Coda Octopus Group Ownership | Who Owns Coda Octopus Group?

Overview RevenueFinancials Chart Transcripts

Coda Octopus Group Ownership Summary

Coda Octopus Group is owned by 14.20% institutional investors, 50.61% insiders, and 35.19% retail investors. Touchstone capital is the largest institutional shareholder, holding 4.60% of CODA shares. Vanguard US Total Market Shares ETF 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	14.20%	50.61%	35.19%
Sector	Industrials Stocks	50.72%	11.74%	37.54%
Industry	Defense Stocks	43.44%	10.98%	45.58%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Touchstone capital	513.93K	4.60%	$3.10M
Tocqueville asset management	398.05K	3.56%	$3.12M
Rice hall james & associates	298.26K	2.67%	$2.34M
Vanguard group	297.83K	2.67%	$2.33M
Perritt capital management	81.15K	0.73%	$635.40K
Dimensional fund advisors lp	60.00K	0.54%	$469.79K
Geode capital management	59.42K	0.53%	$465.44K
Rbf capital	56.09K	0.50%	$439.18K
Blackrock funding, inc. /de	54.43K	0.49%	$426.22K
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	81.15K	0.33%	$635.40K
Rice hall james & associates	298.26K	0.13%	$2.34M
Tocqueville asset management	398.05K	0.05%	$3.12M
Rbf capital	56.09K	0.02%	$439.18K
Essex investment management	14.60K	0.02%	$114.34K
Wealthquest	14.60K	0.01%	$114.34K
Buckingham capital management	10.00K	0.01%	$78.30K
Virtu financial	11.00K	0.00%	$66.00K
Creative financial designs inc /adv	1.37K	0.00%	$10.76K

Top Buyers

Holder	Shares	% Assets	Change
Essex investment management	14.60K	0.02%	14.60K
Renaissance	23.75K	0.00%	13.74K
Virtu financial	11.00K	0.00%	11.00K
Ubs group	6.19K	-	6.19K
Acadian asset management	5.91K	0.00%	5.91K

Top Sellers

Holder	Shares	% Assets	Change
Tocqueville asset management	398.05K	0.05%	-44.92K
Susquehanna group, llp	24.68K	-	-38.00K
Touchstone capital	513.93K	4.86%	-29.14K
Advisor group	201.00	-	-25.00K
Commonwealth equity services	-	-	-13.10K

New Positions

Holder	Shares	% Assets	Change	Value
Essex investment management	14.60K	0.02%	14.60K	$114.34K
Virtu financial	11.00K	0.00%	11.00K	$66.00K
Acadian asset management	5.91K	0.00%	5.91K	$46.00K

Sold Out

Holder	Change
St germain d j	-1.00
Innealta capital	-18.00
Wells fargo & company/mn	-47.00
Tower research capital llc (trc)	-641.00
Byrne asset management	-4.30K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	30	3.45%	1,585,429	-23.17%	14	4.16%	13	18.18%	11	57.14%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	222.69K	1.99%	-
Vanguard Total Stock Mkt Idx Inv	220.72K	1.97%	-
Vanguard Institutional Extnd Mkt Idx Tr	75.66K	0.67%	-
Perritt MicroCap Opportunities Investor	60.00K	0.53%	-
Federated Hermes MDT Small Cap Growth IS	43.31K	0.39%	-5.91K
Federated Hermes MDT SCG Institutional	43.31K	0.39%	-5.91K
Pinnacle Value	42.44K	0.38%	-4.60K
Fidelity Extended Market Index	30.51K	0.27%	-194.00
DFA US Core Equity 2 I	22.45K	0.20%	-
RBC Microcap Value I	11.80K	0.11%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 24, 2025	Sondergaard Niels	-	Buy	-
Oct 06, 2023	Sondergaard Niels	-	Buy	$98.78K
Oct 06, 2023	Gayle Annmarie	Chairman, CEO	Buy	$98.78K
Sep 28, 2023	RUNNELS G TYLER		Sell	$633.19K
Sep 27, 2023	RUNNELS G TYLER		Sell	$874.31K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	1	-
2024 Q3	-	-
2024 Q2	-	-
2023 Q4	2	-
2023 Q3	5	2

CODA Ownership FAQ

Who Owns Coda Octopus Group?

Coda Octopus Group shareholders are primarily institutional investors at 14.20%, followed by 50.61% insiders and 35.19% retail investors. The average institutional ownership in Coda Octopus Group's industry, Defense Stocks, is 43.44%, 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 (398.05K shares, 3.56%), and Rice hall james & associates (298.26K shares, 2.67%). Together, they hold 10.83% 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 US Total Market Shares ETF 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