TECOGEN INC NEW (TGEN)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
66
Reporting holders
$57.6M
Reported value
30.6%
Of shares outstanding
16.4%
Held as options
+9
Holder change
Institutions report 9,225,136 shares against 30,187,822 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 |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC | $8.1M | 1,551,113 | 0.30% | 5q | +249.7%+$5.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.1M | 788,670 | 0.00% | 2q | +2.4%+$97.6K |
| BARD ASSOCIATES INC | $3.6M | 682,221 | 0.79% | 5q | -0.9%-$31.8K |
| Clear Harbor Asset Management, LLC | $3.4M | 650,000 | 0.21% | 5q | HELD |
| CITADEL ADVISORS LLC | $3.1M | 242,276 | 0.00% | 4q | +64.3%+$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 315,831 | 0.00% | 4q | +188.5%+$1.8M |
| PEAK6 LLC | $2.5M | options only | 0.01% | new | OPTIONS |
| JANE STREET GROUP, LLC | $2.3M | 49,087 | 0.00% | 4q | -58.2%-$3.2M |
| HERALD INVESTMENT MANAGEMENT Ltd | $2.2M | 420,000 | 0.30% | 5q | HELD |
| GRATIA CAPITAL, LLC | $2.0M | 388,660 | 1.23% | new | NEW |
| UBS Group AG | $1.9M | 363,049 | 0.00% | 5q | +13.5%+$225.6K |
| Meros Investment Management, LP | $1.8M | 353,487 | 0.59% | 2q | +21.2%+$322.5K |
| Palisades Investment Partners, LLC | $1.7M | 323,090 | 0.48% | 4q | -3.2%-$56.5K |
| MORGAN STANLEY | $1.6M | 301,695 | 0.00% | 5q | +293.2%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 290,260 | 0.00% | 4q | +56.2%+$545.3K |
| BlackRock, Inc. | $1.3M | 251,464 | 0.00% | 5q | +36.1%+$348.1K |
| IMC-Chicago, LLC | $1.2M | 61,800 | 0.00% | 3q | +352.7%+$970.4K |
| Huntleigh Advisors, Inc. | $1.1M | 220,074 | 0.16% | new | NEW |
| HEARTLAND ADVISORS INC | $950.6K | 182,100 | 0.04% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $944.8K | 180,870 | 0.00% | 5q | -5.8%-$58.1K |
| GROUP ONE TRADING LLC | $856.5K | 49,872 | 0.00% | 4q | -40.6%-$584.7K |
| THOMPSON DAVIS & CO., INC. | $755.9K | 144,840 | 0.45% | 4q | +46.3%+$239.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $716.2K | 137,200 | 0.00% | 4q | HELD |
| Arosa Capital Management LP | $652.5K | 125,000 | 0.12% | 4q | -64.3%-$1.2M |
| Integrated Wealth Concepts LLC | $585.1K | 112,080 | 0.00% | 2q | -48.7%-$554.9K |
| Apis Capital Advisors, LLC | $584.6K | 112,000 | 0.06% | 2q | +45.5%+$182.7K |
| VANGUARD FIDUCIARY TRUST CO | $553.1K | 105,956 | 0.00% | 2q | +9.9%+$49.7K |
| SIMPLEX TRADING, LLC | $467.1K | 479 | 0.00% | 4q | -98.8%-$39.8M |
| GOLDMAN SACHS GROUP INC | $362.9K | 69,530 | 0.00% | 4q | +176.9%+$231.9K |
| STATE STREET CORP | $361.4K | 69,226 | 0.00% | 5q | HELD |
| Diametric Capital, LP | $346.2K | 66,326 | 0.04% | 4q | +24.8%+$68.9K |
| PFG Investments, LLC | $326.4K | 62,523 | 0.01% | 5q | HELD |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $287.2K | 55,017 | 0.04% | 5q | HELD |
| MARSHALL WACE, LLP | $286.1K | 54,806 | 0.00% | 4q | -73.6%-$796.9K |
| GENDELL JEFFREY L | $260.1K | 49,823 | 0.00% | 5q | -79.7%-$1.0M |
| GAMCO INVESTORS, INC. ET AL | $208.8K | 40,000 | 0.00% | 5q | HELD |
| HighTower Advisors, LLC | $206.2K | 39,500 | 0.00% | 5q | -70.2%-$486.3K |
| NORTHERN TRUST CORP | $196.1K | 37,569 | 0.00% | 5q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $172.5K | 33,048 | 0.00% | 4q | HELD |
| XTX Topco Ltd | $169.2K | 32,411 | 0.00% | new | NEW |
| Centiva Capital, LP | $143.7K | 27,528 | 0.00% | new | NEW |
| Belvedere Trading LLC | $121.7K | 15,206 | 0.00% | new | NEW |
| Crewe Advisors LLC | $120.1K | 23,000 | 0.01% | new | NEW |
| GABELLI FUNDS LLC | $104.4K | 20,000 | 0.00% | 2q | HELD |
| Jefferies Financial Group Inc. | $100.7K | 19,300 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $97.7K | 18,725 | 0.00% | 5q | HELD |
| D. E. Shaw & Co., Inc. | $80.1K | 15,339 | 0.00% | new | NEW |
| Quadrature Capital Ltd | $73.4K | 14,061 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $71.1K | 13,624 | 0.00% | 3q | -15.5%-$13.1K |
| Wealthspire Advisors, LLC | $61.1K | 11,711 | 0.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $58.3K | 11,163 | 0.00% | 2q | HELD |
| CITIZENS FINANCIAL GROUP INC/RI | $52.2K | 10,000 | 0.00% | 2q | HELD |
| Vanguard Global Advisers, LLC | $28.4K | 5,434 | 0.00% | 2q | HELD |
| Persistent Asset Partners Ltd | $11.9K | 2,271 | 0.00% | new | NEW |
| CITIGROUP INC | $8.4K | 1,602 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.3K | 1,583 | 0.00% | 2q | HELD |
| Federation des caisses Desjardins du Quebec | $2.9K | 562 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4K | 266 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $1.0K | 227 | 0.00% | 5q | -92.7%-$12.7K |
| Fortitude Family Office, LLC | $945 | 181 | 0.00% | 2q | HELD |
| GSA CAPITAL PARTNERS LLP | $660 | 126,451 | 0.04% | 3q | +34.3% |
| Bogart Wealth, LLC | $616 | 118 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $574 | 110 | 0.00% | 5q | -8.3% |
| Bare Financial Services, Inc | $538 | 103 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $309 | 59,285 | 0.00% | 2q | +293.4% |
| SHIKIAR ASSET MANAGEMENT INC | $282 | 54,050 | 0.07% | 6q | +206.2% |
| FMR LLC | $279 | 53 | 0.00% | new | NEW |
| Virtu Financial LLC | $85 | 16,377 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $78 | 15 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $5 | 1 | 0.00% | new | NEW |
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 | 66 | $57.6M | 9,225,136 | 20 | 15 | 14 | 16.4% |
| Q1 2026 | 57 | $21.8M | 7,617,399 | 12 | 13 | 16 | 10.5% |
| Q4 2025 | 64 | $41.5M | 7,545,595 | 15 | 20 | 14 | 10.1% |
| Q3 2025 | 68 | $75.4M | 7,630,161 | 44 | 14 | 5 | 10.9% |
| Q2 2025 | 28 | $26.7M | 3,900,412 | 28 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $28 | 12,500 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $260.1K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $272.9K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $320.9K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $381.3K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $401 | 321,078 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $304.0K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $362.0K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $529.0K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 2 | $397.0K | 331,482 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $581.0K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $600.0K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $545.0K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $391.0K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $292.0K | 321,078 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 3 | $291.0K | 415,508 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 20 | $3.3M | 3,587,275 | 1 | 3 | 7 | 0.0% |
| Q4 2019 | 21 | $8.6M | 3,867,333 | 2 | 4 | 6 | 0.0% |
| Q3 2019 | 21 | $9.5M | 4,014,436 | 3 | 2 | 7 | 0.0% |
| Q2 2019 | 19 | $15.2M | 4,089,784 | 0 | 5 | 3 | 0.0% |
| Q1 2019 | 23 | $16.0M | 4,014,752 | 7 | 4 | 5 | 0.0% |
| Q4 2018 | 17 | $12.8M | 3,533,387 | 0 | 0 | 0 | 0.0% |