Compass Diversified Ownership | Who Owns Compass Diversified?

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Compass Diversified Ownership Summary

Compass Diversified is owned by 35.98% institutional investors, 11.50% insiders, and 52.51% retail investors. American century companies is the largest institutional shareholder, holding 6.68% of CODI shares. American Century U.S. Small Cap Value is the top mutual fund, with 3.86% of its assets in Compass Diversified shares.

CODI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Compass Diversified	35.98%	11.50%	52.51%
Sector	Industrials Stocks	49.61%	15.69%	34.70%
Industry	Conglomerate Stocks	38.73%	9.47%	51.80%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
American century companies	5.03M	6.68%	$39.50M
Allspring global investments	4.33M	5.75%	$35.38M
Blackrock	3.83M	5.08%	$83.74M
Adw capital management	3.75M	4.98%	$29.48M
Blackrock funding, inc. /de	3.69M	4.91%	$29.01M
Mangrove partners	3.68M	4.90%	$28.96M
Western standard	3.14M	4.17%	$24.66M
D. e. shaw	3.12M	4.14%	$24.51M
Vanguard group	2.81M	3.74%	$13.49M
Sg capital management	2.79M	3.71%	$21.92M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Western standard	3.14M	12.97%	$24.66M
Adw capital management	3.75M	11.46%	$29.48M
Tradelink capital	51.44K	3.05%	$404.00K
Mangrove partners	3.68M	2.34%	$28.96M
Potomac capital management	243.30K	1.66%	$1.91M
Sg capital management	2.79M	1.46%	$21.92M
Pacific global investment management	46.24K	1.37%	$1.07M
Divisadero street capital management, lp	1.93M	0.63%	$15.17M
Taconic capital advisors lp	183.79K	0.63%	$1.44M
Essex financial services	1.25M	0.55%	$9.82M

Top Buyers

Holder	Shares	% Assets	Change
Adw capital management	3.75M	11.46%	3.75M
Western standard	3.14M	12.97%	1.97M
Divisadero street capital management, lp	1.93M	0.63%	1.93M
Sg capital management	2.79M	1.46%	1.20M
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
Centerbook partners lp	698.52K	0.29%	-675.86K
D. e. shaw	3.12M	0.01%	-530.57K

New Positions

Holder	Shares	% Assets	Change	Value
Adw capital management	3.75M	11.46%	3.75M	$29.48M
Divisadero street capital management, lp	1.93M	0.63%	1.93M	$15.17M
Caption management	448.31K	0.02%	448.31K	$3.52M
Kennedy capital management	360.76K	0.06%	360.76K	$2.84M
Potomac capital management	243.30K	1.66%	243.30K	$1.91M

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 %
Mar 31, 2026	110	-38.89%	27,073,615	-47.21%	35	0.77%	53	-26.39%	37	-51.95%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Century U.S. Small Cap Value	2.90M	3.86%	-330.00K
American Century Small Cap Value Inv	2.90M	3.86%	-330.00K
Allspring Special Small Cap Value A	2.87M	3.81%	-179.80K
Vanguard Total Stock Mkt Idx Inv	2.11M	2.80%	-
Vanguard US Total Market Shares ETF	2.10M	2.79%	238.74K
iShares Russell 2000 ETF	1.61M	2.13%	13.54K
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
May 07, 2026	ADW Capital Management, LLC	-	Buy	$300.00K
May 07, 2026	ADW Capital Management, LLC	-	Sell	$600.00K
Apr 06, 2026	Keller Stephen	See Remark (a)	Buy	$85.00K
Apr 06, 2026	Keller Stephen	See Remark (a)	Buy	$173.24K
Mar 03, 2025	Keller Stephen	See Remark (a)	Buy	$33.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	2	-
2026 Q1	-	-
2025 Q1	1	-
2024 Q4	-	1
2024 Q3	6	4

CODI Ownership FAQ

Who Owns Compass Diversified?

Compass Diversified shareholders are primarily institutional investors at 35.98%, followed by 11.50% insiders and 52.52% retail investors. The average institutional ownership in Compass Diversified's industry, Conglomerate Stocks , is 38.73%, which Compass Diversified falls below.

Who owns the most shares of Compass Diversified?

Compass Diversified’s largest shareholders are American century companies (5.03M shares, 6.68%), Allspring global investments (4.33M shares, 5.75%), and Blackrock (3.83M shares, 5.08%). Together, they hold 17.51% of Compass Diversified’s total shares outstanding.

Does Blackrock own Compass Diversified?

Yes, BlackRock owns 5.08% of Compass Diversified, totaling 3.83M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 83.74M$. In the last quarter, BlackRock increased its holdings by 284.38K shares, a 8.03% change.

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

Western standard is Compass Diversified’s biggest shareholder by percentage of total assets invested, with 12.97% of its assets in 3.14M Compass Diversified shares, valued at 24.66M$.

Who is the top mutual fund holder of Compass Diversified shares?

American Century U.S. Small Cap Value is the top mutual fund holder of Compass Diversified shares, with 3.86% of its total shares outstanding invested in 2.9M Compass Diversified shares.

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