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Compass Diversified Holdings

CODI
Exchange
NYSE
Industry
Household Furniture
SEC CIK
0001345126

In the last 90 days, Compass Diversified Holdings insiders filed 6 open-market purchases and 0 sales; 181 institutions reported holding it in 13F filings for Q2 2026, worth $603.4M in total; no superinvestor holds it.

Other share classesCODI.PACODI.PBCODI.PC

Q4 2024 vs. Q3 2024

How the institutions holding Compass Diversified Holdings changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CODI: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2094228+23
Shares44.0M208.2K44.7M+893.4K (+2.0%)
Value$974.0M$4.61M$1.03B+$60.9M (+6.3%)

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Compass Diversified Holdings at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CODI in Q4 2024
InstitutionSharesValue% of portfolio
Verition Fund Management LLC197,100$4.55M0.02%
Raymond James Financial Inc184,142$4.25M0.00%
SMH Capital Advisors Inc78,970$1.82M4.40%
D. E. Shaw & Co., Inc.49,379$1.14M0.00%
Susquehanna International Group, LLP33,494$773.0K0.00%
Cubist Systematic Strategies, LLC25,237$582.5K0.01%
Magnolia Private Wealth, LLC22,294$514.5K0.46%
Mackenzie Financial Corp21,915$505.8K0.00%
HRT Financial LP19,519$450.0K0.00%
Franklin Resources Inc17,985$415.1K0.00%
Wealth Enhancement Advisory Services, LLC16,714$385.8K0.00%
Change Path, LLC16,340$377.1K0.01%
Police & Firemen's Retirement System of New Jersey14,654$338.2K0.00%
Arrowstreet Capital, Limited Partnership14,146$326.5K0.00%
KLP Kapitalforvaltning AS13,100$302.3K0.00%
Prosperity Consulting Group, LLC11,905$274.8K0.02%
Handelsbanken Fonder AB11,600$268.0K0.00%
Cerity Partners LLC11,309$261.0K0.00%
Polymer Capital Management (US) LLC10,431$240.7K0.08%
Frank, Rimerman Advisors LLC10,000$230.8K0.02%
Kestra Advisory Services, LLC9,871$227.8K0.00%
Bard Financial Services, Inc.8,925$206.0K0.02%
Aster Capital Management (DIFC) Ltd7,590$175.2K0.07%
BankPlus Trust Department1,869$43.1K0.01%
Millstone Evans Group, LLC1,373$31.7K0.02%
Promus Capital, LLC1,298$30.0K0.02%
Asset Planning,Inc750$17.3K0.01%
Jones Financial Companies LLLP500$11.5K0.00%
Navigoe, LLC440$10.0K0.01%
Vermillion Wealth Management, Inc.425$9.81K0.01%
Larson Financial Group LLC163$3.76K0.00%
Skopos Labs, Inc.105$2.42K0.00%
Moisand Fitzgerald Tamayo, LLC65$1.50K0.00%
Point72 (DIFC) Ltd55$1.28K0.00%
EverSource Wealth Advisors, LLC19$4390.00%
WPG Advisers, LLC12$2770.00%
Harbour Investments, Inc.3$690.00%

Sold out (14)

Institutions that held Compass Diversified Holdings at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (4)

Institutions that held Compass Diversified Holdings at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CODI in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates95,518$2.11M
Raymond James Financial Services Advisors, Inc.87,460$1.94M
Sweet Financial Partners, LLC13,000$287.7K
CIC Wealth, LLC12,175$269.4K