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 2024
Institutional positions in Ocugen, Inc. as of Jun 30, 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
- 101
- +21 vs. Q1 2024
- Shares held
- 67.4M
- +34.4M (+104.5%) vs. Q1 2024
- Total value
- $104.4M
- +$50.4M (+93.5%) vs. Q1 2024
- New holders
- 44
- 25 more added
- Sold out
- 23
- 11 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 13 | $20 | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 49 | $76 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53 | $86 | 0.00% | +53 | New |
| Huntington National Bank | 100 | $155 | 0.00% | −24−19.4% | Reduced |
| Cedar Mountain Advisors, LLC | 100 | $155 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $176 | 0.00% | +125 | New |
| Global Retirement Partners, LLC | 183 | $284 | 0.00% | +183 | New |
| Redwood Wealth Management Group, LLC | 200 | $310 | 0.00% | +200 | New |
| Planning Capital Management Corp | 250 | $388 | 0.00% | +250 | New |
| North Star Investment Management Corp. | 300 | $465 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $465 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 317 | $491 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 400 | $620 | 0.00% | +400 | New |
| Steward Partners Investment Advisory, LLC | 405 | $628 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 500 | $775 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 500 | $820 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 675 | $1.05K | 0.00% | +375+125.0% | Added |
| Geneos Wealth Management Inc. | 1,118 | $1.73K | 0.00% | +1,118 | New |
| EverSource Wealth Advisors, LLC | 1,250 | $1.76K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,341 | $2.00K | 0.00% | −40,678−94.6% | Reduced |
| US Bancorp | 3,526 | $5.46K | 0.00% | +3,526 | New |
| Pacer Advisors, Inc. | 4,534 | $7.03K | 0.00% | +4,534 | New |
| South State Corp. | 7,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,290 | $11.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,853 | $14.0K | 0.00% | +8,853 | New |
| Capital CS Group, LLC | 10,000 | $15.5K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 10,606 | $16.4K | 0.00% | +10,606 | New |
| TCG Advisory Services, LLC | 10,964 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,290 | $17.0K | 0.00% | +11,290 | New |
| Cora Capital Advisors LLC | 12,153 | $18.8K | 0.01% | +12,153 | New |
| Creative Planning | 12,254 | $19.0K | 0.00% | +12,254 | New |
| Blair William & Co | 12,954 | $20.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,560 | $22.6K | 0.00% | +14,560 | New |
| Perennial Investment Advisors, LLC | 15,000 | $23.3K | 0.00% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 20,000 | $24.3K | 0.00% | +20,000 | New |
| Xponance, Inc. | 15,861 | $24.6K | 0.00% | +15,861 | New |
| Tower Research Capital LLC (TRC) | 16,589 | $25.7K | 0.00% | +1,917+13.1% | Added |
| Wedmont Private Capital | 14,765 | $27.8K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 22,550 | $28.5K | 0.00% | +22,550 | New |
| California State Teachers Retirement System | 18,540 | $28.7K | 0.00% | +18,540 | New |
| JustInvest LLC | 18,724 | $29.0K | 0.00% | +64+0.3% | Added |
| Thrivent Financial for Lutherans | 20,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Truefg, LLC | 21,000 | $32.5K | 0.01% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 22,500 | $34.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 22,500 | $34.9K | 0.01% | +2,500+12.5% | Added |
| Gainplan LLC | 23,623 | $36.6K | 0.02% | +9,663+69.2% | Added |
| Ameritas Investment Partners, Inc. | 25,068 | $38.9K | 0.00% | +25,068 | New |
| Royal Bank of Canada | 25,735 | $40.0K | 0.00% | +17,401+208.8% | Added |
| Two Sigma Advisers, LP | 26,000 | $40.3K | 0.00% | +26,000 | New |
| Two Sigma Securities, LLC | 26,012 | $40.3K | 0.00% | −45,440−63.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 30,011 | $42.9K | 0.00% | +30,011 | New |
| Legal & General Group Plc | 28,352 | $43.5K | 0.00% | +28,352 | New |
| Victory Capital Management Inc | 32,642 | $50.6K | 0.00% | +32,642 | New |
| Principal Financial Group Inc | 34,566 | $53.6K | 0.00% | −24,788−41.8% | Reduced |
| Oppenheimer & Co Inc | 36,155 | $56.0K | 0.00% | +36,155 | New |
| David J Yvars Group | 41,570 | $64.4K | 0.04% | +20,400+96.4% | Added |
| Daiwa Securities Group Inc. | 43,097 | $67.0K | 0.00% | +43,097 | New |
| Prudential Financial Inc | 44,310 | $68.7K | 0.00% | +44,310 | New |
| E Fund Management Co., Ltd. | 48,412 | $75.0K | 0.00% | +48,412 | New |
| Captrust Financial Advisors | 60,000 | $93.0K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 60,648 | $94.0K | 0.00% | −10,705−15.0% | Reduced |
| MetLife Investment Management | 65,631 | $101.7K | 0.00% | +65,631 | New |
| Voya Investment Management LLC | 86,967 | $134.8K | 0.00% | +86,967 | New |
| Wells Fargo & Company | 90,051 | $139.6K | 0.00% | +83,016+1,180.0% | Added |
| Advisor Group Holdings, Inc. | 98,111 | $152.1K | 0.00% | +22,075+29.0% | Added |
| New York State Common Retirement Fund | 103,600 | $160.6K | 0.00% | +103,600 | New |
| Manufacturers Life Insurance Company, The | 106,823 | $165.6K | 0.00% | +106,823 | New |
| JPMorgan Chase & Co | 109,248 | $169.3K | 0.00% | −282,677−72.1% | Reduced |
| Invesco Ltd. | 123,475 | $191.4K | 0.00% | +123,475 | New |
| FMR LLC | 126,229 | $195.7K | 0.00% | +4,130+3.4% | Added |
| Toroso Investments, LLC | 128,150 | $198.6K | 0.00% | +62,141+94.1% | Added |
| Simplex Trading, LLC | 130,462 | $202.0K | 0.01% | −56,095−30.1% | Reduced |
| Deutsche Bank AG | 130,541 | $202.3K | 0.00% | +130,541 | New |
| Jane Street Group, LLC | 136,391 | $211.4K | 0.00% | −63,917−31.9% | Reduced |
| Corebridge Financial, Inc. | 137,658 | $214.7K | 0.00% | +137,658 | New |
| Alliancebernstein L.P. | 138,730 | $215.0K | 0.00% | +138,730 | New |
| Citigroup Inc | 146,508 | $227.1K | 0.00% | +121,430+484.2% | Added |
| Profund Advisors LLC | 146,642 | $227.3K | 0.01% | +146,642 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155,633 | $241.2K | 0.00% | +155,633 | New |
| Alpine Global Management, LLC | 242,311 | $375.6K | 0.07% | +242,311 | New |
| Price T Rowe Associates Inc | 268,820 | $417.0K | 0.00% | +81,720+43.7% | Added |
| Barclays PLC | 284,433 | $440.9K | 0.00% | +284,433 | New |
| Rhumbline Advisers | 301,218 | $466.9K | 0.00% | +291,625+3,040.0% | Added |
| Two Sigma Investments, LP | 363,483 | $563.4K | 0.00% | −662,525−64.6% | Reduced |
| UBS Group AG | 462,836 | $717.4K | 0.00% | +448,652+3,163.1% | Added |
| Northern Trust Corp | 624,007 | $967.2K | 0.00% | +114,690+22.5% | Added |
| Morgan Stanley | 627,659 | $972.9K | 0.00% | +8,254+1.3% | Added |
| Susquehanna International Group, LLP | 640,745 | $993.2K | 0.00% | −556,354−46.5% | Reduced |
| Bank of America Corp | 641,071 | $993.7K | 0.00% | +367,288+134.2% | Added |
| Group One Trading, L.P. | 651,381 | $1.01M | 0.03% | +26,585+4.3% | Added |
| Bank of New York Mellon Corp | 751,819 | $1.17M | 0.00% | +725,536+2,760.5% | Added |
| Nuveen Asset Management, LLC | 756,926 | $1.17M | 0.00% | +756,926 | New |
| Goldman Sachs Group Inc | 759,440 | $1.18M | 0.00% | −1,848,185−70.9% | Reduced |
| Charles Schwab Investment Management Inc | 776,016 | $1.20M | 0.00% | +605,762+355.8% | Added |
| CI Private Wealth, LLC | 900,130 | $1.40M | 0.00% | +900,130 | New |
| Rafferty Asset Management, LLC | 1,077,042 | $1.67M | 0.01% | +1,077,042 | New |
| Geode Capital Management, LLC | 5,904,999 | $9.15M | 0.00% | +2,691,479+83.8% | Added |
| State Street Corp | 14,776,621 | $22.9M | 0.00% | +13,819,895+1,444.5% | Added |
| Vanguard Group Inc | 15,521,167 | $24.1M | 0.00% | +3,521,616+29.3% | Added |