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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4 | $32 | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 6 | $38 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $80 | 0.00% | −203−95.3% | Reduced |
| Barclays PLC | 38 | $305 | 0.00% | +38 | New |
| Whittier Trust Co | 389 | $3.39K | 0.00% | +389 | New |
| Allworth Financial LP | 600 | $4.82K | 0.00% | +600 | New |
| Creative Financial Designs Inc | 727 | $5.83K | 0.00% | −647−47.1% | Reduced |
| GWM Advisors LLC | 790 | $6.34K | 0.00% | −266−25.2% | Reduced |
| Morgan Stanley | 2,176 | $17.5K | 0.00% | −27−1.2% | Reduced |
| Bank of America Corp | 3,122 | $25.1K | 0.00% | +3,066+5,475.0% | Added |
| UBS Group AG | 4,747 | $38.1K | 0.00% | −343−6.7% | Reduced |
| Commonwealth Equity Services, LLC | 10,000 | $80.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,000 | $80.3K | 0.00% | +10,000 | New |
| Essex Investment Management Co LLC | 14,434 | $115.8K | 0.02% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 14,438 | $115.9K | 0.02% | −1,141−7.3% | Reduced |
| Wealthquest Corp | 14,603 | $117.2K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,786 | $142.7K | 0.00% | +5,300+42.4% | Added |
| Northern Trust Corp | 19,585 | $157.2K | 0.00% | −17,527−47.2% | Reduced |
| Acadian Asset Management LLC | 26,327 | $210.0K | 0.00% | +20,418+345.5% | Added |
| State Street Corp | 31,903 | $256.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 35,308 | $283.3K | 0.00% | −19,446−35.5% | Reduced |
| Federated Hermes, Inc. | 43,314 | $347.6K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 43,714 | $350.8K | 0.00% | +43,714 | New |
| RBF Capital, LLC | 53,499 | $429.3K | 0.02% | −1,759−3.2% | Reduced |
| BlackRock, Inc. | 57,116 | $458.4K | 0.00% | +384+0.7% | Added |
| Stifel Financial Corp | 58,000 | $465.5K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 58,577 | $470.2K | 0.00% | −8,757−13.0% | Reduced |
| Dimensional Fund Advisors LP | 61,561 | $494.0K | 0.00% | +1,562+2.6% | Added |
| Perritt Capital Management Inc | 62,250 | $499.6K | 0.24% | −1,400−2.2% | Reduced |
| Tocqueville Asset Management L.P. | 67,064 | $538.2K | 0.01% | −45,000−40.2% | Reduced |
| Marshall Wace, LLP | 88,086 | $707.3K | 0.00% | +75,340+591.1% | Added |
| Advisor Group Holdings, Inc. | 98,301 | $796.2K | 0.00% | +18,867+23.8% | Added |
| Rice Hall James & Associates, LLC | 269,425 | $2.16M | 0.12% | −30,609−10.2% | Reduced |
| Vanguard Group Inc | 304,058 | $2.44M | 0.00% | +6,231+2.1% | Added |
| 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 |