D/B/A Compass Diversified Holdi (CODI) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling CODI?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for D/B/A Compass Diversified Holdi, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on CODI?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for D/B/A Compass Diversified Holdi.

Is institutional money flowing into CODI?

107 institutional investors hold D/B/A Compass Diversified Holdi (CODI). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CODI?

Track institutional sentiment and conviction scores for D/B/A Compass Diversified Holdi (CODI) including Smart Money Verdict and position changes on HoldingsIntel.

D/B/A Compass Diversified Holdi

CODI·20451Q104·US·equity·Industrials - Conglomerates-Activist

SH BEN INT

CODI (D/B/A Compass Diversified Holdi) is held by 107 institutional investors as of Q4 2025. Largest holders: AMERICAN CENTURY COMPANIES INC ($25M), Allspring Global Investments Holdings, LLC ($20.2M), BlackRock, Inc. ($20M). Net institutional sentiment: Mixed.

107

Holders

Avg rating(11 Elite)

$192.3M

Total Value

37% (124)

Fund Consensus

41 buying - 69 selling

Smart Money VerdictView all

49Weak MomentumSplit Signals

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See how CODI's score breaks down across 4 SEC sources

Held by 107 funds

11 elite

Who's Trading

InsiderKeller StephenBuy $173KApr 6, 2026

Activist

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AMERICAN CENTURY COMPANIES INC	Increased	5.2M(+4.9%)	$25M	0.0%	-43.94%	30
Allspring Global Investments Holdings, LLC	Increased	4.3M(+1.1%)	$20.2M	0.0%	-65.53%	29
BlackRock, Inc.	Decreased	4.2M(-0.7%)	$20M	0.0%	-68.09%	0
D. E. Shaw & Co., Inc.	Decreased	3.6M(-0.5%)	$17.5M	0.0%	+0.93%	0
VANGUARD GROUP INC	Decreased	2.8M(-0.7%)	$13.5M	0.0%	-67.07%	0
MORGAN STANLEY	Increased	2.3M(+118.4%)	$11.1M	0.0%	-5.55%	45
JACOBS LEVY EQUITY MANAGEMENT, INC	Increased	2M(+75.2%)	$9.4M	0.0%	+21.37%	42
STATE STREET CORP	Increased	1.2M(+2.3%)	$5.9M	0.0%	-65.08%	28
JANE STREET GROUP, LLC	Increased	995,068(+56.5%)	$4.8M	0.0%	-15.26%	38
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	New	854,000	$4.1M	0.0%	+44.03%	37
GEODE CAPITAL MANAGEMENT, LLC	Decreased	822,142(-2.0%)	$3.9M	0.0%	-61.61%	0
MARSHALL WACE, LLP	Increased	780,482(+2043.1%)	$3.7M	0.0%	+41.68%	43
BANK OF AMERICA CORP /DE/	Increased	736,524(+8.4%)	$3.5M	0.0%	-66.82%	29
Legal & General Group Plc	Increased	601,194(+12.8%)	$2.9M	0.0%	-46.27%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	493,081(+56.1%)	$2.4M	0.0%	-16.23%	37
TUDOR INVESTMENT CORP ET AL	Increased	458,624(+3.7%)	$2.2M	0.0%	-11.77%	27
FMR LLC	Increased	449,815(+7.9%)	$2.2M	0.0%	-57.84%	28
NORTHERN TRUST CORP	Decreased	416,412(-13.4%)	$2M	0.0%	-62.83%	0
Saba Capital Management, L.P.	Increased	409,259(+36.0%)	$2M	0.1%	-33.37%	34
GOLDMAN SACHS GROUP INC	Decreased	355,247(-10.8%)	$1.7M	0.0%	-45.93%	0
TWO SIGMA INVESTMENTS, LP	Decreased	346,324(-40.5%)	$1.7M	0.0%	-1.71%	0
CANADA PENSION PLAN INVESTMENT BOARD	Unchanged	321,100	$1.5M	0.0%	+14.01%	0
AMERIPRISE FINANCIAL INC	Increased	319,972(+63.0%)	$1.5M	0.0%	-17.74%	37
NATIONAL BANK OF CANADA /FI/	Increased	306,875(+17.9%)	$1.5M	0.0%	-48.51%	30
Invesco Ltd.	Increased	305,005(+64.2%)	$1.5M	0.0%	-48.16%	37
NATIXIS	Increased	299,700(+59.9%)	$1.4M	0.0%	+17.81%	37
WOLVERINE ASSET MANAGEMENT LLC	Decreased	282,275(-5.8%)	$1.4M	0.0%	+14.01%	0
Qube Research & Technologies Ltd	Decreased	233,694(-71.8%)	$1.1M	0.0%	-7.42%	0
AQR CAPITAL MANAGEMENT LLC	Decreased	223,747(-70.0%)	$1.1M	0.0%	+4.23%	0
UBS Group AG	Decreased	218,604(-66.0%)	$1M	0.0%	-54.11%	0
Bank of New York Mellon Corp	Increased	217,274(+8.0%)	$1M	0.0%	-56.83%	27
Nuveen, LLC	Increased	212,649(+1.8%)	$1M	0.0%	-51.42%	25
FRANKLIN RESOURCES INC	Increased	202,282(+66.9%)	$970,953	0.0%	-3.01%	37
SEI INVESTMENTS CO	Increased	168,610(+45.9%)	$809,325	0.0%	-51.17%	34
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	163,416(-1.9%)	$784,397	0.0%	-55.34%	0
Trexquant Investment LP	Increased	152,966(+250.8%)	$734,237	0.0%	+33.97%	40
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	152,431(-5.7%)	$731,670	0.0%	-55.96%	0
Russell Investments Group, Ltd.	Increased	151,429(+6.2%)	$726,860	0.0%	-25.53%	26
CITIGROUP INC	Increased	147,736(+507.5%)	$709,133	0.0%	+16.16%	40
ROYAL BANK OF CANADA	Decreased	147,405(-44.1%)	$706,000	0.0%	-68.85%	0
BALYASNY ASSET MANAGEMENT L.P.	Decreased	138,414(-67.9%)	$664,388	0.0%	+0.03%	0
Swiss National Bank	Increased	133,600(+3.3%)	$641,280	0.0%	-62.11%	25
RAYMOND JAMES FINANCIAL INC	Decreased	133,010(-13.1%)	$638,447	0.0%	-65.79%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Increased	132,531(+70.6%)	$636,149	0.0%	+18.89%	36
SOROS FUND MANAGEMENT LLC	New	124,827	$599,170	0.0%	+44.03%	34
WELLS FARGO & COMPANY/MN	Decreased	113,002(-11.0%)	$542,408	0.0%	-60.83%	0
BARCLAYS PLC	Decreased	107,076(-49.6%)	$513,965	0.0%	-27.02%	0
FIRST MANHATTAN CO. LLC.	Increased	107,000(+99.6%)	$513,600	0.0%	+26.28%	39
LPL Financial LLC	Decreased	93,585(-17.3%)	$449,210	0.0%	-46.01%	0
RHUMBLINE ADVISERS	Decreased	84,885(-11.3%)	$407,444	0.0%	-62.17%	0
PEAK6 LLC	New	82,425	$395,640	0.0%	+44.03%	33
BROWN ADVISORY INC	Unchanged	80,734	$387,523	0.0%	-59.64%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Decreased	62,732(-0.1%)	$301,114	0.0%	-61.06%	0
ALLIANCEBERNSTEIN L.P.	Decreased	59,740(-3.4%)	$286,752	0.0%	-63.58%	0
DEUTSCHE BANK AG\	Increased	48,526(+15.9%)	$232,925	0.0%	-54.98%	27
XTX Topco Ltd	New	47,194	$226,531	0.0%	+44.03%	32
MILLENNIUM MANAGEMENT LLC	Decreased	46,466(-96.0%)	$223,037	0.0%	-15.88%	0
Jain Global LLC	Increased	45,545(+36.5%)	$218,616	0.0%	+20.74%	30
Cerity Partners LLC	Decreased	45,121(-2.1%)	$216,580	0.0%	-33.67%	0
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	44,445(-5.3%)	$213,336	0.0%	-20.12%	0
TEACHER RETIREMENT SYSTEM OF TEXAS	Decreased	41,954(-54.5%)	$201,379	0.0%	-14.80%	0
US BANCORP \DE\	Increased	40,639(+112.3%)	$195,067	0.0%	-11.76%	37
MetLife Investment Management, LLC	Unchanged	40,372	$193,786	0.0%	-63.82%	0
Cetera Investment Advisers	Decreased	36,374(-9.4%)	$174,595	0.0%	-61.25%	0
Universal- Beteiligungs- und Servicegesellschaft mbH	Unchanged	35,699	$171,355	0.0%	+13.11%	0
JANUS HENDERSON GROUP PLC	Unchanged	32,744	$157,007	0.0%	-60.04%	0
Verition Fund Management LLC	Increased	31,700(+5.7%)	$152,160	0.0%	-56.73%	24
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	31,240(-0.6%)	$149,952	0.0%	-66.42%	0
IEQ CAPITAL, LLC	Decreased	31,064(-79.3%)	$149,107	0.0%	+7.93%	0
INTECH INVESTMENT MANAGEMENT LLC	Decreased	28,197(-15.6%)	$135,346	0.0%	-61.91%	0
JPMORGAN CHASE & CO	Decreased	27,526(-94.4%)	$132,125	0.0%	-41.15%	0
Marex Group plc	New	26,954	$129,379	0.0%	+44.03%	31
BLAIR WILLIAM & CO/IL	Decreased	26,471(-37.6%)	$127,062	0.0%	-66.54%	0
ProShare Advisors LLC	Decreased	25,919(-0.1%)	$124,411	0.0%	-64.47%	0
TWO SIGMA ADVISERS, LP	Decreased	25,000(-89.6%)	$120,000	0.0%	+8.90%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	22,110(-17.1%)	$106,128	0.0%	-65.82%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	21,934(-50.1%)	$105,724	0.0%	-43.34%	0
OSAIC HOLDINGS, INC.	Decreased	21,683(-89.2%)	$104,114	0.0%	-21.86%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	20,806(-11.2%)	$99,870	0.0%	-56.29%	0
TORONTO DOMINION BANK	Unchanged	20,000	$96,000	0.0%	+14.01%	0
Arizona State Retirement System	Decreased	19,159(-4.4%)	$91,963	0.0%	-62.25%	0
Equitable Holdings, Inc.	Decreased	18,100(-0.6%)	$86,880	0.0%	-54.26%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	18,040	$86,592	0.0%	-66.43%	0
Police & Firemen's Retirement System of New Jersey	Unchanged	17,320	$83,136	0.0%	-65.04%	0
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	16,433	$78,878	0.0%	-62.79%	0
ExodusPoint Capital Management, LP	New	16,326	$78,365	0.0%	+44.03%	29
Mariner, LLC	Decreased	14,864(-39.8%)	$71,349	0.0%	-47.97%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	14,862(-93.9%)	$71,338	0.0%	-0.81%	0
KLP KAPITALFORVALTNING AS	Increased	14,800(+13.0%)	$71,040	0.0%	-65.77%	24
Zurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	14,244	$68,371	0.0%	-64.16%	0
TRUIST FINANCIAL CORP	Decreased	13,600(-52.7%)	$65,280	0.0%	-60.86%	0
Allworth Financial LP	Decreased	13,463(-23.2%)	$64,622	0.0%	+9.98%	0
VOYA INVESTMENT MANAGEMENT LLC	Unchanged	12,942	$62,122	0.0%	-62.67%	0
Creative Planning	Decreased	12,654(-29.5%)	$60,740	0.0%	-61.79%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	Decreased	7,873(-86.3%)	$50,072	0.0%	+7.85%	0
Sequoia Financial Advisors, LLC	Decreased	10,325(-13.2%)	$49,562	0.0%	-54.87%	0
MERCER GLOBAL ADVISORS INC /ADV	Decreased	10,093(-44.4%)	$48,446	0.0%	+10.93%	0
Kestra Advisory Services, LLC	Decreased	7,779(-26.9%)	$37,341	0.0%	+13.55%	0
Rockefeller Capital Management L.P.	Decreased	6,374(-41.7%)	$30,627	0.0%	+6.22%	0
DANSKE BANK A/S	Unchanged	2,400	$11,520	0.0%	+14.01%	0
Farther Finance Advisors, LLC	Decreased	1,106(-67.1%)	$5,309	0.0%	-22.17%	0
Optiver Holding B.V.	Increased	736(+18.7%)	$3,533	0.0%	+10.81%	11
Federation des caisses Desjardins du Quebec	Unchanged	650	$3,120	0.0%	-62.32%	0
JONES FINANCIAL COMPANIES LLLP	Unchanged	500	$2,400	0.0%	-68.85%	0
NISA INVESTMENT ADVISORS, LLC	Decreased	120(-97.7%)	$576	0.0%	-53.79%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	40,453(+13.3%)	$195	0.0%	-53.69%	9
BNP Paribas Asset Management Holding S.A.	Increased	1,430(+80.3%)	$7	0.0%	+20.29%	12
MATHER GROUP, LLC.	Exited	0(-100.0%)	$8,917	0.0%	-26.25%	0
FIRST TRUST ADVISORS LP	Exited	0(-100.0%)	$2.9M	0.0%	-25.94%	0
Schonfeld Strategic Advisors LLC	Exited	0(-100.0%)	$171,330	0.0%	-20.85%	0
Focus Partners Wealth	Exited	0(-100.0%)	$69,547	0.0%	-26.25%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$2,878	0.0%	-34.04%	0
Savant Capital, LLC	Exited	0(-100.0%)	$281,192	0.0%	-26.25%	0
Steward Partners Investment Advisory, LLC	Exited	0(-100.0%)	$7,492	0.0%	-74.37%	0
Engineers Gate Manager LP	Exited	0(-100.0%)	$1.3M	0.0%	-20.85%	0
Tidal Investments LLC	Exited	0(-100.0%)	$96,414	0.0%	-20.99%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	Exited	0(-100.0%)	$198,600	0.0%	-55.58%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$101	0.0%	-20.85%	0
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$110	0.0%	-64.96%	0
COMERICA BANK	Exited	0(-100.0%)	$5,912	0.0%	-72.36%	0
PRUDENTIAL FINANCIAL INC	Exited	0(-100.0%)	$163,018	0.0%	-75.04%	0
Brevan Howard Capital Management LP	Exited	0(-100.0%)	$264,899	0.0%	-26.25%	0
CAPTRUST FINANCIAL ADVISORS	Exited	0(-100.0%)	$86,959	0.0%	-26.25%	0
NOMURA ASSET MANAGEMENT CO LTD	Exited	0(-100.0%)	$79,486	0.0%	-61.34%	0

D/B/A Compass Diversified Holdi

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