Compass Diversified Ownership | Who Owns Compass Diversified?
Compass Diversified Ownership Summary
Compass Diversified is owned by 42.22% institutional investors, 11.50% insiders, and 46.28% retail investors. American century companies is the largest institutional shareholder, holding 6.57% of CODI shares. American Century Small Cap Value Inv is the top mutual fund, with 4.76% of its assets in Compass Diversified shares.
CODI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Compass Diversified | 42.22% | 11.50% | 46.28% |
| Sector | Industrials Stocks | 44.97% | 12.43% | 42.61% |
| Industry | Conglomerate Stocks | 31.38% | 15.43% | 53.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| American century companies | 4.96M | 6.57% | $32.82M |
| Allspring global investments | 4.35M | 5.78% | $20.21M |
| Blackrock funding, inc. /de | 4.16M | 5.53% | $19.97M |
| Blackrock | 3.83M | 5.08% | $83.74M |
| Mangrove partners | 3.68M | 4.88% | $24.39M |
| Vanguard group | 2.81M | 3.74% | $13.49M |
| Morgan stanley | 2.31M | 3.06% | $11.07M |
| Centerbook partners lp | 1.37M | 1.83% | $6.60M |
| Essex financial services | 1.25M | 1.67% | $6.02M |
| State street | 1.21M | 1.60% | $8.02M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Western standard | 1.17M | 2.58% | $5.59M |
| Mangrove partners | 3.68M | 1.80% | $24.39M |
| Pacific global investment management | 46.24K | 1.37% | $1.07M |
| Tradelink capital | 28.17K | 1.08% | $135.00K |
| Essex financial services | 1.25M | 0.34% | $6.02M |
| Centerbook partners lp | 1.37M | 0.32% | $6.60M |
| Numerai gp | 107.73K | 0.10% | $713.15K |
| Grand jean capital management | 14.90K | 0.08% | $343.89K |
| Magnolia private wealth | 22.30K | 0.07% | $107.03K |
| Cic wealth | 12.18K | 0.07% | $266.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Centerbook partners lp | 1.37M | 0.32% | 1.37M |
| Morgan stanley | 2.31M | 0.00% | 1.25M |
| Mangrove partners | 3.68M | 1.80% | 1.21M |
| Western standard | 1.17M | 2.58% | 1.17M |
| Bank of america corp /de/ | 1.02M | 0.00% | 464.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | - | - | -1.79M |
| Lord, abbett | - | - | -1.61M |
| Schroder investment management group | - | - | -1.19M |
| Jpmorgan chase | 27.53K | - | -460.87K |
| First trust advisors lp | - | - | -439.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Centerbook partners lp | 1.37M | 0.32% | 1.37M | $6.60M |
| Western standard | 1.17M | 2.58% | 1.17M | $5.59M |
| Natixis | 187.40K | 0.01% | 187.40K | $1.24M |
| Jump financial | 185.56K | 0.01% | 185.56K | $1.23M |
| Soros fund management | 124.83K | 0.01% | 124.83K | $599.17K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -3.00 |
| Harbour investments | -3.00 |
| Corecap advisors | -12.00 |
| Continuum advisory | -15.00 |
| Stephens consulting | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 135 | -40.00% | 31,762,210 | -34.80% | 42 | 1.01% | 47 | -56.07% | 63 | -13.70% |
| Sep 30, 2025 | 217 | -2.25% | 48,597,752 | 14.07% | 64 | 2.02% | 102 | -19.68% | 71 | 33.96% |
| Jun 30, 2025 | 226 | -7.38% | 46,409,025 | 3.75% | 61 | 1.75% | 128 | 15.32% | 55 | -22.54% |
| Mar 31, 2025 | 240 | 2.56% | 44,472,214 | -0.53% | 58 | 1.69% | 109 | -7.63% | 72 | 16.13% |
| Dec 31, 2024 | 226 | 5.61% | 44,674,166 | 1.46% | 59 | 1.74% | 113 | 15.31% | 60 | -6.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Century Small Cap Value Inv | 3.58M | 4.76% | -505.00K |
| American Century U.S. Small Cap Value | 3.58M | 4.76% | -505.00K |
| Allspring Special Small Cap Value A | 3.34M | 4.44% | -101.20K |
| Vanguard US Total Market Shares ETF | 2.10M | 2.79% | 238.74K |
| Vanguard Total Stock Mkt Idx Inv | 2.04M | 2.71% | -45.17K |
| iShares Russell 2000 ETF | 1.65M | 2.20% | - |
| Lord Abbett & Co. Small to Mid Value | 893.42K | 1.19% | -15.28K |
| Lord Abbett Smid-Cap Equity SMA | 893.42K | 1.19% | -15.28K |
| Lord Abbett Value Opportunities I | 847.67K | 1.13% | -45.75K |
| Vanguard Small Cap Index | 821.58K | 1.09% | -5.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2025 | Keller Stephen | See Remark (a) | Buy | $33.00K |
| Nov 11, 2024 | CGI Magyar Holdings LLC | - | Sell | $3.12M |
| Sep 20, 2024 | MACIARIELLO PATRICK A | See Remark (a) | Buy | $109.35K |
| Sep 19, 2024 | Keller Stephen | See Remark (a) | Buy | $108.15K |
| Sep 12, 2024 | Keller Stephen | See Remark (a) | Buy | $101.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | 6 | 4 |
| 2024 Q2 | 7 | - |
| 2024 Q1 | 14 | 1 |
CODI Ownership FAQ
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