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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
Nisa Investment Advisors, LLC332$2670.00%−628−65.4%Reduced
North Star Investment Management Corp.300$2420.00%00.0%Unchanged
Global Wealth Strategies & Associates300$2420.00%00.0%Unchanged
Sterling Capital Management LLC263$2120.00%00.0%Unchanged
GeoWealth Management, LLC135$1090.00%+135New
Strategic Investment Solutions, Inc.125$1010.00%00.0%Unchanged
Cedar Mountain Advisors, LLC100$810.00%00.0%Unchanged
Farther Finance Advisors, LLC100$810.00%+100New
Parkside Financial Bank & Trust49$400.00%00.0%Unchanged
NBT Bank N A50$400.00%+50New
CoreCap Advisors, LLC10$80.00%+10New
GWM Advisors LLC4$30.00%+4New
NBC Securities, Inc.1$00.00%−1,061−99.9%Reduced
Lazard Asset Management LLC550$00.00%00.0%Unchanged
Altium Capital Management LP0$00.00%−2,350,000−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−797,331−100.0%Sold out
Cetera Investment Advisers0$00.00%−414,701−100.0%Sold out
Profund Advisors LLC0$00.00%−156,167−100.0%Sold out
Franklin Resources Inc0$00.00%−149,217−100.0%Sold out
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.0$00.00%−142,241−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−65,174−100.0%Sold out
E Fund Management Co., Ltd.0$00.00%−51,227−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−41,398−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−37,981−100.0%Sold out
GTS Securities LLC0$00.00%−37,211−100.0%Sold out
AQR Capital Management LLC0$00.00%−36,341−100.0%Sold out
Baader Bank INC0$00.00%−46,206−100.0%Sold out
Baldwin Investment Management, LLC0$00.00%−22,500−100.0%Sold out
Creative Planning0$00.00%−15,125−100.0%Sold out
Verition Fund Management LLC0$00.00%−13,230−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−10,456−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−3,176−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−1,000−100.0%Sold out
Central Trust Co0$00.00%−500−100.0%Sold out
Signaturefd, LLC0$00.00%−500−100.0%Sold out
Federated Hermes, Inc.0$00.00%−383−100.0%Sold out
National Bank of Canada0$00.00%−11−100.0%Sold out
PSI Advisors, LLC0$00.00%−1−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−397−100.0%Sold out
Pegasus Partners Ltd.––––Not filed
Planning Capital Management Corp––––Not filed