Coda Octopus Group Ownership | Who Owns Coda Octopus Group?
Coda Octopus Group Ownership Summary
Coda Octopus Group is owned by 13.99% institutional investors, 50.58% insiders, and 35.43% 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 | 13.99% | 50.58% | 35.43% |
| Sector | Industrials Stocks | 39.05% | 12.85% | 48.10% |
| Industry | Defense Stocks | 40.81% | 10.76% | 48.43% |
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 |
| Rice hall james & associates | 298.26K | 2.67% | $2.34M |
| Vanguard group | 297.83K | 2.67% | $2.33M |
| Perritt capital management | 81.15K | 0.73% | $635.40K |
| Dimensional fund advisors lp | 60.00K | 0.54% | $469.79K |
| Geode capital management | 59.42K | 0.53% | $465.44K |
| Rbf capital | 56.09K | 0.50% | $439.18K |
| Blackrock funding, inc. /de | 54.43K | 0.49% | $426.22K |
| 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 | 81.15K | 0.33% | $635.40K |
| Rice hall james & associates | 298.26K | 0.13% | $2.34M |
| Tocqueville asset management | 398.05K | 0.05% | $3.12M |
| Rbf capital | 56.09K | 0.02% | $439.18K |
| Essex investment management | 14.60K | 0.02% | $114.34K |
| Buckingham capital management | 10.00K | 0.01% | $78.30K |
| Virtu financial | 11.00K | 0.00% | $66.00K |
| Creative financial designs inc /adv | 1.37K | 0.00% | $10.76K |
| Federated hermes | 43.31K | 0.00% | $339.15K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Essex investment management | 14.60K | 0.02% | 14.60K |
| Renaissance | 23.75K | 0.00% | 13.74K |
| Virtu financial | 11.00K | 0.00% | 11.00K |
| Ubs group | 6.19K | - | 6.19K |
| Acadian asset management | 5.91K | 0.00% | 5.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tocqueville asset management | 398.05K | 0.05% | -44.92K |
| Susquehanna group, llp | 24.68K | - | -38.00K |
| Touchstone capital | 513.93K | 4.86% | -29.14K |
| Advisor group | 201.00 | - | -25.00K |
| Wealthquest | - | - | -14.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Essex investment management | 14.60K | 0.02% | 14.60K | $114.34K |
| Virtu financial | 11.00K | 0.00% | 11.00K | $66.00K |
| Acadian asset management | 5.91K | 0.00% | 5.91K | $46.00K |
Sold Out
| Holder | Change |
|---|---|
| St germain d j | -1.00 |
| Innealta capital | -18.00 |
| Wells fargo & company/mn | -47.00 |
| Tower research capital llc (trc) | -641.00 |
| Byrne asset management | -4.30K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 28 | 3.70% | 2,168,833 | -2.65% | 19 | 4.86% | 10 | -16.67% | 11 | 83.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 222.69K | 1.99% | - |
| Vanguard Total Stock Mkt Idx Inv | 220.72K | 1.97% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 75.66K | 0.67% | - |
| Pinnacle Value | 49.39K | 0.44% | 6.96K |
| 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 | 31.72K | 0.28% | -83.00 |
| 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 |
|---|---|---|---|---|
| Jan 24, 2025 | Sondergaard Niels | - | Buy | - |
| Oct 06, 2023 | Sondergaard Niels | - | Buy | $98.78K |
| Oct 06, 2023 | Gayle Annmarie | Chairman, CEO | Buy | $98.78K |
| Sep 28, 2023 | RUNNELS G TYLER | Sell | $633.19K | |
| Sep 27, 2023 | RUNNELS G TYLER | Sell | $874.31K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2023 Q4 | 2 | - |
| 2023 Q3 | 5 | 2 |
CODA Ownership FAQ
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