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Compass Diversified Ownership | Who Owns Compass Diversified?

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Compass Diversified Ownership Summary

Compass Diversified is owned by 75.07% institutional investors, 11.42% insiders, and 13.51% retail investors. American century companies is the largest institutional shareholder, holding 6.68% of CODI shares. Allspring Special Small Cap Value A is the top mutual fund, with 3.43% of its assets in Compass Diversified shares.

CODI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCompass Diversified75.07%11.42%13.51%
SectorIndustrials Stocks 68.68%16.25%15.07%
IndustryConglomerate Stocks 69.45%12.26%18.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
American century companies5.03M6.68%$39.50M
Allspring global investments3.85M5.12%$42.37M
Blackrock3.83M5.08%$83.74M
Adw capital management3.75M4.98%$29.48M
Blackrock funding, inc. /de3.69M4.91%$29.01M
Mangrove partners3.68M4.90%$28.96M
Western standard3.24M4.30%$35.30M
D. e. shaw3.12M4.14%$24.51M
Vanguard group2.81M3.74%$13.49M
Sg capital management2.44M3.24%$26.59M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Adw capital management3.75M11.46%$29.48M
Western standard3.24M8.32%$35.30M
Tradelink capital51.44K3.05%$404.00K
Mangrove partners3.68M2.34%$28.96M
Sg capital management2.44M1.87%$26.59M
Potomac capital management243.30K1.66%$1.91M
Pacific global investment management46.24K1.37%$1.07M
Divisadero street capital management, lp1.93M0.63%$15.17M
Taconic capital advisors lp183.79K0.63%$1.44M
Essex financial services1.25M0.55%$9.82M

Top Buyers

HolderShares% AssetsChange
Adw capital management3.75M11.46%3.75M
Divisadero street capital management, lp1.93M0.63%1.93M
Western standard3.24M8.32%583.64K
Bank of america corp /de/1.02M0.00%464.35K
Ubs group672.77K0.00%454.17K

Top Sellers

HolderShares% AssetsChange
William blair investment management---1.79M
Lord, abbett---1.61M
Schroder investment management group---1.19M
D. e. shaw3.12M0.01%-530.57K
Morgan stanley1.78M0.00%-522.07K

New Positions

HolderShares% AssetsChangeValue
Adw capital management3.75M11.46%3.75M$29.48M
Divisadero street capital management, lp1.93M0.63%1.93M$15.17M
Caption management448.31K0.02%448.31K$3.52M
Kennedy capital management360.76K0.06%360.76K$2.84M
Potomac capital management243.30K1.66%243.30K$1.91M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261977.07%56,478,935-0.33%751.32%905.88%62-4.62%
Mar 31, 2026110-38.89%27,073,615-47.21%350.77%53-26.39%37-51.95%
Dec 31, 2025135-40.00%31,762,210-34.80%421.01%47-56.07%63-13.70%
Sep 30, 2025217-2.25%48,597,75214.07%642.02%102-19.68%7133.96%
Jun 30, 2025226-7.38%46,409,0253.75%611.75%12815.32%55-22.54%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Allspring Special Small Cap Value A2.58M3.43%-41.09K
American Century U.S. Small Cap Value2.21M2.94%-695.00K
Vanguard MStar Total Stk Mkt Idx Invest2.16M2.87%-
Vanguard Total Stock Mkt Idx Inv2.16M2.87%-
Vanguard Morn Total Stk Mkt Idx Investor2.16M2.87%-
American Century Small Cap Value Inv2.13M2.83%-80.00K
Vanguard US Total Market Shares ETF2.10M2.79%238.74K
iShares Russell 2000 ETF1.73M2.30%-
Lord Abbett & Co. Small to Mid Value893.42K1.19%-15.28K
Lord Abbett Smid-Cap Equity SMA893.42K1.19%-15.28K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 26, 2026Kim Eugene L. See Remarks (a)Buy$229.38K
Aug 13, 2026Sawtelle Zachary T. See Remark (a)Buy$211.15K
Aug 14, 2026RICHTER GLENN R See Remarks (a)Buy$499.99K
Aug 13, 2026ENTERLINE LARRY L See Remark (a)Buy$833.39K
Aug 12, 2026SHAFFER TERI See Remark (a)Buy$145.56K

Insider Transactions Trends

DateBuySell
2026 Q38-
2026 Q242
2026 Q1--
2025 Q11-
2024 Q4-1

CODI Ownership FAQ

Who Owns Compass Diversified?

Compass Diversified shareholders are primarily institutional investors at 75.07%, followed by 11.42% insiders and 13.51% retail investors. The average institutional ownership in Compass Diversified's industry, Conglomerate Stocks , is 69.45%, which Compass Diversified exceeds.

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 (3.85M shares, 5.12%), and Blackrock (3.83M shares, 5.08%). Together, they hold 16.88% 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?

Adw capital management is Compass Diversified’s biggest shareholder by percentage of total assets invested, with 11.46% of its assets in 3.75M Compass Diversified shares, valued at 29.48M$.

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

Allspring Special Small Cap Value A is the top mutual fund holder of Compass Diversified shares, with 3.43% of its total shares outstanding invested in 2.58M Compass Diversified shares.

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