PGEN · Precigen, Inc. · Shareholders & Ownership
Key customers — 49.9% of revenue (the three months ended March 31, 2025)
“For the three months ended March 31, 2025, four customers accounted for 49.9% of total condensed consolidated revenues.”
Every disclosed holder of PGEN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PGEN
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 140,412,488 | 39.22% |
| Insiders (Forms 3, 4, 5) | 22,653,484 | 6.33% |
| 13D/G-only blocks | 34,051,925 | 9.51% |
| Remaining | 160,917,350 | 44.94% |
| Registered funds (N-PORT, not summed) | 55,731,039 | 15.57% |
Shares outstanding: 358,035,247, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PGEN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
William H. Miller III Living Trust dated April 17, 2017
13G
CIK 1783044 · Unknown · Jun 26, 2025
Rule 13d-1(c), passive investor
|
34,051,925 | ||
| 2 |
Patient Capital Management, LLC
13F
CIK 1854794 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,036,976 | ||
| 2.1 |
Patient Opportunity Trust
Fund
S000082973 · Registered fund · Jun 30, 2026
Advisor Managed Portfolios, not summed
|
12,900,000 | ||
| 3 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,146,921 | ||
| 3.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
4,955,744 | ||
| 3.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,782,218 | ||
| 3.3 |
iShares Biotechnology ETF
Fund
S000004350 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,116,872 | ||
| 3.4 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
646,508 | ||
| 3.5 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
360,935 | ||
| 4 |
|
12,262,741 | ||
| 5 |
|
12,002,465 | ||
| 5.1 |
State Street(R) SPDR(R) S&P(R) Biotech ETF
Fund
S000010018 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
7,085,516 | ||
| 5.2 |
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF
Fund
S000063362 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
546,669 | ||
| 5.3 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
66,141 | ||
| 5.4 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
4,874 | ||
| 5.5 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
1,137 | ||
| 6 |
Diametric Capital, LP
13F
CIK 1719087 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,269,926 | ||
| 7 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,906,160 | ||
| 8 |
TANG CAPITAL MANAGEMENT LLC
13F
CIK 1232621 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,417,500 | ||
| 9 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
5,690,796 | ||
| 10 |
Boxer Capital Management, LLC
13F
CIK 2018299 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,150,000 | ||
| 11 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,019,028 | ||
| 12 |
IRIDIAN ASSET MANAGEMENT LLC/CT
13F
CIK 1033427 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,031,963 | ||
| 13 |
|
3,779,521 | ||
| 14 |
Occam Crest Management LP
13F
CIK 2085909 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,605,941 | ||
| 15 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,469,628 | ||
| 16 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,406,456 | ||
| 16.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
65,610 | ||
| 16.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
17,909 | ||
| 17 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,570,183 | ||
| 17.1 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
2,109,412 | ||
| 17.2 |
Fidelity Small Cap Growth Fund
Fund
S000007193 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
1,678,323 | ||
| 17.3 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
915,322 | ||
| 17.4 |
Fidelity Small Cap Growth K6 Fund
Fund
S000057285 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
870,590 | ||
| 17.5 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
325,870 | ||
| 18 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,211,172 | ||
| 19 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,020,238 | ||
| 20 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,014,659 | ||
| 20.1 |
First Trust Small Cap Growth AlphaDEX Fund
Fund
S000031806 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
1,539,558 | ||
| 20.2 |
First Trust Small Cap Core AlphaDEX Fund
Fund
S000017339 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
765,206 | ||
| 20.3 |
First Trust Multi Cap Growth AlphaDEX Fund
Fund
S000017343 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
139,467 | ||
| 21 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,848,414 | ||
| 22 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,788,235 | ||
| 23 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,779,380 | ||
| 23.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
97,979 | ||
| 23.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
61,286 | ||
| 24 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,515,853 | ||
| 24.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
839,393 | ||
| 24.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
468,854 | ||
| 24.3 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
108,070 | ||
| 24.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
107,713 | ||
| 25 |
Woodline Partners LP
13F
CIK 1784547 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,401,945 | ||
| 26 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,295,948 | ||
| 27 |
Point72 Asset Management, L.P.
13F
CIK 1603466 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,266,679 | ||
| 28 |
|
1,243,239 | ||
| 29 |
|
1,226,391 | ||
| 30 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,025,650 | ||
| 30.1 |
Putnam Small Cap Value Fund
Fund
S000003854 · Registered fund · May 31, 2026
Putnam Investment Funds, not summed
|
693,300 | ||
| 30.2 |
Putnam VT Small Cap Value Fund
Fund
S000003888 · Registered fund · Jun 30, 2026
Putnam Variable Trust, not summed
|
245,200 | ||
| 30.3 |
Putnam Dynamic Asset Allocation Growth Fund
Fund
S000000780 · Registered fund · Jun 30, 2026
Putnam Asset Allocation Funds, not summed
|
36,801 | ||
| 30.4 |
Putnam Dynamic Asset Allocation Balanced Fund
Fund
S000000778 · Registered fund · Jun 30, 2026
Putnam Asset Allocation Funds, not summed
|
25,120 | ||
| 30.5 |
Putnam Dynamic Asset Allocation Equity Fund
Fund
S000024760 · Registered fund · May 31, 2026
Putnam Funds Trust, not summed
|
9,442 | ||
| 31 |
|
931,368 | ||
| 32 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
926,370 | ||
| 33 |
Caption Management, LLC
13F
CIK 1706766 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
900,000 | ||
| 34 |
PRELUDE CAPITAL MANAGEMENT, LLC
13F
CIK 1387508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
882,267 | ||
| 35 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
849,298 | ||
| 36 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
820,389 | ||
| 37 |
|
782,909 | ||
| 38 |
|
778,763 | ||
| 39 |
|
758,181 | ||
| 40 |
|
724,887 | ||
| 41 |
|
702,834 | ||
| 41.1 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
255,553 | ||
| 41.2 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
242,210 | ||
| 41.3 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
188,636 | ||
| 41.4 |
Nuveen Life Stock Index Fund
Fund
S000005094 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
4,045 | ||
| 41.5 |
TIAA Separate Account VA-1 - Stock Index Account
Fund
S000005098 · Registered fund · Jun 30, 2026
TIAA Separate Account VA-1, not summed
|
2,435 | ||
| 42 |
|
685,417 | ||
| 43 |
ESSEX INVESTMENT MANAGEMENT CO LLC
13F
CIK 201772 · Registered investment adviser · Sep 30, 2026
|
683,419 | ||
| 44 |
GMT Capital Corp
13F
CIK 1106191 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
668,830 | ||
| 45 |
|
666,027 | ||
| 46 |
LexAurum Advisors, LLC
13F
CIK 1729677 · Registered investment adviser · Sep 30, 2026
|
633,533 | ||
| 47 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
605,300 | ||
| 48 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
601,844 | ||
| 49 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
555,230 | ||
| 50 |
VANGUARD HEALTH CARE INDEX FUND
Fund
S000004450 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
527,567 |
25 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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