Ocean Power Technologies, Inc.
OPTT- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0001378140
No open-market purchases or sales by Ocean Power Technologies, Inc. insiders were filed in the last 90 days; 81 institutions reported holding it in 13F filings for Q2 2026, worth $8.65M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Ocean Power Technologies, Inc. as of Dec 31, 2023. 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
- +4 vs. Q3 2023
- Shares held
- 4.09M
- +213.1K (+5.5%) vs. Q3 2023
- Total value
- $1.29M
- −$220.0K (−14.5%) vs. Q3 2023
- New holders
- 8
- 10 more added
- Sold out
- 4
- 4 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OPTT 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 | 81 | $8.65M |
| Q1 2026 | 69 | $8.87M |
| Q4 2025 | 56 | $5.44M |
| Q3 2025 | 59 | $9.39M |
| Q2 2025 | 47 | $7.43M |
| Q1 2025 | 46 | $6.46M |
| Q4 2024 | 51 | $8.97M |
| Q3 2024 | 36 | $670.8K |
| Q2 2024 | 30 | $763.0K |
| Q1 2024 | 28 | $940.6K |
| Q4 2023 | 36 | $1.29M |
| Q3 2023 | 33 | $1.51M |
| Q2 2023 | 34 | $2.34M |
| Q1 2023 | 36 | $2.15M |
| Q4 2022 | 38 | $1.94M |
| Q3 2022 | 37 | $3.57M |
| Q2 2022 | 42 | $2.89M |
| Q1 2022 | 39 | $10.7M |
| Q4 2021 | 44 | $11.7M |
| Q3 2021 | 44 | $9.93M |
| Q2 2021 | 40 | $10.8M |
| Q1 2021 | 45 | $12.2M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Ocean Power Technologies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 252 | $0 | 0.00% | −202−44.5% | Reduced |
| Qube Research & Technologies Ltd | 50 | $16 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 75 | $24 | 0.00% | +74+7,400.0% | Added |
| JPMorgan Chase & Co | 107 | $34 | 0.00% | +40+59.7% | Added |
| FMR LLC | 212 | $67 | 0.00% | +200+1,666.7% | Added |
| Coppell Advisory Solutions LLC | 413 | $131 | 0.00% | +413 | New |
| Wells Fargo & Company | 452 | $143 | 0.00% | +23+5.4% | Added |
| Cape Investment Advisory, Inc. | 500 | $158 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,075 | $340 | 0.00% | +250+30.3% | Added |
| Global Retirement Partners, LLC | 1,500 | $435 | 0.00% | +1,500 | New |
| Farther Finance Advisors, LLC | 1,872 | $592 | 0.00% | +1,872 | New |
| UBS Group AG | 2,505 | $792 | 0.00% | +2,501+62,525.0% | Added |
| Federation des caisses Desjardins du Quebec | 5,900 | $1.86K | 0.00% | +5,900 | New |
| Group One Trading, L.P. | 6,077 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 10,000 | $3.16K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 12,820 | $4.05K | 0.01% | +12,820 | New |
| Koshinski Asset Management, Inc. | 13,100 | $4.14K | 0.00% | +13,100 | New |
| TownSquare Capital, LLC | 16,000 | $5.06K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 21,414 | $6.77K | 0.00% | +16,609+345.7% | Added |
| Millennium Management LLC | 21,853 | $6.91K | 0.00% | +570+2.7% | Added |
| Commonwealth Equity Services, LLC | 24,350 | $8.00K | 0.00% | −264−1.1% | Reduced |
| Bank of New York Mellon Corp | 25,818 | $8.16K | 0.00% | 00.0% | Unchanged |
| Sabby Management, LLC | 26,597 | $8.40K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 48,625 | $15.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 48,870 | $15.4K | 0.00% | +48,870 | New |
| Morgan Stanley | 50,347 | $15.9K | 0.00% | −5,260−9.5% | Reduced |
| Citadel Advisors LLC | 94,547 | $29.9K | 0.00% | +56,397+147.8% | Added |
| Susquehanna International Group, LLP | 110,370 | $34.9K | 0.00% | +110,370 | New |
| Bridgeway Capital Management, LLC | 130,000 | $41.1K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 146,512 | $46.3K | 0.00% | +41,096+39.0% | Added |
| State Street Corp | 196,184 | $62.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 196,839 | $62.2K | 0.00% | −43,510−18.1% | Reduced |
| Geode Capital Management, LLC | 478,324 | $151.2K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 580,571 | $183.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,814,341 | $573.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,808−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −17,484−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −10,187−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |