CODI Institutional Ownership & Shareholders
COMPASS DIVERSIFIED HOLDINGS (CODI) is currently held by 181 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $594.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allspring Global Investments Holdings, Llc is currently the largest disclosed institutional shareholder of CODI tracked by InsiderSet, reporting ownership valued at approximately $44.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $46.97M, representing an estimated gain of +6.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed CODI value among the investors covered in this analysis. Major shareholders include Allspring Global Investments Holdings, Llc, American Century Companies Inc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in COMPASS DIVERSIFIED HOLDINGS (CODI).
This page ranks the largest institutional CODI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
181
Total Reported Value
$594.03M
Largest Holder
Allspring Global Investments Holdings, Llc
Largest Position
$44.22M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, Llc | 0.07% | 3,815,756 | $44,224,612 | $46,971,956 | +$2,747,344 | +6.21% | |
| American Century Companies Inc | 0.02% | 4,073,422 | $43,422,679 | $50,143,825 | +$6,721,146 | +15.48% | |
| Blackrock, Inc. | 0.00% | 3,986,638 | $42,497,564 | $49,075,514 | +$6,577,950 | +15.48% | |
| ADW Capital Management | Adam Wyden | 14.59% | 3,750,000 | $39,975,000 | $46,162,500 | +$6,187,500 | +15.48% |
| Mangrove Partners Im, Llc | 2.58% | 3,684,800 | $39,279,968 | $45,359,888 | +$6,079,920 | +15.48% | |
| D. E. Shaw & Co., Inc. | 0.02% | 2,872,202 | $30,617,673 | $35,356,807 | +$4,739,134 | +15.48% | |
| Western Standard Llc | 9.57% | 2,651,950 | $28,269,787 | $32,645,505 | +$4,375,718 | +15.48% | |
| Sg Capital Management Llc | 2.37% | 2,453,639 | $26,155,792 | $30,204,296 | +$4,048,504 | +15.48% | |
| Vanguard Capital Management Llc | 0.00% | 2,227,358 | $23,743,636 | $27,418,777 | +$3,675,141 | +15.48% | |
| Morgan Stanley | 0.00% | 1,702,535 | $18,149,024 | $20,958,206 | +$2,809,182 | +15.48% | |
| Jane Street Group, Llc | 0.01% | 1,482,154 | $15,799,762 | $18,245,316 | +$2,445,554 | +15.48% | |
| Susquehanna International Group, Llp | 0.01% | 1,307,623 | $13,939,261 | $16,096,839 | +$2,157,578 | +15.48% | |
| Essex Financial Services, Inc. | 0.66% | 1,247,166 | $13,294,785 | $15,352,613 | +$2,057,828 | +15.48% | |
| Jacobs Levy Equity Management, Inc | 0.04% | 1,163,994 | $12,408,176 | $14,328,766 | +$1,920,590 | +15.48% | |
| Bank Of America Corp | 0.00% | 1,132,250 | $12,069,785 | $13,937,998 | +$1,868,213 | +15.48% | |
| State Street Corp | 0.00% | 1,125,602 | $11,998,917 | $13,856,161 | +$1,857,244 | +15.48% | |
| Caption Management, Llc | 0.38% | 1,010,000 | $10,766,600 | $12,433,100 | +$1,666,500 | +15.48% | |
| Geode Capital Management, Llc | 0.00% | 916,632 | $9,771,296 | $11,283,740 | +$1,512,444 | +15.48% | |
| Divisadero Street Capital Management, Lp | 0.21% | 827,298 | $8,818,997 | $10,184,038 | +$1,365,041 | +15.48% | |
| Millennium Management Llc | 0.00% | 665,156 | $7,090,563 | $8,188,070 | +$1,097,507 | +15.48% | |
| Greenhaven Road Investment Management, L.P. | 4.55% | 657,596 | $7,009,973 | $8,095,007 | +$1,085,034 | +15.48% | |
| Legal & General Group Plc | 0.00% | 649,412 | $6,922,732 | $7,994,262 | +$1,071,530 | +15.48% | |
| Hrt Financial Lp | 0.01% | 631,045 | $6,726,000 | $7,768,164 | +$1,042,164 | +15.49% | |
| Vanguard Portfolio Management Llc | 0.00% | 606,039 | $6,460,376 | $7,460,340 | +$999,964 | +15.48% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 578,100 | $6,162,546 | $7,116,411 | +$953,865 | +15.48% | |
| Marshall Wace, Llp | 0.01% | 573,693 | $6,115,567 | $7,062,161 | +$946,594 | +15.48% | |
| Aqr Capital Management Llc | 0.00% | 513,464 | $5,473,522 | $6,320,742 | +$847,220 | +15.48% | |
| Sg Americas Securities, Llc | 0.00% | 479,100 | $5,107,000 | $5,897,721 | +$790,721 | +15.48% | |
| Northern Trust Corp | 0.00% | 398,392 | $4,246,859 | $4,904,206 | +$657,347 | +15.48% | |
| Saba Capital Management, L.P. | 0.12% | 356,181 | $3,796,889 | $4,384,588 | +$587,699 | +15.48% | |
| Kennedy Capital Management Llc | 0.07% | 354,062 | $3,774,301 | $4,358,503 | +$584,202 | +15.48% | |
| Goldman Sachs Group Inc | 0.00% | 335,861 | $3,580,278 | $4,134,449 | +$554,171 | +15.48% | |
| Natixis | 0.02% | 320,000 | $3,411,200 | $3,939,200 | +$528,000 | +15.48% | |
| Citadel Advisors Llc | 0.00% | 317,939 | $3,389,229 | $3,913,829 | +$524,600 | +15.48% | |
| Ubs Group Ag | 0.00% | 312,132 | $3,327,328 | $3,842,345 | +$515,017 | +15.48% | |
| Imc-Chicago, Llc | 0.03% | 306,719 | $3,269,625 | $3,775,711 | +$506,086 | +15.48% | |
| Russell Investments Group, Ltd. | 0.00% | 301,280 | $3,211,644 | $3,708,757 | +$497,113 | +15.48% | |
| Ameriprise Financial Inc | 0.00% | 289,256 | $3,083,464 | $3,560,741 | +$477,277 | +15.48% | |
| Wolverine Asset Management Llc | 0.03% | 282,275 | $3,079,620 | $3,474,805 | +$395,185 | +12.83% | |
| Sei Investments Co | 0.00% | 258,372 | $2,754,256 | $3,180,559 | +$426,303 | +15.48% | |
| Tudor Investment Corp Et Al | 0.01% | 211,889 | $2,258,737 | $2,608,354 | +$349,617 | +15.48% | |
| Bank Of New York Mellon Corp | 0.00% | 200,307 | $2,135,270 | $2,465,779 | +$330,509 | +15.48% | |
| State Of Wisconsin Investment Board | 0.00% | 180,024 | $1,919,056 | $2,216,095 | +$297,039 | +15.48% | |
| Citigroup Inc | 0.00% | 173,188 | $1,846,185 | $2,131,944 | +$285,759 | +15.48% | |
| Charles Schwab Investment Management Inc | 0.00% | 165,846 | $1,767,918 | $2,041,564 | +$273,646 | +15.48% | |
| Potomac Capital Management, Inc. | 1.29% | 165,000 | $1,758,900 | $2,031,150 | +$272,250 | +15.48% | |
| Jpmorgan Chase & Co | 0.00% | 169,492 | $1,720,344 | $2,086,447 | +$366,103 | +21.28% | |
| Nuveen, Llc | 0.00% | 157,886 | $1,683,066 | $1,943,577 | +$260,511 | +15.48% | |
| National Bank Of Canada | 0.00% | 151,651 | $1,619,518 | $1,866,824 | +$247,306 | +15.27% | |
| Invesco Ltd. | 0.00% | 142,941 | $1,523,751 | $1,759,604 | +$235,853 | +15.48% |
Frequently asked questions about CODI
Who are the largest institutional holders of CODI?
The largest institutional holders of CODI reported in the latest SEC Form 13F filings include Allspring Global Investments Holdings, Llc, American Century Companies Inc, Blackrock, Inc., ADW Capital Management, and Mangrove Partners Im, Llc. InsiderSet ranks institutional holders by their latest reported CODI position.
What is CODI institutional ownership?
This page tracks CODI positions reported by institutional investment managers through SEC Form 13F. COMPASS DIVERSIFIED HOLDINGS (CODI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CODI?
InsiderSet currently tracks 181 institutional managers reporting CODI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CODI shareholders.
How much CODI stock do institutions own?
Institutional investment managers disclosed approximately $594.03M in CODI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CODI institutional ownership last updated?
The latest CODI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CODI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CODI position after the reporting date.
Are institutions buying or selling CODI?
Institutional buying and selling can be analyzed by comparing CODI positions across consecutive 13F reporting periods. InsiderSet's CODI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CODI ownership changes.
How has CODI institutional ownership changed over time?
InsiderSet tracks CODI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.