Coda Octopus Group, Inc.
CODA- Exchange
- Nasdaq
- Industry
- Search, Detection, Navigation, Guidance, Aeronautical Sys
- SEC CIK
- 0001334325
No open-market purchases or sales by Coda Octopus Group, Inc. insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $27.9M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Coda Octopus Group, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 37
- +4 vs. Q1 2025
- Shares held
- 1.46M
- −112.5K (−7.2%) vs. Q1 2025
- Total value
- $11.9M
- +$2.12M (+21.7%) vs. Q1 2025
- New holders
- 8
- 14 more added
- Sold out
- 4
- 3 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CODA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 62 | $27.9M |
| Q1 2026 | 65 | $30.6M |
| Q4 2025 | 45 | $17.0M |
| Q3 2025 | 36 | $11.8M |
| Q2 2025 | 37 | $11.9M |
| Q1 2025 | 33 | $9.79M |
| Q4 2024 | 30 | $12.9M |
| Q3 2024 | 29 | $15.0M |
| Q2 2024 | 28 | $12.7M |
| Q1 2024 | 28 | $12.5M |
| Q4 2023 | 28 | $13.5M |
| Q3 2023 | 25 | $14.2M |
| Q2 2023 | 25 | $18.4M |
| Q1 2023 | 25 | $14.7M |
| Q4 2022 | 28 | $13.6M |
| Q3 2022 | 27 | $10.4M |
| Q2 2022 | 26 | $9.64M |
| Q1 2022 | 25 | $12.6M |
| Q4 2021 | 26 | $15.0M |
| Q3 2021 | 24 | $17.0M |
| Q2 2021 | 25 | $16.6M |
| Q1 2021 | 23 | $17.4M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eastern Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $8 | 0.00% | +1 | New |
| JPMorgan Chase & Co | 4 | $33 | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 6 | $39 | 0.00% | +4+200.0% | Added |
| Bank of America Corp | 56 | $458 | 0.00% | +7+14.3% | Added |
| BNP Paribas Arbitrage, SA | 208 | $1.70K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 213 | $1.74K | 0.00% | +183+610.0% | Added |
| Raymond James Financial Inc | 290 | $2.37K | 0.00% | +290 | New |
| Tower Research Capital LLC (TRC) | 579 | $4.74K | 0.00% | +49+9.2% | Added |
| Lazard Asset Management LLC | 1,054 | $8.00K | 0.00% | +1,054 | New |
| GWM Advisors LLC | 1,056 | $8.64K | 0.00% | +28+2.7% | Added |
| Creative Financial Designs Inc | 1,374 | $11.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 2,203 | $18.0K | 0.00% | +2,127+2,798.7% | Added |
| UBS Group AG | 5,090 | $41.6K | 0.00% | +20.0% | Added |
| Acadian Asset Management LLC | 5,909 | $48.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,000 | $82.0K | 0.00% | +10,000 | New |
| Goldman Sachs Group Inc | 12,486 | $102.1K | 0.00% | +12,486 | New |
| Marshall Wace, LLP | 12,746 | $104.3K | 0.00% | +12,746 | New |
| Essex Investment Management Co LLC | 14,434 | $118.1K | 0.02% | −169−1.2% | Reduced |
| Wealthquest Corp | 14,603 | $119.5K | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 15,579 | $127.4K | 0.02% | +15,579 | New |
| Royal Bank of Canada | 16,151 | $132.0K | 0.00% | +4,237+35.6% | Added |
| Jane Street Group, LLC | 25,279 | $206.8K | 0.00% | +25,279 | New |
| State Street Corp | 31,903 | $261.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 37,112 | $303.6K | 0.00% | +234+0.6% | Added |
| Federated Hermes, Inc. | 43,314 | $354.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 54,754 | $447.9K | 0.00% | +29,785+119.3% | Added |
| RBF Capital, LLC | 55,258 | $452.0K | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 56,732 | $464.1K | 0.00% | +3,013+5.6% | Added |
| Stifel Financial Corp | 58,000 | $474.4K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 59,999 | $490.8K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 63,650 | $520.7K | 0.27% | −10,500−14.2% | Reduced |
| Geode Capital Management, LLC | 67,334 | $550.9K | 0.00% | +1,023+1.5% | Added |
| Advisor Group Holdings, Inc. | 79,434 | $649.8K | 0.00% | +12,433+18.6% | Added |
| Tocqueville Asset Management L.P. | 112,064 | $916.7K | 0.01% | −210,900−65.3% | Reduced |
| Vanguard Group Inc | 297,827 | $2.44M | 0.00% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 300,034 | $2.45M | 0.13% | +15,833+5.6% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,979−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,114−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |