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Cadiz Inc (CDZI)

CUSIP: 127537207 | NYSE | Utilities · Utilities - Regulated Water | Small Cap | 380 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GBank of America Corp4,960,0025.9%New 5%+ stakeSep 30, 202692d ahead of 13F (3,518,928 sh) · +1,441,074
13GBank of America Corp4,960,002
5.9% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (3,518,928 sh) · +1,441,074

Institutional Holders — Q3 2026

Levin Capital Strategies, L.P.4,481,101
1.2% of portfolio›$17.6M
Citigroup Inc270,956
0.0% of portfolio›$1.1M
Parkshore Wealth Management, Inc.263,830
0.3% of portfolio›$1.0M
Bank of New York Mellon Corp200,638
0.0% of portfolio›$786.5K
HCR Wealth Advisors88,000
0.0% of portfolio›$345.0K
Mindset Wealth Management, LLC51,000
0.0% of portfolio›$199.9K
Deroy & Devereaux Private Investment Counsel Inc50,000
0.0% of portfolio›$196.0K
Lido Advisors, LLC38,337
0.0% of portfolio›$150.3K
GAM Holding AG30,000
0.0% of portfolio›$117.6K
Saxon Interests, Inc.15,193
0.0% of portfolio›$59.6K
Strid Group, LLC12,195
0.0% of portfolio›$47.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP5,000
0.0% of portfolio›$19.6K
Exchange Traded Concepts, LLC3,947
0.0% of portfolio›$15.5K
Sterling Capital Management LLC1,878
0.0% of portfolio›$7.4K
Simplex Trading, LLC1,859
0.0% of portfolio›$7.3K
Parkside Financial Bank & Trust1,106
0.0% of portfolio›$4.3K
Gamma Investing LLC801
0.0% of portfolio›$3.1K
US Bancorp \de\518
0.0% of portfolio›$2.0K
SBI Securities Co., Ltd.250
0.0% of portfolio›$980
Nisa Investment Advisors, LLC164
0.0% of portfolio›$643
Caitong International Asset Management Co., Ltd71
0.0% of portfolio›$278
Farther Finance Advisors, LLC60
0.0% of portfolio›$235
Fortitude Family Office, LLC43
0.0% of portfolio›$169
EverSource Wealth Advisors, LLC40
0.0% of portfolio›$157
Parallel Advisors, LLC34
0.0% of portfolio›$133
StyleTurnoverLocationFiled
Levin Capital Strategies, L.P.
4,481,101$17.6M1.2%ValueMediumNew York, NY2026-11-02
Citigroup Inc
270,956$1.1M0.0%CoreMediumNew York, NY2026-11-04
Parkshore Wealth Management, Inc.
263,830$1.0M0.3%ETFLowGranite Bay, CA2026-10-13
Bank of New York Mellon Corp
200,638$786.5K0.0%CoreLowNew York, NY2026-11-05
HCR Wealth Advisors
88,000$345.0K0.0%GrowthLowLos Angeles, CA2026-10-15
Mindset Wealth Management, LLC
51,000$199.9K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
Deroy & Devereaux Private Investment Counsel Inc
50,000$196.0K0.0%ValueMediumBloomfield Hills, MI2026-10-26
Lido Advisors, LLC
38,337$150.3K0.0%GrowthLowLos Angeles, CA2026-11-04
GAM Holding AG
30,000$117.6K0.0%CoreMediumZurich, Switzerland2026-11-03
Saxon Interests, Inc.
15,193$59.6K0.0%ETFMediumHouston, TX2026-10-26
Strid Group, LLC
12,195$47.8K0.0%ETFLowNewtown Square, PA2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
5,000$19.6K0.0%GrowthVery LowBoston, MA2026-10-23
Exchange Traded Concepts, LLC
3,947$15.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
Sterling Capital Management LLC
1,878$7.4K0.0%GARPMediumCharlotte, NC2026-10-22
Simplex Trading, LLC
1,859$7.3K0.0%CoreVery HighChicago, IL2026-11-04
Parkside Financial Bank & Trust
1,106$4.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Gamma Investing LLC
801$3.1K0.0%IndexVery LowFoster City, CA2026-10-08
US Bancorp \de\
518$2.0K0.0%IndexLowMinneapolis, MN2026-11-05
SBI Securities Co., Ltd.
250$9800.0%Agg GrowthLowTokyo, Mexico2026-10-22
Nisa Investment Advisors, LLC
164$6430.0%IndexVery LowSt. Louis, MO2026-10-20
Caitong International Asset Management Co., Ltd
71$2780.0%GrowthVery HighHong Kong, South Korea2026-10-29
Farther Finance Advisors, LLC
60$2350.0%IndexLowSan Francisco, CA2026-10-08
Fortitude Family Office, LLC
43$1690.0%ETFMediumScottsdale, AZ2026-10-14
EverSource Wealth Advisors, LLC
40$1570.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
34$1330.0%IndexLowSan Francisco, CA2026-11-03