Who owns Cadiz Inc. (CDZI)
Which tracked institutional funds hold CDZI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CDZI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
13 tracked funds added or opened CDZI while 28 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CDZI’s largest tracked holder by dollar value, Whitefort Capital Management, LP, sizes it at 6.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CDZI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 139 tracked filers holding CDZI, 80 increased or opened the position and 54 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CDZI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- VANGUARD CAPITAL MANAGEMENT LLC$12M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- NOMURA HOLDINGS INC$894K
- MILLENNIUM MANAGEMENT LLC$764K
- GSA CAPITAL PARTNERS LLP$738K
Full exits 3
- VANGUARD GROUP INC$17M
- GAM Holding AG$1M
- Diametric Capital, LP$614K
Largest adds
- STONEHILL CAPITAL MANAGEMENT LLC$8M
- AQR CAPITAL MANAGEMENT LLC$1M
- JPMORGAN CHASE & CO$1M
- SG Americas Securities, LLC$995K
- CITIGROUP INC$753K
- BARCLAYS PLC$399K
Largest trims
- GRATIA CAPITAL, LLC$6M
- HRT FINANCIAL LP$3M
- Whitefort Capital Management, LP$3M
- BlackRock, Inc.$3M
- BANK OF AMERICA CORP /DE/$2M
- MORGAN STANLEY$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Whitefort Capital Management, LP | 3,986,822 | $20M | 8.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,828,287 | $19M | 8.4% | 2026-Q1 |
| LEVIN CAPITAL STRATEGIES, L.P. added | 3,816,169 | $19M | 8.4% | 2026-Q1 |
| BARCLAYS PLC added | 3,721,185 | $18M | 8.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,528,294 | $17M | 7.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,356,313 | $12M | 5.2% | 2026-Q1 |
| STONEHILL CAPITAL MANAGEMENT LLC added | 1,945,410 | $10M | 4.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,392,122 | $7M | 3.1% | 2026-Q1 |
| STATE STREET CORP added | 1,335,120 | $7M | 2.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,037,469 | $5M | 2.3% | 2026-Q1 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP trimmed | 643,500 | $3M | 1.4% | 2026-Q1 |
| GRATIA CAPITAL, LLC trimmed | 505,956 | $2M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 461,226 | $2M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 450,648 | $2M | 1.0% | 2026-Q1 |
| Permanent Capital Management, LP trimmed | 474,019 | $2M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 399,602 | $2M | 0.9% | 2026-Q1 |
| Potomac Capital Management, Inc. | 335,000 | $2M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 330,271 | $2M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 315,293 | $2M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 314,298 | $2M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 273,622 | $1M | 0.6% | 2026-Q1 |
| Cinctive Capital Management LP added | 269,869 | $1M | 0.6% | 2026-Q1 |
| Parkshore Wealth Management, Inc. added | 263,830 | $1M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 233,567 | $1M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 229,573 | $1M | 0.5% | 2026-Q1 |
| Massar Capital Management, LP | 225,612 | $1M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 218,094 | $1M | 0.5% | 2026-Q1 |
| Hartree Partners, LP | 200,000 | $982K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 192,778 | $947K | 0.4% | 2026-Q1 |
| NOMURA HOLDINGS INC new | 182,017 | $894K | 0.4% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 173,485 | $852K | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 168,072 | $825K | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 155,615 | $764K | 0.3% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 150,402 | $738K | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 149,160 | $732K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 144,641 | $710K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 144,505 | $710K | 0.3% | 2026-Q1 |
| MATAURO, LLC added | 143,088 | $703K | 0.3% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 140,572 | $690K | 0.3% | 2026-Q1 |
| HCR Wealth Advisors added | 138,000 | $678K | 0.3% | 2026-Q1 |
| Brevan Howard Capital Management LP trimmed | 132,072 | $648K | 0.3% | 2026-Q1 |
| Delta Investment Management, LLC trimmed | 131,831 | $647K | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 125,502 | $617K | 0.3% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 107,585 | $528K | 0.2% | 2026-Q1 |
| INGALLS & SNYDER LLC | 98,600 | $484K | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 92,864 | $456K | 0.2% | 2026-Q1 |
| Brooklyn Investment Group new | 89,396 | $439K | 0.2% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 87,500 | $430K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 86,715 | $426K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 86,326 | $424K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 70,890 | $398K | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 67,649 | $332K | 0.1% | 2026-Q1 |
| Caption Management, LLC trimmed | 55,000 | $270K | 0.1% | 2026-Q1 |
| FLAX POND CAPITAL, LLC | 53,815 | $264K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 53,213 | $261K | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 52,568 | $258K | 0.1% | 2026-Q1 |
| Alpine Global Management, LLC added | 51,187 | $251K | 0.1% | 2026-Q1 |
| Rangeley Capital, LLC trimmed | 50,000 | $246K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 46,795 | $230K | 0.1% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 46,640 | $229K | 0.1% | 2026-Q1 |
| DBA TRADING, LLC trimmed | 46,040 | $226K | 0.1% | 2026-Q1 |
| Jump Financial, LLC added | 44,700 | $219K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 43,509 | $214K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 43,449 | $213K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 42,390 | $208K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 3,344 | $208K | 0.1% | 2026-Q1 |
| MINDSET WEALTH MANAGEMENT, LLC added | 40,000 | $196K | 0.1% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd new | 35,733 | $175K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC | 35,340 | $174K | 0.1% | 2026-Q1 |
| Rathbones Group PLC | 34,858 | $171K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC new | 34,117 | $168K | 0.1% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC new | 29,206 | $143K | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 28,430 | $140K | 0.1% | 2026-Q1 |
| Morton Capital Management LLC/CA added | 24,887 | $122K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 24,826 | $122K | 0.1% | 2026-Q1 |
| Tidal Investments LLC new | 24,699 | $121K | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 24,591 | $121K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 24,415 | $120K | 0.1% | 2026-Q1 |
| nVerses Capital, LLC new | 23,576 | $116K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,063,430 | $17M | 7.7% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. trimmed | 1,494,361 | $7M | 3.2% | 2025-Q3 stale |
| American Assets Investment Management, LLC added | 1,897,217 | $6M | 2.5% | 2025-Q1 stale |
| American Assets Capital Advisers, LLC trimmed | 601,113 | $3M | 1.3% | 2025-Q3 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC | 437,038 | $2M | 0.9% | 2025-Q3 stale |
| GAM Holding AG trimmed | 230,000 | $1M | 0.6% | 2025-Q4 stale |
| Nokomis Capital, L.L.C. | 405,000 | $1M | 0.5% | 2025-Q2 stale |
| Diametric Capital, LP trimmed | 109,480 | $614K | 0.3% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 170,000 | $508K | 0.2% | 2025-Q2 stale |
| WOLVERINE TRADING, LLC added | 77,244 | $367K | 0.2% | 2025-Q3 stale |
| BRC Group Holdings, Inc. | 121,537 | $363K | 0.2% | 2025-Q2 stale |
| XTX Topco Ltd added | 53,522 | $300K | 0.1% | 2025-Q4 stale |
| 272 Capital LP trimmed | 89,936 | $269K | 0.1% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 45,210 | $254K | 0.1% | 2025-Q4 stale |
| PharVision Advisers, LLC new | 50,409 | $238K | 0.1% | 2025-Q3 stale |
| MIRABELLA FINANCIAL SERVICES LLP new | 50,000 | $236K | 0.1% | 2025-Q3 stale |
| Financial Engines Advisors L.L.C. new | 39,863 | $188K | 0.1% | 2025-Q3 stale |
| FourWorld Capital Management LLC trimmed | 28,184 | $158K | 0.1% | 2025-Q4 stale |
| EQUITEC PROPRIETARY MARKETS, LLC trimmed | 32,735 | $155K | 0.1% | 2025-Q3 stale |
| CANTOR FITZGERALD, L. P. trimmed | 40,671 | $122K | 0.1% | 2025-Q2 stale |
| Christopher J. Hasenberg, Inc | 39,863 | $119K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.