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 2024
Institutional positions in Ocugen, Inc. as of Mar 31, 2024. 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
- 81
- +13 vs. Q4 2023
- Shares held
- 33.0M
- +6.71M (+25.6%) vs. Q4 2023
- Total value
- $54.0M
- +$38.9M (+257.6%) vs. Q4 2023
- New holders
- 27
- 24 more added
- Sold out
- 14
- 7 more reduced
Compare with Q4 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 5,883 | $10 | 0.00% | +5,883 | New |
| Parkside Financial Bank & Trust | 49 | $81 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $164 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 124 | $203 | 0.00% | +124 | New |
| Vima LLC | 365 | $311 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $492 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $492 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $492 | 0.00% | +200+200.0% | Added |
| GWM Advisors LLC | 317 | $520 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 336 | $551 | 0.00% | +336 | New |
| Steward Partners Investment Advisory, LLC | 405 | $664 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $820 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 500 | $820 | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 1,250 | $1.65K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7,000 | $11.5K | 0.00% | +7,000 | New |
| Wells Fargo & Company | 7,035 | $11.5K | 0.00% | −3,818−35.2% | Reduced |
| CWM, LLC | 7,290 | $12.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,334 | $14.0K | 0.00% | +6,156+282.6% | Added |
| Rhumbline Advisers | 9,593 | $15.7K | 0.00% | 00.0% | Unchanged |
| Capital CS Group, LLC | 10,000 | $16.4K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,964 | $18.0K | 0.00% | +10,964 | New |
| Blair William & Co | 12,954 | $21.2K | 0.00% | +12,954 | New |
| Retirement Group, LLC | 13,110 | $21.5K | 0.01% | +3,200+32.3% | Added |
| Gainplan LLC | 13,960 | $22.9K | 0.01% | +13,960 | New |
| Tudor Investment Corp Et Al | 13,962 | $22.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 14,184 | $23.3K | 0.00% | +10,379+272.8% | Added |
| Tower Research Capital LLC (TRC) | 14,672 | $24.1K | 0.00% | +14,272+3,568.0% | Added |
| Perennial Investment Advisors, LLC | 15,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| Symmetry Investments LP | 15,000 | $24.6K | 0.00% | +15,000 | New |
| Wedmont Private Capital | 14,765 | $25.2K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 18,100 | $29.7K | 0.00% | +18,100 | New |
| JustInvest LLC | 18,660 | $30.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20,000 | $32.8K | 0.01% | +20,000 | New |
| Thrivent Financial for Lutherans | 20,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Truefg, LLC | 21,000 | $34.4K | 0.01% | +21,000 | New |
| David J Yvars Group | 21,170 | $34.7K | 0.02% | +21,170 | New |
| Baldwin Investment Management, LLC | 22,500 | $36.9K | 0.01% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 23,050 | $37.8K | 0.02% | +12,000+108.6% | Added |
| Wolverine Trading, LLC | 23,528 | $38.6K | 0.00% | +23,528 | New |
| DRW Securities, LLC | 24,200 | $39.7K | 0.00% | +24,200 | New |
| Citigroup Inc | 25,078 | $41.1K | 0.00% | +24,914+15,191.5% | Added |
| Bank of New York Mellon Corp | 26,283 | $43.1K | 0.00% | −61,469−70.0% | Reduced |
| Verition Fund Management LLC | 30,000 | $49.2K | 0.00% | −370,000−92.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 33,960 | $55.7K | 0.02% | +33,960 | New |
| Headlands Technologies LLC | 40,198 | $65.9K | 0.02% | +40,198 | New |
| State Board of Administration of Florida Retirement System | 80,676 | $68.8K | 0.00% | +80,676 | New |
| Lazard Asset Management LLC | 43,019 | $69.0K | 0.00% | −23,743−35.6% | Reduced |
| Principal Financial Group Inc | 59,354 | $97.3K | 0.00% | −9,135−13.3% | Reduced |
| Captrust Financial Advisors | 60,000 | $98.4K | 0.00% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 62,800 | $103.0K | 0.06% | +62,800 | New |
| Toroso Investments, LLC | 66,009 | $108.3K | 0.00% | +66,009 | New |
| Omers Administration Corp | 67,400 | $110.5K | 0.00% | +67,400 | New |
| Brevan Howard Capital Management LP | 69,268 | $113.6K | 0.01% | +69,268 | New |
| GTS Securities LLC | 71,353 | $117.0K | 0.00% | +60,430+553.2% | Added |
| Two Sigma Securities, LLC | 71,452 | $117.2K | 0.01% | +40,878+133.7% | Added |
| Advisor Group Holdings, Inc. | 76,036 | $124.7K | 0.00% | +42,520+126.9% | Added |
| TD Private Client Wealth LLC | 98,390 | $161.4K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 110,836 | $181.8K | 0.00% | +110,836 | New |
| FMR LLC | 122,099 | $200.2K | 0.00% | +3,689+3.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 128,825 | $211.3K | 0.02% | +128,825 | New |
| Squarepoint Ops LLC | 143,393 | $235.2K | 0.00% | +143,393 | New |
| Charles Schwab Investment Management Inc | 170,254 | $279.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 186,557 | $305.0K | 0.01% | +125,951+207.8% | Added |
| Price T Rowe Associates Inc | 187,100 | $307.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 200,308 | $328.5K | 0.00% | +187,121+1,419.0% | Added |
| Bank of America Corp | 273,783 | $449.0K | 0.00% | +118,602+76.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 366,940 | $601.8K | 0.16% | +341,140+1,322.2% | Added |
| JPMorgan Chase & Co | 391,925 | $642.8K | 0.00% | +209,112+114.4% | Added |
| Northern Trust Corp | 509,317 | $835.3K | 0.00% | −432−0.1% | Reduced |
| Morgan Stanley | 619,405 | $1.02M | 0.00% | +323,236+109.1% | Added |
| Group One Trading, L.P. | 624,796 | $1.02M | 0.04% | +122,745+24.4% | Added |
| HRT Financial LP | 806,500 | $1.32M | 0.01% | +806,500 | New |
| State Street Corp | 956,726 | $1.57M | 0.00% | +120,900+14.5% | Added |
| Two Sigma Investments, LP | 1,026,008 | $1.68M | 0.00% | +868,704+552.2% | Added |
| Susquehanna International Group, LLP | 1,197,099 | $1.96M | 0.00% | +851,508+246.4% | Added |
| Millennium Management LLC | 1,925,755 | $3.16M | 0.00% | +1,514,792+368.6% | Added |
| Goldman Sachs Group Inc | 2,607,625 | $4.28M | 0.00% | +2,607,625 | New |
| Geode Capital Management, LLC | 3,213,520 | $5.27M | 0.00% | +283,572+9.7% | Added |
| BlackRock Inc. | 3,799,240 | $6.23M | 0.00% | +105,959+2.9% | Added |
| Vanguard Group Inc | 11,999,551 | $19.7M | 0.00% | −40,367−0.3% | Reduced |
| Luminus Management LLC | 0 | $0 | 0.00% | −1,626,583−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −307,786−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −265,469−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −246,173−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −58,120−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,702−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −22,923−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,311−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |