Costamare Bulkers Holdings Ltd
CMDB- Exchange
- NYSE
- Industry
- Water Transportation
- SEC CIK
- 0002033535
In the last 90 days, Costamare Bulkers Holdings Ltd insiders filed 0 open-market purchases and 1 sale; 98 institutions reported holding it in 13F filings for Q2 2026, worth $89.8M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Costamare Bulkers Holdings Ltd as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 97
- +7 vs. Q4 2025
- Shares held
- 5.10M
- +687.1K (+15.6%) vs. Q4 2025
- Total value
- $79.0M
- +$10.9M (+16.0%) vs. Q4 2025
- New holders
- 14
- 31 more added
- Sold out
- 7
- 27 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CMDB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 98 | $89.8M |
| Q1 2026 | 97 | $79.0M |
| Q4 2025 | 91 | $68.9M |
| Q3 2025 | 92 | $63.0M |
| Q2 2025 | 89 | $44.4M |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Costamare Bulkers Holdings Ltd; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | −20−57.1% | Reduced |
| JPL Wealth Management, LLC | 4 | $62 | 0.00% | +4 | New |
| Advisory Services Network, LLC | 7 | $108 | 0.00% | +7 | New |
| Fifth Third Bancorp | 12 | $186 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $310 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 21 | $325 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $325 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 21 | $325 | 0.00% | +21 | New |
| Basecamp Wealth Advisors LLC | 22 | $340 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $588 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 39 | $604 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $678 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 46 | $712 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $872 | 0.00% | +1+1.9% | Added |
| Versant Capital Management, Inc | 64 | $990 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 64 | $991 | 0.00% | +52+433.3% | Added |
| Jones Financial Companies LLLP | 66 | $993 | 0.00% | +38+135.7% | Added |
| Armstrong Advisory Group, Inc | 90 | $1.39K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $1.55K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 130 | $2.01K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 141 | $2.18K | 0.00% | +2+1.4% | Added |
| Torren Management, LLC | 176 | $2.72K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 185 | $2.86K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 223 | $3.45K | 0.00% | +96+75.6% | Added |
| Private Wealth Management Group, LLC | 231 | $3.57K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 275 | $4.25K | 0.00% | −200−42.1% | Reduced |
| Essential Partners LLC | 337 | $5.21K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 376 | $5.82K | 0.00% | −3−0.8% | Reduced |
| California State Teachers Retirement System | 475 | $7.35K | 0.00% | −64−11.9% | Reduced |
| Root Financial Partners, LLC | 627 | $9.70K | 0.00% | +627 | New |
| Nisa Investment Advisors, LLC | 677 | $10.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 740 | $11.4K | 0.00% | −13−1.7% | Reduced |
| Signaturefd, LLC | 835 | $12.9K | 0.00% | +171+25.8% | Added |
| Royal Bank of Canada | 847 | $13.0K | 0.00% | +130+18.1% | Added |
| Ameritas Investment Partners, Inc. | 859 | $13.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,600 | $24.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,748 | $27.0K | 0.00% | −21,023−92.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,752 | $27.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,843 | $28.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,895 | $29.3K | 0.00% | −73−3.7% | Reduced |
| Parallel Advisors, LLC | 1,943 | $30.1K | 0.00% | +1,154+146.3% | Added |
| New York State Common Retirement Fund | 2,218 | $34.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,314 | $35.8K | 0.00% | +1,570+211.0% | Added |
| CWM, LLC | 2,579 | $39.9K | 0.00% | −179−6.5% | Reduced |
| GAMMA Investing LLC | 2,600 | $40.2K | 0.00% | +1,354+108.7% | Added |
| Vanguard Fiduciary Trust Co | 3,636 | $56.2K | 0.00% | +3,636 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,291 | $66.4K | 0.00% | +102+2.4% | Added |
| Wells Fargo & Company | 4,825 | $74.6K | 0.00% | −7,070−59.4% | Reduced |
| Deutsche Bank AG | 6,808 | $105.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 7,213 | $111.6K | 0.00% | −12,064−62.6% | Reduced |
| FMR LLC | 8,590 | $132.9K | 0.00% | −1,175−12.0% | Reduced |
| UBS Group AG | 10,212 | $158.0K | 0.00% | +7,980+357.5% | Added |
| Savant Capital, LLC | 11,051 | $171.0K | 0.00% | −49−0.4% | Reduced |
| Point72 Asset Management, L.P. | 11,780 | $182.2K | 0.00% | +11,780 | New |
| Rhumbline Advisers | 12,016 | $185.9K | 0.00% | −360−2.9% | Reduced |
| Alliancebernstein L.P. | 12,172 | $187.6K | 0.00% | +600+5.2% | Added |
| AQR Capital Management LLC | 13,017 | $201.4K | 0.00% | +1,100+9.2% | Added |
| Winton Group Ltd | 13,344 | $206.4K | 0.01% | +13,344 | New |
| Citigroup Inc | 14,498 | $224.3K | 0.00% | +5,202+56.0% | Added |
| Arrowstreet Capital, Limited Partnership | 14,546 | $225.0K | 0.00% | −1,030−6.6% | Reduced |
| XTX Topco Ltd | 14,722 | $227.7K | 0.00% | +14,722 | New |
| Trexquant Investment LP | 19,925 | $308.2K | 0.00% | +19,925 | New |
| Moran Wealth Management, LLC | 20,477 | $316.8K | 0.01% | +8,766+74.9% | Added |
| Creative Planning | 21,347 | $330.2K | 0.00% | +3,366+18.7% | Added |
| Prelude Capital Management, LLC | 23,334 | $361.0K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 23,711 | $366.8K | 0.00% | −1,535−6.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,580 | $426.7K | 0.00% | −4,330−13.6% | Reduced |
| Two Sigma Investments, LP | 27,990 | $433.0K | 0.00% | +27,990 | New |
| JPMorgan Chase & Co | 32,411 | $500.8K | 0.00% | −16,630−33.9% | Reduced |
| Los Angeles Capital Management LLC | 32,624 | $504.7K | 0.00% | +32,624 | New |
| Empowered Funds, LLC | 42,030 | $650.2K | 0.00% | −18,000−30.0% | Reduced |
| Millennium Management LLC | 43,003 | $665.3K | 0.00% | −14,375−25.1% | Reduced |
| Jane Street Group, LLC | 44,392 | $686.7K | 0.00% | +7,000+18.7% | Added |
| Schonfeld Strategic Advisors LLC | 45,371 | $701.9K | 0.01% | −46,695−50.7% | Reduced |
| Vanguard Portfolio Management LLC | 51,058 | $789.9K | 0.00% | +51,058 | New |
| Northern Trust Corp | 53,274 | $824.1K | 0.00% | +3,812+7.7% | Added |
| Charles Schwab Investment Management Inc | 54,921 | $849.6K | 0.00% | −2,452−4.3% | Reduced |
| Marshall Wace, LLP | 56,859 | $879.6K | 0.00% | +56,859 | New |
| Citadel Advisors LLC | 58,156 | $899.7K | 0.00% | −1,147−1.9% | Reduced |
| Bank of America Corp | 59,990 | $928.0K | 0.00% | +32,851+121.0% | Added |
| Quantinno Capital Management LP | 62,104 | $960.7K | 0.00% | +12,578+25.4% | Added |
| Goldman Sachs Group Inc | 74,299 | $1.15M | 0.00% | −5,597−7.0% | Reduced |
| Boothbay Fund Management, LLC | 89,239 | $1.38M | 0.03% | +23,365+35.5% | Added |
| Russell Investments Group, Ltd. | 94,425 | $1.46M | 0.00% | +8,638+10.1% | Added |
| Nuveen, LLC | 101,545 | $1.57M | 0.00% | −20,462−16.8% | Reduced |
| Bridgeway Capital Management, LLC | 101,830 | $1.58M | 0.03% | −18,000−15.0% | Reduced |
| Geode Capital Management, LLC | 106,689 | $1.65M | 0.00% | +1,294+1.2% | Added |
| Walleye Capital LLC | 114,577 | $1.77M | 0.01% | +82,421+256.3% | Added |
| Qube Research & Technologies Ltd | 121,900 | $1.89M | 0.00% | +4,282+3.6% | Added |
| State Street Corp | 142,891 | $2.21M | 0.00% | +1,131+0.8% | Added |
| Morgan Stanley | 158,850 | $2.46M | 0.00% | −18,847−10.6% | Reduced |
| Renaissance Technologies LLC | 204,439 | $3.16M | 0.00% | +66,390+48.1% | Added |
| Oceanic Investment Management LTD | 255,677 | $3.96M | 3.37% | +50,899+24.9% | Added |
| American Century Companies Inc | 320,746 | $4.96M | 0.00% | +47,089+17.2% | Added |
| Ameriprise Financial Inc | 377,401 | $5.84M | 0.00% | +377,401 | New |
| BlackRock, Inc. | 539,696 | $8.35M | 0.00% | +2,590+0.5% | Added |
| Dimensional Fund Advisors LP | 1,308,857 | $20.2M | 0.00% | −50,191−3.7% | Reduced |
| Mariner, LLC | 0 | $0 | 0.00% | −12,820−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −11,844−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,340−100.0% | Sold out |