OCUGEN INC (OCGN)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
146
Reporting holders
$226.1M
Reported value
42.5%
Of shares outstanding
2.6%
Held as options
+11
Holder change
Institutions report 144,110,296 shares against 339,110,401 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $41.3M | 27,002,933 | 0.00% | 8q | +269.7%+$30.1M |
| STATE STREET CORP | $32.8M | 21,469,307 | 0.00% | 23q | +122.0%+$18.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $22.0M | 14,372,598 | 0.00% | 2q | +4.1%+$869.8K |
| MILLENNIUM MANAGEMENT LLC | $22.0M | 13,943,252 | 0.01% | 7q | +1.6%+$340.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $13.6M | 8,871,013 | 0.00% | 26q | +109.9%+$7.1M |
| RTW INVESTMENTS, LP | $10.2M | 6,666,666 | 0.09% | 2q | HELD |
| UBS Group AG | $7.9M | 5,177,508 | 0.00% | 22q | -28.9%-$3.2M |
| Ikarian Capital, LLC | $6.1M | 3,962,972 | 0.65% | 2q | HELD |
| GMT Capital Corp | $5.4M | 3,505,398 | 0.28% | 2q | HELD |
| MARSHALL WACE, LLP | $5.2M | 3,410,257 | 0.00% | 3q | -57.6%-$7.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.1M | 3,329,446 | 0.00% | 2q | +255.8%+$3.7M |
| Hennion & Walsh Asset Management, Inc. | $4.3M | 2,830,397 | 0.12% | 3q | +121.7%+$2.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 1,020,479 | 0.00% | 22q | +32.6%+$1.1M |
| NORTHERN TRUST CORP | $4.2M | 2,747,562 | 0.00% | 26q | +285.0%+$3.1M |
| VANGUARD FIDUCIARY TRUST CO | $3.6M | 2,367,144 | 0.00% | 2q | +18.3%+$560.0K |
| TWO SIGMA INVESTMENTS, LP | $3.4M | 2,230,179 | 0.00% | 4q | -0.9%-$32.3K |
| Qube Research & Technologies Ltd | $3.4M | 2,203,407 | 0.00% | 2q | -41.6%-$2.4M |
| BANK OF AMERICA CORP /DE/ | $3.0M | 1,990,636 | 0.00% | 22q | +69.5%+$1.2M |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.7M | 1,097,742 | 0.02% | 2q | HELD |
| CITADEL ADVISORS LLC | $1.7M | 783,322 | 0.00% | 23q | -72.1%-$4.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.6M | 1,042,537 | 0.00% | 22q | +391.5%+$1.3M |
| Sixth Street Partners Management Company, L.P. | $1.6M | 1,042,537 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.6M | 1,020,894 | 0.00% | 10q | -9.4%-$163.0K |
| Nuveen, LLC | $1.3M | 823,461 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $1.2M | 808,835 | 0.00% | 23q | +839.2%+$1.1M |
| SIMPLEX TRADING, LLC | $916.0K | 21,381 | 0.00% | 22q | HELD |
| CITIGROUP INC | $839.3K | 548,591 | 0.00% | 22q | +283.2%+$620.3K |
| Headlands Technologies LLC | $782.7K | 511,575 | 0.08% | 4q | +527.1%+$657.9K |
| Point72 Asset Management, L.P. | $731.1K | 477,821 | 0.00% | 3q | -42.7%-$545.7K |
| Procyon Advisors, LLC | $674.3K | 440,738 | 0.03% | 5q | HELD |
| Rafferty Asset Management, LLC | $594.8K | 388,775 | 0.00% | 2q | +37.4%+$162.0K |
| MORGAN STANLEY | $574.8K | 375,656 | 0.00% | 25q | -44.6%-$462.4K |
| BARCLAYS PLC | $560.9K | 366,579 | 0.00% | 3q | +59.0%+$208.0K |
| GROUP ONE TRADING LLC | $556.8K | 162,793 | 0.00% | 19q | -25.3%-$188.7K |
| RHUMBLINE ADVISERS | $520.9K | 340,493 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $517.0K | 337,905 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $490.5K | 320,617 | 0.00% | 23q | +105.8%+$252.2K |
| OSAIC HOLDINGS, INC. | $470.6K | 307,575 | 0.00% | 23q | +4259.7%+$459.8K |
| BNP PARIBAS FINANCIAL MARKETS | $454.8K | 297,285 | 0.00% | 7q | +2597.0%+$438.0K |
| Voleon Capital Management LP | $454.4K | 296,996 | 0.01% | 2q | -38.8%-$288.0K |
| Aster Capital Management (DIFC) Ltd | $386.3K | 398,073 | 0.04% | new | NEW |
| SILVERBACK ASSET MANAGEMENT LLC | $382.5K | 250,000 | 0.04% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $372.7K | 243,600 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $362.9K | 237,180 | 0.00% | 7q | +42.4%+$108.0K |
| Caption Management, LLC | $344.2K | options only | 0.00% | new | OPTIONS |
| ALLIANCEBERNSTEIN L.P. | $323.8K | 178,880 | 0.00% | new | NEW |
| IMC-Chicago, LLC | $321.1K | options only | 0.00% | 3q | OPTIONS |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $315.2K | 201,858 | 0.00% | 2q | +925.7%+$284.4K |
| MetLife Investment Management, LLC | $308.2K | 201,464 | 0.00% | new | NEW |
| DIADEMA PARTNERS LP | $306.0K | 200,000 | 0.04% | 2q | HELD |
| PROFUND ADVISORS LLC | $300.2K | 196,198 | 0.01% | 2q | +59.1%+$111.5K |
| Invesco Ltd. | $281.0K | 183,628 | 0.00% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $263.6K | 172,265 | 0.00% | 3q | -15.6%-$48.8K |
| JPMORGAN CHASE & CO | $262.4K | 157,112 | 0.00% | 21q | +1344.6%+$244.2K |
| TWO SIGMA SECURITIES, LLC | $238.7K | 156,027 | 0.02% | 5q | +116.9%+$128.7K |
| FMR LLC | $229.6K | 150,078 | 0.00% | 19q | +0.9%+$2.1K |
| Squarepoint Ops LLC | $209.2K | 136,711 | 0.00% | 4q | -68.5%-$454.9K |
| Vanguard Global Advisers, LLC | $204.6K | 133,705 | 0.00% | 2q | HELD |
| Quadrature Capital Ltd | $159.6K | 104,322 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $155.8K | 101,800 | 0.00% | 3q | -42.0%-$112.9K |
| Police & Firemen's Retirement System of New Jersey | $154.2K | 100,792 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $141.9K | 92,761 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $137.7K | 90,000 | 0.00% | new | NEW |
| CORA CAPITAL ADVISORS LLC | $136.5K | 89,220 | 0.04% | 9q | +99.5%+$68.1K |
| SEI INVESTMENTS CO | $133.9K | 87,495 | 0.00% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $99.8K | 65,243 | 0.00% | new | NEW |
| INTECH INVESTMENT MANAGEMENT LLC | $93.1K | 60,826 | 0.00% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $88.5K | 57,855 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $86.6K | options only | 0.00% | 23q | OPTIONS |
| E Fund Management Co., Ltd. | $83.9K | 54,817 | 0.00% | 2q | +54.1%+$29.5K |
| State of Wyoming | $78.5K | 51,322 | 0.01% | 3q | +140.7%+$45.9K |
| Persistent Asset Partners Ltd | $77.4K | 50,559 | 0.02% | 2q | HELD |
| ProShare Advisors LLC | $68.5K | 44,746 | 0.00% | new | NEW |
| AXQ CAPITAL, LP | $65.4K | 42,769 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $64.3K | 42,000 | 0.00% | 6q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $58.9K | 38,475 | 0.00% | 9q | +5.2%+$2.9K |
| Caitong International Asset Management Co., Ltd | $52.3K | 34,181 | 0.01% | 4q | -82.7%-$250.1K |
| Legal & General Group Plc | $50.7K | 33,153 | 0.00% | new | NEW |
| XPONANCE LLC | $49.8K | 32,576 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $47.5K | 31,014 | 0.00% | new | NEW |
| Mariner, LLC | $45.2K | 29,516 | 0.00% | 6q | -0.7% |
| Ethic Inc. | $43.8K | 28,638 | 0.00% | 5q | -0.9% |
| Vanguard Personalized Indexing Management, LLC | $43.4K | 28,361 | 0.00% | 13q | -1.6% |
| Russell Investments Group, Ltd. | $42.6K | 27,829 | 0.00% | 4q | +5241.5%+$41.8K |
| Verdence Capital Advisors LLC | $40.5K | 26,500 | 0.00% | 4q | HELD |
| Cetera Investment Advisers | $38.9K | 25,451 | 0.00% | 3q | +154.5%+$23.6K |
| Baldwin Investment Management, LLC | $38.2K | 25,000 | 0.00% | 5q | HELD |
| SmartHarvest Portfolios, LLC | $34.7K | 22,653 | 0.01% | 3q | HELD |
| Creative Planning | $33.4K | 21,837 | 0.00% | 5q | -16.3%-$6.5K |
| TRUEFG, LLC | $32.1K | 21,000 | 0.01% | 10q | HELD |
| Tower Research Capital LLC (TRC) | $31.4K | 20,543 | 0.00% | 23q | -2.5% |
| PRINCIPAL FINANCIAL GROUP INC | $31.3K | 20,429 | 0.00% | new | NEW |
| WINTON GROUP Ltd | $29.1K | 19,000 | 0.00% | 2q | HELD |
| CIBC Bancorp USA Inc. | $28.9K | 18,869 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $28.1K | 18,368 | 0.00% | 2q | +70.2%+$11.6K |
| SBI Securities Co., Ltd. | $27.4K | 17,915 | 0.00% | 7q | -24.9%-$9.1K |
| GTS SECURITIES LLC | $27.3K | 17,858 | 0.00% | new | NEW |
| LEVEL FOUR ADVISORY SERVICES, LLC | $26.0K | 17,000 | 0.00% | 6q | HELD |
| Diversify Advisory Services, LLC | $25.2K | 20,020 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $25.2K | 20,020 | 0.00% | 9q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | JANUS HENDERSON GROUP Ltd. | 3.0% |
| 2026-08-07 | 13G | STATE STREET CORPORATION | 6.3% |
| 2026-07-29 | 13G | BlackRock, Inc. | 8.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 146 | $226.1M | 144,110,296 | 43 | 42 | 26 | 2.6% |
| Q1 2026 | 135 | $206.3M | 109,879,484 | 42 | 42 | 20 | 3.7% |
| Q4 2025 | 107 | $84.6M | 60,771,714 | 28 | 32 | 13 | 3.0% |
| Q3 2025 | 94 | $74.4M | 44,477,792 | 18 | 19 | 29 | 2.6% |
| Q2 2025 | 98 | $49.4M | 49,941,111 | 31 | 23 | 24 | 1.9% |
| Q1 2025 | 105 | $53.2M | 74,882,260 | 16 | 33 | 26 | 0.6% |
| Q4 2024 | 105 | $57.0M | 69,866,923 | 19 | 28 | 22 | 1.3% |
| Q3 2024 | 108 | $79.8M | 79,090,476 | 28 | 30 | 18 | 1.7% |
| Q2 2024 | 95 | $106.0M | 66,979,650 | 37 | 22 | 11 | 2.1% |
| Q1 2024 | 75 | $56.4M | 33,333,985 | 26 | 23 | 4 | 3.2% |
| Q4 2023 | 63 | $15.5M | 26,082,892 | 8 | 12 | 16 | 3.0% |
| Q3 2023 | 71 | $13.1M | 31,794,263 | 7 | 15 | 19 | 2.6% |
| Q2 2023 | 86 | $25.3M | 45,618,008 | 26 | 8 | 28 | 2.1% |
| Q1 2023 | 87 | $49.0M | 56,100,985 | 14 | 20 | 23 | 2.4% |
| Q4 2022 | 95 | $105.2M | 78,611,338 | 18 | 32 | 22 | 2.9% |
| Q3 2022 | 118 | $151.8M | 82,345,812 | 16 | 41 | 32 | 3.5% |
| Q2 2022 | 115 | $201.6M | 85,071,522 | 17 | 38 | 33 | 4.2% |
| Q1 2022 | 122 | $306.0M | 84,561,063 | 23 | 37 | 33 | 8.7% |
| Q4 2021 | 117 | $341.1M | 65,133,952 | 31 | 34 | 30 | 13.1% |
| Q3 2021 | 111 | $477.4M | 55,201,501 | 18 | 43 | 26 | 17.0% |
| Q2 2021 | 127 | $623.6M | 56,738,843 | 71 | 33 | 11 | 26.9% |
| Q1 2021 | 80 | $209.8M | 24,640,212 | 52 | 14 | 11 | 20.3% |
| Q4 2020 | 37 | $26.6M | 14,517,269 | 27 | 6 | 2 | 0.0% |
| Q3 2020 | 13 | $4.3M | 13,810,780 | 4 | 7 | 1 | 0.0% |
| Q2 2020 | 15 | $561.0K | 2,543,651 | 6 | 3 | 3 | 0.0% |
| Q1 2020 | 10 | $633.0K | 2,248,717 | 7 | 2 | 0 | 0.0% |
| Q4 2019 | 12 | $751.0K | 1,443,508 | 8 | 3 | 1 | 0.0% |
| Q3 2019 | 7 | $1.9M | 641,509 | 6 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $14.0K | 1,722 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $14.0K | 1,722 | 1 | 0 | 0 | 0.0% |