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, Q2 2026
Institutional positions in Ocugen, Inc. as of Jun 30, 2026. 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
- 147
- +11 vs. Q1 2026
- Shares held
- 145.1M
- +34.3M (+31.0%) vs. Q1 2026
- Total value
- $222.1M
- +$21.6M (+10.8%) vs. Q1 2026
- New holders
- 42
- 46 more added
- Sold out
- 31
- 27 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ocugen, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 16,427 | $24.1K | 0.00% | +717+4.6% | Added |
| Abel Hall, LLC | 15,206 | $23.3K | 0.00% | +428+2.9% | Added |
| LPL Financial LLC | 15,020 | $23.0K | 0.00% | +800+5.6% | Added |
| Perennial Investment Advisors, LLC | 15,000 | $22.9K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 14,706 | $22.5K | 0.00% | +14,706 | New |
| Wedmont Private Capital | 14,765 | $21.7K | 0.00% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 14,000 | $21.4K | 0.01% | +14,000 | New |
| PFG Investments, LLC | 12,866 | $19.7K | 0.00% | +12,866 | New |
| XTX Topco Ltd | 12,850 | $19.7K | 0.00% | −294,421−95.8% | Reduced |
| Retirement Planning Group | 12,500 | $19.1K | 0.00% | +12,500 | New |
| Raymond James Financial Inc | 11,614 | $17.8K | 0.00% | +11,614 | New |
| R Squared Ltd | 10,521 | $16.1K | 0.01% | +10,521 | New |
| Royal Bank of Canada | 10,824 | $16.0K | 0.00% | +9,628+805.0% | Added |
| Captrust Financial Advisors | 10,000 | $15.3K | 0.00% | −60,000−85.7% | Reduced |
| Uniting Wealth Partners, LLC | 10,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,712 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,493 | $10.0K | 0.00% | +6,493 | New |
| Bartlett & Co. Wealth Management LLC | 5,300 | $8.11K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,231 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,000 | $7.65K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,706 | $7.20K | 0.00% | +4,706 | New |
| Jones Financial Companies LLLP | 3,374 | $5.06K | 0.00% | +486+16.8% | Added |
| Sterling Capital Management LLC | 2,971 | $4.55K | 0.00% | +2,971 | New |
| International Assets Investment Management, LLC | 3,000 | $4.44K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,100 | $3.21K | 0.00% | +2,100 | New |
| Nisa Investment Advisors, LLC | 1,510 | $2.31K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,475 | $2.26K | 0.00% | −329−18.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,305 | $2.00K | 0.00% | +55+4.4% | Added |
| Geneos Wealth Management Inc. | 1,118 | $1.71K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,015 | $1.55K | 0.00% | +963+1,851.9% | Added |
| Ronald Blue Trust, Inc. | 1,000 | $1.53K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 720 | $1.10K | 0.00% | +720 | New |
| Smartleaf Asset Management LLC | 588 | $982 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 500 | $741 | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 405 | $620 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 400 | $612 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $459 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 300 | $459 | 0.00% | +200+200.0% | Added |
| SRS Capital Advisors, Inc. | 169 | $259 | 0.00% | +67+65.7% | Added |
| Cedar Mountain Advisors, LLC | 100 | $153 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 75 | $115 | 0.00% | −9−10.7% | Reduced |
| Parkside Financial Bank & Trust | 49 | $75 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 23 | $35 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $31 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $8 | 0.00% | −401−98.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 3 | $5 | 0.00% | +3 | New |
| Strive Financial Group ,LLC | 3 | $5 | 0.00% | +3 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,678,655−100.0% | Sold out |
| Rinkey Investments | 0 | $0 | 0.00% | −1,032,989−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −448,162−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −278,590−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −211,603−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −188,525−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −180,600−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −115,152−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −108,665−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −96,500−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −75,917−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −69,348−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −43,805−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −41,816−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −37,893−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −36,874−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −29,149−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −26,365−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −25,952−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −37,480−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −21,938−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −18,633−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −15,850−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,569−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |