| 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.
| 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.
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