Who owns Universal Display (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-Q2 13F filings (latest filed 2026-09-22). 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
82 tracked funds added or opened OLED while 113 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 414 tracked filers holding OLED, 218 increased or opened the position and 251 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
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 2026-Q1 and 2026-Q2 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 10
- CANADA PENSION PLAN INVESTMENT BOARD$32M
- Governors Lane LP$11M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5M
- Cinctive Capital Management LP$3M
- Jupiter Topco LLC$3M
- Quantum Portfolio Management LLC$837K
Full exits 41
- Amundi$42M
- JANUS HENDERSON GROUP PLC$21M
- JENNISON ASSOCIATES LLC$13M
- Handelsbanken Fonder AB$12M
- HRT FINANCIAL LP$12M
- JANE STREET GROUP, LLC$10M
Largest adds
- BlackRock, Inc.$141M
- FRANKLIN RESOURCES INC$71M
- MARSHALL WACE, LLP$55M
- SORA INVESTORS LLC$55M
- AQR CAPITAL MANAGEMENT LLC$52M
- FIRST TRUST ADVISORS LP$38M
Largest trims
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$107M
- JPMORGAN CHASE & CO$77M
- NORGES BANK$52M
- TWO SIGMA INVESTMENTS, LP$21M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$20M
- GOLDMAN SACHS GROUP INC$19M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,318,409 | $374M | 10.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,971,006 | $257M | 7.3% | 2026-Q2 |
| STATE STREET CORP added | 2,197,143 | $190M | 5.4% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ added | 2,195,818 | $190M | 5.4% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 2,166,247 | $188M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,986,898 | $172M | 4.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,471,891 | $127M | 3.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,340,107 | $116M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,292,818 | $112M | 3.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,172,883 | $108M | 3.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 864,985 | $75M | 2.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 854,695 | $74M | 2.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 821,147 | $71M | 2.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 728,128 | $63M | 1.8% | 2026-Q2 |
| XXEC, Inc. added | 703,521 | $64M | 1.8% | 2026-Q2 |
| SORA INVESTORS LLC added | 701,163 | $61M | 1.7% | 2026-Q2 |
| BROWN ADVISORY INC added | 693,623 | $60M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 669,924 | $58M | 1.7% | 2026-Q2 |
| NORGES BANK trimmed | 581,546 | $50M | 1.4% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 553,900 | $48M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 466,254 | $40M | 1.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 459,626 | $40M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 452,539 | $39M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 431,102 | $37M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 412,935 | $36M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 408,756 | $35M | 1.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 367,206 | $32M | 0.9% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 364,719 | $32M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 320,137 | $28M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 302,518 | $26M | 0.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 289,476 | $25M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 283,800 | $25M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 276,192 | $24M | 0.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 255,905 | $22M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 254,839 | $22M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 249,426 | $22M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 247,056 | $21M | 0.6% | 2026-Q2 |
| AVENIR CORP trimmed | 228,014 | $20M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 226,581 | $20M | 0.6% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 222,809 | $19M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 191,780 | $17M | 0.5% | 2026-Q2 |
| GRIFFIN ASSET MANAGEMENT, INC. trimmed | 189,111 | $16M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 183,333 | $16M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 170,826 | $15M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 168,517 | $15M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 162,736 | $14M | 0.4% | 2026-Q2 |
| Triodos Investment Management BV | 161,000 | $14M | 0.4% | 2026-Q2 |
| Man Group plc added | 160,326 | $14M | 0.4% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 157,897 | $14M | 0.4% | 2026-Q2 |
| Walleye Capital LLC added | 143,825 | $12M | 0.4% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 136,307 | $12M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 136,290 | $12M | 0.3% | 2026-Q2 |
| S SQUARED TECHNOLOGY, LLC added | 136,000 | $12M | 0.3% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 134,692 | $12M | 0.3% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 134,642 | $12M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 132,719 | $11M | 0.3% | 2026-Q2 |
| Hardman Johnston Global Advisors LLC trimmed | 132,685 | $11M | 0.3% | 2026-Q2 |
| Governors Lane LP new | 131,172 | $11M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 119,052 | $10M | 0.3% | 2026-Q2 |
| M&G PLC trimmed | 109,298 | $10M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 106,551 | $9M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 102,666 | $9M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 98,730 | $9M | 0.2% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 97,099 | $8M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 94,707 | $8M | 0.2% | 2026-Q2 |
| FMR LLC added | 89,865 | $8M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 89,573 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 87,400 | $8M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 77,805 | $7M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC added | 77,406 | $7M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 74,869 | $6M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 74,584 | $6M | 0.2% | 2026-Q2 |
| LHM, INC. | 74,552 | $6M | 0.2% | 2026-Q2 |
| Vest Financial, LLC added | 72,746 | $6M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP added | 69,017 | $6M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 68,635 | $6M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 67,139 | $6M | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd added | 62,919 | $5M | 0.2% | 2026-Q2 |
| Sterling Capital Management LLC added | 62,877 | $5M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 62,377 | $5M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 61,445 | $5M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 59,915 | $5M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 59,445 | $5M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 58,262 | $5M | 0.1% | 2026-Q2 |
| GENERAL AMERICAN INVESTORS CO INC trimmed | 58,009 | $5M | 0.1% | 2026-Q2 |
| Sargent Investment Group, LLC trimmed | 52,589 | $5M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 52,541 | $5M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 51,985 | $5M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 50,597 | $4M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 50,162 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 50,112 | $4M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 48,694 | $4M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 47,471 | $4M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 46,951 | $4M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. added | 46,260 | $4M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 45,836 | $4M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 45,278 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 44,405 | $4M | 0.1% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC added | 44,289 | $4M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 42,844 | $4M | 0.1% | 2026-Q2 |
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.