Institutional Ownership Ocugen, Inc. (OCGN)
This table provides information about the institutional ownership of Ocugen, Inc. (OCGN). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 64.6 Million shares, which have been reported (via 13F filing form) to have a value of $66.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
13,110
shares
|
$13,503
0.01% of portfolio
|
Q1 2024
Added 32.29%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
12,538
shares
|
$12,914
0.0% of portfolio
|
Q2 2025
Reduced 87.55%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
12,199
shares
|
$12,564
0.0% of portfolio
|
Q2 2025
Reduced 94.48%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
12,089
shares
|
$12,451
0.01% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
11,964
shares
|
$12,322
0.0% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
11,540
shares
|
$11,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,497
shares
|
$11,841
0.0% of portfolio
|
Q2 2025
Reduced 92.19%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
10,744
shares
|
$11,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,000
shares
|
$10,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,609
shares
|
$9,897
0.0% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,171
shares
|
$6,356
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,575
shares
|
$5,742
0.0% of portfolio
|
Q2 2025
Reduced 96.98%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
5,310
shares
|
$5,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,231
shares
|
$5,387
0.0% of portfolio
|
Q2 2025
Added 23.64%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,700
shares
|
$1,751
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,550
shares
|
$1,596
0.0% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,510
shares
|
$1,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,118
shares
|
$1,151
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$1,030
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$1,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
614
shares
|
$632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
405
shares
|
$417
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
300
shares
|
$309
0.0% of portfolio
|
Q3 2021
Reduced 57.14%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
250
shares
|
$257
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
244
shares
|
$251
0.0% of portfolio
|
Q2 2025
Added 67.12%
|