Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OLED held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.3M | $373.9M | +0.7% | 9.237% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | $257.3M | +1.7% | 6.355% | 0.01% |
| 3 | STATE STREET CORP | 2.2M | $190.3M | +21.1% | 4.700% | 0.00% |
| 4 | PRIMECAP MANAGEMENT CO/CA/ | 2.2M | $190.1M | +0.4% | 4.697% | 0.11% |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.2M | $187.6M | -32.7% | 4.634% | 0.58% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $172.0M | +0.4% | 4.250% | 0.00% |
| 7 | FIRST TRUST ADVISORS LP | 1.5M | $127.5M | +50.7% | 3.148% | 0.07% |
| 8 | MARSHALL WACE, LLP | 1.3M | $116.0M | +101.3% | 2.866% | 0.09% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $112.0M | +3.5% | 2.765% | 0.01% |
| 10 | ALLIANCEBERNSTEIN L.P. | 1.2M | $107.5M | +9.4% | 2.509% | 0.04% |
| 11 | JPMORGAN CHASE & CO | 865K | $74.8M | -49.2% | 1.850% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 855K | $74.0M | +12.9% | 1.828% | 0.01% |
| 13 | FRANKLIN RESOURCES INC | 821K | $71.1M | +31789.2% | 1.756% | 0.02% |
| 14 | XXEC, Inc. | 704K | $63.7M | +81.8% | 1.505% | 7.03% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 728K | $63.0M | +487.7% | 1.558% | 0.02% |
| 16 | SORA INVESTORS LLC | 701K | $60.7M | +978.7% | 1.500% | 4.66% |
| 17 | BROWN ADVISORY INC | 694K | $60.1M | +7.0% | 1.484% | 0.09% |
| 18 | MORGAN STANLEY | 670K | $58.0M | +62.7% | 1.433% | 0.00% |
| 19 | NORGES BANK | 582K | $50.4M | — | 1.244% | 0.01% |
| 20 | Copeland Capital Management, LLC | 554K | $48.0M | -4.8% | 1.185% | 0.99% |
| 21 | CITADEL ADVISORS LLC | 512K | $44.3M | +40.1% | 1.095% | 0.00% |
| 22 | WELLS FARGO & COMPANY/MN | 466K | $40.4M | -22.1% | 0.997% | 0.01% |
| 23 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 460K | $39.8M | +141.8% | 0.983% | 0.06% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 453K | $39.2M | +8.5% | 0.968% | 0.01% |
| 25 | Amundi | 441K | $38.2M | -4.0% | 0.943% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OLED — a direct measure of their conviction.
Filings activity in OLED during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new OLED position in Q2 2026
Institutions that fully closed their OLED position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 444 | 2.8% | 94.62% | +8.62 pp | $3.78B | +2.3% |
| Q1 2026 | 457 | 2.1% | 86.00% | +2.05 pp | $3.69B | 19% |
| Q4 2025 | 467 | 1.9% | 83.95% | +3.91 pp | $4.56B | 15% |
| Q3 2025 | 476 | 1.7% | 80.04% | 3.94 pp | $5.37B | 22% |
| Q2 2025 | 484 | +4.5% | 83.98% | +2.60 pp | $6.86B | +30% |
| Q1 2025 | 463 | 3.1% | 81.38% | +2.43 pp | $5.27B | 6.7% |
| Q4 2024 | 478 | +3.9% | 78.95% | 1.59 pp | $5.64B | 27% |
| Q3 2024 | 460 | — | 80.54% | — | $7.78B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 7, 2026 | ABRAMSON STEVEN V | Buy | 4K | $92.46 | $337K |
Quick answers to the most common questions about buying OLED stock.
Based on Q2 2026 13F filings, institutional ownership of Universal Display Corporation stands at 94.6%, held across 444 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of OLED, with approximately 4,318,409 shares worth $0.37B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of OLED, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for OLED is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
52 institutions opened new positions in OLED during Q2 2026, while 69 fully exited. 126 added to existing positions and 252 trimmed.
OLED institutional ownership rose by 8.62 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 48.5% of all reported 13F value in OLED, and the top 25 account for 70.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Universal Display Corporation (OLED) Institutional Ownership