Institutional Ownership Coda Octopus Group, Inc. (CODA)
This table provides information about the institutional ownership of Coda Octopus Group, Inc. (CODA). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
297,827
shares
|
$3.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
269,425
shares
|
$2.76 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
112,064
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
79,434
shares
|
$812,609
0.0% of portfolio
|
Q2 2025
Added 32.39%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
67,334
shares
|
$688,826
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
63,650
shares
|
$651,139
0.29% of portfolio
|
Q2 2025
Reduced 87.78%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
59,999
shares
|
$613,789
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
58,000
shares
|
$593,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
55,258
shares
|
$565,289
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
54,754
shares
|
$560,133
0.0% of portfolio
|
Q2 2025
Added 119.29%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
54,045
shares
|
$552,880
0.0% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
43,314
shares
|
$443,102
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
37,112
shares
|
$379,655
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
31,903
shares
|
$326,367
0.0% of portfolio
|
Q4 2024
Added 145.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,279
shares
|
$258,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,151
shares
|
$165,224
0.0% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Aug 13, 2025 Q2 2025 |
15,579
shares
|
$159,373
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
14,603
shares
|
$149,388
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
14,434
shares
|
$147,659
0.02% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
12,746
shares
|
$130,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
12,486
shares
|
$127,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,000
shares
|
$102,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
10,000
shares
|
$102,300
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
5,909
shares
|
$60,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,090
shares
|
$52,070
0.0% of portfolio
|
Q2 2025
Added 0.04%
|