Octave Specialty OSG Institutional Ownership

Octave Specialty Group Inc (NYSE:OSG) is held by 148 institutional investors per 13F filings through June 2026.

• These investors collectively held 67.1% of Octave Specialty's outstanding shares in June 2026, down from 71.8% in March 2026.
• They decreased total shares held in Octave Specialty by -2.68% from last quarter, and the number of investors in OSG increased 2.07% annually.
• During the quarter, 87 of these 148 funds increased positions in OSG, 41 reduced exposure, and 20 held steady.
• Combined, these investors held 30.44Mn shares in OSG for June 2026, down by 838.1K shares quarter on quarter, and down 6.46Mn shares year over year.
• BlackRock, Inc. holds the largest position in OSG at 4.57Mn shares as of June 30, 2026, or 10.07% of shares outstanding.
• Leading buyers of Octave Specialty shares for the quarter ending June 2026 were BlackRock, Inc. (654.72K), ZACKS INVESTMENT MANAGEMENT (590.37K), Sixth Street Partners Management Company, L.P. (377.87K), Morgan Stanley (334.32K), AYAL Capital Advisors Ltd (280.0K).
• The largest sales of OSG for the quarter ending June 2026 came from Wolf Hill Capital Management, LP (990.15K), GENDELL JEFFREY L (919.12K), DIMENSIONAL FUND ADVISORS LP (593.19K), JANE STREET GROUP, LLC (485.65K), MARSHALL WACE, LLP (463.54K).
• Octave Specialty's 10 largest shareholders as of June 2026 include BlackRock, Inc. (4.57Mn), Western Standard LLC (2.25Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.97Mn), PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. (1.65Mn), THIRD AVENUE MANAGEMENT LLC (1.34Mn), Bain Capital Credit, LP (1.11Mn), GEODE CAPITAL MANAGEMENT, LLC (1.11Mn), State Street Corp (898.67K), DIMENSIONAL FUND ADVISORS LP (716.95K), JACOBS LEVY EQUITY MANAGEMENT, INC (649.53K) per Business Quant data.