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Octave Specialty Group Inc (OSG)

CUSIP: 023139884 | NYSE | Financial Services · Insurance - Specialty | Micro Cap | 745 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GBlackRock Portfolio Management LLC2,938,1986.5%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/AVanguard Capital Management LLC2,163,1994.8%−106,780Sep 30, 202692d ahead of 13F (1,972,619 sh) · +190,580
13GBlackRock Portfolio Management LLC2,938,198
6.5% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched
13G/AVanguard Capital Management LLC2,163,199
4.8% of class · Sep 30, 2026−106,780
92d ahead of 13F (1,972,619 sh) · +190,580

Institutional Holders — Q3 2026

Prescott Group Capital Management, L.L.C.1,930,145
0.7% of portfolio›$8.0M
Dimensional Fund Advisors LP495,068
0.0% of portfolio›$2.0M
IPG Investment Advisors LLC299,427
0.2% of portfolio›$1.2M
Bank of New York Mellon Corp134,241
0.0% of portfolio›$555.8K
State of Wyoming73,251
0.0% of portfolio›$303.3K
Imc-Chicago, LLC36,347
0.0% of portfolio›$150.5K
Mraz, Amerine & Associates, Inc.21,450
0.0% of portfolio›$88.8K
Chicago Partners Investment Group LLC15,229
0.0% of portfolio›$72.3K
Wealth Enhancement Advisory Services, LLC14,206
0.0% of portfolio›$67.8K
Vise Technologies, Inc.13,136
0.0% of portfolio›$54.4K
Inscription Capital, LLC12,530
0.0% of portfolio›$51.9K
Crown Wealth Group, LLC11,162
0.0% of portfolio›$46.2K
Versant Capital Management, Inc9,807
0.0% of portfolio›$40.6K
First Horizon Corp6,235
0.0% of portfolio›$25.8K
Harbor Capital Advisors, Inc.4,044
0.0% of portfolio›$17
Citigroup Inc2,023
0.0% of portfolio›$8.4K
Nisa Investment Advisors, LLC970
0.0% of portfolio›$4.0K
Farther Finance Advisors, LLC818
0.0% of portfolio›$3.4K
Sterling Capital Management LLC816
0.0% of portfolio›$3.4K
EverSource Wealth Advisors, LLC541
0.0% of portfolio›$2.2K
Financial Consulate, Inc530
0.0% of portfolio›$2.2K
Parkside Financial Bank & Trust310
0.0% of portfolio›$1.3K
SJS Investment Consulting Inc.213
0.0% of portfolio›$882
DiNuzzo Private Wealth, Inc.177
0.0% of portfolio›$733
Caitong International Asset Management Co., Ltd144
0.0% of portfolio›$596
Physician Wealth Advisors, Inc.121
0.0% of portfolio›$501
Essential Partners LLC78
0.0% of portfolio›$323
Provenance Wealth Advisors, LLC72
0.0% of portfolio›$298
Root Financial Partners, LLC48
0.0% of portfolio›$199
IFP Advisors, Inc12
0.0% of portfolio›$50
SBI Securities Co., Ltd.10
0.0% of portfolio›$41
True Wealth Design, LLC2
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Prescott Group Capital Management, L.L.C.
1,930,145$8.0M0.7%Deep ValueMediumTulsa, OK2026-10-30
Dimensional Fund Advisors LP
495,068$2.0M0.0%IndexLowAustin, TX2026-11-04
IPG Investment Advisors LLC
299,427$1.2M0.2%CoreMediumSan Diego, CA2026-10-30
Bank of New York Mellon Corp
134,241$555.8K0.0%CoreLowNew York, NY2026-11-05
State of Wyoming
73,251$303.3K0.0%ValueHighCheyenne, WY2026-10-28
Imc-Chicago, LLC
36,347$150.5K0.0%GARPVery HighChicago, IL2026-11-05
Mraz, Amerine & Associates, Inc.
21,450$88.8K0.0%Deep ValueLowModesto, CA2026-10-30
Chicago Partners Investment Group LLC
15,229$72.3K0.0%GARPLowChicago, IL2026-10-27
Wealth Enhancement Advisory Services, LLC
14,206$67.8K0.0%CoreLowPlymouth, MN2026-10-13
Vise Technologies, Inc.
13,136$54.4K0.0%IndexLowNew York, NY2026-10-29
Inscription Capital, LLC
12,530$51.9K0.0%GARPMediumHouston, TX2026-11-02
Crown Wealth Group, LLC
11,162$46.2K0.0%ETFMediumCharlotte, NC2026-10-19
Versant Capital Management, Inc
9,807$40.6K0.0%GARPLowPhoenix, AZ2026-10-02
First Horizon Corp
6,235$25.8K0.0%CoreLowMemphis, TN2026-10-26
Harbor Capital Advisors, Inc.
4,044$170.0%ValueHighChicago, IL2026-10-22
Citigroup Inc
2,023$8.4K0.0%CoreMediumNew York, NY2026-11-04
Nisa Investment Advisors, LLC
970$4.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
818$3.4K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
816$3.4K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
541$2.2K0.0%CoreMediumBirmingham, AL2026-11-04
Financial Consulate, Inc
530$2.2K0.0%ETFLowHunt Valley, MD2026-10-23
Parkside Financial Bank & Trust
310$1.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
213$8820.0%ETFVery LowSylvania, OH2026-10-26
DiNuzzo Private Wealth, Inc.
177$7330.0%ETFLowBeaver, PA2026-10-16
Caitong International Asset Management Co., Ltd
144$5960.0%GrowthVery HighHong Kong, South Korea2026-10-29
Physician Wealth Advisors, Inc.
121$5010.0%ETFMediumMidvale, UT2026-10-20
Essential Partners LLC
78$3230.0%ValueMediumRancho Santa Fe, CA2026-10-14
Provenance Wealth Advisors, LLC
72$2980.0%ETFLowFort Lauderdale, FL2026-10-30
Root Financial Partners, LLC
48$1990.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
12$500.0%GrowthLowTampa, FL2026-10-16
SBI Securities Co., Ltd.
10$410.0%Agg GrowthLowTokyo, Mexico2026-10-22
True Wealth Design, LLC
2$90.0%ETFMediumAkron, OH2026-10-13