Optical Cable Corp (OCC) Institutional Ownership

Institutions by Trading Activity

6,265,481Shares Outstanding

272,715Shares held by institutions

$1,396,301Value of institutional holdings

14.17%Institutional ownership %

-0.14%Shares Changed QoQ

18No. of institutional investors

Recent 13F filings as of December 2025 show that 7 institutional investors hold a position in Optical Cable Corp (NASDAQ:OCC).

The percentage of Optical Cable owned by institutions changed from 20.6% in September 2025 to 7.4% in December 2025, marking a slight down trend.
Quarterly data indicates a -30.35% shift in institutional share volume, and the annual owner count reflects a decrease of 72.00%.
During the quarter, 5 institutions bought more Optical Cable shares, 1 sold shares, and 1 of the 7 total investors held their position steady.
Collectively, institutional investors decreased their stake in Optical Cable to 359.82K shares as of December 2025, a change that is down by 156.76K shares quarter on quarter and down 833.07K shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Optical Cable as of December 31, 2025, with a position of 251.08K shares, representing 5.16% of the company's outstanding stock.
Among the most significant buyers of Optical Cable during December 2025 were Round Rock Advisors LLC (31.27K), VANGUARD GROUP INC (15.06K), SHIKIAR ASSET MANAGEMENT INC (9.50K), UBS Group AG (525), SBI Securities Co., Ltd. (20).
Leading sellers of Optical Cable stock in December 2025 included Legacy Financial Advisors, Inc. (213.14K).
The top 7 institutional holders of Optical Cable for the quarter ending December 2025 included VANGUARD GROUP INC (251.08K), Legacy Financial Advisors, Inc. (43.39K), Round Rock Advisors LLC (31.27K), SHIKIAR ASSET MANAGEMENT INC (24.60K), UBS Group AG (8.83K), Geneos Wealth Management Inc. (528), SBI Securities Co., Ltd. (120).

272,715 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
GENDELL JEFFREY L	30 Sep, 2025	281,830	213,878	314.75%	$2,288,460.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	264,435	-49,680	-15.82%	$2,147,212.00
Legacy Financial Advisors, Inc.	30 Sep, 2025	256,534	-74,937	-22.61%	$2,083,056.00
VANGUARD GROUP INC	30 Sep, 2025	236,024	-10,703	-4.34%	$1,916,515.00
RENAISSANCE TECHNOLOGIES LLC	30 Sep, 2025	106,303	12,080	12.82%	$863,180.00
Informed Momentum Co LLC	30 Sep, 2025	88,030	88,030	0.00%	$714,804.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	67,608	819	1.23%	$549,050.00
TWO SIGMA INVESTMENTS, LP	30 Sep, 2025	60,031	60,031	0.00%	$487,452.00
MARSHALL WACE, LLP	30 Sep, 2025	51,282	51,282	0.00%	$416,411.00
BlackRock, Inc.	30 Sep, 2025	37,348	34,259	1,109.06%	$303,266.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	30 Sep, 2025	33,013	20,413	162.01%	$268,066.00
RBF Capital, LLC	30 Sep, 2025	32,495	0	0.00%	$263,859.00
STATE STREET CORP	30 Sep, 2025	26,773	-4,300	-13.84%	$217,397.00
MERCER GLOBAL ADVISORS INC /ADV	30 Sep, 2025	18,000	0	0.00%	$146,160.00
Clearstead Advisors, LLC	30 Sep, 2025	17,898	-105,779	-85.53%	$145,332.00
ESSEX INVESTMENT MANAGEMENT CO LLC	30 Sep, 2025	16,633	16,633	0.00%	$135,060.00
SHIKIAR ASSET MANAGEMENT INC	30 Sep, 2025	15,100	15,100	0.00%	$123.00
Hilltop Holdings Inc.	30 Sep, 2025	14,000	-1,267	-8.30%	$113,680.00
CITADEL ADVISORS LLC	30 Sep, 2025	12,537	12,537	0.00%	$101,800.00
NORTHERN TRUST CORP	30 Sep, 2025	10,996	10,996	0.00%	$89,288.00

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