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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, Q4 2023

Institutional positions in Ocugen, Inc. as of Dec 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
68
−10 vs. Q3 2023
Shares held
26.3M
−6.76M (−20.5%) vs. Q3 2023
Total value
$15.1M
+$1.89M (+14.3%) vs. Q3 2023
New holders
11
16 more added
Sold out
21
19 more reduced

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 68 institutions
Q1 2021: 82 institutionsQ2 2021: 129 institutionsQ3 2021: 116 institutionsQ4 2021: 122 institutionsQ1 2022: 122 institutionsQ2 2022: 124 institutionsQ3 2022: 128 institutionsQ4 2022: 114 institutionsQ1 2023: 103 institutionsQ2 2023: 96 institutionsQ3 2023: 78 institutionsQ4 2023: 68 institutionsQ1 2024: 81 institutionsQ2 2024: 101 institutionsQ3 2024: 115 institutionsQ4 2024: 114 institutionsQ1 2025: 110 institutionsQ2 2025: 104 institutionsQ3 2025: 97 institutionsQ4 2025: 109 institutionsQ1 2026: 137 institutionsQ2 2026: 147 institutions
Value heldQ4 2023: $15.1M
Q1 2021: $167.3MQ2 2021: $455.7MQ3 2021: $396.4MQ4 2021: $291.2MQ1 2022: $279.2MQ2 2022: $193.1MQ3 2022: $146.5MQ4 2022: $117.0MQ1 2023: $53.2MQ2 2023: $26.5MQ3 2023: $13.2MQ4 2023: $15.1MQ1 2024: $54.0MQ2 2024: $104.4MQ3 2024: $79.1MQ4 2024: $57.7MQ1 2025: $54.2MQ2 2025: $50.1MQ3 2025: $74.8MQ4 2025: $82.2MQ1 2026: $200.5MQ2 2026: $222.1M
Institutions holding OCGN and their total value by quarter
QuarterHoldersValue
Q2 2026147$222.1M
Q1 2026137$200.5M
Q4 2025109$82.2M
Q3 202597$74.8M
Q2 2025104$50.1M
Q1 2025110$54.2M
Q4 2024114$57.7M
Q3 2024115$79.1M
Q2 2024101$104.4M
Q1 202481$54.0M
Q4 202368$15.1M
Q3 202378$13.2M
Q2 202396$26.5M
Q1 2023103$53.2M
Q4 2022114$117.0M
Q3 2022128$146.5M
Q2 2022124$193.1M
Q1 2022122$279.2M
Q4 2021122$291.2M
Q3 2021116$396.4M
Q2 2021129$455.7M
Q1 202182$167.3M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q3 2023.

Institutions holding OCGN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
PSI Advisors, LLC1$10.00%00.0%Unchanged
Johnson Financial Group, Inc.1$10.00%+1New
Parkside Financial Bank & Trust49$290.00%00.0%Unchanged
Harbour Investments, Inc.100$580.00%00.0%Unchanged
Versant Capital Management, Inc100$580.00%00.0%Unchanged
Cedar Mountain Advisors, LLC100$580.00%00.0%Unchanged
Citigroup Inc164$940.00%−581−78.0%Reduced
Advisory Services Network, LLC270$1550.00%+270New
North Star Investment Management Corp.300$1720.00%00.0%Unchanged
Global Wealth Strategies & Associates300$1730.00%00.0%Unchanged
GWM Advisors LLC317$1820.00%00.0%Unchanged
Vima LLC365$2100.00%+365New
Tower Research Capital LLC (TRC)400$2300.00%−4,029−91.0%Reduced
Steward Partners Investment Advisory, LLC405$2330.00%00.0%Unchanged
Central Trust Co500$2880.00%00.0%Unchanged
National Bank of Canada607$3970.00%+307+102.3%Added
EverSource Wealth Advisors, LLC1,250$7190.00%−1,194−48.9%Reduced
Royal Bank of Canada2,178$1.00K0.00%+110+5.3%Added
Qube Research & Technologies Ltd2,552$1.47K0.00%−23,625−90.3%Reduced
UBS Group AG3,805$2.19K0.00%−20,536−84.4%Reduced
CWM, LLC7,290$4.00K0.00%00.0%Unchanged
Rhumbline Advisers9,593$5.51K0.00%00.0%Unchanged
Retirement Group, LLC9,910$5.70K0.00%+9,910New
Capital CS Group, LLC10,000$5.75K0.01%00.0%Unchanged
HighTower Advisors, LLC10,311$6.00K0.00%+11+0.1%Added
Wells Fargo & Company10,853$6.24K0.00%+169+1.6%Added
GTS Securities LLC10,923$6.28K0.00%+10,923New
Lanham O'Dell & Company, Inc.11,050$6.35K0.00%+11,050New
Jane Street Group, LLC13,187$7.58K0.00%−180,582−93.2%Reduced
Tudor Investment Corp Et Al13,962$8.03K0.00%00.0%Unchanged
Perennial Investment Advisors, LLC15,000$8.63K0.00%00.0%Unchanged
Wedmont Private Capital14,765$9.60K0.00%+14,765New
JustInvest LLC18,660$10.7K0.00%−34,714−65.0%Reduced
Cetera Advisor Networks LLC20,300$11.7K0.00%+20,300New
Thrivent Financial for Lutherans20,000$12.0K0.00%00.0%Unchanged
Baldwin Investment Management, LLC22,500$12.9K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.22,923$13.2K0.00%+3,680+19.1%Added
XTX Topco Ltd24,702$14.2K0.00%+24,702New
Point72 Asia (Singapore) Pte. Ltd.25,800$14.8K0.00%+25,800New
Two Sigma Securities, LLC30,574$17.6K0.00%−61,165−66.7%Reduced
Advisor Group Holdings, Inc.33,516$19.3K0.00%+1,124+3.5%Added
Gsa Capital Partners LLP58,120$33.0K0.00%+58,120New
Simplex Trading, LLC60,606$34.0K0.00%−8,886−12.8%Reduced
Captrust Financial Advisors60,000$34.5K0.00%−90−0.1%Reduced
Lazard Asset Management LLC66,762$37.0K0.00%+2,416+3.8%Added
Principal Financial Group Inc68,489$39.4K0.00%+6,728+10.9%Added
Bank of New York Mellon Corp87,752$50.5K0.00%00.0%Unchanged
TD Private Client Wealth LLC98,390$56.6K0.00%00.0%Unchanged
FMR LLC118,410$68.1K0.00%−54,310−31.4%Reduced
Bank of America Corp155,181$89.2K0.00%−49,204−24.1%Reduced
Two Sigma Investments, LP157,304$90.5K0.00%+22,722+16.9%Added
Charles Schwab Investment Management Inc170,254$97.9K0.00%00.0%Unchanged
JPMorgan Chase & Co182,813$105.1K0.00%+48,336+35.9%Added
Price T Rowe Associates Inc187,100$108.0K0.00%+93,000+98.8%Added
Renaissance Technologies LLC246,173$142.0K0.00%−674,978−73.3%Reduced
Cubist Systematic Strategies, LLC265,469$152.6K0.00%−48,008−15.3%Reduced
Morgan Stanley296,169$170.3K0.00%+15,348+5.5%Added
GMT Capital Corp307,786$177.0K0.01%−3,614,412−92.2%Reduced
Susquehanna International Group, LLP345,591$198.7K0.00%−79,210−18.6%Reduced
Verition Fund Management LLC400,000$230.0K0.00%00.0%Unchanged
Millennium Management LLC410,963$236.3K0.00%−1,213,366−74.7%Reduced
Group One Trading, L.P.502,051$288.7K0.01%+336,918+204.0%Added
Northern Trust Corp509,749$293.1K0.00%+64,796+14.6%Added
State Street Corp835,826$480.6K0.00%−45,800−5.2%Reduced
Luminus Management LLC1,626,583$935.3K0.26%−1,096,073−40.3%Reduced
Geode Capital Management, LLC2,929,948$1.69M0.00%+68,485+2.4%Added
BlackRock Inc.3,693,281$2.12M0.00%00.0%Unchanged
Vanguard Group Inc12,039,918$6.92M0.00%+114,366+1.0%Added
D. E. Shaw & Co., Inc.0$00.00%−139,025−100.0%Sold out
Invesco Ltd.0$00.00%−76,797−100.0%Sold out
Zacks Investment Management0$00.00%−55,481−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−47,700−100.0%Sold out
Virtu Financial LLC0$00.00%−36,232−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−34,341−100.0%Sold out
Mariner, LLC0$00.00%−29,605−100.0%Sold out
Victory Capital Management Inc0$00.00%−27,623−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−13,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−12,407−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−10,000−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−10,000−100.0%Sold out
Federated Hermes, Inc.0$00.00%−5,374−100.0%Sold out
City State Bank0$00.00%−2,000−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−1,000−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−500−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−500−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−500−100.0%Sold out
Toronto Dominion Bank0$00.00%−334−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−10−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−1−100.0%Sold out