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, Q3 2024
Institutional positions in Precigen, Inc. as of Sep 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
- 127
- −1 vs. Q2 2024
- Shares held
- 75.4M
- +25.5M (+51.0%) vs. Q2 2024
- Total value
- $71.7M
- −$7.17M (−9.1%) vs. Q2 2024
- New holders
- 16
- 37 more added
- Sold out
- 17
- 32 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Precigen, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 259 | $0 | 0.00% | −24,340−98.9% | Reduced |
| Capital Performance Advisors LLP | 2 | $2 | 0.00% | +2 | New |
| Eastern Bank | 3 | $3 | 0.00% | +3 | New |
| Creekmur Asset Management LLC | 98 | $93 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $95 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 125 | $118 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 162 | $153 | 0.00% | +25+18.2% | Added |
| Trust Co of Vermont | 200 | $189 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 250 | $236 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 380 | $360 | 0.00% | +380 | New |
| Vermillion & White Wealth Management Group, LLC | 450 | $426 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 578 | $547 | 0.00% | +578 | New |
| SRS Capital Advisors, Inc. | 690 | $654 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $950 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,994 | $1.00K | 0.00% | −24,154−92.4% | Reduced |
| Daiwa Securities Group Inc. | 708 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,398 | $1.33K | 0.00% | −2−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,500 | $1.42K | 0.00% | −750−33.3% | Reduced |
| AdvisorNet Financial, Inc | 1,640 | $1.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,000 | $1.89K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,631 | $2.49K | 0.00% | −70,919−96.4% | Reduced |
| Tortoise Investment Management, LLC | 3,000 | $2.84K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,300 | $3.13K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,621 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 7,500 | $7.28K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,111 | $8.63K | 0.00% | −12,305−57.5% | Reduced |
| California State Teachers Retirement System | 9,172 | $8.69K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 9,556 | $9.00K | 0.00% | +1,808+23.3% | Added |
| Marks Wealth, LLC | 10,000 | $9.47K | 0.00% | +10,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,406 | $9.85K | 0.00% | +2,870+38.1% | Added |
| Private Advisor Group, LLC | 10,715 | $10.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 10,918 | $10.3K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 13,150 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 13,542 | $12.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,714 | $13.0K | 0.00% | −6,052−32.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 15,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 15,000 | $14.2K | 0.00% | +15,000 | New |
| AQR Capital Management LLC | 15,893 | $15.1K | 0.00% | −34,109−68.2% | Reduced |
| Squarepoint Ops LLC | 16,246 | $15.4K | 0.00% | +16,246 | New |
| Bordeaux Wealth Advisors LLC | 16,528 | $15.7K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 17,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 17,550 | $16.6K | 0.01% | −10,300−37.0% | Reduced |
| Aaron Wealth Advisors | 17,951 | $17.0K | 0.00% | +17,951 | New |
| Allspring Global Investments Holdings, LLC | 17,951 | $17.0K | 0.00% | +17,951 | New |
| Victory Capital Management Inc | 18,946 | $17.9K | 0.00% | +2,046+12.1% | Added |
| Fortis Group Advisors, LLC | 18,966 | $18.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,428 | $19.3K | 0.00% | +3,244+18.9% | Added |
| Clearstead Advisors, LLC | 20,600 | $19.5K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 21,478 | $21.0K | 0.00% | +14,908+226.9% | Added |
| Creative Planning | 28,984 | $27.5K | 0.00% | −7,932−21.5% | Reduced |
| Traphagen Investment Advisors LLC | 31,000 | $29.4K | 0.00% | +31,000 | New |
| Stifel Financial Corp | 32,200 | $30.5K | 0.00% | +15,680+94.9% | Added |
| Janney Montgomery Scott LLC | 32,613 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 35,220 | $33.4K | 0.00% | −4,294−10.9% | Reduced |
| New York State Common Retirement Fund | 38,038 | $36.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 40,922 | $38.8K | 0.00% | +7,707+23.2% | Added |
| Invesco Ltd. | 41,267 | $39.1K | 0.00% | −268−0.6% | Reduced |
| Two Sigma Investments, LP | 43,159 | $40.9K | 0.00% | −5,156−10.7% | Reduced |
| CWM, LLC | 43,054 | $41.0K | 0.00% | +180.0% | Added |
| Aptus Capital Advisors, LLC | 44,399 | $42.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 44,399 | $42.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 45,063 | $43.0K | 0.00% | +13,823+44.2% | Added |
| STRS Ohio | 47,200 | $44.7K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 49,540 | $46.9K | 0.00% | +3,469+7.5% | Added |
| Greenwich Wealth Management LLC | 50,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 49,780 | $47.1K | 0.00% | −91,863−64.9% | Reduced |
| Virtus ETF Advisers LLC | 54,216 | $51.3K | 0.02% | +966+1.8% | Added |
| China Universal Asset Management Co., Ltd. | 55,337 | $52.4K | 0.01% | +25,681+86.6% | Added |
| Stoneridge Investment Partners LLC | 56,618 | $54.0K | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 57,082 | $54.1K | 0.00% | −1,673−2.8% | Reduced |
| Franklin Resources Inc | 60,421 | $54.6K | 0.00% | −592−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 60,642 | $57.0K | 0.00% | −1,225−2.0% | Reduced |
| LPL Financial LLC | 64,972 | $61.5K | 0.00% | −74,450−53.4% | Reduced |
| Jane Street Group, LLC | 65,082 | $61.6K | 0.00% | −59,003−47.6% | Reduced |
| American Financial Group Inc | 66,114 | $63.0K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 67,302 | $63.9K | 0.00% | +26,136+63.5% | Added |
| Corebridge Financial, Inc. | 67,683 | $64.1K | 0.00% | −418−0.6% | Reduced |
| Cerity Partners LLC | 67,921 | $64.3K | 0.00% | +17,151+33.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 69,296 | $65.6K | 0.00% | +2,589+3.9% | Added |
| Tudor Investment Corp Et Al | 71,464 | $67.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 87,593 | $83.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 96,800 | $91.7K | 0.00% | −14,900−13.3% | Reduced |
| Citigroup Inc | 97,578 | $92.4K | 0.00% | +63,546+186.7% | Added |
| Synovus Financial Corp | 98,130 | $92.9K | 0.00% | +49,065+100.0% | Added |
| UBS Group AG | 99,524 | $94.2K | 0.00% | +10,482+11.8% | Added |
| Wells Fargo & Company | 102,273 | $96.9K | 0.00% | −2,271−2.2% | Reduced |
| Summit Trail Advisors, LLC | 104,529 | $99.0K | 0.00% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 110,000 | $104.2K | 0.00% | +110,000 | New |
| HRT Financial LP | 114,461 | $108.0K | 0.00% | +114,461 | New |
| Millennium Management LLC | 119,060 | $112.8K | 0.00% | −22,865−16.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 147,835 | $140.0K | 0.00% | +71,035+92.5% | Added |
| Exchange Traded Concepts, LLC | 167,496 | $158.6K | 0.00% | +15,525+10.2% | Added |
| Price T Rowe Associates Inc | 169,501 | $161.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 183,796 | $174.0K | 0.00% | −18,895−9.3% | Reduced |
| Bank of America Corp | 185,674 | $175.8K | 0.00% | +18,354+11.0% | Added |
| HighTower Advisors, LLC | 192,144 | $179.0K | 0.00% | +125,145+186.8% | Added |
| Barclays PLC | 189,353 | $179.3K | 0.00% | +124,141+190.4% | Added |
| Alliancebernstein L.P. | 226,660 | $214.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 247,018 | $234.6K | 0.00% | −161,310−39.5% | Reduced |
| CIBC Private Wealth Group, LLC | 257,054 | $243.5K | 0.00% | +93,160+56.8% | Added |