Precigen, Inc.
PGEN- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001356090
In the last 90 days, Precigen, Inc. insiders filed 1 open-market purchase and 6 sales; 210 institutions reported holding it in 13F filings for Q2 2026, worth $799.4M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Precigen, Inc. as of Mar 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
- 129
- −6 vs. Q4 2023
- Shares held
- 61.6M
- −918.4K (−1.5%) vs. Q4 2023
- Total value
- $89.4M
- +$5.52M (+6.6%) vs. Q4 2023
- New holders
- 9
- 34 more added
- Sold out
- 15
- 46 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PGEN 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 | 210 | $799.4M |
| Q1 2026 | 206 | $516.7M |
| Q4 2025 | 179 | $568.5M |
| Q3 2025 | 167 | $366.2M |
| Q2 2025 | 147 | $116.6M |
| Q1 2025 | 138 | $119.3M |
| Q4 2024 | 133 | $84.8M |
| Q3 2024 | 127 | $71.7M |
| Q2 2024 | 130 | $95.9M |
| Q1 2024 | 129 | $89.4M |
| Q4 2023 | 137 | $83.9M |
| Q3 2023 | 138 | $86.0M |
| Q2 2023 | 138 | $66.0M |
| Q1 2023 | 157 | $65.1M |
| Q4 2022 | 161 | $64.3M |
| Q3 2022 | 165 | $265.0M |
| Q2 2022 | 169 | $182.2M |
| Q1 2022 | 173 | $302.8M |
| Q4 2021 | 168 | $529.9M |
| Q3 2021 | 172 | $690.3M |
| Q2 2021 | 150 | $926.2M |
| Q1 2021 | 166 | $978.6M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Precigen, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 3 | $4 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 78 | $112 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $123 | 0.00% | +93 | New |
| Hexagon Capital Partners LLC | 100 | $145 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 117 | $170 | 0.00% | +50+74.6% | Added |
| Harbor Investment Advisory, LLC | 125 | $181 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 204 | $296 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 273 | $395 | 0.00% | +23+9.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 450 | $653 | 0.00% | −450−50.0% | Reduced |
| Daiwa Securities Group Inc. | 708 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 890 | $1.29K | 0.00% | +890 | New |
| Federation des caisses Desjardins du Quebec | 900 | $1.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,044 | $1.51K | 0.00% | +44+4.4% | Added |
| Tower Research Capital LLC (TRC) | 1,165 | $1.69K | 0.00% | −6,789−85.4% | Reduced |
| Spire Wealth Management | 1,400 | $2.03K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,578 | $2.29K | 0.00% | −1,000−38.8% | Reduced |
| AdvisorNet Financial, Inc | 1,640 | $2.38K | 0.00% | −100−5.7% | Reduced |
| Lindbrook Capital, LLC | 1,642 | $2.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,000 | $2.90K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,837 | $4.11K | 0.00% | +1,661+141.2% | Added |
| Tortoise Investment Management, LLC | 3,000 | $4.35K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,400 | $4.93K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,303 | $5.00K | 0.00% | −7,230−68.6% | Reduced |
| Royal Bank of Canada | 3,957 | $6.00K | 0.00% | −36,954−90.3% | Reduced |
| Cutler Group LP | 5,500 | $7.00K | 0.00% | −500−8.3% | Reduced |
| Great West Life Assurance Co | 6,925 | $10.0K | 0.00% | +905+15.0% | Added |
| Cacti Asset Management LLC | 7,500 | $10.2K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 10,874 | $15.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 10,918 | $15.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 11,979 | $17.4K | 0.00% | −6,117−33.8% | Reduced |
| Virtu Financial LLC | 12,309 | $18.0K | 0.00% | −53,217−81.2% | Reduced |
| Miracle Mile Advisors, LLC | 13,150 | $19.1K | 0.00% | +13,150 | New |
| California State Teachers Retirement System | 13,236 | $19.2K | 0.00% | −9,003−40.5% | Reduced |
| HSBC Holdings PLC | 13,465 | $19.5K | 0.00% | +13,465 | New |
| Ameritas Investment Partners, Inc. | 13,542 | $19.6K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 15,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,200 | $22.0K | 0.00% | +2,000+15.2% | Added |
| Victory Capital Management Inc | 16,465 | $23.9K | 0.00% | −390−2.3% | Reduced |
| Ieq Capital, LLC | 16,528 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 16,528 | $24.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 17,000 | $24.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 17,185 | $24.9K | 0.00% | +4,939+40.3% | Added |
| Fortis Group Advisors, LLC | 18,966 | $27.5K | 0.01% | +18,966 | New |
| EntryPoint Capital, LLC | 21,479 | $31.1K | 0.03% | +21,479 | New |
| Citigroup Inc | 25,681 | $37.2K | 0.00% | +2,612+11.3% | Added |
| State Board of Administration of Florida Retirement System | 35,480 | $37.6K | 0.00% | −3,080−8.0% | Reduced |
| Chiron Capital Management, LLC | 27,950 | $40.5K | 0.04% | +3,900+16.2% | Added |
| Simplex Trading, LLC | 29,207 | $42.0K | 0.00% | +10,207+53.7% | Added |
| Diversified Trust Co | 29,126 | $42.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 31,905 | $46.3K | 0.00% | +31,905 | New |
| Creative Planning | 33,034 | $47.9K | 0.00% | +8,312+33.6% | Added |
| Janney Montgomery Scott LLC | 33,013 | $48.0K | 0.00% | −7,030−17.6% | Reduced |
| Lazard Asset Management LLC | 34,478 | $49.0K | 0.00% | −5,879−14.6% | Reduced |
| Bleakley Financial Group, LLC | 35,204 | $51.0K | 0.00% | +959+2.8% | Added |
| Simplicity Wealth,LLC | 35,204 | $51.0K | 0.00% | +35,204 | New |
| Magnolia Capital Advisors LLC | 39,597 | $52.7K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 37,069 | $53.8K | 0.00% | −26,973−42.1% | Reduced |
| Manufacturers Life Insurance Company, The | 40,512 | $58.7K | 0.00% | +14,303+54.6% | Added |
| ProShare Advisors LLC | 41,096 | $59.6K | 0.00% | +2,827+7.4% | Added |
| CWM, LLC | 42,912 | $62.0K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 44,399 | $64.4K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 44,399 | $64.4K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 44,612 | $64.7K | 0.00% | +129+0.3% | Added |
| Voya Investment Management LLC | 45,426 | $65.9K | 0.00% | −8,535−15.8% | Reduced |
| STRS Ohio | 47,200 | $68.0K | 0.00% | −3,000−6.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 47,829 | $69.4K | 0.01% | +19,041+66.1% | Added |
| Synovus Financial Corp | 49,065 | $71.1K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 50,000 | $73.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 50,765 | $73.6K | 0.00% | +180+0.4% | Added |
| SG Americas Securities, LLC | 51,769 | $75.0K | 0.00% | −24,583−32.2% | Reduced |
| LMR Partners LLP | 53,230 | $77.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 54,554 | $79.1K | 0.00% | −2,694−4.7% | Reduced |
| Stoneridge Investment Partners LLC | 56,618 | $82.0K | 0.03% | +39,245+225.9% | Added |
| Dimensional Fund Advisors LP | 58,755 | $85.2K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 60,421 | $87.6K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 62,585 | $90.7K | 0.00% | −4,686−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 63,118 | $92.0K | 0.00% | +5,778+10.1% | Added |
| Two Sigma Investments, LP | 64,252 | $93.2K | 0.00% | −29,548−31.5% | Reduced |
| American International Group, Inc. | 64,877 | $94.1K | 0.00% | −2,283−3.4% | Reduced |
| American Financial Group Inc | 66,114 | $96.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 69,100 | $97.0K | 0.00% | −16,753−19.5% | Reduced |
| MetLife Investment Management | 67,669 | $98.1K | 0.00% | +1,505+2.3% | Added |
| Virtus ETF Advisers LLC | 68,764 | $99.7K | 0.05% | −4,713−6.4% | Reduced |
| Tudor Investment Corp Et Al | 71,464 | $103.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 78,184 | $113.0K | 0.00% | +8,800+12.7% | Added |
| Cary Street Partner Investment Advisory LLC | 85,873 | $124.5K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 89,166 | $129.3K | 0.03% | −8,600−8.8% | Reduced |
| Jane Street Group, LLC | 91,943 | $133.3K | 0.00% | −114,254−55.4% | Reduced |
| Wells Fargo & Company | 97,231 | $141.0K | 0.00% | −1,358−1.4% | Reduced |
| Two Sigma Advisers, LP | 100,000 | $145.0K | 0.00% | −600−0.6% | Reduced |
| Summit Trail Advisors, LLC | 104,529 | $151.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 113,296 | $164.3K | 0.00% | −93,244−45.1% | Reduced |
| Bank of America Corp | 132,190 | $191.7K | 0.00% | −227,020−63.2% | Reduced |
| LPL Financial LLC | 153,499 | $222.6K | 0.00% | +112,000+269.9% | Added |
| Panagora Asset Management Inc | 156,213 | $226.5K | 0.00% | −147,172−48.5% | Reduced |
| CIBC Private Wealth Group, LLC | 166,171 | $237.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 165,152 | $240.0K | 0.00% | +5,304+3.3% | Added |
| UBS Group AG | 169,915 | $246.4K | 0.00% | −44,641−20.8% | Reduced |
| Alliancebernstein L.P. | 184,770 | $267.9K | 0.00% | 00.0% | Unchanged |