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Who owns OSGWhat OSG owns — n/a

Who owns OCTAVE SPECIALTY GROUP INC?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of OSG from SEC Form 13F filings across 147 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 147 institutions disclosed 30.1M shares of OCTAVE SPECIALTY GROUP INC worth $187.6M — about 66.2% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

147

13F holders

$187.6M

value, 2026 filers

66.2%

of shares outstanding (30.1M sh)

37

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OSG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.4.6M$28.5M0.0%10.1%+16.7%
2Western Standard LLC2.2M$14.0M4.8%5%0.0%
3VANGUARD CAPITAL MANAGEMENT LLC2.0M$12.3M0.0%4.3%+1.4%
4Prescott Group Capital Management, L.L.C.1.6M$10.3M0.9%3.6%+3.5%
5THIRD AVENUE MANAGEMENT LLC1.3M$8.4M1.3%3%0.0%
6Bain Capital Credit, LP1.1M$6.9M1.9%2.4%0.0%
7GEODE CAPITAL MANAGEMENT, LLC1.1M$6.9M0.0%2.4%+8.2%
8STATE STREET CORP898,673$5.6M0.0%2%-4.5%
9DIMENSIONAL FUND ADVISORS LP716,947$4.5M0.0%1.6%-45.3%
10JACOBS LEVY EQUITY MANAGEMENT, INC649,530$4.1M0.0%1.4%-26.5%
11MARSHALL WACE, LLP601,796$3.8M0.0%1.3%-43.5%
12ZACKS INVESTMENT MANAGEMENTNEW590,370$3.7M0.0%1.3%new
13Bracebridge Capital, LLC579,234$3.6M0.1%1.3%0.0%
14MORGAN STANLEY569,563$3.6M0.0%1.3%+142.1%
15GOLDMAN SACHS GROUP INC560,756$3.5M0.0%1.2%+61.9%
16RIHO Partners, LLC554,818$3.5M1.9%1.2%+1.5%
17ESSEX INVESTMENT MANAGEMENT CO LLC539,289$3.4M0.4%1.2%+29.0%
18GENDELL JEFFREY L494,092$3.1M0.0%1.1%-65.0%
19Wolf Hill Capital Management, LP480,187$3.0M0.3%1.1%-67.3%
20Nuveen, LLC428,165$2.7M0.0%0.9%-46.5%
21CITADEL ADVISORS LLC422,777$2.6M0.0%0.9%-2.1%
22Caption Management, LLC419,136$2.6M0.0%0.9%-34.8%
23VANGUARD PORTFOLIO MANAGEMENT LLC392,350$2.4M0.0%0.9%+32.6%
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC377,869$2.4M0.0%0.8%+27.9%
25NORTHERN TRUST CORP352,680$2.2M0.0%0.8%+9.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.