Ocugen, Inc.
OCGN- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001372299
In the last 90 days, Ocugen, Inc. insiders filed 0 open-market purchases and 1 sale; 147 institutions reported holding it in 13F filings for Q2 2026, worth $222.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Ocugen, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 129
- +48 vs. Q1 2021
- Shares held
- 56.7M
- +32.1M (+130.4%) vs. Q1 2021
- Total value
- $455.7M
- +$288.4M (+172.4%) vs. Q1 2021
- New holders
- 70
- 34 more added
- Sold out
- 22
- 12 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OCGN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 147 | $222.1M |
| Q1 2026 | 137 | $200.5M |
| Q4 2025 | 109 | $82.2M |
| Q3 2025 | 97 | $74.8M |
| Q2 2025 | 104 | $50.1M |
| Q1 2025 | 110 | $54.2M |
| Q4 2024 | 114 | $57.7M |
| Q3 2024 | 115 | $79.1M |
| Q2 2024 | 101 | $104.4M |
| Q1 2024 | 81 | $54.0M |
| Q4 2023 | 68 | $15.1M |
| Q3 2023 | 78 | $13.2M |
| Q2 2023 | 96 | $26.5M |
| Q1 2023 | 103 | $53.2M |
| Q4 2022 | 114 | $117.0M |
| Q3 2022 | 128 | $146.5M |
| Q2 2022 | 124 | $193.1M |
| Q1 2022 | 122 | $279.2M |
| Q4 2021 | 122 | $291.2M |
| Q3 2021 | 116 | $396.4M |
| Q2 2021 | 129 | $455.7M |
| Q1 2021 | 82 | $167.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 4,500 | $36.1K | 0.00% | +2,995+199.0% | Added |
| Creative Financial Designs Inc | 3,930 | $32.0K | 0.01% | +3,930 | New |
| Wagner Wealth Management, LLC | 3,465 | $28.0K | 0.02% | +1,000+40.6% | Added |
| Banque Cantonale Vaudoise | 2,000 | $16.0K | 0.00% | +2,000 | New |
| CWM, LLC | 1,722 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,000 | $14.0K | 0.01% | +2,000 | New |
| Harbour Investments, Inc. | 1,610 | $13.0K | 0.00% | +610+61.0% | Added |
| Allworth Financial LP | 1,308 | $11.0K | 0.00% | +1,308 | New |
| BDO Wealth Advisors, LLC | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1,024 | $8.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 900 | $7.00K | 0.00% | −750−45.5% | Reduced |
| Cypress Capital Management LLC (WY) | 875 | $7.00K | 0.01% | +25+2.9% | Added |
| North Star Investment Management Corp. | 700 | $6.00K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 705 | $5.00K | 0.00% | +705 | New |
| IFP Advisors, Inc | 555 | $4.00K | 0.00% | −575−50.9% | Reduced |
| Central Trust Co | 500 | $4.00K | 0.00% | +300+150.0% | Added |
| TCI Wealth Advisors, Inc. | 331 | $3.00K | 0.00% | +331 | New |
| Advisory Services Network, LLC | 270 | $2.00K | 0.00% | +270 | New |
| Dark Forest Capital Management LP | 299 | $2.00K | 0.00% | +299 | New |
| Hoover Financial Advisors, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 164 | $1.00K | 0.00% | +164 | New |
| Larson Financial Group LLC | 88 | $1.00K | 0.00% | +88 | New |
| Sutton Wealth Advisors Inc. | 50 | $402 | 0.00% | +50 | New |
| Steward Partners Investment Advisory, LLC | 15 | $0 | 0.00% | −610−97.6% | Reduced |
| FMR LLC | 14 | $0 | 0.00% | +12+600.0% | Added |
| Ironwood Financial, llc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4 | $0 | 0.00% | +4 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −570,857−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −172,751−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −161,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −130,478−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −113,689−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −35,469−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −12,109−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −11,940−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,853−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |