Who owns OLED (OLED)
Which tracked institutional funds hold OLED, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OLED company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
62 tracked funds added or opened OLED while 170 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OLED’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OLED more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OLED divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 457 tracked filers holding OLED, 242 increased or opened the position and 243 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OLED between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- VANGUARD PORTFOLIO MANAGEMENT LLC$268M
- VANGUARD CAPITAL MANAGEMENT LLC$181M
- VANGUARD FIDUCIARY TRUST CO$25M
- RENAISSANCE TECHNOLOGIES LLC$12M
- Y-Intercept (Hong Kong) Ltd$6M
- Walleye Capital LLC$5M
Full exits 27
- VANGUARD GROUP INC$582M
- Greenhouse Funds LLLP$90M
- DEPRINCE RACE & ZOLLO INC$50M
- Analog Century Management LP$47M
- Point72 Asset Management, L.P.$14M
- Trexquant Investment LP$9M
Largest adds
- ALLIANCEBERNSTEIN L.P.$119M
- JPMORGAN CHASE & CO$49M
- MARSHALL WACE, LLP$44M
- XXEC, Inc.$38M
- GOLDMAN SACHS GROUP INC$29M
- TWO SIGMA INVESTMENTS, LP$21M
Largest trims
- BlackRock, Inc.$249M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$101M
- VAN ECK ASSOCIATES CORP$62M
- PRIMECAP MANAGEMENT CO/CA/$56M
- JANUS HENDERSON GROUP PLC$54M
- JENNISON ASSOCIATES LLC$35M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 3,217,442 | $295M | 6.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,922,053 | $268M | 6.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,538,788 | $233M | 5.4% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 2,187,428 | $200M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,978,739 | $181M | 4.2% | 2026-Q1 |
| STATE STREET CORP added | 1,814,298 | $166M | 3.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,703,939 | $152M | 3.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,071,664 | $125M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,249,053 | $115M | 2.6% | 2026-Q1 |
| NORGES BANK trimmed | 735,930 | $103M | 2.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 976,423 | $89M | 2.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 757,166 | $69M | 1.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 665,882 | $61M | 1.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 648,267 | $59M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 598,278 | $55M | 1.3% | 2026-Q1 |
| UBS Group AG trimmed | 597,930 | $55M | 1.3% | 2026-Q1 |
| Copeland Capital Management, LLC added | 581,776 | $53M | 1.2% | 2026-Q1 |
| XXEC, Inc. added | 386,937 | $46M | 1.0% | 2026-Q1 |
| Amundi added | 459,316 | $42M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 440,418 | $40M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 416,949 | $38M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 411,858 | $38M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 388,390 | $36M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 371,889 | $34M | 0.8% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 351,411 | $32M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 346,802 | $32M | 0.7% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 314,515 | $29M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 302,511 | $28M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 289,743 | $27M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 276,225 | $25M | 0.6% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 238,180 | $23M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 251,218 | $23M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 250,134 | $23M | 0.5% | 2026-Q1 |
| AVENIR CORP trimmed | 230,152 | $21M | 0.5% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 225,635 | $21M | 0.5% | 2026-Q1 |
| GRIFFIN ASSET MANAGEMENT, INC. trimmed | 205,877 | $19M | 0.4% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 192,815 | $18M | 0.4% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 190,126 | $17M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 183,588 | $17M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 169,040 | $15M | 0.4% | 2026-Q1 |
| Hardman Johnston Global Advisors LLC trimmed | 161,715 | $15M | 0.3% | 2026-Q1 |
| Triodos Investment Management BV trimmed | 161,000 | $15M | 0.3% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 152,054 | $14M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 148,442 | $14M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 147,919 | $14M | 0.3% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 147,763 | $14M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 147,285 | $14M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 140,894 | $13M | 0.3% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 140,591 | $13M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 136,594 | $13M | 0.3% | 2026-Q1 |
| Handelsbanken Fonder AB added | 132,054 | $12M | 0.3% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 129,418 | $12M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 128,250 | $12M | 0.3% | 2026-Q1 |
| S SQUARED TECHNOLOGY, LLC added | 126,000 | $12M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 125,939 | $12M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 124,570 | $11M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 123,562 | $11M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 123,487 | $11M | 0.3% | 2026-Q1 |
| M&G PLC added | 114,616 | $11M | 0.2% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 110,229 | $10M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 106,183 | $10M | 0.2% | 2026-Q1 |
| Man Group plc added | 102,650 | $9M | 0.2% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 101,916 | $9M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 101,620 | $9M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 100,484 | $9M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 98,688 | $9M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 90,590 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 89,400 | $8M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 84,103 | $8M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 83,153 | $8M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 78,764 | $7M | 0.2% | 2026-Q1 |
| LHM, INC. | 74,552 | $7M | 0.2% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 73,837 | $7M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 73,299 | $7M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 70,238 | $6M | 0.1% | 2026-Q1 |
| GENERAL AMERICAN INVESTORS CO INC | 65,009 | $6M | 0.1% | 2026-Q1 |
| SORA INVESTORS LLC trimmed | 65,000 | $6M | 0.1% | 2026-Q1 |
| UniSuper Management Pty Ltd | 63,819 | $6M | 0.1% | 2026-Q1 |
| ProShare Advisors LLC added | 62,104 | $6M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 61,584 | $6M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 61,385 | $6M | 0.1% | 2026-Q1 |
| Vest Financial, LLC added | 59,109 | $5M | 0.1% | 2026-Q1 |
| Walleye Capital LLC added | 57,198 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,979,668 | $582M | 13.4% | 2025-Q4 stale |
| Greenhouse Funds LLLP added | 774,330 | $90M | 2.1% | 2025-Q4 stale |
| Rafferty Asset Management, LLC added | 574,161 | $89M | 2.0% | 2025-Q2 stale |
| DEPRINCE RACE & ZOLLO INC added | 428,335 | $50M | 1.2% | 2025-Q4 stale |
| Analog Century Management LP new | 401,726 | $47M | 1.1% | 2025-Q4 stale |
| FengHe Fund Management Pte. Ltd. trimmed | 229,800 | $35M | 0.8% | 2025-Q2 stale |
| Candriam S.C.A. trimmed | 189,015 | $27M | 0.6% | 2025-Q3 stale |
| Point72 Asset Management, L.P. trimmed | 119,820 | $14M | 0.3% | 2025-Q4 stale |
| Tredje AP-fonden trimmed | 77,588 | $11M | 0.3% | 2025-Q3 stale |
| Trexquant Investment LP added | 77,222 | $9M | 0.2% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 57,812 | $8M | 0.2% | 2025-Q3 stale |
| PEREGRINE INVESTMENT MANAGEMENT INC added | 50,560 | $7M | 0.2% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 48,216 | $7M | 0.2% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 49,029 | $7M | 0.2% | 2025-Q1 stale |
| J. Goldman & Co LP added | 46,336 | $6M | 0.1% | 2025-Q1 stale |
| Nishkama Capital, LLC new | 42,181 | $6M | 0.1% | 2025-Q3 stale |
| Robeco Schweiz AG added | 40,300 | $6M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.