OPTICAL CABLE CORP - Common Stock, no par value (OCC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2025

Type / Class
Equity / Common Stock, no par value
Symbol
OCC on Nasdaq
Shares outstanding
8,870,152
Price per share
$10.10
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,660,782
Total reported value
$13,486,405
% of total 13F portfolios
0%
Share change
+157,400
Value change
+$1,349,176
Number of holders
30
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of OPTICAL CABLE CORP - Common Stock, no par value (OCC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Lightera, LLC 7.2% $1,843,111 642,199 Lightera, LLC 07 Jul 2025
WESCHLER, R. TED 4.9% -34% $1,125,765 -$613,800 403,500 -35% R Ted Weschler 31 Mar 2025

As of 30 Sep 2025, 30 institutional investors reported holding 1,660,782 shares of OPTICAL CABLE CORP - Common Stock, no par value (OCC). This represents 19% of the company’s total 8,870,152 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of OPTICAL CABLE CORP - Common Stock, no par value (OCC) together control 19% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GENDELL JEFFREY L 3.2% 281,830 +315% 0.04% $2,288,460
DIMENSIONAL FUND ADVISORS LP 3% 264,435 -16% 0% $2,147,212
Legacy Financial Advisors, Inc. 2.9% 256,534 -23% 0.29% $2,083,056
VANGUARD GROUP INC 2.7% 236,024 -4.3% 0% $1,916,515
RENAISSANCE TECHNOLOGIES LLC 1.2% 106,303 +13% 0% $863,180
Informed Momentum Co LLC 0.99% 88,030 0.08% $714,804
GEODE CAPITAL MANAGEMENT, LLC 0.76% 67,608 +1.2% 0% $549,050
TWO SIGMA INVESTMENTS, LP 0.68% 60,031 0% $487,452
MARSHALL WACE, LLP 0.58% 51,282 0% $416,411
BlackRock, Inc. 0.42% 37,348 +1109% 0% $303,266
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.37% 33,013 +162% 0.01% $268,066
RBF Capital, LLC 0.37% 32,495 0% 0.01% $263,859
STATE STREET CORP 0.3% 26,773 -14% 0% $217,397
MERCER GLOBAL ADVISORS INC /ADV 0.2% 18,000 0% 0% $146,160
Clearstead Advisors, LLC 0.2% 17,898 -86% 0% $145,332
ESSEX INVESTMENT MANAGEMENT CO LLC 0.19% 16,633 0.02% $135,060
SHIKIAR ASSET MANAGEMENT INC 0.17% 15,100 0.03% $123,000
Hilltop Holdings Inc. 0.16% 14,000 -8.3% 0.01% $113,680
CITADEL ADVISORS LLC 0.14% 12,537 0% $101,800
NORTHERN TRUST CORP 0.12% 10,996 0% $89,288
UBS Group AG 0.09% 8,301 +8370% 0% $67,405
ROYAL BANK OF CANADA 0.02% 1,923 -98% 0% $16,000
MORGAN STANLEY 0.02% 1,570 0% 0% $12,748
WELLS FARGO & COMPANY/MN 0.01% 1,000 0% 0% $8,120
Geneos Wealth Management Inc. 0.01% 528 0% 0% $4,287

Institutional Holders of OPTICAL CABLE CORP - Common Stock, no par value (OCC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 1,660,782 $13,486,405 +$1,349,176 $8.12 30
2025 Q2 1,503,382 $4,323,824 +$514,464 $2.90 24
2025 Q1 1,328,699 $3,706,990 +$370,596 $2.79 27
2024 Q4 1,192,887 $4,306,362 -$107,372 $3.61 24
2024 Q3 1,228,274 $3,289,783 +$282,358 $2.68 21
2024 Q2 1,130,633 $3,063,986 +$377,434 $2.71 21
2024 Q1 1,115,035 $3,154,967 +$133,897 $2.83 18
2023 Q4 1,067,808 $2,883,961 +$195,892 $2.70 22
2023 Q3 995,288 $2,975,860 -$46,902 $2.99 19
2023 Q2 1,004,559 $4,059,351 -$15,857 $4.04 18
2023 Q1 1,007,710 $4,338,235 -$10,377 $4.30 19
2022 Q4 1,028,132 $4,410,565 -$29,999 $4.42 21
2022 Q3 1,034,837 $3,570,086 -$96,394 $3.45 16
2022 Q2 1,062,565 $3,835,090 +$40,399 $3.61 18
2022 Q1 1,051,418 $4,392,106 +$15,095 $4.24 17
2021 Q4 1,046,697 $5,618,134 +$468,531 $5.36 19
2021 Q3 942,181 $3,511,094 -$22,819 $3.73 18
2021 Q2 948,146 $3,545,090 -$64,620 $3.74 15
2021 Q1 965,968 $3,480,090 -$47,256 $3.60 18
2020 Q4 980,258 $2,625,067 -$214,975 $2.68 16
2020 Q3 1,044,627 $3,229,077 +$66,208 $3.09 18
2020 Q2 1,023,806 $2,559,063 -$42,146 $2.50 19
2020 Q1 1,040,165 $2,494,060 +$123,702 $2.39 19
2019 Q4 987,668 $3,211,081 -$192,732 $3.25 17
2019 Q3 1,045,364 $3,725,089 -$65,083 $3.56 20
2019 Q2 1,062,358 $4,377,103 -$499,610 $4.12 19
2019 Q1 1,169,763 $5,463,117 -$94,113 $4.67 23
2018 Q4 1,189,576 $4,532,095 +$999,554 $3.81 21
2018 Q3 927,294 $5,656,153 +$700,522 $6.10 18
2018 Q2 825,394 $3,255,099 -$125,607 $3.95 14
2018 Q1 861,375 $2,518,075 +$91,358 $2.95 14
2017 Q4 831,715 $2,029,060 -$105,587 $2.41 14
2017 Q3 877,057 $1,887,000 -$53,351 $2.15 15
2017 Q2 899,732 $2,194,000 -$76,063 $2.43 19
2017 Q1 930,821 $2,849,000 +$100,001 $3.06 18
2016 Q4 903,996 $2,848,000 +$62,237 $3.02 17
2016 Q3 881,651 $2,231,000 -$12,722 $2.54 15
2016 Q2 886,670 $1,989,000 -$2,009 $2.30 14
2016 Q1 888,569 $2,170,000 -$41,759 $2.41 15
2015 Q4 904,102 $2,572,000 -$104,773 $2.84 16
2015 Q3 939,194 $3,201,000 -$52,052 $3.39 16
2015 Q2 955,955 $3,287,000 -$39,362 $3.43 17
2015 Q1 940,274 $3,685,000 -$132,745 $3.90 15
2014 Q4 1,001,261 $4,554,000 +$32,832 $4.53 15
2014 Q3 992,632 $4,497,000 -$48,761 $4.53 16
2014 Q2 1,003,386 $4,012,000 -$81,656 $4.00 15
2014 Q1 1,024,919 $3,934,000 +$128,373 $3.85 16