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, Q3 2025
Institutional positions in Coda Octopus Group, Inc. as of Sep 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
- 36
- −1 vs. Q2 2025
- Shares held
- 1.47M
- +15.2K (+1.0%) vs. Q2 2025
- Total value
- $11.8M
- −$96.2K (−0.8%) vs. Q2 2025
- New holders
- 5
- 8 more added
- Sold out
- 6
- 13 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 304,058 | $2.44M | 0.00% | +6,231+2.1% | Added |
| Rice Hall James & Associates, LLC | 269,425 | $2.16M | 0.12% | −30,609−10.2% | Reduced |
| Advisor Group Holdings, Inc. | 98,301 | $796.2K | 0.00% | +18,867+23.8% | Added |
| Marshall Wace, LLP | 88,086 | $707.3K | 0.00% | +75,340+591.1% | Added |
| Tocqueville Asset Management L.P. | 67,064 | $538.2K | 0.01% | −45,000−40.2% | Reduced |
| Perritt Capital Management Inc | 62,250 | $499.6K | 0.24% | −1,400−2.2% | Reduced |
| Dimensional Fund Advisors LP | 61,561 | $494.0K | 0.00% | +1,562+2.6% | Added |
| Geode Capital Management, LLC | 58,577 | $470.2K | 0.00% | −8,757−13.0% | Reduced |
| Stifel Financial Corp | 58,000 | $465.5K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 57,116 | $458.4K | 0.00% | +384+0.7% | Added |
| RBF Capital, LLC | 53,499 | $429.3K | 0.02% | −1,759−3.2% | Reduced |
| Renaissance Technologies LLC | 43,714 | $350.8K | 0.00% | +43,714 | New |
| Federated Hermes, Inc. | 43,314 | $347.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 35,308 | $283.3K | 0.00% | −19,446−35.5% | Reduced |
| State Street Corp | 31,903 | $256.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 26,327 | $210.0K | 0.00% | +20,418+345.5% | Added |
| Northern Trust Corp | 19,585 | $157.2K | 0.00% | −17,527−47.2% | Reduced |
| Goldman Sachs Group Inc | 17,786 | $142.7K | 0.00% | +5,300+42.4% | Added |
| Wealthquest Corp | 14,603 | $117.2K | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 14,438 | $115.9K | 0.02% | −1,141−7.3% | Reduced |
| Essex Investment Management Co LLC | 14,434 | $115.8K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,000 | $80.3K | 0.00% | +10,000 | New |
| Commonwealth Equity Services, LLC | 10,000 | $80.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,747 | $38.1K | 0.00% | −343−6.7% | Reduced |
| Bank of America Corp | 3,122 | $25.1K | 0.00% | +3,066+5,475.0% | Added |
| Morgan Stanley | 2,176 | $17.5K | 0.00% | −27−1.2% | Reduced |
| GWM Advisors LLC | 790 | $6.34K | 0.00% | −266−25.2% | Reduced |
| Creative Financial Designs Inc | 727 | $5.83K | 0.00% | −647−47.1% | Reduced |
| Allworth Financial LP | 600 | $4.82K | 0.00% | +600 | New |
| Whittier Trust Co | 389 | $3.39K | 0.00% | +389 | New |
| Barclays PLC | 38 | $305 | 0.00% | +38 | New |
| SBI Securities Co., Ltd. | 10 | $80 | 0.00% | −203−95.3% | Reduced |
| Union Bancaire Privee, UBP SA | 6 | $38 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4 | $32 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −25,279−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −16,151−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −208−100.0% | Sold out |