Institutional Ownership Ocugen, Inc. (OCGN)
This table provides information about the institutional ownership of Ocugen, Inc. (OCGN). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 60.5 Million shares, which have been reported (via 13F filing form) to have a value of $71.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
24,184
shares
|
$28,778
0.0% of portfolio
|
Q3 2025
Reduced 50.32%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
23,643
shares
|
$28,135
0.02% of portfolio
|
Q3 2025
Added 42.06%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
23,500
shares
|
$27,965
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,312
shares
|
$26,551
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
21,000
shares
|
$24,990
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
20,000
shares
|
$23,800
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
19,000
shares
|
$22,610
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
18,686
shares
|
$22,236
0.0% of portfolio
|
Q3 2025
Reduced 68.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,500
shares
|
$19,635
0.0% of portfolio
|
Q1 2021
Reduced 39.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
15,729
shares
|
$18,717
0.0% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
15,000
shares
|
$17,850
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
14,778
shares
|
$17,585
0.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
14,765
shares
|
$17,570
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
13,110
shares
|
$15,600
0.01% of portfolio
|
Q1 2024
Added 32.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
11,540
shares
|
$13,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
11,325
shares
|
$13,476
0.01% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$11,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$11,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,000
shares
|
$11,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
8,202
shares
|
$9,760
0.0% of portfolio
|
Q3 2025
Reduced 79.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,712
shares
|
$7,987
0.0% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,005
shares
|
$7,145
0.0% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,231
shares
|
$6,224
0.0% of portfolio
|
Q2 2025
Added 23.64%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$5,950
0.0% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,615
shares
|
$3,111
0.0% of portfolio
|
Q3 2025
Reduced 72.79%
|
|