Coda Octopus Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 298.61 K | $2.78 M | -1.79% | 2.66% |
| MARSHALL WACE, LLP | 02/13/2026 | 158.23 K | $1.47 M | 79.63% | 1.41% |
| ARCHON CAPITAL MANAGEMENT LLC | 02/13/2026 | 150.00 K | $1.40 M | 100.00% | 1.34% |
| RICE HALL JAMES & ASSOCIATES, LLC | 02/17/2026 | 121.91 K | $1.13 M | -54.75% | 1.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 82.84 K | $770.37 K | -15.73% | 0.74% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 79.80 K | $742.16 K | 29.63% | 0.71% |
| EAM INVESTORS, LLC | 02/12/2026 | 73.72 K | $685.62 K | 100.00% | 0.66% |
| PERRITT CAPITAL MANAGEMENT INC | 02/17/2026 | 67.25 K | $625.43 K | 8.03% | 0.60% |
| SENTINUS, LLC | 02/17/2026 | 67.25 K | $625.43 K | 100.00% | 0.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 58.92 K | $548.09 K | 0.58% | 0.52% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 58.00 K | $539.40 K | 0.00% | 0.52% |
| BLACKROCK, INC. | 02/12/2026 | 56.27 K | $523.27 K | -1.49% | 0.50% |
| RBF CAPITAL, LLC | 02/17/2026 | 51.00 K | $474.30 K | -4.67% | 0.45% |
| ROUND ROCK ADVISORS, LLC | 04/07/2026 | 50.04 K | $465.34 K | 100.00% | 0.45% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 02/12/2026 | 47.06 K | $437.70 K | -29.82% | 0.42% |
| SEI INVESTMENTS CO | 02/13/2026 | 44.89 K | $417.51 K | 100.00% | 0.40% |
| FEDERATED HERMES, INC. | 02/12/2026 | 43.31 K | $402.82 K | 0.00% | 0.39% |
| CITADEL ADVISORS LLC | 02/17/2026 | 38.02 K | $353.54 K | 7.67% | 0.34% |
| STATE STREET CORP | 02/13/2026 | 33.90 K | $315.30 K | 6.27% | 0.30% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 32.26 K | $299.00 K | 22.55% | 0.29% |
| MORGAN STANLEY | 02/13/2026 | 30.68 K | $285.29 K | 1,309.74% | 0.27% |
| NORTHERN TRUST CORP | 02/17/2026 | 23.93 K | $222.54 K | 22.18% | 0.21% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 02/13/2026 | 23.30 K | $216.68 K | 61.42% | 0.21% |
| CERITY PARTNERS LLC | 02/11/2026 | 20.00 K | $186.00 K | 100.00% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 15.00 K | $139.50 K | 50.00% | 0.13% |
| WEALTHQUEST CORP | 02/09/2026 | 14.60 K | $135.81 K | 0.00% | 0.13% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 14.44 K | $134.27 K | 0.00% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 13.15 K | $122.31 K | 100.00% | 0.12% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 11.37 K | $105.70 K | 100.00% | 0.10% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 11.22 K | $104.33 K | 100.00% | 0.10% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 10.64 K | $98.92 K | -40.19% | 0.09% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 10.00 K | $93.00 K | 0.00% | 0.09% |
| UBS GROUP AG | 01/29/2026 | 4.95 K | $46.03 K | 4.26% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.31 K | $21.52 K | 100.00% | 0.02% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 842 | $7.83 K | 6.58% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 823 | $7.65 K | 100.00% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 727 | $6.76 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 600 | $5.58 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 500 | $4.65 K | 100.00% | 0.00% |
| WHITTIER TRUST CO | 01/26/2026 | 389 | $3.92 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 6 | $55 | -99.81% | 0.00% |
| UNION BANCAIRE PRIVEE, UBP SA | 01/05/2026 | 6 | $44 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 4 | $37 | 0.00% | 0.00% |
| ST GERMAIN D J CO INC | 01/29/2026 | 1 | $9 | 0.00% | 0.00% |
| EASTERN BANK | 01/14/2026 | 1 | $9 | 0.00% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 0 | $0 | -100.00% | 0.00% |
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Coda Octopus Group Inc. institutional Ownership - FAQ's
During the previous two years, 64 institutional investors and hedge funds held shares of Coda Octopus Group Inc.. The most heavily invested institutionals were:
ESSEX INVESTMENT MANAGEMENT CO LLC: 189,640
JANE STREET GROUP, LLC: 104,606
DIMENSIONAL FUND ADVISORS LP: 98,854
North Star Investment Management Corp.: 50,000
NAVELLIER & ASSOCIATES INC: 46,450
FEDERATED HERMES, INC.: 43,314
16.23% of Coda Octopus Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.24 M shares in the last 24 months. This purchase volume represents approximately $33.49 M in transactions.