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Octave Specialty Group (OSG) Institutional Ownership

Octave Specialty Group logo
$6.34 -0.01 (-0.08%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$6.25 -0.08 (-1.33%)
As of 07/2/2026 06:31 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Octave Specialty Group (NYSE:OSG)

Current
Institutional Ownership
Percentage
80.92%
Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$229.47M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$25.43M
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OSG Institutional Buying and Selling by Quarter

Octave Specialty Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Versant Capital Management Inc8,360$52K0.0%N/A0.019%
6/16/2026Empowered Funds LLC114,004$530K0.0%-28.9%0.253%
6/3/2026Parallel Advisors LLC6,473$30K0.0%+4,186.8%0.014%
5/19/2026Bank of America Corp DE256,110$1.19M0.0%-22.6%0.569%
5/18/2026Empowered Funds LLC114,004$530K0.0%-28.9%0.253%
5/16/2026Quantinno Capital Management LP48,700$226K0.0%-38.1%0.108%
5/16/2026Lazard Asset Management LLC29,220$136K0.0%N/A0.065%
5/15/2026RIHO Partners LLC546,569$2.54M1.6%N/A1.214%
5/14/2026Renaissance Technologies LLC227,726$1.06M0.0%+805.2%0.506%
5/14/2026Public Employees Retirement System of Ohio68,805$320K0.0%N/A0.153%
5/14/2026Sei Investments Co.156,078$726K0.0%+133.9%0.347%
5/14/2026Walleye Capital LLC67,134$312K0.0%-47.7%0.149%
5/14/2026State of Wyoming28,784$134K0.0%+49.5%0.064%
5/7/2026Commonwealth Financial Services LLC29,008$135K0.0%N/A0.064%
5/7/2026Dimensional Fund Advisors LP1,310,132$6.09M0.0%-22.3%2.911%
5/7/2026Parallel Advisors LLC6,473$30K0.0%+4,186.8%0.014%
5/6/2026Aire Advisors LLC13,446$63K0.0%N/A0.030%
5/5/2026Bank of New York Mellon Corp130,471$607K0.0%-5.6%0.290%
4/30/2026Hsbc Holdings PLC102,430$476K0.0%+11.3%0.228%
4/25/2026Able Wealth Management LLC15,246$71K0.0%N/A0.034%
4/17/2026Anchyra Partners LLC16,328$76K0.0%N/A0.036%
4/16/2026SG Americas Securities LLC18,817$87K0.0%N/A0.042%
4/16/2026Quotient Wealth Partners LLC16,896$79K0.0%N/A0.038%
3/20/2026Hsbc Holdings PLC92,040$713K0.0%N/A0.205%
3/12/2026PEAK6 LLC30,478$237K0.0%N/A0.068%
2/23/2026Virtu Financial LLC19,235$150K0.0%N/A0.044%
2/19/2026Invesco Ltd.156,504$1.22M0.0%N/A0.357%
2/18/2026Empowered Funds LLC160,387$1.25M0.0%N/A0.366%
2/18/2026XTX Topco Ltd31,058$242K0.0%N/A0.071%
2/18/2026nVerses Capital LLC12,181$95K0.2%N/A0.028%
2/18/2026Quadrature Capital Ltd21,219$165K0.0%N/A0.048%
2/18/2026Oxford Asset Management LLP25,413$198K0.1%N/A0.058%
2/18/2026Millennium Management LLC303,282$2.36M0.0%N/A0.692%
2/18/2026Engineers Gate Manager LP81,585$635K0.0%N/A0.186%
2/18/2026Balyasny Asset Management L.P.42,917$334K0.0%N/A0.098%
2/18/2026Bridgeway Capital Management LLC245,387$1.91M0.0%N/A0.560%
2/17/2026Schonfeld Strategic Advisors LLC169,824$1.32M0.0%N/A0.388%
2/17/2026AQR Capital Management LLC70,128$546K0.0%N/A0.160%
2/17/2026Jump Financial LLC85,213$663K0.0%N/A0.195%
2/17/2026Price T Rowe Associates Inc. MD70,941$552K0.0%N/A0.162%
Earth's biggest energy source: near Grand Canyon (Ad)

The largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - and much of it sits beneath the desert near the Grand Canyon. A drilling crew just hit the DOE's 2035 targets twelve years early, with costs down 50% in 18 months. Google signed on, Gates invested, and the Pentagon made it a priority. One company has been quietly building this infrastructure for sixty years.tc pixel

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2/17/2026Russell Investments Group Ltd.346,258$2.69M0.0%N/A0.790%
2/17/2026Kemnay Advisory Services Inc.8,059$63K0.0%N/A0.018%
2/17/2026ExodusPoint Capital Management LP109,765$854K0.0%N/A0.251%
2/16/2026Wolf Hill Capital Management LP1,888,973$14.70M1.6%N/A4.312%
2/16/2026Verition Fund Management LLC17,500$136K0.0%N/A0.040%
2/16/2026PEAK6 LLC30,478$237K0.0%N/A0.070%
2/16/2026Barclays PLC680,441$5.29M0.0%N/A1.553%
2/13/2026The Manufacturers Life Insurance Company 12,594$98K0.0%N/A0.029%
2/13/2026DLD Asset Management LP60,421$470K0.0%N/A0.138%
2/13/2026Gendell Jeffrey L1,569,472$12.21M0.2%N/A3.582%
2/13/2026Quarry LP15,103$118K0.0%N/A0.034%
2/13/2026Jacobs Levy Equity Management Inc.237,185$1.85M0.0%N/A0.541%
2/13/2026Essex Investment Management Co. LLC410,822$3.20M0.5%N/A0.938%
2/13/2026Charles Schwab Investment Management Inc.361,424$2.81M0.0%N/A0.825%
2/13/2026Police & Firemen s Retirement System of New Jersey11,825$92K0.0%N/A0.027%
2/13/2026State Street Corp943,368$7.34M0.0%N/A2.153%
2/13/2026Wells Fargo & Company MN85,734$667K0.0%N/A0.196%
2/12/2026Third Avenue Management LLC782,093$6.09M1.1%N/A1.785%
2/12/2026MetLife Investment Management LLC19,956$155K0.0%N/A0.046%
2/12/2026State Board of Administration of Florida Retirement System12,630$98K0.0%N/A0.029%
2/12/2026Renaissance Technologies LLC25,158$196K0.0%N/A0.057%
2/12/2026Dimensional Fund Advisors LP1,685,627$13.11M0.0%N/A3.848%
2/12/2026Federated Hermes Inc.4,420$34K0.0%N/A0.010%
2/12/2026Cruiser Capital Advisors LLC107,140$834K0.7%N/A0.245%
2/12/2026New York State Common Retirement Fund10,073$78K0.0%N/A0.023%
2/12/2026Nuveen LLC810,279$6.30M0.0%N/A1.850%
2/11/2026Empowered Funds LLC160,387$1.25M0.0%N/A0.366%
2/11/2026Metis Global Partners LLC25,136$196K0.0%N/A0.057%
2/11/2026Deutsche Bank AG25,647$200K0.0%N/A0.059%
2/11/2026Fox Run Management L.L.C.42,354$330K0.1%N/A0.097%
2/11/2026Cerity Partners LLC11,332$88K0.0%N/A0.026%
2/11/2026Franklin Resources Inc.11,959$93K0.0%N/A0.027%
2/11/2026Arrowpoint Investment Partners Singapore Pte. Ltd.203,011$1.58M0.2%N/A0.463%
2/11/2026State of Wyoming19,249$150K0.0%N/A0.044%
2/10/2026CIBC Asset Management Inc23,893$186K0.0%N/A0.055%
2/10/2026Goldman Sachs Group Inc.779,975$6.07M0.0%N/A1.780%
2/10/2026AXQ Capital LP40,374$314K0.1%N/A0.092%
2/10/2026Norges Bank75,000$584K0.0%N/A0.171%
2/10/2026Intech Investment Management LLC21,038$164K0.0%N/A0.048%
2/9/2026Geode Capital Management LLC1,024,547$7.97M0.0%N/A2.339%
2/6/2026Legato Capital Management LLC132,620$1.03M0.1%N/A0.303%
2/6/2026Mraz Amerine & Associates Inc.18,950$147K0.0%N/A0.043%
2/6/2026Prescott Group Capital Management L.L.C.893,517$6.95M0.6%N/A2.040%
2/4/2026KLCM Advisors Inc.23,900$186K0.0%N/A0.055%
2/3/2026Western Standard LLC2,504,627$19.49M9.0%N/A5.717%
2/2/2026VELA Investment Management LLC178,752$1.39M0.3%N/A0.408%
1/30/2026Harbor Advisors LLC196,382$1.53M0.2%N/A0.448%
1/29/2026Inscription Capital LLC10,800$84K0.0%N/A0.025%
1/29/2026Calamos Advisors LLC49,089$382K0.0%N/A0.112%
1/28/2026Crown Wealth Group LLC11,162$87K0.0%N/A0.025%
The energy story near the Grand Canyon (Ad)

A drilling crew near the Grand Canyon confirmed what the IEA calls one of the largest energy resources ever measured - enough to meet global electricity demand 140 times over. They drilled nearly three miles down in just 16 days, a job the Department of Energy projected would take 64. Google signed a 15-year deal. Bill Gates wrote a $100 million check. On July 4th, Washington hands this resource a regulatory edge no other energy source has.tc pixel

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1/26/2026CWM LLC5,598$44K0.0%N/A0.013%
1/9/2026SG Americas Securities LLC403,237$3.64M0.0%+434.7%0.920%
1/1/2026JPMorgan Chase & Co.34,555$288K0.0%+10.6%0.079%
1/1/2026Tudor Investment Corp ET AL125,155$1.04M0.0%-59.1%0.286%
12/9/2025Tudor Investment Corp ET AL125,155$1.04M0.0%-59.1%0.286%
11/17/2025Verition Fund Management LLC20,533$171K0.0%-47.8%0.047%
11/17/2025Prelude Capital Management LLC17,878$149K0.0%N/A0.041%
11/17/2025Millennium Management LLC700,895$5.85M0.0%-29.6%1.600%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,052$167K0.0%-23.7%0.046%
11/17/2025Brevan Howard Capital Management LP35,485$296K0.0%-30.0%0.081%


OSG Institutional Ownership - Frequently Asked Questions

During the previous two years, 187 institutional investors and hedge funds held shares of Octave Specialty Group. The most heavily invested institutionals were Glazer Capital LLC ($28.95M), Vanguard Group Inc. ($21.31M), Western Standard LLC ($19.49M), FMR LLC ($19.42M), Continental General Insurance Co. ($17.25M), Wolf Hill Capital Management LP ($14.70M), and Gendell Jeffrey L ($12.21M).Learn more on Octave Specialty Group's institutional investors.

80.92% of Octave Specialty Group's stock is owned by institutional investors. Learn more on OSG's institutional investor holdings.

Of the 163 institutional investors that purchased Octave Specialty Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Western Standard LLC ($5.60M), Glazer Capital LLC ($3.41M), Wolf Hill Capital Management LP ($3.35M), Gendell Jeffrey L ($2.17M), Continental General Insurance Co. ($2.07M), Dimensional Fund Advisors LP ($1.77M), and Prescott Group Capital Management L.L.C. ($1.59M).

Institutional investors have bought a total of 28,968,726 shares in the last 24 months. This purchase volume represents approximately $229.47M in transactions.

Of the 28 institutional investors that sold Octave Specialty Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dimensional Fund Advisors LP ($630.19K), Squarepoint Ops LLC ($424.15K), American Century Companies Inc. ($417.93K), Tudor Investment Corp ET AL ($361.09K), Millennium Management LLC ($295.15K), Y Intercept Hong Kong Ltd ($200.21K), and Hsbc Holdings PLC ($118.09K).

Institutional investors have sold a total of 3,284,101 shares in the last 24 months. This volume of shares sold represents approximately $25.43M in transactions.



This page (NYSE:OSG) was last updated on 7/4/2026 by MarketBeat.com Staff.
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