COMPASS DIVERSIFIED HOLDINGS (CODI) Top Institutional Shareholders
COMPASS DIVERSIFIED HOLDINGS (CODI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $447.34M in CODI holdings during the latest filing period.
American Century Companies Inc is currently the largest disclosed institutional shareholder of CODI tracked by InsiderSet, reporting ownership valued at approximately $39.50M in its March 31, 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 $49.86M, representing an estimated gain of +26.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed CODI value among the investors covered in this analysis. Major shareholders include American Century Companies Inc, Allspring Global Investments Holdings, Llc, ADW Capital Management, 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
172
Total Reported Value
$447.34M
Largest Holder
American Century Companies Inc
Largest Position
$39.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
190
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Century Companies Inc | 0.02% | 5,025,800 | $39,502,788 | $49,855,936 | +$10,353,148 | +26.21% | |
| Allspring Global Investments Holdings, Llc | 0.06% | 4,325,383 | $35,381,633 | $42,907,799 | +$7,526,166 | +21.27% | |
| ADW Capital Management | Adam Wyden | 12.87% | 3,750,000 | $29,475,000 | $37,200,000 | +$7,725,000 | +26.21% |
| Blackrock, Inc. | 0.00% | 3,690,556 | $29,007,772 | $36,610,316 | +$7,602,544 | +26.21% | |
| Mangrove Partners Im, Llc | 2.34% | 3,684,800 | $28,962,528 | $36,553,216 | +$7,590,688 | +26.21% | |
| Western Standard Llc | 12.97% | 3,137,156 | $24,658,046 | $31,120,588 | +$6,462,542 | +26.21% | |
| D. E. Shaw & Co., Inc. | 0.02% | 3,118,279 | $24,509,673 | $30,933,328 | +$6,423,655 | +26.21% | |
| Sg Capital Management Llc | 1.80% | 2,789,256 | $21,923,552 | $27,669,420 | +$5,745,868 | +26.21% | |
| Vanguard Capital Management Llc | 0.00% | 2,196,923 | $17,267,815 | $21,793,476 | +$4,525,661 | +26.21% | |
| Divisadero Street Capital Management, Lp | 0.71% | 1,930,254 | $15,171,796 | $19,148,120 | +$3,976,324 | +26.21% | |
| Morgan Stanley | 0.00% | 1,783,163 | $14,015,662 | $17,688,977 | +$3,673,315 | +26.21% | |
| Jacobs Levy Equity Management, Inc | 0.05% | 1,457,367 | $11,454,905 | $14,457,081 | +$3,002,176 | +26.21% | |
| Bank Of America Corp | 0.00% | 1,306,527 | $10,269,301 | $12,960,748 | +$2,691,447 | +26.21% | |
| Essex Financial Services, Inc. | 0.55% | 1,249,530 | $9,821,302 | $12,395,338 | +$2,574,036 | +26.21% | |
| State Street Corp | 0.00% | 1,071,712 | $8,423,656 | $10,631,383 | +$2,207,727 | +26.21% | |
| Jane Street Group, Llc | 0.01% | 1,063,413 | $8,358,426 | $10,549,057 | +$2,190,631 | +26.21% | |
| Geode Capital Management, Llc | 0.00% | 831,153 | $6,532,862 | $8,245,038 | +$1,712,176 | +26.21% | |
| Centerbook Partners Lp | 0.29% | 698,524 | $5,490,399 | $6,929,358 | +$1,438,959 | +26.21% | |
| Ubs Group Ag | 0.00% | 672,773 | $5,287,996 | $6,673,908 | +$1,385,912 | +26.21% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 656,200 | $5,157,732 | $6,509,504 | +$1,351,772 | +26.21% | |
| Legal & General Group Plc | 0.00% | 575,315 | $4,521,976 | $5,707,125 | +$1,185,149 | +26.21% | |
| Vanguard Portfolio Management Llc | 0.00% | 500,098 | $3,930,770 | $4,960,972 | +$1,030,202 | +26.21% | |
| Tudor Investment Corp Et Al | 0.02% | 460,897 | $3,622,650 | $4,572,098 | +$949,448 | +26.21% | |
| Caption Management, Llc | 0.17% | 448,315 | $3,523,756 | $4,447,285 | +$923,529 | +26.21% | |
| Natixis | 0.01% | 440,900 | $3,465,474 | $4,373,728 | +$908,254 | +26.21% | |
| Saba Capital Management, L.P. | 0.11% | 429,259 | $3,373,976 | $4,258,249 | +$884,273 | +26.21% | |
| Marshall Wace, Llp | 0.00% | 421,861 | $3,315,827 | $4,184,861 | +$869,034 | +26.21% | |
| Susquehanna International Group, Llp | 0.00% | 420,829 | $3,307,716 | $4,174,624 | +$866,908 | +26.21% | |
| Russell Investments Group, Ltd. | 0.00% | 413,753 | $3,252,097 | $4,104,430 | +$852,333 | +26.21% | |
| Aqr Capital Management Llc | 0.00% | 369,888 | $2,907,318 | $3,669,289 | +$761,971 | +26.21% | |
| Northern Trust Corp | 0.00% | 366,131 | $2,877,790 | $3,632,020 | +$754,230 | +26.21% | |
| Y-Intercept (Hong Kong) Ltd | 0.05% | 364,022 | $2,861,213 | $3,611,098 | +$749,885 | +26.21% | |
| Kennedy Capital Management Llc | 0.06% | 360,756 | $2,835,542 | $3,578,700 | +$743,158 | +26.21% | |
| Goldman Sachs Group Inc | 0.00% | 353,120 | $2,775,523 | $3,502,950 | +$727,427 | +26.21% | |
| Canada Pension Plan Investment Board | 0.00% | 321,100 | $2,523,846 | $3,185,312 | +$661,466 | +26.21% | |
| Independent Financial Group, Llc | 0.03% | 107,447 | $2,472,388 | $1,065,874 | -$1,406,514 | -56.89% | |
| Ameriprise Financial Inc | 0.00% | 289,699 | $2,277,036 | $2,873,814 | +$596,778 | +26.21% | |
| Sei Investments Co | 0.00% | 286,033 | $2,248,214 | $2,837,447 | +$589,233 | +26.21% | |
| Wolverine Asset Management Llc | 0.03% | 282,275 | $2,218,682 | $2,800,168 | +$581,486 | +26.21% | |
| National Bank Of Canada | 0.00% | 244,414 | $1,924,276 | $2,424,587 | +$500,311 | +26.00% | |
| Potomac Capital Management, Inc. | 1.67% | 243,300 | $1,912,338 | $2,413,536 | +$501,198 | +26.21% | |
| Invesco Ltd. | 0.00% | 233,197 | $1,832,929 | $2,313,314 | +$480,385 | +26.21% | |
| Bank Of New York Mellon Corp | 0.00% | 215,759 | $1,695,864 | $2,140,329 | +$444,465 | +26.21% | |
| Taconic Capital Advisors Lp | 1.03% | 183,793 | $1,444,613 | $1,823,227 | +$378,614 | +26.21% | |
| Oak Family Advisors, Llc | 0.42% | 174,560 | $1,372,042 | $1,731,635 | +$359,593 | +26.21% | |
| Charles Schwab Investment Management Inc | 0.00% | 145,271 | $1,141,830 | $1,441,088 | +$299,258 | +26.21% | |
| Nuveen, Llc | 0.00% | 140,115 | $1,101,304 | $1,389,941 | +$288,637 | +26.21% | |
| Fmr Llc | 0.00% | 138,871 | $1,091,526 | $1,377,600 | +$286,074 | +26.21% | |
| Millennium Management Llc | 0.00% | 138,098 | $1,085,450 | $1,369,932 | +$284,482 | +26.21% | |
| Public Employees Retirement System Of Ohio | 0.00% | 133,659 | $1,050,560 | $1,325,897 | +$275,337 | +26.21% |
Frequently asked questions about CODI
Who owns the most CODI stock?
The largest holders of CODI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COMPASS DIVERSIFIED HOLDINGS (CODI).
Is CODI widely held by superinvestors?
Many widely followed stocks like CODI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CODI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.