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, Q3 2024
Institutional positions in Ocugen, Inc. as of Sep 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
- 115
- +15 vs. Q2 2024
- Shares held
- 79.7M
- +30.2M (+61.2%) vs. Q2 2024
- Total value
- $79.1M
- +$2.43M (+3.2%) vs. Q2 2024
- New holders
- 32
- 34 more added
- Sold out
- 17
- 22 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 550 | $0 | 0.00% | −1,791−76.5% | Reduced |
| PSI Advisors, LLC | 1 | $1 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 11 | $11 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 49 | $49 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $99 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $124 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 250 | $249 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 263 | $261 | 0.00% | +263 | New |
| North Star Investment Management Corp. | 300 | $298 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $298 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 383 | $380 | 0.00% | +383 | New |
| Steward Partners Investment Advisory, LLC | 405 | $402 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 500 | $496 | 0.00% | +500 | New |
| Central Trust Co | 500 | $497 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 675 | $670 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 500 | $775 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 960 | $953 | 0.00% | +960 | New |
| Jaffetilchin Investment Partners, LLC | 1,000 | $992 | 0.00% | +1,000 | New |
| NBC Securities, Inc. | 1,062 | $1.00K | 0.00% | +1,062 | New |
| Geneos Wealth Management Inc. | 1,118 | $1.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,250 | $1.24K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,638 | $1.63K | 0.00% | −1,888−53.5% | Reduced |
| New York State Common Retirement Fund | 2,600 | $2.58K | 0.00% | −101,000−97.5% | Reduced |
| Russell Investments Group, Ltd. | 3,176 | $3.15K | 0.00% | +3,176 | New |
| South State Corp. | 7,000 | $6.95K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,378 | $7.00K | 0.00% | +88+1.2% | Added |
| Amalgamated Bank | 8,853 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,728 | $9.65K | 0.00% | −6,861−41.4% | Reduced |
| Mercer Global Advisors Inc | 10,456 | $9.93K | 0.00% | +10,456 | New |
| TCG Advisory Services, LLC | 11,964 | $11.9K | 0.00% | +1,000+9.1% | Added |
| Verition Fund Management LLC | 13,230 | $13.1K | 0.00% | +13,230 | New |
| Tudor Investment Corp Et Al | 13,865 | $13.8K | 0.00% | +13,865 | New |
| Wealth Enhancement Advisory Services, LLC | 14,673 | $14.6K | 0.00% | +113+0.8% | Added |
| Wedmont Private Capital | 14,765 | $14.7K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 15,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,125 | $15.0K | 0.00% | +2,871+23.4% | Added |
| Mackenzie Financial Corp | 16,100 | $16.0K | 0.00% | +16,100 | New |
| Cora Capital Advisors LLC | 16,653 | $16.5K | 0.01% | +4,500+37.0% | Added |
| Xponance, Inc. | 16,751 | $16.6K | 0.00% | +890+5.6% | Added |
| Warberg Asset Management LLC | 18,000 | $17.8K | 0.00% | +18,000 | New |
| Diversify Wealth Management, LLC | 20,000 | $18.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 18,540 | $18.4K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 18,750 | $18.6K | 0.00% | +26+0.1% | Added |
| Truefg, LLC | 21,000 | $20.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 22,500 | $22.3K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 23,060 | $22.9K | 0.00% | +23,060 | New |
| Pegasus Partners Ltd. | 23,500 | $23.3K | 0.00% | +23,500 | New |
| Prudential Financial Inc | 23,910 | $23.7K | 0.00% | −20,400−46.0% | Reduced |
| Ameritas Investment Partners, Inc. | 25,068 | $24.9K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 25,225 | $25.0K | 0.00% | −9,341−27.0% | Reduced |
| Two Sigma Securities, LLC | 26,905 | $26.7K | 0.00% | +893+3.4% | Added |
| Legal & General Group Plc | 27,475 | $27.3K | 0.00% | −877−3.1% | Reduced |
| HSBC Holdings PLC | 30,633 | $29.8K | 0.00% | +30,633 | New |
| Royal Bank of Canada | 32,936 | $32.0K | 0.00% | +7,201+28.0% | Added |
| Baader Bank INC | 46,206 | $32.8K | 0.00% | +23,656+104.9% | Added |
| Victory Capital Management Inc | 35,917 | $35.6K | 0.00% | +3,275+10.0% | Added |
| Oppenheimer & Co Inc | 36,155 | $35.9K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 36,341 | $36.1K | 0.00% | +36,341 | New |
| Gainplan LLC | 23,623 | $36.6K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 37,211 | $36.9K | 0.00% | −23,437−38.6% | Reduced |
| ExodusPoint Capital Management, LP | 37,981 | $38.0K | 0.00% | +37,981 | New |
| Daiwa Securities Group Inc. | 41,398 | $41.0K | 0.00% | −1,699−3.9% | Reduced |
| ProShare Advisors LLC | 48,351 | $48.0K | 0.00% | +48,351 | New |
| E Fund Management Co., Ltd. | 51,227 | $50.8K | 0.00% | +2,815+5.8% | Added |
| SEI Investments Co | 59,981 | $59.5K | 0.00% | +59,981 | New |
| Captrust Financial Advisors | 60,154 | $59.7K | 0.00% | +154+0.3% | Added |
| EntryPoint Capital, LLC | 65,174 | $64.7K | 0.04% | +65,174 | New |
| Wells Fargo & Company | 86,838 | $86.2K | 0.00% | −3,213−3.6% | Reduced |
| SG Americas Securities, LLC | 88,096 | $87.0K | 0.00% | +88,096 | New |
| Voya Investment Management LLC | 87,890 | $87.2K | 0.00% | +923+1.1% | Added |
| MetLife Investment Management | 89,508 | $88.8K | 0.00% | +23,877+36.4% | Added |
| Simplex Trading, LLC | 90,963 | $90.0K | 0.00% | −39,499−30.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 90,780 | $90.1K | 0.00% | +90,780 | New |
| Intech Investment Management LLC | 93,673 | $92.9K | 0.00% | +93,673 | New |
| Manufacturers Life Insurance Company, The | 104,274 | $103.5K | 0.00% | −2,549−2.4% | Reduced |
| JPMorgan Chase & Co | 119,021 | $118.1K | 0.00% | +9,773+8.9% | Added |
| Advisor Group Holdings, Inc. | 124,824 | $123.8K | 0.00% | +26,713+27.2% | Added |
| Invesco Ltd. | 124,874 | $123.9K | 0.00% | +1,399+1.1% | Added |
| Jane Street Group, LLC | 124,886 | $123.9K | 0.00% | −11,505−8.4% | Reduced |
| FMR LLC | 129,895 | $128.9K | 0.00% | +3,666+2.9% | Added |
| Corebridge Financial, Inc. | 136,815 | $135.7K | 0.00% | −843−0.6% | Reduced |
| Alliancebernstein L.P. | 138,730 | $137.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142,241 | $141.1K | 0.00% | −13,392−8.6% | Reduced |
| Franklin Resources Inc | 149,217 | $141.7K | 0.00% | +149,217 | New |
| Profund Advisors LLC | 156,167 | $154.9K | 0.01% | +9,525+6.5% | Added |
| Deutsche Bank AG | 171,351 | $169.6K | 0.00% | +40,810+31.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 172,612 | $172.1K | 0.00% | +142,601+475.2% | Added |
| Citigroup Inc | 197,731 | $196.2K | 0.00% | +51,223+35.0% | Added |
| Gsa Capital Partners LLP | 204,310 | $203.0K | 0.02% | +204,310 | New |
| XTX Topco Ltd | 235,101 | $233.3K | 0.02% | +235,101 | New |
| Price T Rowe Associates Inc | 235,860 | $235.0K | 0.00% | −32,960−12.3% | Reduced |
| Rhumbline Advisers | 287,441 | $285.1K | 0.00% | −13,777−4.6% | Reduced |
| Two Sigma Investments, LP | 363,718 | $360.9K | 0.00% | +235+0.1% | Added |
| Cetera Investment Advisers | 414,701 | $411.5K | 0.00% | +414,701 | New |
| Group One Trading, L.P. | 424,926 | $421.6K | 0.02% | −226,455−34.8% | Reduced |
| Wellington Management Group LLP | 459,102 | $455.5K | 0.00% | +459,102 | New |
| Bank of New York Mellon Corp | 545,357 | $541.1K | 0.00% | −206,462−27.5% | Reduced |
| UBS Group AG | 568,867 | $564.3K | 0.00% | +106,031+22.9% | Added |
| Barclays PLC | 581,087 | $576.6K | 0.00% | +296,654+104.3% | Added |
| Nuveen Asset Management, LLC | 756,926 | $751.0K | 0.00% | 00.0% | Unchanged |