Coda Octopus Group Ownership | Who Owns Coda Octopus Group?

Overview RevenueFinancials Chart Transcripts

Coda Octopus Group Ownership Summary

Coda Octopus Group is owned by 18.34% institutional investors, 51.02% insiders, and 30.65% retail investors. Touchstone capital is the largest institutional shareholder, holding 4.60% of CODA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.99% of its assets in Coda Octopus Group shares.

CODA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Coda Octopus Group	18.34%	51.02%	30.65%
Sector	Industrials Stocks	60.70%	10.27%	29.03%
Industry	Defense Stocks	53.61%	10.56%	35.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Touchstone capital	513.93K	4.60%	$3.10M
Tocqueville asset management	493.80K	4.42%	$2.98M
Vanguard group	299.80K	2.68%	$1.81M
Rice hall james & associates	244.49K	2.19%	$1.47M
Perritt capital management	81.90K	0.73%	$493.45K
Susquehanna group, llp	62.41K	0.56%	$376.04K
Rbf capital	60.00K	0.54%	$361.50K
Dimensional fund advisors lp	57.81K	0.52%	$348.33K
Geode capital management	57.43K	0.51%	$346.13K
Blackrock	54.05K	0.48%	$325.62K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Touchstone capital	513.93K	4.86%	$3.10M
Perritt capital management	81.90K	0.27%	$493.45K
Rice hall james & associates	244.49K	0.09%	$1.47M
Tocqueville asset management	493.80K	0.05%	$2.98M
Rbf capital	60.00K	0.02%	$361.50K
Buckingham capital management	10.00K	0.01%	$60.25K
Virtu financial	11.00K	0.00%	$66.00K
Creative financial designs inc /adv	4.38K	0.00%	$26.38K
Federated hermes	49.22K	0.00%	$296.56K
Tower research capital llc (trc)	1.77K	0.00%	$10.68K

Top Buyers

Holder	Shares	% Assets	Change
Susquehanna group, llp	62.41K	0.00%	16.99K
Virtu financial	11.00K	0.00%	11.00K
Rice hall james & associates	244.49K	0.09%	8.95K
Ubs group	5.62K	-	5.61K
Advisor group	14.70K	0.00%	4.00K

Top Sellers

Holder	Shares	% Assets	Change
Tocqueville asset management	493.80K	0.05%	-70.10K
Touchstone capital	513.93K	4.86%	-29.14K
Dimensional fund advisors lp	57.81K	0.00%	-7.29K
Byrne asset management	-	-	-4.30K
Citadel advisors	22.23K	-	-920.00

New Positions

Holder	Shares	% Assets	Change	Value
Virtu financial	11.00K	0.00%	11.00K	$66.00K

Sold Out

Holder	Change
Innealta capital	-18.00
Wells fargo & company/mn	-47.00
Byrne asset management	-4.30K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	28	-	2,048,853	-2.75%	18	5.15%	10	-	7	-
Jun 30, 2024	28	-	2,106,753	-2.86%	18	4.96%	10	-	7	-36.36%
Mar 31, 2024	28	3.70%	2,168,833	-2.65%	19	4.86%	10	-16.67%	11	83.33%
Dec 31, 2023	27	12.50%	2,227,869	-1.69%	20	4.80%	12	33.33%	6	-
Sep 30, 2023	24	-	2,266,179	1.72%	20	4.99%	9	-25.00%	6	20.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	222.69K	1.99%	-
Vanguard Institutional Extnd Mkt Idx Tr	75.66K	0.68%	-
Perritt MicroCap Opportunities Investor	60.00K	0.54%	-
Federated Hermes MDT SCG Institutional	49.22K	0.44%	-
Federated Hermes MDT Small Cap Growth IS	49.22K	0.44%	-
Pinnacle Value	45.12K	0.40%	-
Fidelity Extended Market Index	32.34K	0.29%	-1.53K
DFA US Core Equity 2 I	22.45K	0.20%	-
RBC Microcap Value I	11.80K	0.11%	-
iShares Micro-Cap ETF	10.66K	0.10%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 06, 2023	Sondergaard Niels	-	Buy	$98.78K
Oct 06, 2023	Gayle Annmarie	Chairman, CEO	Buy	$98.78K
Sep 27, 2023	RUNNELS G TYLER		Sell	$874.31K
Sep 28, 2023	RUNNELS G TYLER		Sell	$633.19K
Sep 28, 2023	Gayle Annmarie	Chairman, CEO	Buy	$99.98K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	-
2023 Q4	2	-
2023 Q3	5	2
2023 Q2	-	2

CODA Ownership FAQ

Who Owns Coda Octopus Group?

Coda Octopus Group shareholders are primarily institutional investors at 18.34%, followed by 51.02% insiders and 30.64% retail investors. The average institutional ownership in Coda Octopus Group's industry, Defense Stocks, is 53.61%, which Coda Octopus Group falls below.

Who owns the most shares of Coda Octopus Group?

Coda Octopus Group’s largest shareholders are Touchstone capital (513.93K shares, 4.60%), Tocqueville asset management (493.8K shares, 4.42%), and Vanguard group (299.8K shares, 2.68%). Together, they hold 11.71% of Coda Octopus Group’s total shares outstanding.

Does Blackrock own Coda Octopus Group?

Yes, BlackRock owns 0.48% of Coda Octopus Group, totaling 54.04K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 325.62K$. In the last quarter, BlackRock decreased its holdings by -452 shares, a -0.83% change.

Who is Coda Octopus Group’s biggest shareholder by percentage of total assets invested?

Touchstone capital is Coda Octopus Group’s biggest shareholder by percentage of total assets invested, with 4.86% of its assets in 513.93K Coda Octopus Group shares, valued at 3.1M$.

Who is the top mutual fund holder of Coda Octopus Group shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Coda Octopus Group shares, with 1.99% of its total shares outstanding invested in 222.69K Coda Octopus Group shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools