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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, Q2 2024

Institutional positions in Precigen, Inc. as of Jun 30, 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
130
+3 vs. Q1 2024
Shares held
60.7M
−913.5K (−1.5%) vs. Q1 2024
Total value
$95.9M
+$6.58M (+7.4%) vs. Q1 2024
New holders
16
42 more added
Sold out
13
38 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 130 institutions
Q1 2021: 166 institutionsQ2 2021: 150 institutionsQ3 2021: 172 institutionsQ4 2021: 168 institutionsQ1 2022: 173 institutionsQ2 2022: 169 institutionsQ3 2022: 165 institutionsQ4 2022: 161 institutionsQ1 2023: 157 institutionsQ2 2023: 138 institutionsQ3 2023: 138 institutionsQ4 2023: 137 institutionsQ1 2024: 129 institutionsQ2 2024: 130 institutionsQ3 2024: 127 institutionsQ4 2024: 133 institutionsQ1 2025: 138 institutionsQ2 2025: 147 institutionsQ3 2025: 167 institutionsQ4 2025: 179 institutionsQ1 2026: 206 institutionsQ2 2026: 210 institutions
Value heldQ2 2024: $95.9M
Q1 2021: $978.6MQ2 2021: $926.2MQ3 2021: $690.3MQ4 2021: $529.9MQ1 2022: $302.8MQ2 2022: $182.2MQ3 2022: $265.0MQ4 2022: $64.3MQ1 2023: $65.1MQ2 2023: $66.0MQ3 2023: $86.0MQ4 2023: $83.9MQ1 2024: $89.4MQ2 2024: $95.9MQ3 2024: $71.7MQ4 2024: $84.8MQ1 2025: $119.3MQ2 2025: $116.6MQ3 2025: $366.2MQ4 2025: $568.5MQ1 2026: $516.7MQ2 2026: $799.4M
Institutions holding PGEN and their total value by quarter
QuarterHoldersValue
Q2 2026210$799.4M
Q1 2026206$516.7M
Q4 2025179$568.5M
Q3 2025167$366.2M
Q2 2025147$116.6M
Q1 2025138$119.3M
Q4 2024133$84.8M
Q3 2024127$71.7M
Q2 2024130$95.9M
Q1 2024129$89.4M
Q4 2023137$83.9M
Q3 2023138$86.0M
Q2 2023138$66.0M
Q1 2023157$65.1M
Q4 2022161$64.3M
Q3 2022165$265.0M
Q2 2022169$182.2M
Q1 2022173$302.8M
Q4 2021168$529.9M
Q3 2021172$690.3M
Q2 2021150$926.2M
Q1 2021166$978.6M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Precigen, Inc.; share changes are against Q1 2024.

Institutions holding PGEN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC78$1210.00%00.0%Unchanged
EverSource Wealth Advisors, LLC93$1410.00%00.0%Unchanged
Creekmur Asset Management LLC98$1550.00%+98New
Innealta Capital, LLC99$1560.00%+99New
Hexagon Capital Partners LLC100$1580.00%00.0%Unchanged
Harbor Investment Advisory, LLC125$1980.00%00.0%Unchanged
Nisa Investment Advisors, LLC137$2160.00%+20+17.1%Added
Trust Co of Vermont200$3160.00%+200New
GAMMA Investing LLC204$3220.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC250$3950.00%−23−8.4%Reduced
Vermillion & White Wealth Management Group, LLC450$7110.00%00.0%Unchanged
Daiwa Securities Group Inc.708$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.690$1.09K0.00%+690New
Geneos Wealth Management Inc.1,000$1.58K0.00%−44−4.2%Reduced
Spire Wealth Management1,400$2.21K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,640$2.59K0.00%00.0%Unchanged
Lindbrook Capital, LLC1,910$3.02K0.00%+268+16.3%Added
Global Retirement Partners, LLC2,000$3.16K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.2,250$3.56K0.00%+2,250New
Tortoise Investment Management, LLC3,000$4.74K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC3,300$5.21K0.00%−100−2.9%Reduced
Amalgamated Bank4,621$7.00K0.00%+1,318+39.9%Added
Picton Mahoney Asset Management6,570$11.0K0.00%+6,570New
Cacti Asset Management LLC7,500$11.3K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.7,536$11.4K0.00%+7,536New
Great West Life Assurance Co7,748$12.0K0.00%+823+11.9%Added
California State Teachers Retirement System9,172$14.5K0.00%−4,064−30.7%Reduced
Private Advisor Group, LLC10,715$16.9K0.00%+10,715New
Gerber Kawasaki Wealth & Investment Management10,874$17.2K0.00%00.0%Unchanged
Legal & General Group Plc10,918$17.3K0.00%00.0%Unchanged
Buckingham Strategic Partners12,186$19.3K0.00%+12,186New
OMNI 360 Wealth, Inc.12,186$19.3K0.01%+12,186New
HSBC Holdings PLC13,594$20.5K0.00%+129+1.0%Added
Miracle Mile Advisors, LLC13,150$20.8K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.13,542$21.4K0.00%00.0%Unchanged
NJ State Employees Deferred Compensation Plan15,000$23.7K0.00%00.0%Unchanged
Stifel Financial Corp16,520$26.1K0.00%+1,320+8.7%Added
Bordeaux Wealth Advisors LLC16,528$26.1K0.00%00.0%Unchanged
Victory Capital Management Inc16,900$26.7K0.00%+435+2.6%Added
Wellington Shields & Co., LLC17,000$26.9K0.01%00.0%Unchanged
Envestnet Asset Management Inc17,184$27.2K0.00%−10.0%Reduced
Fortis Group Advisors, LLC18,966$30.0K0.01%00.0%Unchanged
Royal Bank of Canada18,766$30.0K0.00%+14,809+374.2%Added
Clearstead Advisors, LLC20,600$32.5K0.00%+20,600New
Tower Research Capital LLC (TRC)21,416$33.8K0.00%+20,251+1,738.3%Added
Lazard Asset Management LLC24,599$38.0K0.00%−9,879−28.7%Reduced
Principal Financial Group Inc24,783$39.2K0.00%−37,802−60.4%Reduced
Simplex Trading, LLC26,148$41.0K0.00%−3,059−10.5%Reduced
Chiron Capital Management, LLC27,850$44.0K0.04%−100−0.4%Reduced
Diversified Trust Co29,126$46.0K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.29,656$46.9K0.01%−18,173−38.0%Reduced
Verition Fund Management LLC30,717$48.5K0.00%+30,717New
SG Americas Securities, LLC31,240$49.0K0.00%−20,529−39.7%Reduced
Janney Montgomery Scott LLC32,613$52.0K0.00%−400−1.2%Reduced
ProShare Advisors LLC33,215$52.5K0.00%−7,881−19.2%Reduced
Citigroup Inc34,032$53.8K0.00%+8,351+32.5%Added
Creative Planning36,916$58.3K0.00%+3,882+11.8%Added
New York State Common Retirement Fund38,038$60.1K0.00%+969+2.6%Added
Simplicity Wealth,LLC39,514$62.4K0.00%+4,310+12.2%Added
Bleakley Financial Group, LLC39,514$62.4K0.00%+4,310+12.2%Added
Deutsche Bank AG41,166$65.0K0.00%−13,388−24.5%Reduced
Invesco Ltd.41,535$65.6K0.00%−3,077−6.9%Reduced
CWM, LLC43,036$68.0K0.00%+124+0.3%Added
Aptus Capital Advisors, LLC44,399$70.2K0.00%00.0%Unchanged
Guardian Wealth Advisors, LLC44,399$70.2K0.01%00.0%Unchanged
Voya Investment Management LLC46,071$72.8K0.00%+645+1.4%Added
STRS Ohio47,200$74.6K0.00%00.0%Unchanged
Two Sigma Investments, LP48,315$76.3K0.00%−15,937−24.8%Reduced
Synovus Financial Corp49,065$77.5K0.00%00.0%Unchanged
Greenwich Wealth Management LLC50,000$79.0K0.01%00.0%Unchanged
AQR Capital Management LLC50,002$79.0K0.00%+18,097+56.7%Added
Cerity Partners LLC50,770$80.2K0.00%+50.0%Added
Virtus ETF Advisers LLC53,250$84.1K0.04%−15,514−22.6%Reduced
Stoneridge Investment Partners LLC56,618$89.0K0.03%00.0%Unchanged
Manufacturers Life Insurance Company, The56,998$90.1K0.00%+16,486+40.7%Added
Dimensional Fund Advisors LP58,755$92.6K0.00%00.0%Unchanged
Franklin Resources Inc61,013$96.4K0.00%+592+1.0%Added
Commonwealth Equity Services, LLC61,867$98.0K0.00%−1,251−2.0%Reduced
HighTower Advisors, LLC66,999$101.0K0.00%−2,101−3.0%Reduced
Barclays PLC65,212$103.0K0.00%−48,084−42.4%Reduced
American Financial Group Inc66,114$104.0K0.04%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.66,707$105.4K0.00%+66,707New
Corebridge Financial, Inc.68,101$107.6K0.00%+68,101New
Virtu Financial LLC70,238$111.0K0.01%+57,929+470.6%Added
Tudor Investment Corp Et Al71,464$112.9K0.00%00.0%Unchanged
MetLife Investment Management73,550$116.2K0.00%+5,881+8.7%Added
Gsa Capital Partners LLP76,429$121.0K0.01%−146,859−65.8%Reduced
Cambridge Investment Research Advisors, Inc.76,800$121.0K0.00%−1,384−1.8%Reduced
Cary Street Partner Investment Advisory LLC87,593$138.4K0.01%+1,720+2.0%Added
UBS Group AG89,042$140.7K0.00%−80,873−47.6%Reduced
Summit Trail Advisors, LLC104,529$165.2K0.00%00.0%Unchanged
Wells Fargo & Company104,544$165.2K0.00%+7,313+7.5%Added
Two Sigma Advisers, LP111,700$176.5K0.00%+11,700+11.7%Added
Jane Street Group, LLC124,085$196.1K0.00%+32,142+35.0%Added
LPL Financial LLC139,422$220.3K0.00%−14,077−9.2%Reduced
Susquehanna International Group, LLP141,643$223.8K0.00%+141,643New
Millennium Management LLC141,925$224.2K0.00%−1,228,526−89.6%Reduced
Exchange Traded Concepts, LLC151,971$240.1K0.01%−47,284−23.7%Reduced
Panagora Asset Management Inc155,590$245.8K0.00%−623−0.4%Reduced
CIBC Private Wealth Group, LLC163,894$254.0K0.00%−2,277−1.4%Reduced