Coda Octopus Group Ownership | Who Owns Coda Octopus Group?
Coda Octopus Group Ownership Summary
Coda Octopus Group is owned by 12.81% institutional investors, 50.60% insiders, and 36.59% retail investors. Touchstone capital is the largest institutional shareholder, holding 4.60% of CODA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.99% of its assets in Coda Octopus Group shares.
CODA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Coda Octopus Group | 12.81% | 50.60% | 36.59% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Industry | Defense Stocks | 62.16% | 10.39% | 27.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Touchstone capital | 513.93K | 4.60% | $3.10M |
| Tocqueville asset management | 398.05K | 3.56% | $3.12M |
| Vanguard group | 297.83K | 2.67% | $2.33M |
| Rice hall james & associates | 269.43K | 2.40% | $2.16M |
| Perritt capital management | 63.65K | 0.57% | $520.66K |
| Dimensional fund advisors lp | 60.00K | 0.54% | $469.79K |
| Geode capital management | 59.42K | 0.53% | $465.44K |
| Blackrock funding, inc. /de | 56.73K | 0.51% | $464.07K |
| Rbf capital | 55.26K | 0.49% | $452.01K |
| Blackrock | 54.05K | 0.48% | $325.62K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Touchstone capital | 513.93K | 4.86% | $3.10M |
| Perritt capital management | 63.65K | 0.27% | $520.66K |
| Rice hall james & associates | 269.43K | 0.12% | $2.16M |
| Tocqueville asset management | 398.05K | 0.05% | $3.12M |
| Corsair capital management | 15.58K | 0.02% | $127.44K |
| Rbf capital | 55.26K | 0.02% | $452.01K |
| Essex investment management | 14.60K | 0.02% | $114.34K |
| Wealthquest | 14.60K | 0.01% | $119.45K |
| Buckingham capital management | 10.00K | 0.01% | $78.30K |
| Virtu financial | 11.00K | 0.00% | $66.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Corsair capital management | 15.58K | 0.02% | 15.58K |
| Essex investment management | 14.60K | 0.02% | 14.60K |
| Marshall wace, llp | 12.75K | 0.00% | 12.75K |
| Virtu financial | 11.00K | 0.00% | 11.00K |
| Ubs group | 6.19K | - | 6.19K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tocqueville asset management | 398.05K | 0.05% | -44.92K |
| Susquehanna group, llp | 24.68K | - | -38.00K |
| Rice hall james & associates | 269.43K | 0.12% | -30.61K |
| Touchstone capital | 513.93K | 4.86% | -29.14K |
| Advisor group | 201.00 | - | -25.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corsair capital management | 15.58K | 0.02% | 15.58K | $127.44K |
| Essex investment management | 14.60K | 0.02% | 14.60K | $114.34K |
| Marshall wace, llp | 12.75K | 0.00% | 12.75K | $104.26K |
| Virtu financial | 11.00K | 0.00% | 11.00K | $66.00K |
| Lazard asset management | 1.05K | - | 1.05K | $8.00K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -12.00 |
| Innealta capital | -18.00 |
| Wells fargo & company/mn | -47.00 |
| Southstate | -186.00 |
| Tower research capital llc (trc) | -641.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 37 | 12.12% | 1,437,304 | -8.41% | 12 | 6.54% | 21 | 110.00% | 4 | -66.67% |
| Mar 31, 2025 | 33 | 10.00% | 1,569,204 | -1.02% | 13 | 6.94% | 10 | -23.08% | 12 | 9.09% |
| Dec 31, 2024 | 30 | 3.45% | 1,585,429 | -23.17% | 14 | 4.16% | 13 | 18.18% | 11 | 57.14% |
| Sep 30, 2024 | 28 | - | 2,048,853 | -2.75% | 18 | 5.15% | 10 | - | 7 | - |
| Jun 30, 2024 | 28 | - | 2,106,753 | -2.86% | 18 | 4.96% | 10 | - | 7 | -36.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 222.69K | 1.99% | - |
| Vanguard Total Stock Mkt Idx Inv | 216.00K | 1.92% | -4.72K |
| Pinnacle Value | 65.39K | 0.58% | 16.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 51.97K | 0.46% | -23.68K |
| Perritt MicroCap Opportunities Investor | 45.00K | 0.40% | -10.00K |
| Federated Hermes MDT SCG Institutional | 43.31K | 0.39% | - |
| Federated Hermes MDT Small Cap Growth IS | 43.31K | 0.39% | - |
| Fidelity Extended Market Index | 31.46K | 0.28% | -259.00 |
| DFA US Core Equity 2 I | 22.45K | 0.20% | - |
| RBC Microcap Value I | 15.80K | 0.14% | 4.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 02, 2025 | Sondergaard Niels | - | Sell | $1.22M |
| Sep 23, 2025 | Sondergaard Niels | - | Sell | $57.03K |
| Sep 22, 2025 | Sondergaard Niels | - | Sell | $139.42K |
| Sep 19, 2025 | Sondergaard Niels | - | Sell | $266.43K |
| Jan 24, 2025 | Sondergaard Niels | - | Buy | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q1 | 1 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
CODA Ownership FAQ
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