INGN · Inogen Inc

$5.50 -0.11 (-1.96%) At close · Aug 24

Market Cap

$149.94M

26.54M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 128

Total Value: $124,138,481

Total Shares: 19,246,290

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 128 13F filers · Δ vs Mar 31, 2026

Top Holder

9.1%

−0.3 pts

Top 5

31.0%

−1.2 pts

Top 10

50.8%

+1.5 pts

HHI

361

Broadly held−2

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +6

Institutional value: +14.7%

Shares held: +9.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AQR CAPITAL MANAGEMENT LLC	+510,216	937,334
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	+157,093	743,252
Mega AMERIPRISE FINANCIAL INC	+123,485	983,028
Mega UBS Group AG	+117,087	301,596
Mega MORGAN STANLEY	+105,111	646,276

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Point72 Asset Management, L.P.	−471,024	171,342
Mega Nuveen, LLC	−178,110	185,572
Mid GSA CAPITAL PARTNERS LLP	−153,306	18,134
Mega GOLDMAN SACHS GROUP INC	−144,515	435,585
Mid ARMISTICE CAPITAL, LLC	−104,000	1,096,000

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega VANGUARD CAPITAL MANAGEMENT LLC	1,038,316	$6,697,138
Mega JPMORGAN CHASE & CO	480,308	$3,097,983
Large READYSTATE ASSET MANAGEMENT LP	266,334	$1,717,854
Large MACKENZIE FINANCIAL CORP	210,860	$1,360,047
Large Steward Partners Investment Advisory, LLC	201,531	$1,299,874

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega Qube Research & Technologies Ltd	242,157	$1,496,530
Small PERKINS CAPITAL MANAGEMENT INC	199,600	$1,233,528
Large TUDOR INVESTMENT CORP ET AL	197,729	$1,221,965
Mega CITADEL ADVISORS LLC	176,689	$1,091,938
Mid THOMPSON SIEGEL & WALMSLEY LLC	94,900	$586,482

Filter: New 22 Increased 60 Reduced 29 Sold out 16 Unchanged 17

Showing 100 of 128

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$11,280,955

9.09%

1,748,986

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	29,161	$188,088	1.7%	Sole
BlackRock Asset Management Canada Ltd	297	$1,915	0.0%	Sole
BlackRock Investment Management, LLC	72,762	$469,314	4.2%	Sole
BLACKROCK ADVISORS LLC	48,322	$311,676	2.8%	Sole
BlackRock Fund Advisors	952,962	$6,146,604	54.5%	Sole
BlackRock Institutional Trust Company, N.A.	641,930	$4,140,448	36.7%	Sole
Aperio Group, LLC	3,552	$22,910	0.2%	Sole

ACADIAN ASSET MANAGEMENT LLC

$7,074,869

5.70%

1,096,879

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	1,096,879	$7,074,869	100.0%	Defined

ARMISTICE CAPITAL, LLC

$7,069,200

5.69%

1,096,000

VANGUARD CAPITAL MANAGEMENT LLC

$6,697,138

5.39%

1,038,316

AMERIPRISE FINANCIAL INC

$6,340,530

5.11%

983,028

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	983,028	$6,340,530	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$6,045,802

4.87%

937,334

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	29	$187	0.0%	Other
Prism Planning Partners LLC	121	$780	0.0%	Other
Arax Advisory Partners	10,923	$70,453	1.2%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	3,059	$19,730	0.3%	Other
Stokes Family Office, LLC	1,648	$10,629	0.2%	Other
Held directly	921,554	$5,944,023	98.3%	Defined

DAFNA Capital Management LLC

$5,451,404

4.39%

845,179

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$4,793,975

3.86%

743,252

MORGAN STANLEY

$4,168,476

3.36%

646,276

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	6,054	$39,048	0.9%	Defined
MORGAN STANLEY & CO. LLC	9,152	$59,030	1.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	147,753	$953,006	22.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	311,845	$2,011,399	48.3%	Defined
Morgan Stanley Bank, N.A.	1,039	$6,701	0.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	170,433	$1,099,292	26.4%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$4,137,809

3.33%

641,521

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	90,655	$584,724	14.1%	Defined
Held directly	550,866	$3,553,085	85.9%	Defined

STATE STREET CORP

$3,818,032

3.08%

591,943

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	591,943	$3,818,032	100.0%	Defined

FEDERATED HERMES, INC.

$3,450,336

2.78%

534,936

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED EQUITY MANAGEMENT CO OF PENNSYLVANIA	72,528	$467,805	13.6%	Defined
FEDERATED MDTA LLC	462,408	$2,982,531	86.4%	Defined

DIMENSIONAL FUND ADVISORS LP

$3,151,758

2.54%

488,645

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,743	$11,242	0.4%	Defined
DFA Australia Ltd.	12,935	$83,430	2.6%	Defined
Dimensional Ireland Ltd	25,046	$161,546	5.1%	Defined
Held directly	448,921	$2,895,540	91.9%	Sole

JPMORGAN CHASE & CO

$3,097,983

2.50%

480,308

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	281	$1,812	0.1%	Other
JPMorgan Chase Bank, N.A.	35,986	$232,109	7.5%	Defined
J.P. Morgan Investment Management Inc.	351,445	$2,266,820	73.2%	Defined
J.P. Morgan Securities LLC	92,225	$594,850	19.2%	Defined
J.P. Morgan Securities plc	371	$2,392	0.1%	Defined

RENAISSANCE TECHNOLOGIES LLC

$3,074,715

2.48%

476,700

GOLDMAN SACHS GROUP INC

$2,809,523

2.26%

435,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	62,265	$401,609	14.3%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	373,320	$2,407,914	85.7%	Defined

CSM Advisors, LLC

$2,666,591

2.15%

413,425

ExodusPoint Capital Management, LP

$2,540,029

2.05%

393,803

JACOBS LEVY EQUITY MANAGEMENT, INC

$2,507,682

2.02%

388,788

PRUDENTIAL FINANCIAL INC

$2,121,856

1.71%

328,970

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	255,170	$1,645,846	77.6%	Defined
Prudential Trust Co	73,800	$476,010	22.4%	Defined

UBS Group AG

$1,945,293

1.57%

301,596

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	35	$225	0.0%	Defined
UBS AG	301,561	$1,945,068	100.0%	Defined

MOORE CAPITAL MANAGEMENT, LP

$1,864,875

1.50%

289,128

READYSTATE ASSET MANAGEMENT LP

$1,717,854

1.38%

266,334

Peapod Lane Capital LLC

$1,694,898

1.37%

262,775

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,630,276

1.31%

252,756

MACKENZIE FINANCIAL CORP

$1,360,047

1.10%

210,860

Steward Partners Investment Advisory, LLC

$1,299,874

1.05%

201,531

NORTHERN TRUST CORP

$1,272,235

1.02%

197,246

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	193,305	$1,246,816	98.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,941	$25,419	2.0%	Other

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$1,258,078

1.01%

195,051

Nuveen, LLC

$1,196,938

0.96%

185,572

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	4,822	$31,101	2.6%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	133,234	$859,359	71.8%	Defined
TEACHERS ADVISORS, LLC joint	47,516	$306,478	25.6%	Defined

Point72 Asset Management, L.P.

$1,105,155

0.89%

171,342

VANGUARD FIDUCIARY TRUST CO

$1,056,239

0.85%

163,758

Monaco Asset Management SAM

$1,036,785

0.84%

160,742

Quantinno Capital Management LP

$856,089

0.69%

132,727

Bank of New York Mellon Corp

$763,613

0.62%

118,390

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	28,311	$182,605	23.9%	Defined
The Bank of New York Mellon	49,422	$318,771	41.7%	Defined
BNY Mellon, NA joint	3,687	$23,781	3.1%	Defined
Newton Investment Management North America, LLC	36,969	$238,450	31.2%	Defined
Held directly	1	$6	0.0%	Defined

CREDIT AGRICOLE S A

$722,400

0.58%

112,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Credit Agricole Corporate & Investment Bank joint	112,000	$722,400	100.0%	Defined

TOCQUEVILLE ASSET MANAGEMENT L.P.

$602,107

0.49%

93,350

Assenagon Asset Management S.A.

$560,763

0.45%

86,940

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$478,364

0.39%

74,165

IEQ CAPITAL, LLC

$474,649

0.38%

73,589

BNP PARIBAS ARBITRAGE, SA

$415,663

0.33%

64,444

Campbell & CO Investment Adviser LLC

$411,613

0.33%

63,816

Invesco Ltd.

$395,951

0.32%

61,388

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	3,173	$20,465	5.2%	Defined
Invesco Trust Co joint	9,834	$63,429	16.0%	Defined
Invesco Capital Management LLC	48,381	$312,057	78.8%	Defined

AMERICAN CENTURY COMPANIES INC

$392,385

0.32%

60,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	60,835	$392,385	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$373,584

0.30%

57,920

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	57,920	$373,584	100.0%	Defined

PANAGORA ASSET MANAGEMENT INC

$338,128

0.27%

52,423

HSBC HOLDINGS PLC

$282,548

0.23%

43,806

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	43,806	$282,548	100.0%	Defined

XTX Topco Ltd

$279,775

0.23%

43,376

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	43,376	$279,775	100.0%	Defined

BARCLAYS PLC

$274,814

0.22%

42,607

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	41,925	$270,416	98.4%	Defined
BARCLAYS CAPITAL INC.	682	$4,398	1.6%	Defined

Connor, Clark & Lunn Investment Management Ltd.

$268,223

0.22%

41,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	41,585	$268,223	100.0%	Sole

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$252,556

0.20%

39,156

PRICE T ROWE ASSOCIATES INC /MD/

$246,022

0.20%

38,143

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	38,143	$246,022	100.0%	Defined

D. E. Shaw & Co., Inc.

$239,752

0.19%

37,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. Shaw Investment Management, L.L.C. joint	37,171	$239,752	100.0%	Defined

Marquette Asset Management, LLC

$227,968

0.18%

35,344

BANK OF AMERICA CORP /DE/

$212,095

0.17%

32,883

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	32,883	$212,095	100.0%	Defined

Russell Investments Group, Ltd.

$206,913

0.17%

32,080

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	21,973	$141,725	68.5%	Defined
Russell Investments Capital, LLC joint	2,424	$15,634	7.6%	Other
Russell Investments France SAS	3,313	$21,368	10.3%	Defined
Russell Investments Trust Company joint	4,370	$28,186	13.6%	Other

Cerity Partners LLC

$203,516

0.16%

31,553

MERCER GLOBAL ADVISORS INC /ADV

$199,543

0.16%

30,937

Mariner, LLC

$194,119

0.16%

30,096

RHUMBLINE ADVISERS

$190,958

0.15%

29,606

Integrated Wealth Concepts LLC

$183,418

0.15%

28,437

Tidal Investments LLC

$167,532

0.13%

25,974

Jump Financial, LLC

$166,164

0.13%

25,762

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC	704	$4,540	2.7%	Defined
Leap GP LLC joint	25,058	$161,624	97.3%	Defined

DEUTSCHE BANK AG\

$155,786

0.13%

24,153

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	24,153	$155,786	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$152,013

0.12%

23,568

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$150,678

0.12%

23,361

AlphaCore Capital LLC

$134,643

0.11%

20,875

WELLS FARGO & COMPANY/MN

$133,714

0.11%

20,731

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	20,731	$133,714	100.0%	Defined

CAPTRUST FINANCIAL ADVISORS

$123,117

0.10%

19,088

Divisadero Street Capital Management, LP

$118,763

0.10%

18,413

GSA CAPITAL PARTNERS LLP

$116,964

0.09%

18,134

FMR LLC

$112,120

0.09%

17,383

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	16,947	$109,308	97.5%	Defined
STRATEGIC ADVISERS LLC	436	$2,812	2.5%	Defined

nVerses Capital, LLC

$111,430

0.09%

17,276

JANE STREET GROUP, LLC

$104,335

0.08%

16,176

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	16,176	$104,335	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$96,846

0.08%

15,015

IMC-Chicago, LLC

$95,221

0.08%

14,763

PRELUDE CAPITAL MANAGEMENT, LLC

$94,544

0.08%

14,658

MetLife Investment Management, LLC

$92,473

0.07%

14,337

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	14,337	$92,473	100.0%	Defined

Focus Partners Wealth

$87,320

0.07%

13,538

PharVision Advisers, LLC

$86,900

0.07%

13,473

Arax Advisory Partners

$75,497

0.06%

11,705

CITIGROUP INC

$73,671

0.06%

11,422

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	11,422	$73,671	100.0%	Defined

Jain Global LLC

$73,549

0.06%

11,403

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$73,523

0.06%

11,399

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	11,399	$73,523	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$67,086

0.05%

10,401

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	10,401	$67,086	100.0%	Other

Aigen Investment Management, LP

$66,699

0.05%

10,341

Quadrature Capital Ltd

$65,467

0.05%

10,150

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	10,150	$65,467	100.0%	Other

Vanguard Global Advisers, LLC

$52,277

0.04%

8,105

NEW YORK STATE COMMON RETIREMENT FUND

$47,710

0.04%

7,397

Police & Firemen's Retirement System of New Jersey

$45,427

0.04%

7,043

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	7,043	$45,427	100.0%	Defined

NISA INVESTMENT ADVISORS, LLC

$39,583

0.03%

6,137

Versant Capital Management, Inc

$25,671

0.02%

3,980

Pinnacle Wealth Planning Services, Inc.

$14,299

0.01%

2,217

Legal & General Group Plc

$13,764

0.01%

2,134

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	2,134	$13,764	100.0%	Defined

Tower Research Capital LLC (TRC)

$13,061

0.01%

2,025

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,025	$13,061	100.0%	Defined

Allworth Financial LP

$11,764

0.01%

1,824

EverSource Wealth Advisors, LLC

$10,917

0.01%

1,693

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	111	$715	6.5%	Sole
Held directly	1,582	$10,202	93.5%	Sole

Ameritas Investment Partners, Inc.

$10,307

0.01%

1,598

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,598	$10,307	100.0%	Other

PNC FINANCIAL SERVICES GROUP, INC.

$10,087

0.01%

1,564

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,564	$10,087	100.0%	Defined

OSAIC HOLDINGS, INC.

$9,442

0.01%

1,464

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,464	$9,442	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	748	$4,824	51.6%	Defined
RBC Capital Markets, LLC	702	$4,527	48.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	593	$3,824	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	135	$870	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	111	$715	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10	$64	62.7%	Defined
Held directly	6	$38	37.3%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	200	$1,236	0.1%	Defined
Held directly	176,489	$1,090,702	99.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Perpetual Ltd	94,900	$586,482	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	414	$2,558	100.0%	Sole

Key facts CIK 1294133 CUSIP 45780L104 13F (30d) 125 filings 116 filers Visit website Investor relations