Who owns Octave Specialty Group, Inc.?
Institutional ownership of OSG from SEC Form 13F filings across 105 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.
105
13F holders
$119.7M
value, 2026 filers
42.9%
of shares outstanding (19.3M sh)
28
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.6M | $28.5M | 0.0% | 10.2% | +16.7% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $12.3M | 0.0% | 4.4% | -49.3% |
| 3 | THIRD AVENUE MANAGEMENT LLC | 1.3M | $8.4M | 1.3% | 3% | 0.0% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $6.9M | 0.0% | 2.5% | +8.2% |
| 5 | MARSHALL WACE, LLP | 601,796 | $3.8M | 0.0% | 1.3% | -43.5% |
| 6 | ZACKS INVESTMENT MANAGEMENTNEW | 590,370 | $3.7M | 0.0% | 1.3% | new |
| 7 | Bracebridge Capital, LLC | 579,234 | $3.6M | 0.1% | 1.3% | 0.0% |
| 8 | MORGAN STANLEY | 569,563 | $3.6M | 0.0% | 1.3% | +142.1% |
| 9 | GOLDMAN SACHS GROUP INC | 560,756 | $3.5M | 0.0% | 1.2% | +61.9% |
| 10 | Nuveen, LLC | 428,165 | $2.7M | 0.0% | 1% | -46.5% |
| 11 | CITADEL ADVISORS LLC | 422,777 | $2.6M | 0.0% | 0.9% | -2.1% |
| 12 | Caption Management, LLC | 419,136 | $2.6M | 0.0% | 0.9% | -34.8% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 392,350 | $2.4M | 0.0% | 0.9% | +32.6% |
| 14 | Sixth Street Partners Management Company, L.P.NEW | 377,869 | $2.4M | 0.4% | 0.8% | new |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 377,869 | $2.4M | 0.0% | 0.8% | +27.9% |
| 16 | NORTHERN TRUST CORP | 352,680 | $2.2M | 0.0% | 0.8% | +9.4% |
| 17 | IPG Investment Advisors LLC | 303,930 | $1.9M | 0.3% | 0.7% | -6.7% |
| 18 | Connor, Clark & Lunn Investment Management Ltd. | 302,913 | $1.9M | 0.0% | 0.7% | +109.9% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 295,841 | $1.8M | 0.0% | 0.7% | +7.8% |
| 20 | JANE STREET GROUP, LLC | 278,731 | $1.7M | 0.0% | 0.6% | -63.5% |
| 21 | RAYMOND JAMES FINANCIAL INC | 239,680 | $1.5M | 0.0% | 0.5% | +834.2% |
| 22 | PRUDENTIAL FINANCIAL INC | 226,010 | $1.4M | 0.0% | 0.5% | +222.4% |
| 23 | TUDOR INVESTMENT CORP ET AL | 216,362 | $1.4M | 0.0% | 0.5% | +35.3% |
| 24 | Russell Investments Group, Ltd. | 195,046 | $1.2M | 0.0% | 0.4% | +7.6% |
| 25 | Quantinno Capital Management LP | 190,283 | $1.2M | 0.0% | 0.4% | +290.7% |
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.