Costamare Bulkers HoldingCMDB

13F holders, Q1 2026 (March 31)
97holders +6
12new positions
7sold out
5famous investors
$15.47avg. 13F price*

At the end of Q1 2026, 97 institutions reported holding Costamare Bulkers Holding (CMDB) in their 13F filings, up 6 from Q4 2025. 12 opened new positions and 7 sold out. The largest holders were Dimensional Fund Advisors LP ($20.2M), BlackRock, Inc. ($8.3M) and Ameriprise Financial Inc. ($5.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Costamare Bulkers Holding
CUSIP
Y2001C101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q2 2025: 88Q2 2025Q3 2025: 92Q3 2025Q4 2025: 91Q4 2025Q1 2026: 97Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$8.6M
Exits7$575K

All 13F filers, Q4 2025 → Q1 2026: 931,328 shares bought and 298,907 shares sold, net +632,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 97 holders

Dimensional Fund Advisors LP 0.00% Reduce -3.7% 1,308,857 $20.2M
BlackRock, Inc. 0.00% Add +0.5% 539,696 $8.3M
Ameriprise Financial Inc. 0.00% New 377,401 $5.8M
American Century Companies Inc. 0.00% Add +17.2% 320,746 $5.0M
Oceanic Investment Management LTD 3.37% Add +24.9% 255,677 $4.0M
Renaissance Technologies 0.00% Add +48.1% 204,439 $3.2M
Morgan Stanley 0.00% Reduce -10.6% 158,850 $2.5M
State Street Corp. 0.00% Add +0.8% 142,891 $2.2M
Qube Research & Technologies Ltd 0.00% Add +3.6% 121,900 $1.9M
Walleye Capital LLC 0.01% Add +256.3% 114,577 $1.8M
Geode Capital Management, LLC 0.00% Add +1.2% 106,689 $1.7M
Bridgeway Capital Management, LLC 0.03% Reduce -15.0% 101,830 $1.6M
Nuveen, LLC 0.00% Reduce -16.8% 101,545 $1.6M
Russell Investments Group, Ltd. 0.00% Add +10.1% 94,425 $1.5M
Boothbay Fund Management, LLC 0.03% Add +35.5% 89,239 $1.4M
Goldman Sachs Group Inc. 0.00% Reduce -7.0% 74,299 $1.1M
Quantinno Capital Management LP 0.00% Add +25.4% 62,104 $961K
Bank of America Corp. 0.00% Add +121.0% 59,990 $928K
Citadel Advisors 0.00% Reduce -1.9% 58,156 $900K
Marshall Wace, LLP 0.00% New 56,859 $880K
Charles Schwab Investment Management Inc. 0.00% Reduce -4.3% 54,921 $850K
Northern Trust Corp. 0.00% Add +7.7% 53,274 $824K
Vanguard Portfolio Management LLC 0.00% — 51,058 $790K
Schonfeld Strategic Advisors LLC 0.01% Reduce -50.7% 45,371 $702K
Jane Street Group, LLC 0.00% Add +18.7% 44,392 $687K
Millennium Management 0.00% Reduce -25.1% 43,003 $665K
Empowered Funds, LLC 0.00% Reduce -30.0% 42,030 $650K
Los Angeles Capital Management LLC 0.00% New 32,624 $505K
JPMorgan Chase & Co. 0.00% Reduce -33.9% 32,411 $501K
Two Sigma Investments, LP 0.00% New 27,990 $433K
Horizon Kinetics Asset Management LLC 0.00% Reduce -13.6% 27,580 $427K
Bank of New York Mellon Corp 0.00% Reduce -6.1% 23,711 $367K
Prelude Capital Management, LLC 0.03% No change 23,334 $361K
Creative Planning 0.00% Add +18.7% 21,347 $330K
Moran Wealth Management, LLC 0.01% Add +74.8% 20,477 $317K
Trexquant Investment LP 0.00% New 19,925 $308K
XTX Topco Ltd 0.00% New 14,722 $228K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -6.6% 14,546 $225K
Citigroup Inc. 0.00% Add +56.0% 14,498 $224K
WINTON GROUP Ltd 0.01% New 13,344 $206K
AQR Capital Management 0.00% Add +9.2% 13,017 $201K
Alliancebernstein L.P. 0.00% Add +5.2% 12,172 $188K
Rhumbline Advisers 0.00% Reduce -2.9% 12,016 $186K
Point72 Asset Management 0.00% New 11,780 $182K
Savant Capital, LLC 0.00% Reduce -0.4% 11,051 $171K
UBS Group AG 0.00% Add +357.5% 10,212 $158K
FMR LLC 0.00% Reduce -12.0% 8,590 $133K
Barclays PLC 0.00% Reduce -62.6% 7,213 $112K
Deutsche Bank AG 0.00% No change 6,808 $105K
Wells Fargo & Company 0.00% Reduce -59.4% 4,825 $75K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.4% 4,291 $66K
Vanguard Fiduciary Trust Co. 0.00% — 3,636 $56K
GAMMA Investing LLC 0.00% Add +108.7% 2,600 $40K
Cwm, LLC 0.00% Reduce -6.5% 2,579 $40K
Tower Research Capital LLC (TRC) 0.00% Add +211.0% 2,314 $36K
New York State Common Retirement Fund 0.00% No change 2,218 $34K
Parallel Advisors, LLC 0.00% Add +146.3% 1,943 $30K
BNP Paribas Financial Markets 0.00% Reduce -3.7% 1,895 $29K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,843 $29K
Blue Trust, Inc. 0.00% No change 1,752 $27K
Arax Advisory Partners 0.00% Reduce -92.3% 1,748 $27K
STRS Ohio 0.00% No change 1,600 $25K
Ameritas Investment Partners, Inc. 0.00% No change 859 $13K
Royal Bank of Canada 0.00% Add +18.1% 847 $13K
Signaturefd, LLC 0.00% Add +25.8% 835 $13K
Legal & General Group Plc 0.00% Reduce -1.7% 740 $11K
Nisa Investment Advisors, LLC 0.00% No change 677 $10K
Root Financial Partners, LLC 0.00% New 627 $10K
California State Teachers Retirement System 0.00% Reduce -11.9% 475 $7K
Quadrant Capital Group LLC 0.00% Reduce -0.8% 376 $6K
Essential Partners LLC 0.00% No change 337 $5K
Sterling Capital Management LLC 0.00% Reduce -42.1% 275 $4K
Private Wealth Management Group, LLC 0.00% No change 231 $4K
EverSource Wealth Advisors, LLC 0.00% Add +75.6% 223 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 185 $3K
Torren Management, LLC 0.00% No change 176 $3K
Smartleaf Asset Management LLC 0.00% Add +1.4% 141 $2K
Medallion Wealth Advisors, LLC 0.00% No change 130 $2K
Osaic Holdings, Inc. 0.00% No change 100 $2K
Armstrong Advisory Group, Inc. 0.00% No change 90 $1K
Jones Financial Companies LLLP 0.00% Add +135.7% 66 $993
Allworth Financial LP 0.00% Add +433.3% 64 $991
Versant Capital Management, Inc 0.00% No change 64 $990
Farther Finance Advisors, LLC 0.00% Add +1.9% 54 $872
Huntington National Bank 0.00% No change 46 $712
Cornerstone Planning Group LLC 0.00% No change 37 $678
MAI Capital Management 0.00% No change 39 $604
IFP Advisors, Inc 0.00% No change 38 $588
Basecamp Wealth Advisors LLC 0.00% No change 22 $340
Assetmark, Inc. 0.00% No change 21 $325
Mather Group, Llc. 0.00% New 21 $325
Physician Wealth Advisors, Inc. 0.00% No change 21 $325
SJS Investment Consulting Inc. 0.00% No change 20 $310
Fifth Third Bancorp 0.00% No change 12 $186
Advisory Services Network, LLC 0.00% New 7 $108
JPL Wealth Management, LLC 0.00% New 4 $62
Covestor Ltd 0.00% Reduce -57.1% 15 $0

"% of holder's portfolio" is CMDB's weight in each manager's 13F, not the share of Costamare Bulkers Holding the manager owns.