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Octave Specialty Group (OSG) Institutional Ownership

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$4.69 +0.20 (+4.45%)
As of 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
80.92%
Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$195.12M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$17.68M
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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
8/27/2026 Corient Private Wealth LP12,270$77K0.0%N/A0.027%
8/21/2026 AXQ Capital LP10,652$66K0.0%-31.0%0.024%
8/21/2026 Lone Peak Global Investors LLC107,676$672K0.1%N/A0.239%
8/18/2026 Public Employees Retirement System of Ohio61,305$383K0.0%N/A0.136%
8/6/2026 Bank of New York Mellon Corp134,966$842K0.0%N/A0.300%
7/2/2026 Versant Capital Management Inc8,360$52K0.0%N/A0.019%
6/16/2026 Empowered Funds LLC114,004$530K0.0%-28.9%0.253%
6/3/2026 Parallel Advisors LLC6,473$30K0.0%+4,186.8%0.014%
5/19/2026 Bank of America Corp DE256,110$1.19M0.0%-22.6%0.569%
5/18/2026 Empowered Funds LLC114,004$530K0.0%-28.9%0.253%
5/16/2026 Quantinno Capital Management LP48,700$226K0.0%-38.1%0.108%
5/16/2026 Lazard Asset Management LLC29,220$136K0.0%N/A0.065%
5/15/2026 RIHO Partners LLC546,569$2.54M1.6%N/A1.214%
5/14/2026 Renaissance Technologies LLC227,726$1.06M0.0%+805.2%0.506%
5/14/2026 Public Employees Retirement System of Ohio68,805$320K0.0%N/A0.153%
5/14/2026 Sei Investments Co.156,078$726K0.0%+133.9%0.347%
5/14/2026 Walleye Capital LLC67,134$312K0.0%-47.7%0.149%
5/14/2026 State of Wyoming28,784$134K0.0%+49.5%0.064%
5/7/2026 Commonwealth Financial Services LLC29,008$135K0.0%N/A0.064%
5/7/2026 Dimensional Fund Advisors LP1,310,132$6.09M0.0%-22.3%2.911%
5/7/2026 Parallel Advisors LLC6,473$30K0.0%+4,186.8%0.014%
5/6/2026 Aire Advisors LLC13,446$63K0.0%N/A0.030%
5/5/2026 Bank of New York Mellon Corp130,471$607K0.0%-5.6%0.290%
4/30/2026 Hsbc Holdings PLC102,430$476K0.0%+11.3%0.228%
4/25/2026 Able Wealth Management LLC15,246$71K0.0%N/A0.034%
4/17/2026 Anchyra Partners LLC16,328$76K0.0%N/A0.036%
4/16/2026 SG Americas Securities LLC18,817$87K0.0%N/A0.042%
4/16/2026 Quotient Wealth Partners LLC16,896$79K0.0%N/A0.038%
3/20/2026 Hsbc Holdings PLC92,040$713K0.0%N/A0.205%
3/12/2026 PEAK6 LLC30,478$237K0.0%N/A0.068%
2/23/2026 Virtu Financial LLC19,235$150K0.0%N/A0.044%
2/19/2026 Invesco Ltd.156,504$1.22M0.0%N/A0.357%
2/18/2026 Empowered Funds LLC160,387$1.25M0.0%N/A0.366%
2/18/2026 XTX Topco Ltd31,058$242K0.0%N/A0.071%
2/18/2026 nVerses Capital LLC12,181$95K0.2%N/A0.028%
2/18/2026 Quadrature Capital Ltd21,219$165K0.0%N/A0.048%
2/18/2026 Oxford Asset Management LLP25,413$198K0.1%N/A0.058%
2/18/2026 Millennium Management LLC303,282$2.36M0.0%N/A0.692%
2/18/2026 Engineers Gate Manager LP81,585$635K0.0%N/A0.186%
2/18/2026 Balyasny Asset Management L.P.42,917$334K0.0%N/A0.098%
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2/18/2026 Bridgeway Capital Management LLC245,387$1.91M0.0%N/A0.560%
2/17/2026 Schonfeld Strategic Advisors LLC169,824$1.32M0.0%N/A0.388%
2/17/2026 AQR Capital Management LLC70,128$546K0.0%N/A0.160%
2/17/2026 Jump Financial LLC85,213$663K0.0%N/A0.195%
2/17/2026 Price T Rowe Associates Inc. MD70,941$552K0.0%N/A0.162%
2/17/2026 Russell Investments Group Ltd.346,258$2.69M0.0%N/A0.790%
2/17/2026 Kemnay Advisory Services Inc.8,059$63K0.0%N/A0.018%
2/17/2026 ExodusPoint Capital Management LP109,765$854K0.0%N/A0.251%
2/16/2026 Wolf Hill Capital Management LP1,888,973$14.70M1.6%N/A4.312%
2/16/2026 Verition Fund Management LLC17,500$136K0.0%N/A0.040%
2/16/2026 PEAK6 LLC30,478$237K0.0%N/A0.070%
2/16/2026 Barclays PLC680,441$5.29M0.0%N/A1.553%
2/13/2026 The Manufacturers Life Insurance Company 12,594$98K0.0%N/A0.029%
2/13/2026 DLD Asset Management LP60,421$470K0.0%N/A0.138%
2/13/2026 Gendell Jeffrey L1,569,472$12.21M0.2%N/A3.582%
2/13/2026 Quarry LP15,103$118K0.0%N/A0.034%
2/13/2026 Jacobs Levy Equity Management Inc.237,185$1.85M0.0%N/A0.541%
2/13/2026 Essex Investment Management Co. LLC410,822$3.20M0.5%N/A0.938%
2/13/2026 Charles Schwab Investment Management Inc.361,424$2.81M0.0%N/A0.825%
2/13/2026 Police & Firemen s Retirement System of New Jersey11,825$92K0.0%N/A0.027%
2/13/2026 State Street Corp943,368$7.34M0.0%N/A2.153%
2/13/2026 Wells Fargo & Company MN85,734$667K0.0%N/A0.196%
2/12/2026 Third Avenue Management LLC782,093$6.09M1.1%N/A1.785%
2/12/2026 MetLife Investment Management LLC19,956$155K0.0%N/A0.046%
2/12/2026 State Board of Administration of Florida Retirement System12,630$98K0.0%N/A0.029%
2/12/2026 Renaissance Technologies LLC25,158$196K0.0%N/A0.057%
2/12/2026 Dimensional Fund Advisors LP1,685,627$13.11M0.0%N/A3.848%
2/12/2026 Federated Hermes Inc.4,420$34K0.0%N/A0.010%
2/12/2026 Cruiser Capital Advisors LLC107,140$834K0.7%N/A0.245%
2/12/2026 New York State Common Retirement Fund10,073$78K0.0%N/A0.023%
2/12/2026 Nuveen LLC810,279$6.30M0.0%N/A1.850%
2/11/2026 Empowered Funds LLC160,387$1.25M0.0%N/A0.366%
2/11/2026 Metis Global Partners LLC25,136$196K0.0%N/A0.057%
2/11/2026 Deutsche Bank AG25,647$200K0.0%N/A0.059%
2/11/2026 Fox Run Management L.L.C.42,354$330K0.1%N/A0.097%
2/11/2026 Cerity Partners LLC11,332$88K0.0%N/A0.026%
2/11/2026 Franklin Resources Inc.11,959$93K0.0%N/A0.027%
2/11/2026 Arrowpoint Investment Partners Singapore Pte. Ltd.203,011$1.58M0.2%N/A0.463%
2/11/2026 State of Wyoming19,249$150K0.0%N/A0.044%
2/10/2026 CIBC Asset Management Inc23,893$186K0.0%N/A0.055%
2/10/2026 Goldman Sachs Group Inc.779,975$6.07M0.0%N/A1.780%
2/10/2026 AXQ Capital LP40,374$314K0.1%N/A0.092%
2/10/2026 Norges Bank75,000$584K0.0%N/A0.171%
2/10/2026 Intech Investment Management LLC21,038$164K0.0%N/A0.048%
2/9/2026 Geode Capital Management LLC1,024,547$7.97M0.0%N/A2.339%
2/6/2026 Legato Capital Management LLC132,620$1.03M0.1%N/A0.303%
2/6/2026 Mraz Amerine & Associates Inc.18,950$147K0.0%N/A0.043%
2/6/2026 Prescott Group Capital Management L.L.C.893,517$6.95M0.6%N/A2.040%
2/4/2026 KLCM Advisors Inc.23,900$186K0.0%N/A0.055%
2/3/2026 Western Standard LLC2,504,627$19.49M9.0%N/A5.717%
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2/2/2026 VELA Investment Management LLC178,752$1.39M0.3%N/A0.408%
1/30/2026 Harbor Advisors LLC196,382$1.53M0.2%N/A0.448%
1/29/2026 Inscription Capital LLC10,800$84K0.0%N/A0.025%
1/29/2026 Calamos Advisors LLC49,089$382K0.0%N/A0.112%
1/28/2026 Crown Wealth Group LLC11,162$87K0.0%N/A0.025%
1/26/2026CWM LLC5,598$44K0.0%N/A0.013%
1/9/2026 SG Americas Securities LLC403,237$3.64M0.0%+434.7%0.920%
1/1/2026 JPMorgan Chase & Co.34,555$288K0.0%+10.6%0.079%
1/1/2026 Tudor Investment Corp ET AL125,155$1.04M0.0%-59.1%0.286%
12/9/2025 Tudor Investment Corp ET AL125,155$1.04M0.0%-59.1%0.286%


OSG Institutional Ownership - Frequently Asked Questions

During the previous two years, 166 institutional investors and hedge funds held shares of Octave Specialty Group. The most heavily invested institutionals were 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), Gendell Jeffrey L ($12.21M), and Nuveen Asset Management LLC ($10.43M).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 149 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), Wolf Hill Capital Management LP ($3.35M), Gendell Jeffrey L ($2.17M), Continental General Insurance Co. ($2.07M), Dimensional Fund Advisors LP ($1.69M), Prescott Group Capital Management L.L.C. ($1.59M), and Third Avenue Management LLC ($1.16M).

Institutional investors have bought a total of 25,006,277 shares in the last 24 months. This purchase volume represents approximately $195.12M in transactions.

Of the 19 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), Tudor Investment Corp ET AL ($361.09K), Millennium Management LLC ($295.15K), Y Intercept Hong Kong Ltd ($200.21K), Empowered Funds LLC ($92.77K), and UBS Group AG ($80.78K).

Institutional investors have sold a total of 2,373,262 shares in the last 24 months. This volume of shares sold represents approximately $17.68M in transactions.



Institutional ownership data for NYSE:OSG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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