Coda Octopus Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 304.06 K | $2.44 M | 2.09% | 2.71% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/16/2025 | 269.43 K | $2.16 M | -10.20% | 2.40% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 98.30 K | $796.22 K | 23.75% | 0.87% |
| MARSHALL WACE, LLP | 11/13/2025 | 88.09 K | $707.33 K | 591.09% | 0.78% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 11/13/2025 | 67.06 K | $538.19 K | -40.16% | 0.60% |
| PERRITT CAPITAL MANAGEMENT INC | 11/17/2025 | 62.25 K | $499.56 K | -2.20% | 0.55% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 61.56 K | $494.03 K | 2.60% | 0.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 58.58 K | $470.22 K | -13.01% | 0.52% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 58.00 K | $465.45 K | 0.00% | 0.52% |
| BLACKROCK, INC. | 11/12/2025 | 57.12 K | $458.36 K | 0.68% | 0.51% |
| RBF CAPITAL, LLC | 11/14/2025 | 53.50 K | $429.33 K | -3.18% | 0.48% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 43.71 K | $350.81 K | 100.00% | 0.39% |
| FEDERATED HERMES, INC. | 11/03/2025 | 43.31 K | $347.60 K | 0.00% | 0.39% |
| CITADEL ADVISORS LLC | 11/14/2025 | 35.31 K | $283.35 K | -35.52% | 0.31% |
| STATE STREET CORP | 11/14/2025 | 31.90 K | $256.02 K | 0.00% | 0.28% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 26.33 K | $210.00 K | 345.54% | 0.23% |
| NORTHERN TRUST CORP | 11/14/2025 | 19.59 K | $157.17 K | -47.23% | 0.17% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 17.79 K | $142.73 K | 42.45% | 0.16% |
| WEALTHQUEST CORP | 11/05/2025 | 14.60 K | $117.19 K | 0.00% | 0.13% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 14.44 K | $115.87 K | -7.32% | 0.13% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 11/06/2025 | 14.43 K | $115.83 K | 0.00% | 0.13% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 10.00 K | $80.25 K | 100.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 10.00 K | $80.00 K | 0.00% | 0.09% |
| UBS GROUP AG | 11/13/2025 | 4.75 K | $38.10 K | -6.74% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.12 K | $25.05 K | 5,475.00% | 0.03% |
| MORGAN STANLEY | 11/14/2025 | 2.18 K | $17.46 K | -1.23% | 0.02% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 790 | $6.34 K | -25.19% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11/12/2025 | 727 | $5.83 K | -47.09% | 0.01% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 600 | $4.82 K | 100.00% | 0.01% |
| WHITTIER TRUST CO | 10/31/2025 | 389 | $3.39 K | 100.00% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 38 | $305 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 10 | $80 | -95.31% | 0.00% |
| UNION BANCAIRE PRIVEE, UBP SA | 10/07/2025 | 6 | $38 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 4 | $32 | 0.00% | 0.00% |
| ST GERMAIN D J CO INC | 10/07/2025 | 1 | $8 | 0.00% | 0.00% |
| EASTERN BANK | 10/27/2025 | 1 | $8 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Coda Octopus Group, Inc. institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Coda Octopus Group, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 304,058
RICE HALL JAMES & ASSOCIATES, LLC: 269,425
ADVISOR GROUP HOLDINGS, INC.: 98,301
MARSHALL WACE, LLP: 88,086
TOCQUEVILLE ASSET MANAGEMENT L.P.: 67,064
PERRITT CAPITAL MANAGEMENT INC: 62,250
13.10% of Coda Octopus Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.54 M shares in the last 24 months. This purchase volume represents approximately $13.40 M in transactions.