Cadiz Inc. (CDZI) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership increased this quarter (+0.21 pp), though top 10 holders maintain a highly concentrated 74.3% of institutional value.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CDZI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.1M | $21.5M | +34.1% | 6.107% | 0.00% |
| 2 | LEVIN CAPITAL STRATEGIES, L.P. | 4.5M | $18.8M | +17.8% | 5.348% | 1.26% |
| 3 | Whitefort Capital Management, LP | 4.0M | $16.7M | 0.0% | 4.741% | 4.11% |
| 4 | BANK OF AMERICA CORP /DE/ | 3.5M | $14.7M | -0.3% | 4.185% | 0.00% |
| 5 | BARCLAYS PLC | 3.5M | $14.5M | -17.6% | 4.126% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $10.3M | +5.0% | 2.942% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $6.2M | +6.4% | 1.762% | 0.00% |
| 8 | STATE STREET CORP | 1.4M | $5.9M | +5.4% | 1.674% | 0.00% |
| 9 | MORGAN STANLEY | 1.0M | $4.2M | -3.1% | 1.195% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 765K | $3.2M | +131.7% | 0.910% | 0.00% |
| 11 | ELKHORN PARTNERS LIMITED PARTNERSHIP | 656K | $2.7M | +1.9% | 0.780% | 2.35% |
| 12 | Permanent Capital Management, LP | 538K | $2.2M | +13.4% | 0.639% | 0.30% |
| 13 | Cinctive Capital Management LP | 526K | $2.2M | +94.9% | 0.626% | 0.08% |
| 14 | Invesco Ltd. | 510K | $2.1M | +2139.2% | 0.606% | 0.00% |
| 15 | NORTHERN TRUST CORP | 499K | $2.1M | +8.2% | 0.593% | 0.00% |
| 16 | CITIGROUP INC | 438K | $1.8M | +90.8% | 0.521% | 0.00% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 432K | $1.8M | -62.7% | 0.513% | 0.00% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 407K | $1.7M | +2.0% | 0.485% | 0.00% |
| 19 | Potomac Capital Management, Inc. | 350K | $1.5M | +4.5% | 0.416% | 1.00% |
| 20 | Parkshore Wealth Management, Inc. | 264K | $1.1M | 0.0% | 0.314% | 0.32% |
| 21 | JPMORGAN CHASE & CO | 277K | $1.1M | +1.3% | 0.330% | 0.00% |
| 22 | UBS Group AG | 250K | $1.0M | +67.5% | 0.297% | 0.00% |
| 23 | AQR CAPITAL MANAGEMENT LLC | 245K | $1.0M | -24.0% | 0.291% | 0.00% |
| 24 | NOMURA HOLDINGS INC | 236K | $986K | +29.6% | 0.281% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 235K | $984K | -25.3% | 0.280% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CDZI — a direct measure of their conviction.
Filings activity in CDZI during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 116 | 17% | 47.42% | +0.21 pp | $156M | 14% |
| Q1 2026 | 139 | +17% | 47.21% | +0.69 pp | $181M | 15% |
| Q4 2025 | 119 | +11% | 46.52% | +0.49 pp | $214M | +21% |
| Q3 2025 | 107 | +8.1% | 46.03% | +5.60 pp | $176M | +92% |
| Q2 2025 | 99 | 6.6% | 40.43% | 0.71 pp | $92M | 0.9% |
| Q1 2025 | 106 | +12% | 41.14% | +5.02 pp | $93M | 32% |
| Q4 2024 | 95 | +16% | 36.12% | +4.61 pp | $137M | +120% |
| Q3 2024 | 82 | — | 31.51% | — | $62M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 26, 2026 | O'Hara David Mark | Buy | 111K | $4.58 | $508K |
Quick answers to the most common questions about buying CDZI stock.
Based on Q2 2026 13F filings, institutional ownership of Cadiz Inc. stands at 47.4%, held across 116 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CDZI, with approximately 5,135,402 shares worth $0.02B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CDZI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for CDZI is 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in CDZI during Q2 2026, while 31 fully exited. 23 added to existing positions and 79 trimmed.
CDZI institutional ownership rose by 0.21 percentage points quarter-over-quarter, with a net change of -23 holders.
The top 10 institutions account for 74.3% of all reported 13F value in CDZI, and the top 25 account for 90.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.