Who Owns Tecogen Stock?
NYSE: TGENIndustrialsIndustrial Machinery/ComponentsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 31.27%
- Held by insiders
- 39.57%
- Institutional holders
- 79
- Institutions 31.3%
- Insiders 39.6%
- Public and other 29.2%
Who owns Tecogen stock?
Institutional investors own about 31.3% of Tecogen's shares, spread across 79 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 39.57% of TGEN.
The largest institutional holders are Portolan Capital Management, LLC (6.21%), Vanguard Capital Management LLC (3.16%) and Bard Associates Inc. (2.73%). Together, the top 10 institutions control 22.9% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their TGEN positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of TGEN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Portolan Capital Management, LLC | 1.55M | 6.21% | +249.7% |
| Vanguard Capital Management LLC | 788.67K | 3.16% | +2.4% |
| Bard Associates Inc. | 682.22K | 2.73% | -0.9% |
| Clear Harbor Asset Management, LLC | 650.00K | 2.60% | 0.0% |
| Gratia Capital, LLC | 388.66K | 1.56% | +100.0% |
| UBS Group AG | 363.05K | 1.45% | +13.5% |
| Meros Investment Management, Lp | 353.49K | 1.41% | +21.2% |
| Palisades Investment Partners, LLC | 323.09K | 1.29% | -3.2% |
| Susquehanna International Group, LLP | 315.83K | 1.26% | +188.5% |
| Morgan Stanley | 301.69K | 1.21% | +293.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of TGEN
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | 762.89K | 3.05% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 579.80K | 2.32% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 189.15K | 0.76% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 83.42K | 0.33% |
| iShares Trust-iShares Micro-Cap ETF | 66.38K | 0.27% |
| GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund | 46.95K | 0.19% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 28.86K | 0.12% |
| FORUM FUNDS II-Acuitas US Microcap Fund | 25.83K | 0.10% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 25.58K | 0.10% |
| GAMCO Global Series Funds, Inc-Gabelli Global Mini Mites Fund | 20.00K | 0.08% |
Frequently asked questions
Who is the largest shareholder of Tecogen?
Portolan Capital Management, LLC is the largest institutional shareholder of TGEN, owning 6.21% of shares outstanding (1.55M shares) as of its latest 13F filing.
What percentage of Tecogen is owned by institutions?
Institutions own about 31.3% of TGEN shares and 51.7% of the public float.
How much of Tecogen do insiders own?
Insiders, such as officers and directors, own about 39.57% of TGEN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.