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 2025
Institutional positions in Ocugen, Inc. as of Dec 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
- 109
- +16 vs. Q3 2025
- Shares held
- 60.8M
- +15.1M (+33.1%) vs. Q3 2025
- Total value
- $82.2M
- +$7.68M (+10.3%) vs. Q3 2025
- New holders
- 30
- 32 more added
- Sold out
- 14
- 18 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $1 | 0.00% | −12−92.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2 | $3 | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 3 | $4 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 23 | $31 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 49 | $67 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $135 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 102 | $138 | 0.00% | −67−39.6% | Reduced |
| Root Financial Partners, LLC | 250 | $338 | 0.00% | +250 | New |
| North Star Investment Management Corp. | 300 | $405 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 405 | $547 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 476 | $643 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 500 | $675 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 500 | $675 | 0.00% | +500 | New |
| Clearstead Advisors, LLC | 540 | $729 | 0.00% | +540 | New |
| Smartleaf Asset Management LLC | 588 | $806 | 0.00% | +588 | New |
| N.E.W. Advisory Services LLC | 698 | $942 | 0.00% | +698 | New |
| Ronald Blue Trust, Inc. | 1,000 | $1.35K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,118 | $1.51K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,250 | $1.69K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,510 | $2.04K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,700 | $2.29K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,503 | $3.00K | 0.00% | −112−4.3% | Reduced |
| International Assets Investment Management, LLC | 3,000 | $4.05K | 0.00% | +3,000 | New |
| Wells Fargo & Company | 4,001 | $5.40K | 0.00% | +2,931+273.9% | Added |
| Royal Bank of Canada | 4,038 | $6.00K | 0.00% | −334,909−98.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,000 | $6.70K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,231 | $7.06K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,712 | $9.06K | 0.00% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 10,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,018 | $13.5K | 0.00% | +10,018 | New |
| R Squared Ltd | 13,217 | $17.8K | 0.01% | +13,217 | New |
| Alpine Global Management, LLC | 13,443 | $18.1K | 0.00% | +13,443 | New |
| Tudor Investment Corp Et Al | 13,715 | $18.5K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,120 | $19.1K | 0.00% | +14,120 | New |
| Abel Hall, LLC | 14,778 | $19.9K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 15,000 | $20.3K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,575 | $21.0K | 0.00% | +15,575 | New |
| BNP Paribas Arbitrage, SA | 16,407 | $22.1K | 0.00% | +11,998+272.1% | Added |
| Kovack Advisors, Inc. | 17,335 | $23.4K | 0.00% | +17,335 | New |
| Wedmont Private Capital | 14,765 | $23.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,610 | $24.0K | 0.00% | −119−0.8% | Reduced |
| Blueshift Asset Management, LLC | 18,682 | $25.2K | 0.01% | +18,682 | New |
| Level Four Advisory Services, LLC | 19,000 | $25.6K | 0.00% | 00.0% | Unchanged |
| Truefg, LLC | 21,000 | $28.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 21,962 | $29.6K | 0.00% | +3,276+17.5% | Added |
| Mariner, LLC | 22,274 | $30.1K | 0.00% | −38−0.2% | Reduced |
| SmartHarvest Portfolios, LLC | 22,653 | $30.6K | 0.01% | +22,653 | New |
| SBI Securities Co., Ltd. | 24,107 | $32.5K | 0.00% | −77−0.3% | Reduced |
| Baldwin Investment Management, LLC | 25,000 | $33.8K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 27,926 | $37.7K | 0.00% | +27,926 | New |
| Advisor Group Holdings, Inc. | 28,030 | $37.8K | 0.00% | +22,025+366.8% | Added |
| Diversify Wealth Management, LLC | 20,000 | $38.2K | 0.00% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 30,143 | $40.7K | 0.02% | +6,500+27.5% | Added |
| JustInvest LLC | 30,321 | $40.9K | 0.00% | +450+1.5% | Added |
| Ethic Inc. | 31,580 | $42.6K | 0.00% | −31−0.1% | Reduced |
| Verdence Capital Advisors LLC | 33,000 | $44.5K | 0.00% | +3,000+10.0% | Added |
| Victory Capital Management Inc | 35,423 | $47.8K | 0.00% | +114+0.3% | Added |
| Bank of New York Mellon Corp | 37,055 | $50.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 42,752 | $57.7K | 0.01% | +42,752 | New |
| Oppenheimer & Co Inc | 43,805 | $59.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 60,000 | $81.0K | 0.00% | −20.0% | Reduced |
| Tower Research Capital LLC (TRC) | 61,773 | $83.4K | 0.00% | +61,738+176,394.3% | Added |
| Headlands Technologies LLC | 70,744 | $95.5K | 0.01% | +4,572+6.9% | Added |
| Simplex Trading, LLC | 72,385 | $97.7K | 0.00% | +64,183+782.5% | Added |
| Virtu Financial LLC | 78,173 | $106.0K | 0.00% | +78,173 | New |
| Caitong International Asset Management Co., Ltd | 82,317 | $111.1K | 0.03% | +82,210+76,831.8% | Added |
| Bank of America Corp | 98,672 | $133.2K | 0.00% | −55,700−36.1% | Reduced |
| Lanham O'Dell & Company, Inc. | 100,000 | $135.0K | 0.04% | −40,000−28.6% | Reduced |
| Citigroup Inc | 101,878 | $137.5K | 0.00% | +101,648+44,194.8% | Added |
| Jefferies Financial Group Inc. | 101,935 | $137.6K | 0.00% | −5,365−5.0% | Reduced |
| Jain Global LLC | 114,690 | $154.8K | 0.00% | +7,686+7.2% | Added |
| ExodusPoint Capital Management, LP | 114,979 | $155.2K | 0.00% | +114,979 | New |
| Group One Trading, L.P. | 118,307 | $159.7K | 0.00% | +50,209+73.7% | Added |
| Two Sigma Securities, LLC | 134,911 | $182.1K | 0.03% | +67,029+98.7% | Added |
| GWM Advisors LLC | 135,460 | $182.9K | 0.00% | +55,305+69.0% | Added |
| Quadrature Capital Ltd | 143,929 | $194.3K | 0.00% | −307,653−68.1% | Reduced |
| Balyasny Asset Management LLC | 145,435 | $196.3K | 0.00% | +145,435 | New |
| FMR LLC | 150,836 | $203.6K | 0.00% | −877−0.6% | Reduced |
| Barclays PLC | 157,500 | $212.6K | 0.00% | +157,500 | New |
| Lighthouse Investment Partners, LLC | 171,000 | $230.8K | 0.01% | +171,000 | New |
| Charles Schwab Investment Management Inc | 171,723 | $231.8K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 192,900 | $260.4K | 0.00% | +192,900 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209,214 | $288.7K | 0.00% | +209,214 | New |
| Squarepoint Ops LLC | 218,392 | $294.8K | 0.00% | +175,427+408.3% | Added |
| Procyon Private Wealth Partners, LLC | 224,100 | $302.5K | 0.01% | +13,000+6.2% | Added |
| Two Sigma Advisers, LP | 267,500 | $361.1K | 0.00% | +267,500 | New |
| Omers Administration Corp | 331,300 | $447.3K | 0.00% | +331,300 | New |
| XTX Topco Ltd | 352,127 | $475.4K | 0.01% | −103,166−22.7% | Reduced |
| Point72 Asset Management, L.P. | 426,293 | $575.5K | 0.00% | +426,293 | New |
| Morgan Stanley | 463,454 | $625.7K | 0.00% | +172,890+59.5% | Added |
| Northern Trust Corp | 666,237 | $899.4K | 0.00% | +69,689+11.7% | Added |
| Two Sigma Investments, LP | 678,547 | $916.0K | 0.00% | +605,459+828.4% | Added |
| Gsa Capital Partners LLP | 885,118 | $1.20M | 0.10% | −156,480−15.0% | Reduced |
| CI Private Wealth, LLC | 900,000 | $1.22M | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 991,186 | $1.34M | 0.34% | −121,488−10.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,005,981 | $1.36M | 0.05% | +1,005,981 | New |
| Susquehanna International Group, LLP | 1,150,460 | $1.55M | 0.00% | +271,658+30.9% | Added |
| Citadel Advisors LLC | 1,385,953 | $1.87M | 0.00% | −182,258−11.6% | Reduced |
| Jane Street Group, LLC | 1,692,134 | $2.28M | 0.00% | +816,547+93.3% | Added |