OSG Octave Specialty Group, Inc.
Octave Specialty Group, Inc. (OSG) Institutional Ownership
What the institutions did with OSG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Prescott Group Capital Management, L.L.C. | 1.9M | 61.4% |
| DIMENSIONAL FUND ADVISORS LP | 495.1K | 15.7% |
| IPG Investment Advisors LLC | 299.4K | 9.5% |
| Bank of New York Mellon Corp | 134.2K | 4.3% |
| State of Wyoming | 73.3K | 2.3% |
| BARCLAYS PLC | 60.6K | 1.9% |
| IMC-Chicago, LLC | 36.3K | 1.2% |
| Mraz, Amerine & Associates, Inc. | 21.5K | 0.7% |
| Chicago Partners Investment Group LLC | 15.2K | 0.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.2K | 0.5% |
| Vise Technologies, Inc. | 13.1K | 0.4% |
| Inscription Capital, LLC | 12.5K | 0.4% |
| Crown Wealth Group, LLC | 11.2K | 0.4% |
| Versant Capital Management, Inc | 9.8K | 0.3% |
| FIRST HORIZON CORP | 6.2K | 0.2% |
| HARBOR CAPITAL ADVISORS, INC. | 4.0K | 0.1% |
| CITIGROUP INC | 2.0K | 0.1% |
| NISA INVESTMENT ADVISORS, LLC | 970 | 0.0% |
| Farther Finance Advisors, LLC | 818 | 0.0% |
| Sterling Capital Management LLC | 816 | 0.0% |
| EverSource Wealth Advisors, LLC | 541 | 0.0% |
| FINANCIAL CONSULATE, INC | 530 | 0.0% |
| Parkside Financial Bank & Trust | 310 | 0.0% |
| SJS Investment Consulting Inc. | 213 | 0.0% |
| DiNuzzo Private Wealth, Inc. | 177 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | Sold Out | 539.3K | 0 | -539.3K |
| Prescott Group Capital Management, L.L.C. | Increased | 1.6M | 1.9M | +282.4K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 716.9K | 495.1K | -221.9K |
| IMC-Chicago, LLC | New | 0 | 36.3K | +36.3K |
| Impact Capital Partners LLC | Sold Out | 19.5K | 0 | -19.5K |
| State of Wyoming | Increased | 55.7K | 73.3K | +17.5K |
| CITIGROUP INC | Reduced | 19.1K | 2.0K | -17.1K |
| Vise Technologies, Inc. | New | 0 | 13.1K | +13.1K |
| Atria Investments, Inc | Sold Out | 12.5K | 0 | -12.5K |
| BARCLAYS PLC | Increased | 49.6K | 60.6K | +10.9K |
| McGlone Suttner Wealth Management, Inc. | Sold Out | 10.9K | 0 | -10.9K |
| Gaddis Premier Wealth Advisors LLC | Sold Out | 10.0K | 0 | -10.0K |
| Cullen/Frost Bankers, Inc. | Sold Out | 7.1K | 0 | -7.1K |
| Inscription Capital, LLC | Reduced | 19.0K | 12.5K | -6.5K |
| Chicago Partners Investment Group LLC | Increased | 10.4K | 15.2K | +4.8K |
| IPG Investment Advisors LLC | Reduced | 303.9K | 299.4K | -4.5K |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 751 | 4.0K | +3.3K |
| FIRST HORIZON CORP | Increased | 4.8K | 6.2K | +1.5K |
| Versant Capital Management, Inc | Increased | 8.4K | 9.8K | +1.4K |
| PNC Financial Services Group, Inc. | Reduced | 1.4K | 124 | -1.3K |
| Bank of New York Mellon Corp | Reduced | 135.0K | 134.2K | -725 |
| FINANCIAL CONSULATE, INC | New | 0 | 530 | +530 |
| Parkside Financial Bank & Trust | New | 0 | 310 | +310 |
| FIFTH THIRD BANCORP | Reduced | 243 | 21 | -222 |
| SJS Investment Consulting Inc. | Increased | 19 | 213 | +194 |
| Essential Partners LLC | Reduced | 263 | 78 | -185 |
| EverSource Wealth Advisors, LLC | Increased | 360 | 541 | +181 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 14.1K | 14.2K | +145 |
| Caitong International Asset Management Co., Ltd | New | 0 | 144 | +144 |
| True Wealth Design, LLC | Reduced | 108 | 2 | -106 |
| Provenance Wealth Advisors, LLC | New | 0 | 72 | +72 |
| Farther Finance Advisors, LLC | Increased | 752 | 818 | +66 |
| Root Financial Partners, LLC | New | 0 | 48 | +48 |
| Physician Wealth Advisors, Inc. | Increased | 86 | 121 | +35 |
| IFP Advisors, Inc | Reduced | 36 | 12 | -24 |
| Sterling Capital Management LLC | Reduced | 834 | 816 | -18 |
| Fortitude Family Office, LLC | Sold Out | 8 | 0 | -8 |
| Clearstead Advisors, LLC | New | 0 | 8 | +8 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.