OCTAVE SPECIALTY GROUP INC — Institutional Ownership
Which tracked institutions hold OSG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
24
Funds holding
$52167717
Total value held
Buying
18 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $28532501 | 4572516 | +654718 | +16.71% |
| 2 | State Street Corp | $5607720 | 898673 | -42731 | -4.54% |
| 3 | Morgan Stanley | $3554074 | 569563 | +334317 | +142.11% |
| 4 | Goldman Sachs Group Inc | $3499118 | 560756 | +214463 | +61.93% |
| 5 | Northern Trust Corp | $2200723 | 352680 | +30332 | +9.41% |
| 6 | Raymond James Financial Inc | $1495604 | 239680 | +214024 | +834.21% |
| 7 | Prudential Financial Inc | $1410302 | 226010 | +155900 | +222.36% |
| 8 | Ubs Group Ag | $918509 | 147197 | +147197 | NEW BUY |
| 9 | Bank Of New York Mellon Corp | $842185 | 134966 | +4495 | +3.45% |
| 10 | Bank Of America Corp /De/ | $819686 | 131360 | -124750 | -48.71% |
| 11 | Invesco Ltd. | $797896 | 127868 | +127868 | NEW BUY |
| 12 | Wells Fargo & Company/Mn | $728250 | 116707 | +61383 | +110.95% |
| 13 | Sei Investments Co | $682584 | 109389 | -46689 | -29.91% |
| 14 | Ameriprise Financial Inc | $365065 | 58504 | +58504 | NEW BUY |
| 15 | Barclays Plc | $309735 | 49637 | -7332 | -12.87% |
| 16 | Citigroup Inc | $119059 | 19080 | +11982 | +168.81% |
| 17 | Jpmorgan Chase & Co | $118728 | 18668 | -249766 | -93.05% |
| 18 | Franklin Resources Inc | $66319 | 10628 | — | Held |
| 19 | Cullen/Frost Bankers, Inc. | $44554 | 7140 | +7140 | NEW BUY |
| 20 | First Horizon Corp | $29802 | 4776 | +4776 | NEW BUY |
| 21 | Royal Bank Of Canada | $12000 | 1911 | +1894 | +11141.18% |
| 22 | Pnc Financial Services Group, Inc. | $8973 | 1438 | +1086 | +308.52% |
| 23 | Zions Bancorporation, National Association /Ut/ | $2814 | 451 | +451 | NEW BUY |
| 24 | Fifth Third Bancorp | $1516 | 243 | +204 | +523.08% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.