Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ULBI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Visionary Wealth Advisors | 1.1M | $7.2M | +1.5% | 6.641% | 0.32% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 995K | $6.5M | -0.6% | 5.973% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 458K | $3.0M | — | 2.749% | 0.00% |
| 4 | Truffle Hound Capital, LLC | 250K | $1.6M | 0.0% | 1.501% | 1.00% |
| 5 | RBF Capital, LLC | 219K | $1.4M | -2.8% | 1.313% | 0.07% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 198K | $1.3M | -6.1% | 1.189% | 0.00% |
| 7 | Connor, Clark & Lunn Investment Management Ltd. | 155K | $1.0M | +2.2% | 0.931% | 0.00% |
| 8 | BlackRock, Inc. | 146K | $954K | +0.1% | 0.878% | 0.00% |
| 9 | RAYMOND JAMES FINANCIAL INC | 139K | $908K | +23.6% | 0.836% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 127K | $831K | +6.2% | 0.764% | 0.00% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 127K | $826K | -7.1% | 0.761% | 0.00% |
| 12 | Teton Advisors, LLC | 109K | $711K | 0.0% | 0.654% | 0.50% |
| 13 | Russell Investments Group, Ltd. | 82K | $533K | +66.9% | 0.491% | 0.00% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 63K | $411K | — | 0.379% | 0.00% |
| 15 | TWO SIGMA INVESTMENTS, LP | 62K | $406K | +8.4% | 0.374% | 0.00% |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 60K | $388K | 0.0% | 0.358% | 0.01% |
| 17 | Ancora Advisors, LLC | 56K | $366K | +21.7% | 0.337% | 0.01% |
| 18 | STATE STREET CORP | 43K | $279K | +5.2% | 0.257% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 41K | $269K | -55.2% | 0.248% | 0.00% |
| 20 | AMERIPRISE FINANCIAL INC | 36K | $236K | -1.2% | 0.217% | 0.00% |
| 21 | Walleye Capital LLC | 33K | $214K | -13.3% | 0.197% | 0.00% |
| 22 | NORTHERN TRUST CORP | 29K | $191K | -0.8% | 0.176% | 0.00% |
| 23 | Man Group plc | 23K | $151K | +41.7% | 0.139% | 0.00% |
| 24 | Pitti Group Wealth Management, LLC | 20K | $133K | 0.0% | 0.123% | 0.11% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17K | $108K | -58.8% | 0.099% | 0.00% |
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 ULBI — a direct measure of their conviction.
Filings activity in ULBI during Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 49 | 18% | 27.71% | +2.17 pp | $30M | +8.5% |
| Q4 2025 | 60 | 3.2% | 25.54% | 6.05 pp | $28M | 19% |
| Q3 2025 | 62 | 3.1% | 31.59% | 9.64 pp | $35M | 23% |
| Q2 2025 | 64 | 8.6% | 41.23% | +14.70 pp | $45M | +55% |
| Q1 2025 | 70 | +4.5% | 26.53% | 10.95 pp | $29M | 29% |
| Q4 2024 | 67 | 9.5% | 37.48% | 6.28 pp | $41M | 14% |
| Q3 2024 | 74 | +2.8% | 43.76% | 7.39 pp | $48M | 14% |
| Q2 2024 | 72 | — | 51.15% | — | $56M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ULBI stock.
Based on Q1 2026 13F filings, institutional ownership of Ultralife Corporation stands at 27.7%, held across 49 reporting institutions.
Visionary Wealth Advisors is the largest reported institutional holder of ULBI, with approximately 1,106,154 shares worth $0.01B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of ULBI, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for ULBI is 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in ULBI during Q1 2026, while 16 fully exited. 36 added to existing positions and 7 trimmed.
ULBI institutional ownership rose by 2.17 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 81.5% of all reported 13F value in ULBI, and the top 25 account for 98.7%.
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.
Ultralife Corporation (ULBI) Institutional Ownership