Cadiz Ownership | Who Owns Cadiz?

Cadiz Ownership Summary

Cadiz is owned by 35.52% institutional investors, 36.80% insiders, and 27.68% retail investors. B. riley asset management is the largest institutional shareholder, holding 5.26% of CDZI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.96% of its assets in Cadiz shares.

CDZI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Cadiz	35.52%	36.80%	27.68%
Sector	Utilities Stocks	58.57%	6.53%	34.90%
Industry	Regulated Water Stocks List	60.16%	10.30%	29.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
B. riley asset management	3.52M	5.26%	$10.88M
Blackrock	2.79M	4.17%	$8.63M
Boothbay fund management	2.47M	3.68%	$7.62M
Vanguard group	2.29M	3.42%	$7.09M
American assets capital advisers	2.26M	3.37%	$6.98M
Levin capital strategies	2.26M	3.37%	$6.97M
Capstone investment advisors	1.98M	2.96%	$6.12M
Geode capital management	958.94K	1.43%	$2.96M
State street	906.46K	1.35%	$2.80M
Elkhorn partners limited partnership	655.25K	0.98%	$2.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
B. riley asset management	3.52M	5.45%	$10.88M
American assets capital advisers	2.26M	2.21%	$6.98M
Elkhorn partners limited partnership	655.25K	1.39%	$2.02M
Levin capital strategies	2.26M	0.73%	$6.97M
Equitec proprietary markets	103.17K	0.40%	$318.81K
Evoke wealth	73.20K	0.27%	$226.19K
B. riley financial	83.02K	0.21%	$256.53K
Boothbay fund management	2.47M	0.18%	$7.62M
Hcr wealth advisors	366.69K	0.16%	$1.13M
Bka wealth consulting	32.00K	0.12%	$98.87K

Top Buyers

Holder	Shares	% Assets	Change
Hcr wealth advisors	366.69K	0.16%	284.77K
Levin capital strategies	2.26M	0.73%	151.47K
Blackrock	2.79M	0.00%	122.86K
B. riley financial	83.02K	0.21%	83.02K
American assets capital advisers	2.26M	2.21%	70.05K

Top Sellers

Holder	Shares	% Assets	Change
B. riley asset management	3.52M	5.45%	-438.86K
Equitec proprietary markets	103.17K	0.40%	-102.10K
Hrt financial lp	-	-	-78.27K
Capstone investment advisors	1.98M	0.02%	-70.00K
Sheaff brock investment advisors	-	-	-41.00K

New Positions

Holder	Shares	% Assets	Change	Value
Corebridge financial	22.66K	0.00%	22.66K	$70.03K
Mirae asset global etfs	21.15K	0.00%	21.15K	$65.36K
Lido advisors	17.10K	0.00%	17.10K	$52.84K
Ethic	13.14K	0.00%	13.14K	$40.62K
Neuberger berman group	10.52K	-	10.52K	$32.49K

Sold Out

Holder	Change
Eversource wealth advisors	-125.00
Gamco investors, inc. et al	-10.00K
Aqr capital management	-11.81K
Manufacturers life insurance company, the	-19.66K
American group	-19.99K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	85	6.25%	23,797,898	0.62%	35	2.85%	41	41.38%	23	-20.69%
Mar 31, 2024	80	-2.44%	23,651,916	-4.40%	35	2.57%	29	-12.12%	29	26.09%
Dec 31, 2023	82	-1.20%	24,741,467	-4.86%	37	2.43%	33	-15.38%	23	21.05%
Sep 30, 2023	83	-	26,006,510	2.79%	39	2.71%	39	-23.53%	19	18.75%
Jun 30, 2023	83	31.75%	25,300,413	25.23%	37	3.65%	51	21.43%	16	128.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.33M	1.96%	-
Altegris/AACA Opportunistic Real Estt I	1.28M	1.89%	-
iShares Russell 2000 ETF	1.06M	1.56%	-2.38K
Vanguard Institutional Extnd Mkt Idx Tr	681.99K	1.00%	-
Fidelity Small Cap Index	441.38K	0.65%	-5.03K
iShares Russell 2000 Growth ETF	378.90K	0.56%	-
State St Russell Sm/Mid Cp® Indx NL Cl C	257.10K	0.38%	-8.70K
Fidelity Extended Market Index	256.72K	0.38%	18.82K
Vanguard Russell 2000 ETF	191.86K	0.28%	23.27K
State St Russell Sm Cap® Indx SL Cl I	163.80K	0.24%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 05, 2024	Heerema International Group Services SA	-	Buy	$6.91M
Apr 18, 2024	Kennedy Susan P	CEO	Buy	$56.25K
Mar 06, 2024	Heerema International Group Services SA	-	Buy	-
Mar 06, 2024	Heerema International Group Services SA	-	Buy	$5.00M
Jan 04, 2024	Kennedy Susan P	CEO	Buy	$19.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	-
2024 Q3	-	-
2024 Q2	1	-
2024 Q1	3	-
2023 Q4	-	-

CDZI Ownership FAQ

Who Owns Cadiz?

Cadiz shareholders are primarily institutional investors at 35.52%, followed by 36.80% insiders and 27.68% retail investors. The average institutional ownership in Cadiz's industry, Regulated Water Stocks List, is 60.16%, which Cadiz falls below.

Who owns the most shares of Cadiz?

Cadiz’s largest shareholders are B. riley asset management (3.52M shares, 5.26%), Blackrock (2.79M shares, 4.17%), and Boothbay fund management (2.47M shares, 3.68%). Together, they hold 13.11% of Cadiz’s total shares outstanding.

Does Blackrock own Cadiz?

Yes, BlackRock owns 4.17% of Cadiz, totaling 2.79M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.63M$. In the last quarter, BlackRock increased its holdings by 122.86K shares, a 4.60% change.

Who is Cadiz’s biggest shareholder by percentage of total assets invested?

B. riley asset management is Cadiz’s biggest shareholder by percentage of total assets invested, with 5.45% of its assets in 3.52M Cadiz shares, valued at 10.88M$.

Who is the top mutual fund holder of Cadiz shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Cadiz shares, with 1.96% of its total shares outstanding invested in 1.33M Cadiz shares.

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