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 2025
Institutional positions in Ocean Power Technologies, Inc. as of Dec 31, 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
- 56
- 0 vs. Q3 2025
- Shares held
- 18.2M
- −373.1K (−2.0%) vs. Q3 2025
- Total value
- $5.44M
- −$3.89M (−41.7%) vs. Q3 2025
- New holders
- 13
- 13 more added
- Sold out
- 13
- 10 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Ocean Power Technologies, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 51 | $0 | 0.00% | −200−79.7% | Reduced |
| CWM, LLC | 575 | $0 | 0.00% | +575 | New |
| FMR LLC | 3 | $1 | 0.00% | −1,292−99.8% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 2 | $1 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 43 | $13 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 45 | $14 | 0.00% | +45 | New |
| Jones Financial Companies LLLP | 100 | $30 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 200 | $60 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $60 | 0.00% | +200 | New |
| CoreCap Advisors, LLC | 250 | $75 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $150 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 586 | $176 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 603 | $181 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,566 | $470 | 0.00% | +1,566 | New |
| Bank of America Corp | 2,462 | $739 | 0.00% | −3,835−60.9% | Reduced |
| Larson Financial Group LLC | 4,612 | $1.38K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,900 | $1.77K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,000 | $2.40K | 0.00% | −27,523−77.5% | Reduced |
| IFP Advisors, Inc | 10,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Promethium Advisors,llc | 10,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,820 | $3.25K | 0.00% | +5,418+100.3% | Added |
| Bank of New York Mellon Corp | 11,217 | $3.37K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,866 | $3.56K | 0.00% | −5,806−32.9% | Reduced |
| Kelsey Financial, LLC | 12,000 | $3.60K | 0.00% | +12,000 | New |
| Mariner, LLC | 13,053 | $3.92K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 14,285 | $4.29K | 0.00% | +14,285 | New |
| SBI Securities Co., Ltd. | 16,795 | $5.04K | 0.00% | −4,497−21.1% | Reduced |
| Sovereign Financial Group, Inc. | 17,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 17,444 | $5.23K | 0.00% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 18,358 | $5.51K | 0.00% | +4,387+31.4% | Added |
| Captrust Financial Advisors | 18,964 | $5.69K | 0.00% | +18,964 | New |
| Western Wealth Management, LLC | 20,000 | $6.00K | 0.00% | +3,004+17.7% | Added |
| OpenArc Corporate Advisory, LLC | 20,000 | $6.00K | 0.00% | +20,000 | New |
| Baader Bank INC | 34,185 | $6.29K | 0.00% | +34,185 | New |
| Sargent Investment Group, LLC | 44,800 | $13.4K | 0.00% | +800+1.8% | Added |
| Legato Capital Management LLC | 48,257 | $14.5K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 50,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 50,500 | $15.2K | 0.00% | +50,500 | New |
| Two Sigma Securities, LLC | 53,217 | $16.0K | 0.00% | +42,158+381.2% | Added |
| Advisory Services Network, LLC | 65,000 | $19.5K | 0.00% | +65,000 | New |
| Advisor Group Holdings, Inc. | 70,150 | $21.0K | 0.00% | +39,475+128.7% | Added |
| J.W. Cole Advisors, Inc. | 73,190 | $21.9K | 0.00% | −2,000−2.7% | Reduced |
| Essex Investment Management Co LLC | 174,614 | $52.4K | 0.01% | −30,489−14.9% | Reduced |
| Simplex Trading, LLC | 181,016 | $54.3K | 0.00% | +6,100+3.5% | Added |
| Virtu Financial LLC | 245,368 | $74.0K | 0.00% | +99,544+68.3% | Added |
| Hamilton Capital Partners, LLC | 301,878 | $90.6K | 0.03% | +301,878 | New |
| Northern Trust Corp | 349,358 | $104.8K | 0.00% | +72,495+26.2% | Added |
| Group One Trading, L.P. | 369,365 | $110.8K | 0.00% | +247,285+202.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 462,200 | $139.0K | 0.00% | +260,000+128.6% | Added |
| Susquehanna International Group, LLP | 518,438 | $155.5K | 0.00% | −237,371−31.4% | Reduced |
| Jane Street Group, LLC | 706,284 | $211.9K | 0.00% | −588,763−45.5% | Reduced |
| State Street Corp | 786,384 | $235.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,700,538 | $510.2K | 0.00% | +1,557,100+1,085.6% | Added |
| Geode Capital Management, LLC | 1,868,138 | $560.6K | 0.00% | +15,859+0.9% | Added |
| BlackRock, Inc. | 2,818,104 | $845.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 6,935,047 | $2.08M | 0.00% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −1,178,217−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −485,617−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −256,680−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −235,854−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −118,531−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,185−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −18,699−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −14,951−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Evelyn Partners Asset Management Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |