Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CODI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | 5.0M | $39.5M | -3.4% | 6.680% | 0.02% |
| 2 | Allspring Global Investments Holdings, LLC | 4.3M | $35.4M | -0.5% | 5.749% | 0.06% |
| 3 | BlackRock, Inc. | 3.7M | $29.0M | -11.3% | 4.905% | 0.00% |
| 4 | MANGROVE PARTNERS | 3.7M | $29.0M | 0.0% | 4.898% | 2.34% |
| 5 | Western Standard LLC | 3.1M | $24.7M | +169.3% | 4.170% | 12.97% |
| 6 | D. E. Shaw & Co., Inc. | 3.1M | $24.5M | -14.5% | 4.145% | 0.02% |
| 7 | SG Capital Management LLC | 2.8M | $21.9M | +75.6% | 3.707% | 1.46% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.2M | $17.4M | +107.4% | 2.936% | 0.00% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $17.3M | β | 2.920% | 0.00% |
| 10 | Divisadero Street Capital Management, LP | 1.9M | $15.2M | β | 2.566% | 0.71% |
| 11 | Caption Management, LLC | 1.8M | $14.2M | β | 2.394% | 0.14% |
| 12 | MORGAN STANLEY | 1.8M | $14.0M | -22.7% | 2.370% | 0.00% |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.5M | $11.5M | -25.9% | 1.937% | 0.05% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.3M | $10.3M | +77.4% | 1.737% | 0.00% |
| 15 | Essex Financial Services, Inc. | 1.2M | $9.8M | -0.4% | 1.661% | 0.55% |
| 16 | STATE STREET CORP | 1.1M | $8.4M | -13.5% | 1.425% | 0.00% |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 831K | $6.5M | +1.1% | 1.105% | 0.00% |
| 18 | CenterBook Partners LP | 699K | $5.5M | -49.2% | 0.928% | 0.29% |
| 19 | UBS Group AG | 673K | $5.3M | +207.8% | 0.894% | 0.00% |
| 20 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 656K | $5.2M | -23.2% | 0.872% | 0.01% |
| 21 | Legal & General Group Plc | 575K | $4.5M | -4.3% | 0.765% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 500K | $3.9M | β | 0.665% | 0.00% |
| 23 | TUDOR INVESTMENT CORP ET AL | 488K | $3.8M | +6.4% | 0.649% | 0.01% |
| 24 | NATIXIS | 441K | $3.5M | +47.1% | 0.586% | 0.01% |
| 25 | Saba Capital Management, L.P. | 429K | $3.4M | +4.9% | 0.571% | 0.11% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CODI β a direct measure of their conviction.
Filings activity in CODI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CODI position in Q1 2026
Institutions that fully closed their CODI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 168 | 1.8% | 56.24% | +24.25 pp | $435M | +76% |
| Q4 2025 | 171 | 19% | 31.99% | 9.68 pp | $247M | 23% |
| Q3 2025 | 210 | 4.1% | 41.67% | 123.10 pp | $322M | 75% |
| Q2 2025 | 219 | 7.6% | 164.77% | +66.13 pp | $1.27B | +67% |
| Q1 2025 | 237 | +5.8% | 98.64% | 22.83 pp | $763M | 19% |
| Q4 2024 | 224 | +9.3% | 121.47% | 0.03 pp | $940M | 0.0% |
| Q3 2024 | 205 | +0.0% | 121.50% | +9.38 pp | $940M | +8.4% |
| Q2 2024 | 205 | β | 112.12% | β | $867M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 7, 2026 | ADW Capital Management, LLC | Buy | 30K | $5.30 | $159K |
Quick answers to the most common questions about buying CODI stock.
Based on Q1 2026 13F filings, institutional ownership of Compass Diversified stands at 56.2%, held across 168 reporting institutions.
AMERICAN CENTURY COMPANIES INC is the largest reported institutional holder of CODI, with approximately 5,025,800 shares worth $0.04B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of CODI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for CODI is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
40 institutions opened new positions in CODI during Q1 2026, while 43 fully exited. 105 added to existing positions and 23 trimmed.
CODI institutional ownership rose by 24.25 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 58.3% of all reported 13F value in CODI, and the top 25 account for 83.6%.
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.
Compass Diversified (CODI) Institutional Ownership