Compass Diversified Ownership | Who Owns Compass Diversified?
Compass Diversified Ownership Summary
Compass Diversified is owned by 61.46% institutional investors, 11.50% insiders, and 27.03% retail investors. Vanguard group is the largest institutional shareholder, holding 7.12% 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 | 61.46% | 11.50% | 27.03% |
| Sector | Industrials Stocks | 64.11% | 12.70% | 23.19% |
| Industry | Conglomerate Stocks | 63.45% | 9.82% | 26.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.39M | 7.12% | $124.30M |
| American century companies | 5.36M | 7.09% | $33.63M |
| Allspring global investments | 4.34M | 5.73% | $98.69M |
| Blackrock funding, inc. /de | 4.05M | 5.36% | $25.42M |
| Blackrock | 3.83M | 5.08% | $83.74M |
| Mangrove partners | 2.48M | 3.28% | $15.56M |
| Essex financial services | 1.31M | 1.73% | $30.13M |
| State street | 1.25M | 1.65% | $28.85M |
| Manufacturers life insurance company, the | 1.10M | 1.46% | $25.47M |
| Bank of america corp /de/ | 1.02M | 1.35% | $22.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Essex financial services | 1.31M | 2.13% | $30.13M |
| Mangrove partners | 2.48M | 1.67% | $15.56M |
| Pacific global investment management | 46.24K | 1.37% | $1.07M |
| Smh capital advisors | 73.29K | 1.04% | $460.28K |
| North star investment management | 354.81K | 0.57% | $8.19M |
| Allspring global investments | 4.34M | 0.16% | $98.69M |
| Numerai gp | 162.09K | 0.15% | $1.02M |
| Opus capital group | 44.00K | 0.13% | $1.02M |
| Palogic value management | 45.00K | 0.12% | $282.60K |
| Grand jean capital management | 14.90K | 0.08% | $343.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mangrove partners | 2.48M | 1.67% | 2.48M |
| Qube research | 784.75K | 0.01% | 691.14K |
| Bank of america corp /de/ | 1.02M | 0.00% | 464.35K |
| Tudor investment corp et al | 443.21K | 0.01% | 375.01K |
| Y-intercept (hong kong) | 377.88K | 0.06% | 336.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | - | - | -1.79M |
| Lord, abbett | - | - | -1.61M |
| Gw&k investment management | 5.74K | 0.00% | -1.47M |
| Schroder investment management group | - | - | -1.19M |
| Royce & associates lp | 34.23K | 0.00% | -863.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mangrove partners | 2.48M | 1.67% | 2.48M | $15.56M |
| Canada pension plan investment board | 321.10K | 0.00% | 321.10K | $2.02M |
| Algert global | 194.47K | 0.03% | 194.47K | $1.22M |
| Numerai gp | 162.09K | 0.15% | 162.09K | $1.02M |
| Walleye capital | 56.10K | 0.00% | 56.10K | $352.31K |
Sold Out
| Holder | Change |
|---|---|
| Harbour investments | -3.00 |
| Capital performance advisors llp | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 212 | -0.93% | 43,934,543 | 3.04% | 58 | 1.82% | 99 | -5.71% | 63 | 16.67% |
| Jun 30, 2024 | 210 | -2.78% | 42,624,018 | 5.29% | 56 | 1.96% | 103 | 7.29% | 53 | -18.46% |
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 | 1.62M | 2.15% | -30.77K |
| 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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