.40%
Sector	Industrials Stocks	64.11%	12.72%	23.17%
Industry	Marine Shipping Stocks	24.06%	29.37%	46.58%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	7.38M	6.17%	$94.85M
Blackrock funding, inc. /de	3.46M	2.88%	$31.51M
Blackrock	2.52M	2.13%	$41.45M
Acadian asset management	1.84M	1.53%	$16.70M
Bridgeway capital management	1.55M	1.29%	$19.87M
American century companies	1.32M	1.10%	$12.04M
State street	1.25M	1.05%	$16.07M
Renaissance	1.19M	1.00%	$15.30M
Jpmorgan chase	1.16M	0.97%	$13.83M
Morgan stanley	965.98K	0.81%	$15.87M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Denali advisors	672.40K	0.90%	$8.01M
Kendall capital management	231.89K	0.56%	$2.11M
Jackson creek investment advisors	160.99K	0.55%	$1.92M
Bridgeway capital management	1.55M	0.44%	$19.87M
Globeflex capital l p	474.37K	0.36%	$4.32M
Triton wealth management, p	25.03K	0.22%	$370.16K
Summit x	119.81K	0.20%	$1.09M
Campbell & co investment adviser	143.51K	0.13%	$1.71M
Unison advisors	108.58K	0.12%	$1.29M
State of wyoming	71.64K	0.10%	$853.23K

Top Buyers

Holder	Shares	% Assets	Change
Marshall wace, llp	703.93K	0.01%	591.78K
Qube research	605.72K	0.01%	215.59K
Jackson creek investment advisors	160.99K	0.55%	160.99K
Cwa asset management group	150.82K	0.07%	150.82K
Raymond james financial services advisors	141.95K	0.00%	141.95K

Top Sellers

Holder	Shares	% Assets	Change
Kingstone capital partners texas	-	-	-2.94M
Morgan stanley	965.98K	0.00%	-524.42K
Foundry partners	-	-	-273.08K
Voloridge investment management	-	-	-206.83K
Penserra capital management	-	-	-158.35K

New Positions

Holder	Shares	% Assets	Change	Value
Jackson creek investment advisors	160.99K	0.55%	160.99K	$1.92M
Cwa asset management group	150.82K	0.07%	150.82K	$1.80M
Raymond james financial services advisors	141.95K	0.00%	141.95K	$2.33M
Ieq capital	37.52K	0.00%	37.52K	$341.81K
Counterpoint mutual funds	23.25K	0.04%	23.25K	$298.83K

Sold Out

Holder	Change
Ifp advisors	-1.00
Dinuzzo private wealth	-3.00
Bay harbor wealth management	-3.00
Global financial private client	-8.00
Nelson, van denburg & campbell wealth management group	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	161	-6.94%	36,308,970	-14.97%	30	2.39%	81	-10.99%	66	10.00%
Mar 31, 2025	172	-5.49%	42,674,227	27.96%	35	4.57%	91	8.33%	60	-4.76%
Dec 31, 2024	180	1.69%	33,310,121	-0.33%	27	3.57%	84	-14.29%	62	31.91%
Sep 30, 2024	174	3.57%	33,321,321	6.79%	27	4.07%	96	4.35%	47	-12.96%
Jun 30, 2024	167	3.73%	31,201,272	15.89%	26	5.06%	91	9.64%	54	20.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	1.77M	1.47%	-
Avantis US Small Cap Value ETF	1.18M	0.98%	4.13K
iShares Russell 2000 ETF	1.09M	0.91%	-
DFA US Targeted Value I	878.70K	0.73%	-
Dimensional US Targeted Value ETF	757.74K	0.63%	-
EA Bridgeway Omni Small-Cap Value ETF	579.86K	0.48%	392.00
Columbia Small Cap Value I A	561.87K	0.47%	15.40K
Columbia Small Cap Value Discv A	561.87K	0.47%	15.40K
Columbia Small Cap Value I	546.47K	0.46%	-3.80K
Columbia Small Cap Value Discovery Fund	546.47K	0.45%	-3.80K

CMRE Ownership FAQ

Who Owns Costamare?

Costamare shareholders are primarily institutional investors at 30.23%, followed by 63.37% insiders and 6.40% retail investors. The average institutional ownership in Costamare's industry, Marine Shipping Stocks, is 24.06%, which Costamare exceeds.

Who owns the most shares of Costamare?

Costamare’s largest shareholders are Dimensional fund advisors lp (7.38M shares, 6.17%), Blackrock funding, inc. /de (3.46M shares, 2.88%), and Blackrock (2.52M shares, 2.13%). Together, they hold 11.18% of Costamare’s total shares outstanding.

Does Blackrock own Costamare?

Yes, BlackRock owns 2.13% of Costamare, totaling 2.52M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 41.45M$. In the last quarter, BlackRock decreased its holdings by -89.308K shares, a -3.42% change.

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

Denali advisors is Costamare’s biggest shareholder by percentage of total assets invested, with 0.90% of its assets in 672.4K Costamare shares, valued at 8.01M$.

Who is the top mutual fund holder of Costamare shares?

DFA US Small Cap Value I is the top mutual fund holder of Costamare shares, with 1.47% of its total shares outstanding invested in 1.77M Costamare shares.

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