Coda Octopus Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | 08/06/2026 | 322.28 K | $3.15 M | 69.94% | 2.86% |
| MARSHALL WACE, LLP | 08/13/2026 | 263.19 K | $2.57 M | 3.54% | 2.33% |
| MEROS INVESTMENT MANAGEMENT, LP | 08/14/2026 | 254.31 K | $2.48 M | 946.11% | 2.26% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 220.27 K | $2.15 M | -16.48% | 1.95% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 146.79 K | $1.43 M | 27.05% | 1.30% |
| ARCHON CAPITAL MANAGEMENT LLC | 08/14/2026 | 140.00 K | $1.37 M | 0.00% | 1.24% |
| ROUND ROCK ADVISORS, LLC | 08/12/2026 | 117.37 K | $1.15 M | 0.00% | 1.04% |
| LEGATO CAPITAL MANAGEMENT LLC | 08/06/2026 | 108.09 K | $1.06 M | 85.69% | 0.96% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 108.08 K | $1.06 M | 9.34% | 0.96% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 102.93 K | $1.01 M | 382.60% | 0.91% |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 08/17/2026 | 68.68 K | $671.03 K | 9.86% | 0.61% |
| NAVELLIER & ASSOCIATES INC | 08/04/2026 | 65.81 K | $642.97 K | 41.68% | 0.58% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 64.36 K | $628.83 K | -35.35% | 0.57% |
| BLACKROCK, INC. | 08/07/2026 | 62.82 K | $613.79 K | 9.39% | 0.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 60.33 K | $589.61 K | -4.30% | 0.54% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 50.42 K | $492.62 K | 100.00% | 0.45% |
| RBF CAPITAL, LLC | 08/14/2026 | 50.00 K | $488.50 K | 0.00% | 0.44% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 50.00 K | $488.50 K | 0.00% | 0.44% |
| SEI INVESTMENTS CO | 08/14/2026 | 49.20 K | $480.69 K | -66.64% | 0.44% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 41.42 K | $404.63 K | 68.36% | 0.37% |
| MORGAN STANLEY | 08/13/2026 | 35.04 K | $342.31 K | 4.57% | 0.31% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/13/2026 | 32.71 K | $319.57 K | 86.49% | 0.29% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 30.00 K | $293.10 K | 0.00% | 0.27% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 28.28 K | $276.34 K | 20.15% | 0.25% |
| JANE STREET GROUP, LLC | 08/14/2026 | 25.27 K | $246.91 K | -75.84% | 0.22% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 24.68 K | $241.09 K | 100.00% | 0.22% |
| CERITY PARTNERS LLC | 08/14/2026 | 24.50 K | $239.37 K | 0.00% | 0.22% |
| STATE STREET CORP | 09/22/2026 | 23.65 K | $231.09 K | 0.00% | 0.21% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 08/14/2026 | 23.07 K | $225.39 K | 100.00% | 0.20% |
| CONNECTIVE CAPITAL MANAGEMENT, LLC | 08/13/2026 | 22.48 K | $219.61 K | 0.00% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 20.73 K | $202.54 K | -34.81% | 0.18% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 19.80 K | $193.47 K | -45.67% | 0.18% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/12/2026 | 19.57 K | $191.20 K | -16.97% | 0.17% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 19.44 K | $189.91 K | 34.63% | 0.17% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 08/14/2026 | 17.65 K | $172.47 K | 0.98% | 0.16% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 17.54 K | $171.36 K | 19.77% | 0.16% |
| SENTINUS, LLC | 08/11/2026 | 17.05 K | $166.58 K | 0.00% | 0.15% |
| CITADEL ADVISORS LLC | 09/02/2026 | 16.40 K | $160.24 K | 0.72% | 0.15% |
| WEALTHQUEST CORP | 07/23/2026 | 12.75 K | $124.60 K | -12.67% | 0.11% |
| 4WEALTH ADVISORS, INC. | 07/17/2026 | 12.43 K | $118.75 K | 100.00% | 0.11% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 12.31 K | $120.30 K | -3.90% | 0.11% |
| HRT FINANCIAL LP | 08/14/2026 | 12.02 K | $117.00 K | -44.90% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 12.00 K | $117.24 K | 0.00% | 0.11% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 11.39 K | $111.27 K | 3,163.32% | 0.10% |
| UBS GROUP AG | 08/13/2026 | 7.77 K | $75.93 K | -55.23% | 0.07% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 1.45 K | $14.17 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 1.10 K | $10.75 K | -31.25% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 750 | $7.33 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 737 | $7.20 K | 30.67% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 729 | $6.96 K | 18,125.00% | 0.01% |
Coda Octopus Group Inc. institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of Coda Octopus Group Inc.. The most heavily invested institutionals were:
ESSEX INVESTMENT MANAGEMENT CO LLC: 322,278
MARSHALL WACE, LLP: 263,186
Meros Investment Management, LP: 254,310
VANGUARD CAPITAL MANAGEMENT LLC: 220,272
ACADIAN ASSET MANAGEMENT LLC: 146,788
Archon Capital Management LLC: 140,000
25.31% of Coda Octopus Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.28 M shares in the last 24 months. This purchase volume represents approximately $49.09 M in transactions.