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Security record

OCGN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
65Tracked holders
+15Δ holders
116.83MShares held
$178.82MReported value
+20New positions
−5Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 65 +15 116.83M $178.82M +20 −5
Q1 2026 51 +4 84.56M $153.06M +9 −5
Q4 2025 47 +2 55.86M $75.42M +2 —
Q3 2025 12 +1 30.95M $50.44M +2 −1
Q2 2025 8 -1 31.03M $30.10M +1 −2
Q1 2025 6 -2 16.73M $11.82M — −2
Q4 2024 8 +2 15.80M $12.72M +3 −1
Q3 2024 5 +2 7.37M $7.32M +2 —
Q2 2024 3 — 6.54M $10.14M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 27.00M +269.6% $41.31M 0.0% ▲ Add 5 SEC ↗ ×9
2 State Street Global Advisors ✦ (passive) 21.47M +122.0% $32.85M 0.0% ▲ Add 7 SEC ↗
3 Vanguard Capital Management Llc 14.37M +4.1% $21.99M 0.0% ▲ Add 2 SEC ↗
4 Millennium Management ✦ 13.94M +1.6% $21.33M 0.0% ▲ Add 7 SEC ↗
5 Geode Capital Management ✦ (passive) 8.87M +109.9% $13.58M 0.0% ▲ Add 9 SEC ↗ ×2
6 UBS Group AG 5.18M -28.9% $7.92M 0.0% ▼ Trim 3 SEC ↗ ×4
7 Marshall Wace ✦ 3.41M -57.6% $5.22M 0.0% ▼ Trim 3 SEC ↗ ×2
8 Northern Trust Corp 2.75M +284.9% $4.20M 0.0% ▲ Add 3 SEC ↗ ×3
9 Two Sigma Investments ✦ 2.23M -0.9% $3.41M 0.0% ▼ Trim 4 SEC ↗
10 Qube Research & Technologies Ltd 2.20M -41.6% $3.37M 0.0% ▼ Trim 2 SEC ↗
11 Bank Of America Corp /De/ 1.99M +69.5% $3.05M 0.0% ▲ Add 3 SEC ↗ ×2
12 Hrt Financial Lp 1.77M +369.6% $2.71M 0.0% ▲ Add 2 SEC ↗
13 Charles Schwab Investment… 1.04M +391.5% $1.60M 0.0% ▲ Add 3 SEC ↗
14 Goldman Sachs Group ✦ 1.02M -9.4% $1.56M 0.0% ▼ Trim 4 SEC ↗ ×2
15 Susquehanna International Group, Llp 1.02M +32.6% $1.56M 0.0% ▲ Add 3 SEC ↗
16 Nuveen, LLC 823.46K New $1.26M 0.0% New 1 SEC ↗ ×2
17 Bank of New York Mellon Corp 808.84K +839.2% $1.24M 0.0% ▲ Add 3 SEC ↗ ×3
18 Citadel Advisors ✦ 783.32K -72.1% $1.20M 0.0% ▼ Trim 7 SEC ↗
19 Citigroup Inc 548.59K +283.2% $839,345 0.0% ▲ Add 3 SEC ↗ ×2
20 Point72 Asset Management ✦ 477.82K -42.7% $731,066 0.0% ▼ Trim 3 SEC ↗
21 Morgan Stanley ✦ 375.66K -44.6% $574,755 0.0% ▼ Trim 4 SEC ↗ ×6
22 Barclays Plc 366.58K +59.0% $560,865 0.0% ▲ Add 3 SEC ↗ ×2
23 Rhumbline Advisers 340.49K New $520,946 0.0% New 1 SEC ↗
24 Deutsche Bank Ag\ 337.90K New $516,995 0.0% New 1 SEC ↗ ×2
25 Wells Fargo & Company/Mn 320.62K +311.6% $490,545 0.0% ▲ Add 3 SEC ↗ ×3
26 Osaic Holdings, Inc. 307.57K +4259.7% $470,589 0.0% ▲ Add 3 SEC ↗
27 Bnp Paribas Financial Markets 297.29K +2596.9% $454,846 0.0% ▲ Add 3 SEC ↗
28 T. Rowe Price ✦ 280.64K New $430,000 0.0% New 1 SEC ↗
29 Wellington Management ✦ 243.60K New $372,708 0.0% New 1 SEC ↗ ×2
30 Alliancebernstein L.P. 178.88K New $323,773 0.0% New 1 SEC ↗
31 MIRAE ASSET GLOBAL ETFS HOLDINGS… 201.86K +925.7% $315,166 0.0% ▲ Add 2 SEC ↗ ×2
32 Invesco Ltd. 183.63K New $280,951 0.0% New 1 SEC ↗ ×3
33 Mitsubishi UFJ Asset Management… 172.26K -15.6% $263,565 0.0% ▼ Trim 3 SEC ↗
34 JPMorgan Chase ✦ 157.11K +1344.6% $262,377 0.0% ▲ Add 4 SEC ↗ ×4
35 Group One Trading Llc 162.79K -25.3% $249,073 0.0% ▼ Trim 3 SEC ↗
36 Fidelity (FMR) ✦ 150.08K +0.9% $229,619 0.0% ▲ Add 5 SEC ↗ ×2
37 Squarepoint Ops LLC 136.71K -68.5% $209,168 0.0% ▼ Trim 3 SEC ↗
38 Canada Pension Plan Investment Board 101.80K -42.0% $155,754 0.0% ▼ Trim 3 SEC ↗
39 Manufacturers Life Insurance… 92.76K New $141,924 0.0% New 1 SEC ↗
40 New York State Common Retirement… 90.00K New $137,700 0.0% New 1 SEC ↗
41 Sei Investments Co 87.50K New $133,867 0.0% New 1 SEC ↗
42 Voya Investment Management Llc 65.24K New $99,822 0.0% New 1 SEC ↗
43 Prudential Financial Inc 57.85K New $88,518 0.0% New 1 SEC ↗
44 ProShare Advisors LLC 44.75K New $68,461 0.0% New 1 SEC ↗
45 Northwestern Mutual Wealth… 42.00K -0.1% $64,260 0.0% ▼ Trim 3 SEC ↗
46 Victory Capital Management Inc 38.48K +5.2% $58,867 0.0% ▲ Add 3 SEC ↗
47 Legal & General Group Plc 33.15K New $50,724 0.0% New 1 SEC ↗
48 Mariner, LLC 29.52K -0.7% $45,159 0.0% ▼ Trim 3 SEC ↗
49 Russell Investments Group, Ltd. 27.83K +5241.5% $42,578 0.0% ▲ Add 3 SEC ↗ ×2
50 Cetera Investment Advisers 25.45K +154.5% $38,940 0.0% ▲ Add 3 SEC ↗
51 Creative Planning 21.84K -16.3% $33,411 0.0% ▼ Trim 3 SEC ↗
52 Simplex Trading, Llc 21.38K New $32,712 0.0% New 1 SEC ↗
53 Principal Financial Group Inc 20.43K New $31,256 0.0% New 1 SEC ↗
54 CIBC Bancorp USA Inc. 18.87K New $28,870 0.0% New 1 SEC ↗ ×2
55 Wealth Enhancement Advisory… 16.43K +4.6% $24,148 0.0% ▲ Add 3 SEC ↗
56 LPL Financial LLC 15.02K +5.6% $22,981 0.0% ▲ Add 3 SEC ↗
57 Raymond James Financial Inc 11.61K New $17,770 0.0% New 1 SEC ↗ ×2
58 Royal Bank Of Canada 10.82K +805.0% $16,000 0.0% ▲ Add 3 SEC ↗ ×3
59 Captrust Financial Advisors 10.00K -85.7% $15,300 0.0% ▼ Trim 3 SEC ↗
60 Pacer Advisors, Inc. 6.49K New $10,000 0.0% New 1 SEC ↗
61 Pnc Financial Services Group, Inc. 5.23K 0.0% $8,003 0.0% Held 3 SEC ↗
62 Jones Financial Companies Lllp 3.37K +16.8% $5,061 0.0% ▲ Add 2 SEC ↗
63 National Bank Of Canada /Fi/ 1.48K -18.2% $2,257 0.0% ▼ Trim 2 SEC ↗
64 TD Waterhouse Canada Inc. 500 New $741 0.0% New 1 SEC ↗
65 Rockefeller Capital Management L.P. 75 -10.7% $115 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Nuveen, LLC $1.26M 0.0%
Rhumbline Advisers $520,946 0.0%
Deutsche Bank Ag\ $516,995 0.0%
T. Rowe Price $430,000 0.0%
Wellington Management $372,708 0.0%
Alliancebernstein L.P. $323,773 0.0%
Invesco Ltd. $280,951 0.0%
Manufacturers Life Insurance… $141,924 0.0%
New York State Common… $137,700 0.0%
Sei Investments Co $133,867 0.0%
Voya Investment Management Llc $99,822 0.0%
Prudential Financial Inc $88,518 0.0%

Exited

Jane Street Group, Llc $6.66M was 0.0%
LMR Partners LLP $66,742 was 0.0%
Ameriprise Financial Inc $28,688 was 0.0%
IMC-Chicago, LLC $20,940 was 0.0%
Optiver Holding B.V. $15,405 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 136 holders, 110.78M shares, $198.55M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 09 Musunuri Shankar

Officer, Director · 468.73K sh · $524,974

Sep 09 Musunuri Shankar

Officer, Director · 57.26K sh · $64,136

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 13 SC 13G/A — Janus Henderson Group Ltd.

View original SEC filing ↗

Aug 07 SC 13G — STATE STREET CORP

View original SEC filing ↗

Jul 29 SC 13G — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API