Coda Octopus Group Ownership | Who Owns Coda Octopus Group?


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Coda Octopus Group Ownership Summary


Coda Octopus Group is owned by 18.34% institutional investors, 51.02% insiders, and 30.65% retail investors. Touchstone capital is the largest institutional shareholder, holding 4.60% of CODA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.97% of its assets in Coda Octopus Group shares.

CODA Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCoda Octopus Group18.34%51.02%30.65%
SectorIndustrials Stocks 64.11%10.54%25.36%
IndustryDefense Stocks55.75%11.07%33.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Touchstone capital513.93K4.60%$3.10M
Tocqueville asset management398.05K3.56%$3.12M
Vanguard group299.80K2.68%$1.81M
Rice hall james & associates298.26K2.67%$2.34M
Perritt capital management81.90K0.73%$493.45K
Susquehanna group, llp62.41K0.56%$376.04K
Rbf capital60.00K0.54%$361.50K
Dimensional fund advisors lp57.81K0.52%$348.33K
Geode capital management57.43K0.51%$346.13K
Blackrock funding, inc. /de54.43K0.49%$426.22K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Touchstone capital513.93K4.86%$3.10M
Perritt capital management81.90K0.27%$493.45K
Rice hall james & associates298.26K0.13%$2.34M
Tocqueville asset management398.05K0.05%$3.12M
Rbf capital60.00K0.02%$361.50K
Essex investment management14.60K0.02%$114.34K
Wealthquest14.60K0.01%$114.34K
Buckingham capital management10.00K0.01%$78.30K
Virtu financial11.00K0.00%$66.00K
Creative financial designs inc /adv1.37K0.00%$10.76K

Top Buyers

HolderShares% AssetsChange
Susquehanna group, llp62.41K0.00%16.99K
Essex investment management14.60K0.02%14.60K
Virtu financial11.00K0.00%11.00K
Ubs group5.62K-5.61K
Geode capital management57.43K-2.83K

Top Sellers

HolderShares% AssetsChange
Tocqueville asset management398.05K0.05%-44.92K
Touchstone capital513.93K4.86%-29.14K
Advisor group201.00--25.00K
Commonwealth equity services---13.10K
Rice hall james & associates298.26K0.13%-9.12K

New Positions

HolderShares% AssetsChangeValue
Essex investment management14.60K0.02%14.60K$114.34K
Virtu financial11.00K0.00%11.00K$66.00K

Sold Out

HolderChange
Innealta capital-18.00
Wells fargo & company/mn-47.00
Byrne asset management-4.30K
Commonwealth equity services-13.10K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202428-2,048,853-2.75%185.15%10-7-
Jun 30, 202428-2,106,753-2.86%184.96%10-7-36.36%
Mar 31, 2024283.70%2,168,833-2.65%194.86%10-16.67%1183.33%
Dec 31, 20232712.50%2,227,869-1.69%204.80%1233.33%6-
Sep 30, 202324-2,266,1791.72%204.99%9-25.00%620.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv220.72K1.97%-
Vanguard Institutional Extnd Mkt Idx Tr75.66K0.68%-
Perritt MicroCap Opportunities Investor60.00K0.53%-
Pinnacle Value47.04K0.42%1.92K
Federated Hermes MDT Small Cap Growth IS43.31K0.39%-5.91K
Federated Hermes MDT SCG Institutional43.31K0.39%-5.91K
Fidelity Extended Market Index31.17K0.28%-251.00
DFA US Core Equity 2 I22.45K0.20%-
RBC Microcap Value I11.80K0.11%-
iShares Micro-Cap ETF11.05K0.10%-

Recent Insider Transactions


DateNameRoleActivityValue
Jan 24, 2025Sondergaard Niels-Buy-
Oct 06, 2023Sondergaard Niels-Buy$98.78K
Oct 06, 2023Gayle Annmarie Chairman, CEOBuy$98.78K
Sep 28, 2023RUNNELS G TYLER Sell$633.19K
Sep 27, 2023RUNNELS G TYLER Sell$874.31K

Insider Transactions Trends


DateBuySell
2024 Q3--
2024 Q2--
2023 Q42-
2023 Q352
2023 Q2-2

CODA Ownership FAQ


Who Owns Coda Octopus Group?

Coda Octopus Group shareholders are primarily institutional investors at 18.34%, followed by 51.02% insiders and 30.64% retail investors. The average institutional ownership in Coda Octopus Group's industry, Defense Stocks, is 55.75%, which Coda Octopus Group falls below.

Who owns the most shares of Coda Octopus Group?

Coda Octopus Group’s largest shareholders are Touchstone capital (513.93K shares, 4.60%), Tocqueville asset management (398.05K shares, 3.56%), and Vanguard group (299.8K shares, 2.68%). Together, they hold 10.85% of Coda Octopus Group’s total shares outstanding.

Does Blackrock own Coda Octopus Group?

BlackRock is not among the top 10 institutional shareholders of Coda Octopus Group.

Who is Coda Octopus Group’s biggest shareholder by percentage of total assets invested?

Touchstone capital is Coda Octopus Group’s biggest shareholder by percentage of total assets invested, with 4.86% of its assets in 513.93K Coda Octopus Group shares, valued at 3.1M$.

Who is the top mutual fund holder of Coda Octopus Group shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Coda Octopus Group shares, with 1.97% of its total shares outstanding invested in 220.72K Coda Octopus Group shares.

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