Ocular Therapeutix, Inc
OCUL- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001393434
In the last 90 days, Ocular Therapeutix, Inc insiders filed 0 open-market purchases and 5 sales; 262 institutions reported holding it in 13F filings for Q2 2026, worth $2.03B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Ocular Therapeutix, Inc as of Dec 31, 2022. 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
- 116
- −14 vs. Q3 2022
- Shares held
- 39.6M
- −3.15M (−7.4%) vs. Q3 2022
- Total value
- $111.3M
- −$66.3M (−37.3%) vs. Q3 2022
- New holders
- 12
- 40 more added
- Sold out
- 26
- 42 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OCUL 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 | 262 | $2.03B |
| Q1 2026 | 271 | $1.77B |
| Q4 2025 | 249 | $2.33B |
| Q3 2025 | 216 | $2.20B |
| Q2 2025 | 187 | $1.45B |
| Q1 2025 | 197 | $1.01B |
| Q4 2024 | 180 | $1.14B |
| Q3 2024 | 168 | $1.22B |
| Q2 2024 | 151 | $939.8M |
| Q1 2024 | 147 | $1.12B |
| Q4 2023 | 119 | $328.8M |
| Q3 2023 | 114 | $127.0M |
| Q2 2023 | 135 | $224.2M |
| Q1 2023 | 127 | $213.8M |
| Q4 2022 | 116 | $111.3M |
| Q3 2022 | 130 | $177.6M |
| Q2 2022 | 123 | $178.2M |
| Q1 2022 | 132 | $215.4M |
| Q4 2021 | 140 | $289.1M |
| Q3 2021 | 141 | $445.7M |
| Q2 2021 | 149 | $685.8M |
| Q1 2021 | 154 | $774.9M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Ocular Therapeutix, Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 107 | $0 | 0.00% | +46+75.4% | Added |
| Sofos Investments, Inc. | 3 | $6 | 0.00% | +3 | New |
| Credit Suisse AG | 3 | $8 | 0.00% | −437−99.3% | Reduced |
| GWM Advisors LLC | 10,480 | $29 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 200 | $562 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 225 | $632 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 250 | $703 | 0.00% | +250 | New |
| Daiwa Securities Group Inc. | 262 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 361 | $1.01K | 0.00% | −801,375−100.0% | Reduced |
| HighMark Wealth Management LLC | 397 | $1.12K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 466 | $1.31K | 0.00% | −288−38.2% | Reduced |
| Quent Capital, LLC | 490 | $1.38K | 0.00% | +490 | New |
| China Universal Asset Management Co., Ltd. | 782 | $2.20K | 0.00% | +61+8.5% | Added |
| Money Concepts Capital Corp | 1,000 | $2.81K | 0.00% | +1,000 | New |
| UBS Group AG | 1,277 | $3.59K | 0.00% | +277+27.7% | Added |
| Wells Fargo & Company | 1,950 | $5.48K | 0.00% | −4,562−70.1% | Reduced |
| CWM, LLC | 2,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $7.00K | 0.00% | −500−33.3% | Reduced |
| Founders Capital Management | 2,500 | $7.00K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,576 | $7.24K | 0.00% | −2,459−48.8% | Reduced |
| Centerpoint Advisors, LLC | 3,390 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,000 | $11.2K | 0.00% | +4,000 | New |
| Metropolitan Life Insurance Co | 4,666 | $13.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,725 | $14.0K | 0.00% | −100−2.1% | Reduced |
| Atlas Capital Advisors LLC | 5,000 | $14.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,572 | $16.0K | 0.00% | +72+1.3% | Added |
| Citigroup Inc | 7,451 | $20.9K | 0.00% | −583−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,745 | $22.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 8,869 | $24.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,225 | $25.9K | 0.00% | +3,500+61.1% | Added |
| Royal Bank of Canada | 9,370 | $26.0K | 0.00% | +4,132+78.9% | Added |
| HSBC Holdings PLC | 11,940 | $32.9K | 0.00% | +11,940 | New |
| Beacon Investment Advisory Services, Inc. | 12,000 | $33.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 12,360 | $35.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 12,550 | $35.3K | 0.00% | +12,550 | New |
| Raymond James Financial Services Advisors, Inc. | 13,055 | $36.7K | 0.00% | −21,818−62.6% | Reduced |
| Russell Investments Group, Ltd. | 13,561 | $38.1K | 0.00% | −17,382−56.2% | Reduced |
| Creative Planning | 13,839 | $38.9K | 0.00% | −1,555−10.1% | Reduced |
| STRS Ohio | 15,900 | $44.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 15,814 | $44.0K | 0.00% | +2,540+19.1% | Added |
| BNP Paribas Arbitrage, SA | 16,129 | $45.3K | 0.00% | −60,664−79.0% | Reduced |
| ProShare Advisors LLC | 16,284 | $45.8K | 0.00% | +1,298+8.7% | Added |
| Tower Research Capital LLC (TRC) | 16,685 | $47.0K | 0.00% | +9,592+135.2% | Added |
| Covestor Ltd | 16,659 | $47.0K | 0.04% | +16,659 | New |
| Hikari Power Ltd | 17,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,502 | $49.2K | 0.00% | +7,273+71.1% | Added |
| HighTower Advisors, LLC | 21,068 | $59.0K | 0.00% | −700−3.2% | Reduced |
| Simplex Trading, LLC | 21,479 | $60.0K | 0.00% | −29,906−58.2% | Reduced |
| Group One Trading, L.P. | 21,992 | $61.8K | 0.00% | −15,697−41.6% | Reduced |
| Vontobel Holding Ltd. | 24,000 | $67.4K | 0.00% | +24,000 | New |
| Principal Financial Group Inc | 24,566 | $69.0K | 0.00% | +4,471+22.2% | Added |
| Balyasny Asset Management LLC | 24,991 | $70.2K | 0.00% | +24,991 | New |
| Caption Management, LLC | 25,000 | $70.3K | 0.01% | +25,000 | New |
| CSS LLC | 25,809 | $72.5K | 0.00% | −61,261−70.4% | Reduced |
| MetLife Investment Management | 26,871 | $75.5K | 0.00% | −14,011−34.3% | Reduced |
| Jane Street Group, LLC | 27,623 | $77.6K | 0.00% | +4,965+21.9% | Added |
| Voya Investment Management LLC | 29,930 | $84.1K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 30,400 | $85.0K | 0.00% | −11,058−26.7% | Reduced |
| California State Teachers Retirement System | 30,761 | $86.4K | 0.00% | +346+1.1% | Added |
| State Board of Administration of Florida Retirement System | 31,278 | $87.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 31,538 | $88.6K | 0.00% | −373−1.2% | Reduced |
| Deutsche Bank AG | 34,897 | $98.1K | 0.00% | +515+1.5% | Added |
| Boothbay Fund Management, LLC | 35,760 | $100.5K | 0.00% | −11,621−24.5% | Reduced |
| American International Group, Inc. | 36,449 | $102.4K | 0.00% | −133−0.4% | Reduced |
| Raymond James & Associates | 38,470 | $108.1K | 0.00% | −18,955−33.0% | Reduced |
| Panagora Asset Management Inc | 38,757 | $108.9K | 0.00% | +1,805+4.9% | Added |
| Paradigm Capital Management Inc | 40,000 | $112.4K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 41,861 | $118.0K | 0.00% | +10,972+35.5% | Added |
| JPMorgan Chase & Co | 46,103 | $130.0K | 0.00% | −1,444−3.0% | Reduced |
| Cetera Advisors LLC | 52,947 | $148.8K | 0.00% | +1,285+2.5% | Added |
| New York State Common Retirement Fund | 53,410 | $150.1K | 0.00% | +180.0% | Added |
| Ergoteles LLC | 63,176 | $177.5K | 0.01% | −56,089−47.0% | Reduced |
| Millennium Management LLC | 77,322 | $217.0K | 0.00% | −123,752−61.5% | Reduced |
| Brown Advisory Inc | 90,000 | $252.9K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 93,500 | $262.7K | 0.00% | +7,100+8.2% | Added |
| Bank of America Corp | 98,010 | $275.4K | 0.00% | +39,975+68.9% | Added |
| Tudor Investment Corp Et Al | 99,338 | $279.0K | 0.01% | +37,563+60.8% | Added |
| Rhumbline Advisers | 101,343 | $285.0K | 0.00% | +2,011+2.0% | Added |
| Tejara Capital Ltd | 102,457 | $287.9K | 0.17% | +102,457 | New |
| State of Wisconsin Investment Board | 105,800 | $297.3K | 0.00% | −63,612−37.5% | Reduced |
| AQR Capital Management LLC | 112,610 | $316.4K | 0.00% | +99,628+767.4% | Added |
| Susquehanna International Group, LLP | 132,296 | $371.8K | 0.00% | −164,409−55.4% | Reduced |
| Ieq Capital, LLC | 139,529 | $392.1K | 0.01% | −144,404−50.9% | Reduced |
| Erste Asset Management GmbH | 158,800 | $444.6K | 0.01% | +63,000+65.8% | Added |
| Goldman Sachs Group Inc | 182,235 | $512.1K | 0.00% | −150,512−45.2% | Reduced |
| Two Sigma Investments, LP | 189,085 | $531.3K | 0.00% | −8,675−4.4% | Reduced |
| Nottingham Advisors, Inc. | 194,266 | $545.9K | 0.07% | 00.0% | Unchanged |
| Ikarian Capital, LLC | 200,000 | $562.0K | 0.23% | −65,000−24.5% | Reduced |
| Charles Schwab Investment Management Inc | 204,529 | $574.7K | 0.00% | +3,742+1.9% | Added |
| Nuveen Asset Management, LLC | 211,160 | $594.0K | 0.00% | −46,102−17.9% | Reduced |
| Dimensional Fund Advisors LP | 234,783 | $660.0K | 0.00% | +88,661+60.7% | Added |
| XTX Topco Ltd | 236,851 | $665.6K | 0.14% | +184,585+353.2% | Added |
| Invesco Ltd. | 265,773 | $746.8K | 0.00% | +129,788+95.4% | Added |
| Bank of New York Mellon Corp | 266,356 | $748.5K | 0.00% | −4,254−1.6% | Reduced |
| Levin Capital Strategies, L.P. | 270,692 | $760.6K | 0.10% | +14,848+5.8% | Added |
| Renaissance Technologies LLC | 293,993 | $826.0K | 0.00% | +279,200+1,887.4% | Added |
| Wellington Management Group LLP | 313,192 | $880.1K | 0.00% | +74,560+31.2% | Added |
| Barclays PLC | 318,834 | $895.9K | 0.00% | +315,567+9,659.2% | Added |
| Two Sigma Advisers, LP | 321,700 | $904.0K | 0.00% | −34,500−9.7% | Reduced |