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, Q1 2023
Institutional positions in Ocugen, Inc. as of Mar 31, 2023. 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
- 103
- −11 vs. Q4 2022
- Shares held
- 62.4M
- −27.7M (−30.7%) vs. Q4 2022
- Total value
- $53.2M
- −$63.8M (−54.5%) vs. Q4 2022
- New holders
- 18
- 28 more added
- Sold out
- 29
- 26 more reduced
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $8 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $9 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 49 | $42 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $43 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $85 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $85 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $85 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $85 | 0.00% | +100 | New |
| Russell Investments Group, Ltd. | 282 | $241 | 0.00% | −4,262−93.8% | Reduced |
| National Bank of Canada | 300 | $255 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $256 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $256 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 370 | $315 | 0.00% | +100+37.0% | Added |
| Steward Partners Investment Advisory, LLC | 405 | $346 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $427 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $427 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 500 | $427 | 0.00% | +500 | New |
| The PNC Financial Services Group, Inc. | 775 | $661 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,000 | $1.56K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,000 | $1.71K | 0.00% | +2,000 | New |
| City State Bank | 2,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,833 | $2.42K | 0.00% | +285+11.2% | Added |
| Nisa Investment Advisors, LLC | 6,410 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,340 | $6.00K | 0.00% | −1,134−13.4% | Reduced |
| HighTower Advisors, LLC | 10,300 | $9.00K | 0.00% | +10,300 | New |
| Metropolitan Life Insurance Co | 11,957 | $10.2K | 0.00% | −997−7.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,193 | $10.4K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 12,360 | $10.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 12,382 | $10.6K | 0.00% | +9,554+337.8% | Added |
| Bank of Montreal | 11,679 | $10.7K | 0.00% | +5,726+96.2% | Added |
| Royal Bank of Canada | 13,843 | $11.0K | 0.00% | −21,764−61.1% | Reduced |
| Creative Planning | 13,076 | $11.2K | 0.00% | −1,342−9.3% | Reduced |
| Sawtooth Solutions, LLC | 13,960 | $11.9K | 0.00% | +13,960 | New |
| Tudor Investment Corp Et Al | 13,962 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,084 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,478 | $12.4K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 15,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 15,235 | $13.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 17,001 | $14.5K | 0.00% | −103,700−85.9% | Reduced |
| Baldwin Investment Management, LLC | 22,500 | $19.2K | 0.00% | +22,500 | New |
| Victory Capital Management Inc | 24,607 | $21.0K | 0.00% | +520+2.2% | Added |
| STRS Ohio | 24,800 | $21.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 25,486 | $21.7K | 0.00% | −72,268−73.9% | Reduced |
| ProShare Advisors LLC | 25,570 | $21.8K | 0.00% | −2,383−8.5% | Reduced |
| Lazard Asset Management LLC | 27,441 | $22.0K | 0.00% | +18,470+205.9% | Added |
| Advisor Group Holdings, Inc. | 28,291 | $24.1K | 0.00% | −4,600−14.0% | Reduced |
| Winton Group Ltd | 29,296 | $25.0K | 0.00% | +29,296 | New |
| Dynamic Advisor Solutions LLC | 30,030 | $25.6K | 0.00% | +8,800+41.5% | Added |
| Amalgamated Bank | 30,256 | $26.0K | 0.00% | −4,189−12.2% | Reduced |
| Belpointe Asset Management LLC | 34,835 | $29.7K | 0.00% | +34,536+11,550.5% | Added |
| Marshall Wace, LLP | 38,260 | $32.5K | 0.00% | +38,260 | New |
| Laurion Capital Management LP | 49,778 | $42.5K | 0.00% | +49,778 | New |
| Wells Fargo & Company | 50,521 | $43.1K | 0.00% | +42,021+494.4% | Added |
| Citigroup Inc | 53,645 | $45.8K | 0.00% | −1,089,577−95.3% | Reduced |
| Principal Financial Group Inc | 60,669 | $51.8K | 0.00% | −4,467−6.9% | Reduced |
| Credit Suisse AG | 68,000 | $58.0K | 0.00% | −154,052−69.4% | Reduced |
| ETF Managers Group, LLC | 73,601 | $62.8K | 0.00% | +19,030+34.9% | Added |
| Tower Research Capital LLC (TRC) | 75,435 | $64.0K | 0.00% | +39,424+109.5% | Added |
| Invesco Ltd. | 76,616 | $65.4K | 0.00% | −6,825−8.2% | Reduced |
| State Board of Administration of Florida Retirement System | 80,676 | $68.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 80,752 | $68.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 80,770 | $68.9K | 0.00% | −193,942−70.6% | Reduced |
| Manufacturers Life Insurance Company, The | 86,673 | $73.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 87,245 | $74.0K | 0.00% | +77,110+760.8% | Added |
| TD Private Client Wealth LLC | 98,390 | $83.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 104,019 | $88.7K | 0.00% | −1,468,021−93.4% | Reduced |
| American International Group, Inc. | 104,850 | $89.4K | 0.00% | +2,086+2.0% | Added |
| Barclays PLC | 109,802 | $93.7K | 0.00% | −1,177,086−91.5% | Reduced |
| MetLife Investment Management | 116,226 | $99.2K | 0.00% | +45,303+63.9% | Added |
| Simplex Trading, LLC | 126,659 | $108.0K | 0.00% | +126,659 | New |
| Group One Trading, L.P. | 134,107 | $114.4K | 0.01% | +4,111+3.2% | Added |
| Alps Advisors Inc | 149,176 | $127.3K | 0.00% | +465+0.3% | Added |
| Point72 Asset Management, L.P. | 159,005 | $135.6K | 0.00% | +159,005 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 168,523 | $143.8K | 0.00% | +12,412+8.0% | Added |
| Price T Rowe Associates Inc | 168,303 | $144.0K | 0.00% | +4,571+2.8% | Added |
| Deutsche Bank AG | 169,930 | $144.9K | 0.00% | +55,440+48.4% | Added |
| Cubist Systematic Strategies, LLC | 179,115 | $152.8K | 0.00% | +179,115 | New |
| ExodusPoint Capital Management, LP | 209,442 | $179.0K | 0.00% | +209,442 | New |
| Y-Intercept (Hong Kong) Ltd | 221,791 | $189.2K | 0.02% | +221,791 | New |
| Centiva Capital, LP | 237,500 | $201.9K | 0.01% | +237,500 | New |
| Rhumbline Advisers | 288,051 | $246.0K | 0.00% | +10,154+3.7% | Added |
| Citadel Advisors LLC | 293,866 | $250.7K | 0.00% | +32,542+12.5% | Added |
| Alliancebernstein L.P. | 296,900 | $253.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 397,780 | $339.3K | 0.00% | −48,917−11.0% | Reduced |
| Jane Street Group, LLC | 432,637 | $369.1K | 0.00% | +203,254+88.6% | Added |
| Bank of America Corp | 490,023 | $418.0K | 0.00% | −2,389,134−83.0% | Reduced |
| Nuveen Asset Management, LLC | 672,249 | $573.0K | 0.00% | −483,391−41.8% | Reduced |
| Goldman Sachs Group Inc | 704,900 | $601.4K | 0.00% | −840,315−54.4% | Reduced |
| Bank of New York Mellon Corp | 986,562 | $841.6K | 0.00% | +18,803+1.9% | Added |
| HRT Financial LP | 1,007,728 | $859.0K | 0.01% | +1,007,728 | New |
| Millennium Management LLC | 1,267,682 | $1.08M | 0.00% | +1,267,682 | New |
| Ergoteles LLC | 1,516,801 | $1.29M | 0.05% | +1,516,801 | New |
| Charles Schwab Investment Management Inc | 1,518,828 | $1.30M | 0.00% | −101,478−6.3% | Reduced |
| Northern Trust Corp | 1,813,132 | $1.55M | 0.00% | −65,682−3.5% | Reduced |
| Renaissance Technologies LLC | 2,281,548 | $1.95M | 0.00% | +858,692+60.3% | Added |
| Susquehanna International Group, LLP | 2,420,929 | $2.07M | 0.00% | +1,982,473+452.1% | Added |
| JPMorgan Chase & Co | 3,141,557 | $2.68M | 0.00% | −625,311−16.6% | Reduced |
| Geode Capital Management, LLC | 4,661,333 | $3.98M | 0.00% | +517,806+12.5% | Added |
| State Street Corp | 6,114,111 | $5.22M | 0.00% | −24,006,913−79.7% | Reduced |