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Of the 10 tracked institutions holding CODI, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.9pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, CODI (COMPASS DIVERSIFIED) is held with a combined value of $59.71M across 8,690,881 shares. The largest holder is BlackRock, Inc. with a position worth $29.01M. RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 4 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$59.71M
Total Shares Held
8,690,881
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $29.01M | 0.00% | -11.3% |
| 2 | VANGUARD GROUP INC | $13.49M | 0.00% | -0.7% |
| 3 | STATE STREET CORP | $8.42M | 0.00% | -13.5% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $2.91M | 0.00% | +65.3% |
| 5 | CITADEL ADVISORS LLC | $2.41M | 0.00% | +15.0% |
| 6 | FMR LLC | $1.09M | 0.00% | -69.1% |
| 7 | MILLENNIUM MANAGEMENT LLC | $1.09M | 0.00% | +197.2% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $735.75K | 0.00% | New |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $363.00K | 0.00% | +13.9% |
| 10 | SOROS FUND MANAGEMENT LLC | $193.48K | 0.00% | -80.3% |
| Member | Type | Date |
|---|---|---|
| Brian Babin | Sell | May 5, 2026 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of CODI with a position worth $29.01M, representing 0.00% of their portfolio. In total, 10 institutional investors hold CODI with a combined value of $59.71M.
In the most recent quarter, 1 fund opened a new position in CODI. Additionally, 4 increased their holdings and 5 reduced their positions.
Institutional investors hold $59.71M worth of CODI stock across 10 positions. The largest institutional holder is BlackRock, Inc. with $29.01M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CODI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their CODI positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$10.04
2026-07-27
YTD
+115.9%
69% of 52-week range
