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 2025
Institutional positions in Ocugen, Inc. as of Mar 31, 2025. 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
- 110
- −3 vs. Q4 2024
- Shares held
- 76.7M
- +5.81M (+8.2%) vs. Q4 2024
- Total value
- $54.2M
- −$2.90M (−5.1%) vs. Q4 2024
- New holders
- 18
- 36 more added
- Sold out
- 21
- 29 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 23 | $15 | 0.00% | +23 | New |
| Farther Finance Advisors, LLC | 25 | $16 | 0.00% | −75−75.0% | Reduced |
| Larson Financial Group LLC | 25 | $18 | 0.00% | +25 | New |
| NBT Bank N A | 50 | $35 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 49 | $35 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $71 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $88 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 146 | $104 | 0.00% | +146 | New |
| North Star Investment Management Corp. | 300 | $212 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 400 | $283 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 405 | $286 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 427 | $302 | 0.00% | +164+62.4% | Added |
| CoreCap Advisors, LLC | 474 | $335 | 0.00% | +464+4,640.0% | Added |
| Ronald Blue Trust, Inc. | 500 | $353 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,118 | $794 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,283 | $906 | 0.00% | +33+2.6% | Added |
| WealthCollab, LLC | 1,700 | $1.20K | 0.00% | +1,700 | New |
| Flaharty Asset Management, LLC | 2,000 | $1.41K | 0.00% | +2,000 | New |
| New York State Common Retirement Fund | 2,600 | $1.84K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,231 | $2.99K | 0.00% | +531+14.4% | Added |
| Federation des caisses Desjardins du Quebec | 5,310 | $3.75K | 0.00% | +5,310 | New |
| Harbour Investments, Inc. | 6,371 | $4.50K | 0.00% | +5,796+1,008.0% | Added |
| Amalgamated Bank | 8,853 | $6.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,869 | $6.00K | 0.00% | +1,598+22.0% | Added |
| CWM, LLC | 8,126 | $6.00K | 0.00% | +5,723+238.2% | Added |
| Envestnet Asset Management Inc | 10,000 | $7.06K | 0.00% | +10,000 | New |
| Peak Planning Group, LLC | 10,000 | $7.06K | 0.00% | +10,000 | New |
| Gainplan LLC | 11,089 | $7.83K | 0.01% | −11,611−51.1% | Reduced |
| Naviter Wealth, LLC | 10,000 | $8.00K | 0.00% | +10,000 | New |
| Abel Hall, LLC | 11,721 | $8.28K | 0.00% | +11,721 | New |
| TCG Advisory Services, LLC | 11,964 | $8.45K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,354 | $8.73K | 0.00% | +12,350+308,750.0% | Added |
| StoneX Group Inc. | 13,669 | $9.65K | 0.00% | +13,669 | New |
| Tudor Investment Corp Et Al | 13,865 | $9.79K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 14,765 | $10.2K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 18,266 | $10.2K | 0.00% | +18,266 | New |
| Wealth Enhancement Advisory Services, LLC | 14,837 | $10.5K | 0.00% | +257+1.8% | Added |
| Perennial Investment Advisors, LLC | 15,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 16,100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 16,643 | $11.8K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 18,951 | $13.4K | 0.00% | +489+2.6% | Added |
| Mariner, LLC | 19,043 | $13.4K | 0.00% | +19,043 | New |
| Level Four Advisory Services, LLC | 19,500 | $13.8K | 0.00% | +19,500 | New |
| JustInvest LLC | 20,080 | $14.2K | 0.00% | +2,578+14.7% | Added |
| Diversify Wealth Management, LLC | 20,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Truefg, LLC | 21,000 | $14.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 21,171 | $15.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 21,320 | $15.0K | 0.00% | +1,810+9.3% | Added |
| Principal Financial Group Inc | 21,630 | $15.3K | 0.00% | −616−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 23,496 | $16.6K | 0.00% | −13,363−36.3% | Reduced |
| Tower Research Capital LLC (TRC) | 23,599 | $16.7K | 0.00% | −16,249−40.8% | Reduced |
| Ameritas Investment Partners, Inc. | 25,068 | $17.7K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 25,320 | $17.9K | 0.00% | +2,260+9.8% | Added |
| Simplex Trading, LLC | 27,591 | $19.0K | 0.00% | −145,170−84.0% | Reduced |
| Squarepoint Ops LLC | 29,919 | $21.1K | 0.00% | +12,213+69.0% | Added |
| Legal & General Group Plc | 32,760 | $23.1K | 0.00% | −1,352−4.0% | Reduced |
| HSBC Holdings PLC | 33,434 | $24.0K | 0.00% | +138+0.4% | Added |
| Victory Capital Management Inc | 34,575 | $24.4K | 0.00% | −942−2.7% | Reduced |
| Oppenheimer & Co Inc | 36,155 | $25.5K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 38,102 | $26.9K | 0.00% | +557+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 40,000 | $28.3K | 0.00% | +40,000 | New |
| NorthCrest Asset Manangement, LLC | 40,596 | $28.7K | 0.00% | −39,404−49.3% | Reduced |
| MetLife Investment Management | 44,769 | $31.6K | 0.00% | −125,687−73.7% | Reduced |
| SBI Securities Co., Ltd. | 49,609 | $35.0K | 0.00% | −333−0.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 51,443 | $36.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 55,231 | $39.2K | 0.00% | −146,769−72.7% | Reduced |
| SEI Investments Co | 59,981 | $42.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 60,383 | $42.6K | 0.00% | +383+0.6% | Added |
| CIBC World Markets Inc. | 61,500 | $43.4K | 0.00% | +37,000+151.0% | Added |
| ProShare Advisors LLC | 62,631 | $44.2K | 0.00% | −17,982−22.3% | Reduced |
| CIBC World Markets Corp | 64,194 | $45.3K | 0.00% | +37,407+139.6% | Added |
| Jane Street Group, LLC | 65,388 | $46.2K | 0.00% | −430,789−86.8% | Reduced |
| Voya Investment Management LLC | 78,604 | $55.5K | 0.00% | −3,099−3.8% | Reduced |
| Millennium Management LLC | 81,308 | $57.4K | 0.00% | −90,064−52.6% | Reduced |
| Manufacturers Life Insurance Company, The | 96,231 | $68.0K | 0.00% | −7,047−6.8% | Reduced |
| SG Americas Securities, LLC | 100,709 | $71.0K | 0.00% | −51,467−33.8% | Reduced |
| Lanham O'Dell & Company, Inc. | 116,000 | $81.9K | 0.05% | +116,000 | New |
| Price T Rowe Associates Inc | 123,718 | $88.0K | 0.00% | +10,646+9.4% | Added |
| FMR LLC | 133,000 | $93.9K | 0.00% | −91,025−40.6% | Reduced |
| Alliancebernstein L.P. | 138,730 | $98.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 141,533 | $99.9K | 0.00% | −237,054−62.6% | Reduced |
| JPMorgan Chase & Co | 141,658 | $100.1K | 0.00% | −154,957−52.2% | Reduced |
| Corebridge Financial, Inc. | 141,731 | $100.1K | 0.00% | −573−0.4% | Reduced |
| Wells Fargo & Company | 147,257 | $104.0K | 0.00% | +5,484+3.9% | Added |
| Intech Investment Management LLC | 152,868 | $108.0K | 0.00% | +45,927+42.9% | Added |
| Group One Trading, L.P. | 157,993 | $111.6K | 0.00% | −308,344−66.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 168,342 | $118.9K | 0.00% | +7,306+4.5% | Added |
| Invesco Ltd. | 188,678 | $133.3K | 0.00% | +15,125+8.7% | Added |
| Citigroup Inc | 221,091 | $156.2K | 0.00% | −24,558−10.0% | Reduced |
| Deutsche Bank AG | 242,023 | $171.8K | 0.00% | +235,816+3,799.2% | Added |
| Citadel Advisors LLC | 247,268 | $174.6K | 0.00% | +104,481+73.2% | Added |
| Barclays PLC | 314,288 | $222.0K | 0.00% | −139,127−30.7% | Reduced |
| Rhumbline Advisers | 345,130 | $243.7K | 0.00% | +20,655+6.4% | Added |
| Bank of New York Mellon Corp | 587,487 | $414.9K | 0.00% | +42,286+7.8% | Added |
| Goldman Sachs Group Inc | 600,679 | $424.3K | 0.00% | −225,168−27.3% | Reduced |
| Nuveen, LLC | 756,926 | $534.6K | 0.00% | +756,926 | New |
| Morgan Stanley | 843,397 | $595.7K | 0.00% | −101,224−10.7% | Reduced |
| Charles Schwab Investment Management Inc | 860,244 | $607.6K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 900,100 | $635.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,060,841 | $749.3K | 0.00% | +117,804+12.5% | Added |