OCGN — OCUGEN INC
Reported value held$136.95M
Funds holding (latest)36
SectorHealth Care
Funds holding (Q2 2026)28
Institutional value$111.50M · 73.14M sh
New / Add / Cut / Exit9 / 10 / 8 / 0
Top-5 / Top-10 concentration80.7% / 93.2%
Institutional holdings change
Accumulating +41.7%
(+21.54M sh)
Institutional value change
Up +19.4%
As of Q2 2026, 28 SEC-registered investment managers reported holding OCGN (OCUGEN INC) in their latest 13F filings, with a combined reported value of $111.50M across 73.14M shares. That is +41.7% by share count (+21.54M shares) versus the previous quarter, while reported value moved +19.4%. Ownership is concentrated: the five largest holders account for 80.7% of reported value and the top ten for 93.2%.
Compared with the prior quarter, 9 opened new positions, 10 added to existing stakes, 8 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OCGN is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 27.00M | $41.31M | 0.00% | Add |
| Millennium Management history | 14.37M | $21.98M | 0.01% | Add |
| Geode Capital Management history | 8.87M | $13.58M | 0.00% | Add |
| UBS Group AG history | 5.18M | $7.92M | 0.00% | Reduce |
| Marshall Wace history | 3.41M | $5.22M | 0.00% | Reduce |
| Northern Trust Corp history | 2.75M | $4.20M | 0.00% | Add |
| Two Sigma Investments history | 2.23M | $3.41M | 0.00% | Reduce |
| Bank of America Corp history | 1.99M | $3.05M | 0.00% | Add |
| Citadel Advisors history | 1.08M | $1.66M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.04M | $1.60M | 0.00% | Add |
| Goldman Sachs Group history | 1.02M | $1.56M | 0.00% | Reduce |
| BNY Mellon history | 808.84K | $1.24M | 0.00% | Add |
| Citigroup Inc history | 548.59K | $839.35K | 0.00% | Add |
| Point72 Asset Management history | 477.82K | $731.07K | 0.00% | Reduce |
| Morgan Stanley history | 375.66K | $574.75K | 0.00% | Reduce |
| Deutsche Bank AG history | 337.90K | $517.00K | 0.00% | New |
| Wells Fargo & Co history | 320.62K | $490.55K | 0.00% | Add |
| Wellington Management Group history | 243.60K | $372.71K | 0.00% | New |
| Invesco Ltd history | 183.63K | $280.95K | 0.00% | New |
| JPMorgan Chase & Co history | 157.11K | $262.38K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 150.08K | $229.62K | 0.00% | Add |
| CPP Investments history | 101.80K | $155.75K | 0.00% | Reduce |
| Manulife Financial history | 92.76K | $141.92K | 0.00% | New |
| Prudential Financial history | 57.85K | $88.52K | 0.00% | New |
| Legal & General Investment Management America history | 33.15K | $50.72K | 0.00% | New |
| Principal Global Investors history | 20.43K | $31.26K | 0.00% | New |
| PNC Financial Services history | 5.23K | $8.00K | 0.00% | Hold |
| T. Rowe Price Associates history | 280.64K | $430 | 0.00% | New |
Q1 2026 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Millennium Management history | 13.93M | $25.22M | 0.01% | Add |
| Marshall Wace history | 8.05M | $14.57M | 0.01% | Add |
| BlackRock Inc history | 7.30M | $13.22M | 0.00% | Add |
| UBS Group AG history | 7.28M | $13.18M | 0.00% | Add |
| Geode Capital Management history | 4.23M | $7.65M | 0.00% | Add |
| Citadel Advisors history | 3.18M | $5.76M | 0.00% | Add |
| Two Sigma Investments history | 2.25M | $4.07M | 0.00% | Add |
| Bank of America Corp history | 1.17M | $2.13M | 0.00% | Add |
| Goldman Sachs Group history | 1.13M | $2.04M | 0.00% | Reduce |
| Point72 Asset Management history | 834.49K | $1.51M | 0.00% | Add |
| Northern Trust Corp history | 713.74K | $1.29M | 0.00% | Add |
| Morgan Stanley history | 677.91K | $1.23M | 0.00% | Add |
| Charles Schwab Investment Management history | 212.09K | $383.89K | 0.00% | Add |
| CPP Investments history | 175.60K | $317.84K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 148.67K | $269.10K | 0.00% | Reduce |
| Citigroup Inc history | 143.16K | $259.12K | 0.00% | Add |
| BNY Mellon history | 86.12K | $155.87K | 0.00% | Add |
| Wells Fargo & Co history | 77.90K | $141.00K | 0.00% | Add |
| PNC Financial Services history | 5.23K | $9.47K | 0.00% | Hold |
Q4 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 16.48M | $22.24M | 0.00% | Add |
| Millennium Management history | 5.40M | $7.29M | 0.00% | Add |
| UBS Group AG history | 4.85M | $6.55M | 0.00% | Add |
| BlackRock Inc history | 4.56M | $6.15M | 0.00% | Add |
| Geode Capital Management history | 3.82M | $5.16M | 0.00% | Add |
| Marshall Wace history | 2.53M | $3.42M | 0.00% | New |
| Goldman Sachs Group history | 2.30M | $3.11M | 0.00% | Add |
| Renaissance Technologies history | 1.70M | $2.30M | 0.00% | Add |
| Citadel Advisors history | 1.66M | $2.24M | 0.00% | Reduce |
| Two Sigma Investments history | 678.55K | $916.04K | 0.00% | Add |
| Northern Trust Corp history | 666.24K | $899.42K | 0.00% | Add |
| Morgan Stanley history | 463.45K | $625.66K | 0.00% | Add |
| Point72 Asset Management history | 426.29K | $575.50K | 0.00% | New |
| CPP Investments history | 192.90K | $260.42K | 0.00% | New |
| Charles Schwab Investment Management history | 171.72K | $231.83K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 150.84K | $203.63K | 0.00% | Reduce |
| Balyasny Asset Management history | 145.44K | $196.34K | 0.00% | New |
| Citigroup Inc history | 101.88K | $137.53K | 0.00% | Add |
| Bank of America Corp history | 98.67K | $133.21K | 0.00% | Reduce |
| BNY Mellon history | 37.05K | $50.02K | 0.00% | Hold |
| PNC Financial Services history | 5.23K | $7.06K | 0.00% | Hold |
| Wells Fargo & Co history | 4.00K | $5.40K | 0.00% | Add |
| JPMorgan Chase & Co history | 476 | $643 | 0.00% | Hold |
Q3 2025 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 15.22M | $24.81M | 0.00% | Add |
| Millennium Management history | 4.16M | $6.78M | 0.00% | Reduce |
| BlackRock Inc history | 4.05M | $6.61M | 0.00% | Reduce |
| Geode Capital Management history | 3.68M | $6.00M | 0.00% | Add |
| Citadel Advisors history | 1.81M | $2.95M | 0.00% | Add |
| UBS Group AG history | 1.02M | $1.67M | 0.00% | Add |
| Northern Trust Corp history | 596.55K | $972.37K | 0.00% | Add |
| Janus Henderson Group history | 302.37K | $491.35K | 0.00% | New |
| Morgan Stanley history | 290.56K | $473.62K | 0.00% | Reduce |
| Renaissance Technologies history | 290.20K | $473.03K | 0.00% | New |
| Charles Schwab Investment Management history | 171.72K | $279.91K | 0.00% | Hold |
| Bank of America Corp history | 154.37K | $251.63K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 151.71K | $247.29K | 0.00% | Hold |
| Goldman Sachs Group history | 97.71K | $159.27K | 0.00% | Reduce |
| Two Sigma Investments history | 73.09K | $119.13K | 0.00% | New |
| Invesco Ltd history | 45.06K | $73.45K | 0.00% | Add |
| BNY Mellon history | 37.05K | $60.40K | 0.00% | Add |
| PNC Financial Services history | 5.23K | $8.53K | 0.00% | Hold |
| Wells Fargo & Co history | 1.07K | $1.74K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 476 | $776 | 0.00% | Reduce |
| Citigroup Inc history | 230 | $375 | 0.00% | Reduce |
Q2 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 14.77M | $14.33M | 0.00% | Reduce |
| BlackRock Inc history | 5.59M | $5.43M | 0.00% | Reduce |
| Millennium Management history | 5.06M | $4.91M | 0.00% | Add |
| Geode Capital Management history | 3.49M | $3.39M | 0.00% | Reduce |
| Goldman Sachs Group history | 887.05K | $860.79K | 0.00% | Add |
| Citadel Advisors history | 788.91K | $765.56K | 0.00% | Add |
| UBS Group AG history | 654.38K | $634.75K | 0.00% | Reduce |
| Morgan Stanley history | 611.70K | $593.59K | 0.00% | Reduce |
| Northern Trust Corp history | 566.00K | $549.25K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 171.72K | $166.64K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 152.35K | $147.84K | 0.00% | Add |
| Bank of America Corp history | 81.20K | $78.76K | 0.00% | Reduce |
| Invesco Ltd history | 44.75K | $43.43K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 32.95K | $31.97K | 0.00% | Reduce |
| BNY Mellon history | 24.92K | $24.18K | 0.00% | Reduce |
| AQR Capital Management history | 23.45K | $22.75K | 0.00% | New |
| Citigroup Inc history | 12.20K | $11.84K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.50K | $11.16K | 0.00% | Reduce |
| PNC Financial Services history | 5.23K | $5.07K | 0.00% | Add |
Q1 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 19.57M | $13.82M | 0.00% | Reduce |
| Vanguard Group history | 16.68M | $11.78M | 0.00% | Hold |
| Geode Capital Management history | 6.89M | $4.87M | 0.00% | Add |
| UBS Group AG history | 4.37M | $3.08M | 0.00% | Add |
| Renaissance Technologies history | 3.46M | $2.44M | 0.00% | Add |
| Northern Trust Corp history | 2.35M | $1.66M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 860.24K | $607.59K | 0.00% | Hold |
| Morgan Stanley history | 843.40K | $595.69K | 0.00% | Reduce |
| Goldman Sachs Group history | 600.68K | $424.26K | 0.00% | Reduce |
| BNY Mellon history | 587.49K | $414.94K | 0.00% | Add |
| Citadel Advisors history | 328.37K | $231.93K | 0.00% | Reduce |
| Deutsche Bank AG history | 242.02K | $171.84K | 0.00% | Add |
| Citigroup Inc history | 221.09K | $156.16K | 0.00% | Reduce |
| Invesco Ltd history | 188.68K | $133.26K | 0.00% | Add |
| Wells Fargo & Co history | 147.26K | $104.01K | 0.00% | Add |
| JPMorgan Chase & Co history | 141.66K | $100.05K | 0.00% | Reduce |
| Bank of America Corp history | 141.53K | $99.92K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 133.00K | $93.94K | 0.00% | Reduce |
| Manulife Financial history | 96.23K | $67.97K | 0.00% | Reduce |
| Millennium Management history | 81.31K | $57.43K | 0.00% | Reduce |
| Legal & General Investment Management America history | 32.76K | $23.14K | 0.00% | Reduce |
| Principal Global Investors history | 21.63K | $15.28K | 0.00% | Reduce |
| Prudential Financial history | 21.32K | $15.04K | 0.00% | Add |
| PNC Financial Services history | 4.23K | $2.99K | 0.00% | Add |
| T. Rowe Price Associates history | 123.72K | $88 | 0.00% | Add |
New Positions (Q2 2026)
- Deutsche Bank AG 337.90K sh · $517.00K
- Wellington Management Group 243.60K sh · $372.71K
- Invesco Ltd 183.63K sh · $280.95K
- JPMorgan Chase & Co 157.11K sh · $262.38K
- Manulife Financial 92.76K sh · $141.92K
- Prudential Financial 57.85K sh · $88.52K
- Legal & General Investment Management America 33.15K sh · $50.72K
- Principal Global Investors 20.43K sh · $31.26K
- T. Rowe Price Associates 280.64K sh · $430
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 27.00M | 7.30M | 4.56M | 4.05M | 5.59M | 19.57M | 19.95M | 18.61M | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 14.37M | 13.93M | 5.40M | 4.16M | 5.06M | 81.31K | 171.37K | — | — | 1.93M | 410.96K | 1.62M | 3.02M | 1.27M | — | 249.88K | 155.06K | — | 459.17K | 21.25K |
| Geode Capital Management | 8.87M | 4.23M | 3.82M | 3.68M | 3.49M | 6.89M | 6.59M | 6.28M | 5.90M | 3.21M | 2.93M | 2.86M | 2.86M | 4.66M | 4.14M | 3.81M | 3.68M | 2.84M | 3.27M | 3.36M |
| UBS Group AG | 5.18M | 7.28M | 4.85M | 1.02M | 654.38K | 4.37M | 974.64K | 568.87K | 462.84K | 14.18K | 3.81K | 24.34K | 9.03K | 104.02K | 1.57M | 288.55K | 873.99K | 2.13M | 825.83K | 423.60K |
| Marshall Wace | 3.41M | 8.05M | 2.53M | — | — | — | — | — | — | — | — | — | — | 38.26K | — | — | 37.48K | 163.56K | — | — |
| Northern Trust Corp | 2.75M | 713.74K | 666.24K | 596.55K | 566.00K | 2.35M | 2.41M | 2.18M | 624.01K | 509.32K | 509.75K | 444.95K | 389.84K | 1.81M | 1.88M | 2.00M | 2.03M | 1.76M | 1.84M | 1.85M |
| Two Sigma Investments | 2.23M | 2.25M | 678.55K | 73.09K | — | — | 319.80K | 363.72K | 363.48K | 1.03M | 157.30K | 134.58K | 54.44K | — | 415.41K | 137.28K | — | — | — | — |
| Bank of America Corp | 1.99M | 1.17M | 98.67K | 154.37K | 81.20K | 141.53K | 378.59K | 962.22K | 641.07K | 273.78K | 155.18K | 204.38K | 371.63K | 490.02K | 2.88M | 1.95M | 1.22M | 2.79M | 1.39M | 123.88K |
| Citadel Advisors | 1.08M | 3.18M | 1.66M | 1.81M | 788.91K | 328.37K | 566.49K | 480.20K | 535.50K | 631.34K | 539.40K | 571.60K | 1.27M | 1.21M | 1.47M | 1.03M | 665.50K | 972.30K | 1.35M | 2.10M |
| Charles Schwab Investment Management | 1.04M | 212.09K | 171.72K | 171.72K | 171.72K | 860.24K | 860.24K | 766.96K | 776.02K | 170.25K | 170.25K | 170.25K | 1.13M | 1.52M | 1.62M | 1.56M | 1.52M | 1.41M | 1.37M | 1.35M |
| Goldman Sachs Group | 1.02M | 1.13M | 2.30M | 97.71K | 887.05K | 600.68K | 825.85K | 932.74K | 759.44K | 2.61M | — | — | 70.67K | 704.90K | 1.55M | 1.99M | 1.58M | 980.93K | 220.62K | 225.40K |
| BNY Mellon | 808.84K | 86.12K | 37.05K | 37.05K | 24.92K | 587.49K | 545.20K | 545.36K | 751.82K | 26.28K | 87.75K | 87.75K | 135.41K | 986.56K | 967.76K | 959.95K | 896.86K | 754.55K | 784.85K | 763.60K |
| Citigroup Inc | 548.59K | 143.16K | 101.88K | 230 | 12.20K | 221.09K | 245.65K | 197.73K | 146.51K | 25.08K | 164 | 745 | 896 | 53.65K | 1.14M | 1.80M | 1.45M | 409.39K | 831.88K | 359.44K |
| Point72 Asset Management | 477.82K | 834.49K | 426.29K | — | — | — | — | — | — | — | — | 34.34K | 83.87K | 159.00K | — | — | — | — | — | — |
| Morgan Stanley | 375.66K | 677.91K | 463.45K | 290.56K | 611.70K | 843.40K | 944.62K | 961.43K | 627.66K | 619.40K | 296.17K | 280.82K | 349.61K | 397.78K | 446.70K | 423.28K | 2.52M | 2.02M | 605.62K | 640.08K |
| Deutsche Bank AG | 337.90K | — | — | — | — | 242.02K | 6.21K | 171.35K | 130.54K | — | — | — | — | 169.93K | 114.49K | 154.28K | 195.93K | 115.12K | 126.75K | 130.02K |
| Wells Fargo & Co | 320.62K | 77.90K | 4.00K | 1.07K | 11.50K | 147.26K | 141.77K | 86.84K | 90.05K | 7.04K | 10.85K | 10.68K | 10.16K | 50.52K | 8.50K | 25.06K | 29.01K | 131.95K | 187.12K | 160.69K |
| Wellington Management Group | 243.60K | — | — | — | — | — | 507.50K | 459.10K | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 183.63K | — | — | 45.06K | 44.75K | 188.68K | 173.55K | 124.87K | 123.47K | — | — | 76.80K | 73.25K | 76.62K | 83.44K | 92.15K | 81.52K | 78.71K | 80.80K | 105.70K |
| JPMorgan Chase & Co | 157.11K | — | 476 | 476 | 32.95K | 141.66K | 296.62K | 119.02K | 109.25K | 391.93K | 182.81K | 134.48K | 3.04M | 2.98M | 3.77M | 3.13M | 3.29M | 4.02M | 3.32M | 58.00K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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