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 39 institutions that hold shares in the stock, with a total of 1.48 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
304,058
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
269,425
shares
|
$2.15 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
98,301
shares
|
$784,441
0.0% of portfolio
|
Q3 2025
Added 23.75%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
88,086
shares
|
$702,926
0.0% of portfolio
|
Q3 2025
Added 591.09%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
67,064
shares
|
$535,170
0.01% of portfolio
|
Q3 2025
Reduced 40.16%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
62,250
shares
|
$496,755
0.26% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
61,561
shares
|
$491,256
0.0% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
58,577
shares
|
$467,444
0.0% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
58,000
shares
|
$462,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
54,045
shares
|
$431,279
0.0% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
53,499
shares
|
$426,922
0.02% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
43,714
shares
|
$348,837
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
43,314
shares
|
$345,645
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
35,308
shares
|
$281,757
0.0% of portfolio
|
Q3 2025
Reduced 35.52%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
31,903
shares
|
$254,585
0.0% of portfolio
|
Q4 2024
Added 145.35%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
26,327
shares
|
$210,089
0.0% of portfolio
|
Q3 2025
Added 345.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19,585
shares
|
$156,288
0.0% of portfolio
|
Q3 2025
Reduced 47.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
17,786
shares
|
$141,932
0.0% of portfolio
|
Q3 2025
Added 42.45%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
14,603
shares
|
$116,531
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,438
shares
|
$115,215
0.02% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
14,434
shares
|
$115,183
0.02% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
10,000
shares
|
$79,800
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$79,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,000
shares
|
$79,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,747
shares
|
$37,881
0.0% of portfolio
|
Q3 2025
Reduced 6.74%
|
|