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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 2024

Institutional positions in Ocugen, Inc. as of Dec 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
114
+1 vs. Q3 2024
Shares held
71.7M
−8.00M (−10.0%) vs. Q3 2024
Total value
$57.7M
−$21.3M (−27.0%) vs. Q3 2024
New holders
26
30 more added
Sold out
25
29 more reduced

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 114 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 2024: $57.7M
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 2024

Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q3 2024.

Institutions holding OCGN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
NBC Securities, Inc.1$00.00%−1,061−99.9%Reduced
Lazard Asset Management LLC550$00.00%00.0%Unchanged
GWM Advisors LLC4$30.00%+4New
CoreCap Advisors, LLC10$80.00%+10New
Parkside Financial Bank & Trust49$400.00%00.0%Unchanged
NBT Bank N A50$400.00%+50New
Cedar Mountain Advisors, LLC100$810.00%00.0%Unchanged
Farther Finance Advisors, LLC100$810.00%+100New
Strategic Investment Solutions, Inc.125$1010.00%00.0%Unchanged
GeoWealth Management, LLC135$1090.00%+135New
Sterling Capital Management LLC263$2120.00%00.0%Unchanged
North Star Investment Management Corp.300$2420.00%00.0%Unchanged
Global Wealth Strategies & Associates300$2420.00%00.0%Unchanged
Nisa Investment Advisors, LLC332$2670.00%−628−65.4%Reduced
Golden State Wealth Management, LLC400$3220.00%+400New
Steward Partners Investment Advisory, LLC405$3260.00%00.0%Unchanged
Ronald Blue Trust, Inc.500$4030.00%00.0%Unchanged
Harbour Investments, Inc.575$4630.00%−100−14.8%Reduced
Geneos Wealth Management Inc.1,118$9060.00%00.0%Unchanged
US Bancorp1,238$9970.00%−400−24.4%Reduced
EverSource Wealth Advisors, LLC1,250$1.01K0.00%00.0%Unchanged
CWM, LLC2,403$2.00K0.00%−4,975−67.4%Reduced
New York State Common Retirement Fund2,600$2.09K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,700$2.98K0.00%+3,700New
Deutsche Bank AG6,207$5.03K0.00%−165,144−96.4%Reduced
South State Corp.7,000$5.63K0.00%00.0%Unchanged
Royal Bank of Canada7,271$6.00K0.00%−25,665−77.9%Reduced
Amalgamated Bank8,853$7.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.10,550$8.49K0.00%+10,550New
TCG Advisory Services, LLC11,964$9.63K0.00%00.0%Unchanged
Tudor Investment Corp Et Al13,865$11.2K0.00%00.0%Unchanged
Brevan Howard Capital Management LP13,982$11.2K0.00%+13,982New
Wedmont Private Capital14,765$11.6K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC14,580$11.7K0.00%−93−0.6%Reduced
Perennial Investment Advisors, LLC15,000$12.1K0.00%00.0%Unchanged
Raymond James Financial Inc15,434$12.4K0.00%+15,434New
Mackenzie Financial Corp16,100$13.0K0.00%00.0%Unchanged
Cora Capital Advisors LLC16,643$13.4K0.01%−10−0.1%Reduced
JustInvest LLC17,502$14.1K0.00%−1,248−6.7%Reduced
Squarepoint Ops LLC17,706$14.3K0.00%+17,706New
Warberg Asset Management LLC18,000$14.5K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.18,388$14.8K0.00%+18,388New
Xponance, Inc.18,462$14.9K0.00%+1,711+10.2%Added
Engineers Gate Manager LP18,851$15.2K0.00%+18,851New
Prudential Financial Inc19,510$15.7K0.00%−4,400−18.4%Reduced
Diversify Wealth Management, LLC20,000$15.7K0.00%00.0%Unchanged
Truefg, LLC21,000$16.9K0.01%00.0%Unchanged
California State Teachers Retirement System21,171$17.0K0.00%+2,631+14.2%Added
Principal Financial Group Inc22,246$17.9K0.00%−2,979−11.8%Reduced
Gainplan LLC22,700$18.3K0.01%−923−3.9%Reduced
State Board of Administration of Florida Retirement System23,060$18.6K0.00%00.0%Unchanged
CIBC World Markets Inc.24,500$20.0K0.00%+24,500New
Ameritas Investment Partners, Inc.25,068$20.2K0.00%00.0%Unchanged
CIBC World Markets Corp26,787$21.6K0.00%+26,787New
HSBC Holdings PLC33,296$26.8K0.00%+2,663+8.7%Added
Legal & General Group Plc34,112$27.5K0.00%+6,637+24.2%Added
Victory Capital Management Inc35,517$28.6K0.00%−400−1.1%Reduced
Oppenheimer & Co Inc36,155$29.1K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA36,859$29.7K0.00%+36,859New
Ameriprise Financial Inc37,545$30.2K0.00%+37,545New
Virtu Financial LLC39,322$32.0K0.00%+39,322New
Tower Research Capital LLC (TRC)39,848$32.1K0.00%+30,120+309.6%Added
SBI Securities Co., Ltd.49,942$40.2K0.00%+49,942New
Police & Firemen's Retirement System of New Jersey51,443$41.4K0.00%+51,443New
Two Sigma Securities, LLC51,909$41.8K0.01%+25,004+92.9%Added
SEI Investments Co59,981$48.3K0.00%00.0%Unchanged
Captrust Financial Advisors60,000$48.3K0.00%−154−0.3%Reduced
Gerber Kawasaki Wealth & Investment Management69,148$55.7K0.00%+69,148New
NorthCrest Asset Manangement, LLC80,000$64.4K0.00%−10,780−11.9%Reduced
ProShare Advisors LLC80,613$64.9K0.00%+32,262+66.7%Added
Voya Investment Management LLC81,703$65.8K0.00%−6,187−7.0%Reduced
Manufacturers Life Insurance Company, The103,278$83.1K0.00%−996−1.0%Reduced
Intech Investment Management LLC106,941$86.1K0.00%+13,268+14.2%Added
Price T Rowe Associates Inc113,072$91.0K0.00%−122,788−52.1%Reduced
Alliancebernstein L.P.138,730$111.7K0.00%00.0%Unchanged
Wells Fargo & Company141,773$114.1K0.00%+54,935+63.3%Added
Corebridge Financial, Inc.142,304$114.6K0.00%+5,489+4.0%Added
Citadel Advisors LLC142,787$114.9K0.00%+142,787New
SG Americas Securities, LLC152,176$123.0K0.00%+64,080+72.7%Added
Mirae Asset Global ETFs Holdings Ltd.161,036$129.6K0.00%−11,576−6.7%Reduced
Y-Intercept (Hong Kong) Ltd164,354$132.3K0.01%+164,354New
MetLife Investment Management170,456$137.2K0.00%+80,948+90.4%Added
Millennium Management LLC171,372$138.0K0.00%+171,372New
Simplex Trading, LLC172,761$139.0K0.00%+81,798+89.9%Added
HRT Financial LP173,375$139.0K0.00%+173,375New
Invesco Ltd.173,553$139.7K0.00%+48,679+39.0%Added
Advisor Group Holdings, Inc.202,000$163.5K0.00%+77,176+61.8%Added
FMR LLC224,025$180.3K0.00%+94,130+72.5%Added
Citigroup Inc245,649$197.7K0.00%+47,918+24.2%Added
XTX Topco Ltd254,995$205.3K0.02%+19,894+8.5%Added
JPMorgan Chase & Co296,615$238.8K0.00%+177,594+149.2%Added
Two Sigma Investments, LP319,795$257.4K0.00%−43,923−12.1%Reduced
Rhumbline Advisers324,475$261.2K0.00%+37,034+12.9%Added
Bank of America Corp378,587$304.8K0.00%−583,634−60.7%Reduced
Barclays PLC453,415$365.0K0.00%−127,672−22.0%Reduced
Group One Trading, L.P.466,337$375.4K0.01%+41,411+9.7%Added
Jane Street Group, LLC496,177$399.4K0.00%+371,291+297.3%Added
Wellington Management Group LLP507,495$408.5K0.00%+48,393+10.5%Added
Bank of New York Mellon Corp545,201$438.9K0.00%−1560.0%Reduced
Nuveen Asset Management, LLC756,926$609.3K0.00%00.0%Unchanged