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 245 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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,721
shares
|
$15,645
0.0% of portfolio
|
Q3 2025
Reduced 80.53%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
2,308
shares
|
$13,271
0.0% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
2,289
shares
|
$13,161
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
2,180
shares
|
$12,535
0.0% of portfolio
|
Q3 2025
Added 673.05%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
2,050
shares
|
$11,787
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,837
shares
|
$10,562
0.02% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,711
shares
|
$9,838
0.0% of portfolio
|
Q3 2025
Reduced 15.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,655
shares
|
$9,516
0.0% of portfolio
|
Q3 2025
Added 84.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,500
shares
|
$8,625
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
1,424
shares
|
$8,188
0.0% of portfolio
|
Q3 2025
Added 67.53%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
1,388
shares
|
$7,981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,373
shares
|
$7,894
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,347
shares
|
$7,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,298
shares
|
$7,463
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,250
shares
|
$7,187
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,197
shares
|
$6,882
0.0% of portfolio
|
Q3 2025
Added 31.54%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,144
shares
|
$6,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,139
shares
|
$6,549
0.0% of portfolio
|
Q2 2022
Added 13.9%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,139
shares
|
$6,549
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
1,136
shares
|
$6,532
0.0% of portfolio
|
Q3 2025
Reduced 17.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,131
shares
|
$6,503
0.0% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$5,750
0.0% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,000
shares
|
$5,750
0.01% of portfolio
|
Q1 2019
New holding
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
1,000
shares
|
$5,750
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,000
shares
|
$5,750
0.02% of portfolio
|
Q1 2020
Added 100.0%
|
|