CODA · Company research
Coda Octopus Group, Inc. Common stock (CODA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12313 | 120298 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4840 | 47287 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17653 | 172470 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32709 | 319567 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23653 | 231090 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 10747 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 725 | 6924 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99125 | 968451 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41415 | 404625 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 737 | 7200 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12020 | 117 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 7327 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220272 | 2152057 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Comprehensive Financial Planning, Inc./PA | 2044855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 225 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43311 | 423148 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ST GERMAIN D J CO INC | 831571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 10 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 528 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 2000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rothschild Wealth LLC | 1811345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17050 | 166579 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17539 | 171355 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Archon Capital Management LLC | 1398825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140000 | 1367800 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| North Star Investment Management Corp. | 1342857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 488500 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 10 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 819864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 727 | 7103 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146788 | 1433 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50422 | 492623 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RBF Capital, LLC | 1134621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 488500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO | 1137881 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 389 | 3762 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 201772 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 322278 | 3148656 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Connective Capital Management, LLC | 1543568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22478 | 219610 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19570 | 191199 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28284 | 276335 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11389 | 111270 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Grandeur Peak Global Advisors, LLC | 1569137 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68683 | 671033 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 127 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NAVELLIER & ASSOCIATES INC | 872163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65811 | 642973 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Acumen Wealth Advisors, LLC | 1939202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 196 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23651 | 231070 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49201 | 480694 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 293100 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Legato Capital Management LLC | 1442641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108091 | 1056049 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24500 | 239365 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MCGUIRE CAPITAL ADVISORS INC | 2112006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158 | 1544 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 4WEALTH ADVISORS, INC. | 2056676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12434 | 118745 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Integrated Quantitative Investments LLC | 2046834 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23070 | 225394 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20731 | 202540 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50817 | 496661 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Leonteq Securities AG | 1535950 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 598 | 5842 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9725 | 95013 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220331 | 2152635 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102928 | 1005607 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19802 | 193466 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealthquest Corp | 1632968 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12753 | 124597 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64363 | 628827 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 646 | 6311 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1450 | 14167 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Game Plan Financial Advisors, LLC | 1802952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 650 | 6351 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23653 | 231090000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 117240 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Goldman Sachs Group Inc. | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24676 | 241085000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| SEI Investments Co | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49201 | 480694000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1223 | 11949000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34961 | 341569 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 29 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Round Rock Advisors LLC | 1846991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117366 | 1146666 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24676 | 241085 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 1276470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19438 | 189909 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Meros Investment Management, LP | 1911372 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254310 | 2484609 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 349 | 3943 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23653 | 267279000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18005 | 203457000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| SEI Investments Co | 350894 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147486 | 1666592000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 872 | 9854000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 11000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43314 | 489448000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 18227 | 169511000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 33903 | 315298000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| SEI Investments Co | 350894 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 44894 | 417514000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 43314 | 402820000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1065 | 9905000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.