Institutional Ownership Compass Diversified Holdings (CODI)
This table provides information about the institutional ownership of Compass Diversified Holdings (CODI). We have compiled data on the 246 institutions that hold shares in the stock, with a total of 47.7 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
12,355
shares
|
$71,041
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
12,175
shares
|
$70,006
0.07% of portfolio
|
Q3 2023
Added 5.18%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,165
shares
|
$69,948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
12,007
shares
|
$69,040
0.0% of portfolio
|
Q3 2025
Added 83.37%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
12,000
shares
|
$69,000
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,900
shares
|
$68,425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
11,762
shares
|
$67,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,530
shares
|
$66,297
0.0% of portfolio
|
Q3 2025
Reduced 45.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
11,331
shares
|
$65,153
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
11,261
shares
|
$64,750
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,925
shares
|
$62,818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,647
shares
|
$61,220
0.0% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
10,555
shares
|
$60,691
0.01% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Quantessence Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,546
shares
|
$60,639
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
10,463
shares
|
$60,162
0.0% of portfolio
|
Q3 2025
Reduced 24.42%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,830
shares
|
$56,522
0.0% of portfolio
|
Q2 2025
Added 68.61%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
8,403
shares
|
$48,317
0.0% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,751
shares
|
$38,818
0.0% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
5,925
shares
|
$34,068
0.03% of portfolio
|
Q3 2025
Reduced 56.81%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,259
shares
|
$30,239
0.0% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,088
shares
|
$29,256
0.0% of portfolio
|
Q2 2020
Added 0.9%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,638
shares
|
$26,668
0.0% of portfolio
|
Q3 2025
Added 159.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,856
shares
|
$22,172
0.0% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,365
shares
|
$19,348
0.0% of portfolio
|
Q3 2025
Added 477.19%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,000
shares
|
$17,250
0.03% of portfolio
|
Q1 2023
New holding
|
|