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, Q2 2026
Institutional positions in Ocean Power Technologies, Inc. as of Jun 30, 2026. 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
- 81
- +14 vs. Q1 2026
- Shares held
- 33.1M
- +7.75M (+30.6%) vs. Q1 2026
- Total value
- $8.65M
- −$226.4K (−2.6%) vs. Q1 2026
- New holders
- 22
- 17 more added
- Sold out
- 8
- 14 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ocean Power Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3 | $1 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 2 | $1 | 0.00% | +2 | New |
| Key Capital Management, INC | 8 | $2 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $5 | 0.00% | +20 | New |
| TD Waterhouse Canada Inc. | 43 | $11 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $25 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 250 | $66 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 270 | $71 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $79 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 312 | $82 | 0.00% | +312 | New |
| Cape Investment Advisory, Inc. | 500 | $131 | 0.00% | +500 | New |
| Allworth Financial LP | 586 | $154 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,000 | $786 | 0.00% | +3,000 | New |
| Larson Financial Group LLC | 4,612 | $1.21K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,900 | $1.55K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,100 | $1.60K | 0.00% | −14,900−71.0% | Reduced |
| Barclays PLC | 9,874 | $2.59K | 0.00% | +9,874 | New |
| MN Wealth Advisors, LLC | 10,000 | $2.62K | 0.00% | −17,000−63.0% | Reduced |
| IFP Advisors, Inc | 10,000 | $2.62K | 0.00% | 00.0% | Unchanged |
| Promethium Advisors,llc | 10,000 | $2.62K | 0.00% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 10,000 | $2.62K | 0.00% | +10,000 | New |
| Great Valley Advisor Group, Inc. | 10,100 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 11,218 | $2.94K | 0.00% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 11,846 | $3.10K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,431 | $3.19K | 0.00% | +14,431 | New |
| Hilltop Partners LLC | 13,000 | $3.41K | 0.00% | +13,000 | New |
| Steward Partners Investment Advisory, LLC | 14,463 | $3.79K | 0.00% | +13,860+2,298.5% | Added |
| Virtu Financial LLC | 14,785 | $4.00K | 0.00% | +14,785 | New |
| Sovereign Financial Group, Inc. | 17,000 | $4.45K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 17,444 | $4.57K | 0.00% | −1,190−6.4% | Reduced |
| Tower Research Capital LLC (TRC) | 17,441 | $4.57K | 0.00% | +16,286+1,410.0% | Added |
| JPMorgan Chase & Co | 17,245 | $4.57K | 0.00% | +17,245 | New |
| Wells Fargo & Company | 18,216 | $4.77K | 0.00% | +16,936+1,323.1% | Added |
| LPL Financial LLC | 18,399 | $4.82K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,964 | $4.97K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20,000 | $5.24K | 0.00% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 20,000 | $5.24K | 0.00% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 20,431 | $5.35K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 21,000 | $5.50K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 21,000 | $5.50K | 0.00% | +21,000 | New |
| Two Sigma Securities, LLC | 24,847 | $6.51K | 0.00% | −2,290−8.4% | Reduced |
| GTS Securities LLC | 25,000 | $6.55K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 18,000 | $7.20K | 0.00% | +18,000 | New |
| Rockefeller Capital Management L.P. | 30,000 | $7.86K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 30,057 | $7.88K | 0.00% | +30,057 | New |
| Vanguard Global Advisers, LLC | 36,567 | $9.58K | 0.00% | 00.0% | Unchanged |
| Kelsey Financial, LLC | 37,000 | $9.69K | 0.01% | +10,000+37.0% | Added |
| XTX Topco Ltd | 39,747 | $10.4K | 0.00% | +39,747 | New |
| J.W. Cole Advisors, Inc. | 43,735 | $11.5K | 0.00% | +43,735 | New |
| Legato Capital Management LLC | 48,257 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 50,000 | $13.1K | 0.00% | +50,000 | New |
| SBI Securities Co., Ltd. | 54,199 | $14.2K | 0.00% | +29,048+115.5% | Added |
| Morton Brown Family Wealth, LLC | 58,285 | $15.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 60,531 | $15.9K | 0.00% | +17,878+41.9% | Added |
| PEAK6 LLC | 63,381 | $16.6K | 0.00% | −256,619−80.2% | Reduced |
| Diversify Wealth Management, LLC | 119,995 | $17.3K | 0.00% | +60,420+101.4% | Added |
| Diversify Advisory Services, LLC | 119,995 | $17.3K | 0.00% | +119,995 | New |
| Advisory Services Network, LLC | 68,000 | $17.8K | 0.00% | +3,000+4.6% | Added |
| Advisor Group Holdings, Inc. | 70,203 | $18.4K | 0.00% | −19,947−22.1% | Reduced |
| Colony Group, LLC | 81,550 | $21.4K | 0.00% | +81,550 | New |
| Group One Trading, L.P. | 99,787 | $26.1K | 0.00% | −40,844−29.0% | Reduced |
| IMC-Chicago, LLC | 103,241 | $27.0K | 0.00% | +68,900+200.6% | Added |
| Simplex Trading, LLC | 129,786 | $34.0K | 0.00% | −22,529−14.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 130,500 | $34.2K | 0.00% | +30,000+29.9% | Added |
| Resources Investment Advisors, LLC. | 159,532 | $41.8K | 0.00% | −22,737−12.5% | Reduced |
| D'Orazio & Associates, Inc. | 197,503 | $51.7K | 0.01% | −207,174−51.2% | Reduced |
| Essex Investment Management Co LLC | 204,864 | $53.7K | 0.01% | −329−0.2% | Reduced |
| Susquehanna International Group, LLP | 256,667 | $67.2K | 0.00% | −104,748−29.0% | Reduced |
| HighTower Advisors, LLC | 350,100 | $91.7K | 0.00% | +350,100 | New |
| Hamilton Capital Partners, LLC | 500,195 | $131.1K | 0.04% | +500,195 | New |
| Royal Bank of Canada | 518,050 | $136.0K | 0.00% | −187,500−26.6% | Reduced |
| Northern Trust Corp | 519,151 | $136.0K | 0.00% | +169,793+48.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 697,003 | $183.0K | 0.00% | +400,003+134.7% | Added |
| State Street Corp | 982,684 | $257.5K | 0.00% | +172,400+21.3% | Added |
| Spinnaker Investment Group, LLC | 1,041,240 | $272.8K | 0.04% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 1,387,399 | $363.5K | 0.00% | +353,192+34.2% | Added |
| Geode Capital Management, LLC | 2,198,484 | $576.2K | 0.00% | +43,075+2.0% | Added |
| Polar Asset Management Partners Inc. | 3,043,227 | $797.3K | 0.01% | +3,043,227 | New |
| BlackRock, Inc. | 3,329,108 | $872.2K | 0.00% | −10.0% | Reduced |
| UBS Group AG | 6,869,388 | $1.80M | 0.00% | +2,887,946+72.5% | Added |
| Vanguard Capital Management LLC | 8,919,165 | $2.34M | 0.00% | +340,643+4.0% | Added |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −157,557−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,815−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management Services Ltd | – | – | – | – | Not filed |