Coda Octopus Group, Inc. (CODA) Institutional Ownership

Institutions by Trading Activity

11,436,447Shares Outstanding

6Shares held by institutions

$61Value of institutional holdings

0.00%Institutional ownership %

0.00%Shares Changed QoQ

1No. of institutional investors

Recent 13F filings as of December 2025 show that 1 institutional investors hold a position in Coda Octopus Group, Inc. (NASDAQ:CODA).

Coda Octopus Group saw its institutional ownership percentage fell to 0.0% in December 2025 from 12.9% in September 2025.
Institutional share ownership changed by 0.00% QoQ, while the number of institutional owners saw a decrease of 96.77% YoY.
Of these 1 institutional investors, 0 increased their holdings in Coda Octopus Group, while 0 of them reduced positions, and 1 investors maintained their exposure.
The aggregate institutional position in Coda Octopus Group now stands at 6 shares as of December 2025, after investors maintained their holdings (with no net change quarter on quarter which is down 1.65Mn shares year over year).
The top institutional stake in Coda Octopus Group as of December 31, 2025 belongs to Union Bancaire Privee, UBP SA, which owns 6 shares, or 0.00% of the company.
The top 1 institutional holders of Coda Octopus Group for the quarter ending December 2025 included Union Bancaire Privee, UBP SA (6).

6 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	30 Sep, 2025	304,058	6,231	2.09%	$2,440,065.00
RICE HALL JAMES & ASSOCIATES, LLC	30 Sep, 2025	269,425	-30,609	-10.20%	$2,162,136.00
OSAIC HOLDINGS, INC.	30 Sep, 2025	98,301	18,867	23.75%	$796,223.00
MARSHALL WACE, LLP	30 Sep, 2025	88,086	75,340	591.09%	$707,331.00
TOCQUEVILLE ASSET MANAGEMENT L.P.	30 Sep, 2025	67,064	-45,000	-40.16%	$538,189.00
PERRITT CAPITAL MANAGEMENT INC	30 Sep, 2025	62,250	-1,400	-2.20%	$499,556.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	61,561	1,562	2.60%	$494,027.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	58,577	-8,757	-13.01%	$470,218.00
STIFEL FINANCIAL CORP	30 Sep, 2025	58,000	0	0.00%	$465,451.00
BlackRock, Inc.	30 Sep, 2025	57,116	384	0.68%	$458,356.00
RBF Capital, LLC	30 Sep, 2025	53,499	-1,759	-3.18%	$429,329.00
RENAISSANCE TECHNOLOGIES LLC	30 Sep, 2025	43,714	43,714	0.00%	$350,805.00
FEDERATED HERMES, INC.	30 Sep, 2025	43,314	0	0.00%	$347,595.00
CITADEL ADVISORS LLC	30 Sep, 2025	35,308	35,308	0.00%	$283,346.00
STATE STREET CORP	30 Sep, 2025	31,903	0	0.00%	$256,022.00
ACADIAN ASSET MANAGEMENT LLC	30 Sep, 2025	26,327	20,418	345.54%	$210.00
NORTHERN TRUST CORP	30 Sep, 2025	19,585	-17,527	-47.23%	$157,170.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	17,786	5,300	42.45%	$142,733.00
Wealthquest Corp	30 Sep, 2025	14,603	0	0.00%	$117,189.00
CORSAIR CAPITAL MANAGEMENT, L.P.	30 Sep, 2025	14,438	-1,141	-7.32%	$115,865.00

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