Vault-13

OTC MARKETS GROUP INC OTCM

COM · Common Stock · CUSIP 67106F108

1 institutional holders -3 vs Q1 2026
1,4431.4k shares reported held*
$74.3kreported value*
1 new 0 added 0 reduced 3 sold out net sold ≈ $1.7m (-32.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $51.50.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 3Q4 22: 4Q1 23: 2Q2 23: 1Q3 23: 1Q4 23: 1Q1 24: 1Q2 24: 2Q3 24: 2Q4 24: 3Q1 25: 3Q2 25: 4Q3 25: 4Q4 25: 3Q1 26: 4Q2 26: 11Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20223
Q4 20224
Q1 20232
Q2 20231
Q3 20231
Q4 20231
Q1 20241
Q2 20242
Q3 20242
Q4 20243
Q1 20253
Q2 20254
Q3 20254
Q4 20253
Q1 20264
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 2 bought or addedQ3 24: 0 cut or sold outQ4 24: 3 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 2 cut or sold outQ2 25: 3 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 0 cut or sold outQ4 25: 1 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 1 cut or sold outQ2 26: 1 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202420
Q4 202430
Q1 202532
Q2 202530
Q3 202520
Q4 202512
Q1 202621
Q2 202613

Biggest buyers

Copeland Capital Management, LLC New +1,443+1.4k

Biggest sellers

EVERETT HARRIS & CO /CA/ Sold out -18,545-18.5k
ISTHMUS PARTNERS, LLC Sold out -12,066-12.1k
Legato Capital Management LLC Sold out -3,778-3.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 1,4431.4k $74.3k $74.3k 0.00% New