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Precigen Inc (PGEN)

CUSIP: 74017N105 | NYSE | Healthcare · Biotechnology | Small Cap | 527 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Iridian Asset Management LLC3,064,571
9.5% of portfolio›$26.2M
Essex Investment Management Co LLC683,419
0.9% of portfolio›$5.9M
LexAurum Advisors, LLC633,533
0.6% of portfolio›$5.4M
Bank of New York Mellon Corp483,966
0.0% of portfolio›$4.1M
KBC Group NV356,759
0.0% of portfolio›$3.1K
Citigroup Inc311,884
0.0% of portfolio›$2.7M
Calamos Advisors LLC307,363
0.0% of portfolio›$2.6M
Creative Planning208,234
0.0% of portfolio›$1.8M
Sierra Summit Advisors LLC202,450
0.2% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.130,316
0.0% of portfolio›$1.1K
Investment Insight Wealth Management, LLC105,671
0.7% of portfolio›$904.5K
Profund Advisors LLC87,249
0.0% of portfolio›$746.9K
Penn Capital Management Company, LLC79,286
0.0% of portfolio›$678.7K
GLR Partners, LLC75,673
0.3% of portfolio›$647.8K
Inspire Investing, LLC71,645
0.0% of portfolio›$613.3K
China Universal Asset Management Co., Ltd.65,327
0.0% of portfolio›$525.9K
State of New Jersey Common Pension Fund D63,326
0.0% of portfolio›$542.1K
Optimist Retirement Group LLC56,833
0.2% of portfolio›$486.5K
Arizona State Retirement System55,209
0.0% of portfolio›$472.6K
Mitsubishi UFJ Asset Management Co., Ltd.53,388
0.0% of portfolio›$457.0K
Commonwealth Equity Services, LLC52,532
0.0% of portfolio›$449.7K
SJS Investment Consulting Inc.50,118
0.0% of portfolio›$429.0K
Virginia Retirement Systems ET Al44,000
0.0% of portfolio›$376.6K
ProShare Advisors LLC36,655
0.0% of portfolio›$313.8K
Pictet Asset Management Holding SA35,891
0.0% of portfolio›$307.2K
Overbrook Management Corp30,000
0.0% of portfolio›$256.8K
Lanark Financial, Inc.29,425
0.0% of portfolio›$251.9K
Apella Capital, LLC28,985
0.0% of portfolio›$218.5K
Strs Ohio26,200
0.0% of portfolio›$224.3K
Welch Group, LLC25,000
0.0% of portfolio›$214.0K
Principal Financial Group Inc22,308
0.0% of portfolio›$191.0K
Caitong International Asset Management Co., Ltd21,904
0.0% of portfolio›$187.5K
Alpha Advisors, LLC20,230
0.1% of portfolio›$173.2K
Flower City Capital20,000
0.1% of portfolio›$171.2K
Swiss Life Asset Management Ltd18,617
0.0% of portfolio›$159.4K
Mirae Asset Global Investments Co., Ltd.18,296
0.0% of portfolio›$156.6K
Xponance LLC18,273
0.0% of portfolio›$156.4K
Verus Capital Partners, LLC15,474
0.0% of portfolio›$132.5K
Adkins Seale Capital Management LLC12,500
0.1% of portfolio›$107.0K
Abel Hall, LLC11,727
0.0% of portfolio›$100.4K
Asempa Wealth Advisors11,601
0.1% of portfolio›$95.2K
Chiron Capital Management, LLC11,350
0.1% of portfolio›$97.2K
CIBC Asset Management Inc10,942
0.0% of portfolio›$93.7K
GF Fund Management Co. Ltd.8,155
0.0% of portfolio›$69.8K
Sterling Capital Management LLC6,426
0.0% of portfolio›$55.0K
State of Wyoming6,093
0.0% of portfolio›$52.2K
USA Financial Formulas6,054
0.0% of portfolio›$51.8K
Carolina Wealth Advisors, LLC5,385
0.0% of portfolio›$46.1K
Nisa Investment Advisors, LLC5,068
0.0% of portfolio›$43.4K
Key FInancial Inc5,000
0.0% of portfolio›$42.8K
Gamma Investing LLC1,939
0.0% of portfolio›$16.6K
Adirondack Trust Co1,000
0.0% of portfolio›$8.6K
Signature Equity Partners, LLC981
0.0% of portfolio›$8.4K
TD Waterhouse Canada Inc.910
0.0% of portfolio›$7.5K
Farther Finance Advisors, LLC802
0.0% of portfolio›$6.9K
Physician Wealth Advisors, Inc.758
0.0% of portfolio›$6.5K
Signaturefd, LLC677
0.0% of portfolio›$5.8K
CoreCap Advisors, LLC500
0.0% of portfolio›$4.3K
Parkside Financial Bank & Trust485
0.0% of portfolio›$4.2K
EverSource Wealth Advisors, LLC473
0.0% of portfolio›$4.0K
IFP Advisors, Inc305
0.0% of portfolio›$2.6K
Versant Capital Management, Inc255
0.0% of portfolio›$2.2K
Provenance Wealth Advisors, LLC208
0.0% of portfolio›$1.8K
Root Financial Partners, LLC155
0.0% of portfolio›$1.3K
Fortitude Family Office, LLC142
0.0% of portfolio›$1.2K
SBI Securities Co., Ltd.102
0.0% of portfolio›$873
Latitude Advisors, LLC100
0.0% of portfolio›$856
Spire Wealth Management99
0.0% of portfolio›$847
Covestor Ltd69
0.0% of portfolio›$1
Larson Financial Group LLC33
0.0% of portfolio›$282
True Wealth Design, LLC28
0.0% of portfolio›$240
Essential Partners LLC7
0.0% of portfolio›$60
Ares Financial Consulting, LLC6
0.0% of portfolio›$51
Eastern Bank3
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Iridian Asset Management LLC
3,064,571$26.2M9.5%Deep ValueMediumWestport, CT2026-10-23
Essex Investment Management Co LLC
683,419$5.9M0.9%GrowthMediumBoston, MA2026-10-19
LexAurum Advisors, LLC
633,533$5.4M0.6%ETFLowOverland Park, KS2026-10-19
Bank of New York Mellon Corp
483,966$4.1M0.0%CoreLowNew York, NY2026-11-05
KBC Group NV
356,759$3.1K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Citigroup Inc
311,884$2.7M0.0%CoreMediumNew York, NY2026-11-04
Calamos Advisors LLC
307,363$2.6M0.0%GrowthMediumNaperville, IL2026-11-02
Creative Planning
208,234$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Sierra Summit Advisors LLC
202,450$1.7M0.2%Agg GrowthHighIncline Village, NV2026-10-28
Cambridge Investment Research Advisors, Inc.
130,316$1.1K0.0%ETFLowFairfield, IA2026-11-02
Investment Insight Wealth Management, LLC
105,671$904.5K0.7%Agg GrowthVery LowNorth Massapequa, NY2026-10-30
Profund Advisors LLC
87,249$746.9K0.0%GrowthLowBethesda, MD2026-10-29
Penn Capital Management Company, LLC
79,286$678.7K0.0%ValueHighPhiladelphia, PA2026-11-04
GLR Partners, LLC
75,673$647.8K0.3%GrowthN/AColumbia, MD2026-11-04
Inspire Investing, LLC
71,645$613.3K0.0%GARPHighMeridian, ID2026-10-22
China Universal Asset Management Co., Ltd.
65,327$525.9K0.0%GrowthMediumShanghai, France2026-10-28
State of New Jersey Common Pension Fund D
63,326$542.1K0.0%CoreLowTrenton, NJ2026-11-05
Optimist Retirement Group LLC
56,833$486.5K0.2%ValueLowBellevue, WA2026-10-30
Arizona State Retirement System
55,209$472.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
53,388$457.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Commonwealth Equity Services, LLC
52,532$449.7K0.0%ETFLowWaltham, MA2026-11-02
SJS Investment Consulting Inc.
50,118$429.0K0.0%ETFVery LowSylvania, OH2026-10-26
Virginia Retirement Systems ET Al
44,000$376.6K0.0%CoreMediumRichmond, VA2026-10-28
ProShare Advisors LLC
36,655$313.8K0.0%GrowthLowBethesda, MD2026-10-29
Pictet Asset Management Holding SA
35,891$307.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Overbrook Management Corp
30,000$256.8K0.0%GrowthMediumNew York, NY2026-10-08
Lanark Financial, Inc.
29,425$251.9K0.0%CoreMediumBirmingham, AL2026-10-26
Apella Capital, LLC
28,985$218.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Strs Ohio
26,200$224.3K0.0%CoreMediumColumbus, OH2026-10-30
Welch Group, LLC
25,000$214.0K0.0%CoreVery LowBirmingham, AL2026-10-29
Principal Financial Group Inc
22,308$191.0K0.0%CoreLowDes Moines, IA2026-11-02
Caitong International Asset Management Co., Ltd
21,904$187.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Alpha Advisors, LLC
20,230$173.2K0.1%ETFMediumRichmond, VA2026-10-19
Flower City Capital
20,000$171.2K0.1%ETFVery LowPittsford, NY2026-10-15
Swiss Life Asset Management Ltd
18,617$159.4K0.0%CoreLowZurich, Switzerland2026-11-03
Mirae Asset Global Investments Co., Ltd.
18,296$156.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Xponance LLC
18,273$156.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Verus Capital Partners, LLC
15,474$132.5K0.0%GrowthLowScottsdale, AZ2026-11-03
Adkins Seale Capital Management LLC
12,500$107.0K0.1%CoreVery LowShreveport, LA2026-10-27
Abel Hall, LLC
11,727$100.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
Asempa Wealth Advisors
11,601$95.2K0.1%ETFLowBaton Rouge, LA2026-10-07
Chiron Capital Management, LLC
11,350$97.2K0.1%YieldMediumTallahassee, FL2026-10-15
CIBC Asset Management Inc
10,942$93.7K0.0%GARPLowToronto, South Africa2026-11-05
GF Fund Management Co. Ltd.
8,155$69.8K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Sterling Capital Management LLC
6,426$55.0K0.0%GARPMediumCharlotte, NC2026-10-22
State of Wyoming
6,093$52.2K0.0%ValueHighCheyenne, WY2026-10-28
USA Financial Formulas
6,054$51.8K0.0%ETFVery HighAda, MI2026-10-16
Carolina Wealth Advisors, LLC
5,385$46.1K0.0%YieldHighMyrtle Beach, SC2026-10-23
Nisa Investment Advisors, LLC
5,068$43.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Key FInancial Inc
5,000$42.8K0.0%ETFLowWest Chester, PA2026-11-02
Gamma Investing LLC
1,939$16.6K0.0%IndexVery LowFoster City, CA2026-10-08
Adirondack Trust Co
1,000$8.6K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Signature Equity Partners, LLC
981$8.4K0.0%GrowthMediumColumbus, OH2026-10-29
TD Waterhouse Canada Inc.
910$7.5K0.0%CoreLowToronto, Australia2026-10-16
Farther Finance Advisors, LLC
802$6.9K0.0%IndexLowSan Francisco, CA2026-10-08
Physician Wealth Advisors, Inc.
758$6.5K0.0%ETFMediumMidvale, UT2026-10-20
Signaturefd, LLC
677$5.8K0.0%IndexLowAtlanta, GA2026-10-23
CoreCap Advisors, LLC
500$4.3K0.0%ETFMediumSouthfield, MI2026-10-08
Parkside Financial Bank & Trust
485$4.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
EverSource Wealth Advisors, LLC
473$4.0K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
305$2.6K0.0%GrowthLowTampa, FL2026-10-16
Versant Capital Management, Inc
255$2.2K0.0%GARPLowPhoenix, AZ2026-10-02
Provenance Wealth Advisors, LLC
208$1.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Root Financial Partners, LLC
155$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
142$1.2K0.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
102$8730.0%Agg GrowthLowTokyo, Mexico2026-10-22
Latitude Advisors, LLC
100$8560.0%ETFLowYorkville, IL2026-10-27
Spire Wealth Management
99$8470.0%GrowthMediumMclean, VA2026-10-30
Covestor Ltd
69$10.0%ValueHighLondon, United Kingdom2026-10-30
Larson Financial Group LLC
33$2820.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
28$2400.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
7$600.0%ValueMediumRancho Santa Fe, CA2026-10-14
Ares Financial Consulting, LLC
6$510.0%CoreLowCalabasas, CA2026-10-19
Eastern Bank
3$260.0%GrowthMediumBoston, MA2026-10-05