Costamare Ownership | Who Owns Costamare?
Costamare Ownership Summary
Costamare is owned by 29.69% institutional investors, 63.37% insiders, and 6.94% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.99% 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 | 29.69% | 63.37% | 6.94% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
| Industry | Marine Shipping Stocks | 17.69% | 30.06% | 52.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 7.20M | 5.99% | $85.76M |
| Blackrock funding, inc. /de | 4.91M | 4.08% | $58.44M |
| Blackrock | 2.52M | 2.13% | $41.45M |
| Acadian asset management | 2.43M | 2.02% | $28.88M |
| American century companies | 1.50M | 1.25% | $17.87M |
| Bridgeway capital management | 1.20M | 1.00% | $14.29M |
| Renaissance | 1.17M | 0.97% | $13.93M |
| Jpmorgan chase | 1.16M | 0.97% | $13.83M |
| State street | 1.04M | 0.86% | $12.34M |
| Morgan stanley | 974.22K | 0.81% | $11.60M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Denali advisors | 672.40K | 0.90% | $8.01M |
| Globeflex capital l p | 474.37K | 0.87% | $5.65M |
| Kendall capital management | 237.15K | 0.64% | $2.82M |
| Jackson creek investment advisors | 160.99K | 0.55% | $1.92M |
| Bridgeway capital management | 1.20M | 0.30% | $14.29M |
| 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 |
| Triton wealth management, p | 25.21K | 0.12% | $302.41M |
| State of wyoming | 71.64K | 0.10% | $853.23K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.91M | 0.00% | 1.45M |
| Acadian asset management | 2.43M | 0.05% | 592.34K |
| Morgan stanley | 974.22K | 0.00% | 182.95K |
| American century companies | 1.50M | 0.01% | 178.43K |
| Jackson creek investment advisors | 160.99K | 0.55% | 160.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -2.94M |
| Arrowstreet capital, limited partnership | 238.41K | 0.00% | -439.44K |
| Foundry partners | - | - | -273.08K |
| Cubist systematic strategies | - | - | -236.97K |
| Voloridge investment management | - | - | -206.83K |
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 |
| Exoduspoint capital management, lp | 117.78K | 0.01% | 117.78K | $1.40M |
| Trexquant investment lp | 109.38K | 0.01% | 109.38K | $1.30M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 178 | 14.84% | 35,667,097 | 3.28% | 29 | 3.59% | 98 | 27.27% | 50 | -24.24% |
| 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% |
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
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