OLED — UNIVERSAL DISPLAY CORP
As of Q2 2026, 35 SEC-registered investment managers reported holding OLED (UNIVERSAL DISPLAY CORP) in their latest 13F filings, with a combined reported value of $1.37B across 15.86M shares. That is +32.1% by share count (+3.86M shares) versus the previous quarter, while reported value moved +24.9%. Ownership is concentrated: the five largest holders account for 54.6% of reported value and the top ten for 73.3%.
Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 12 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OLED is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 5.05M | $589.46M | 0.01% | Hold |
| BlackRock Inc history | Q2 2026 | 4.32M | $373.93M | 0.01% | Add |
| Marshall Wace history | Q2 2026 | 1.34M | $116.04M | 0.09% | Add |
| Geode Capital Management history | Q2 2026 | 1.29M | $111.96M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 864.99K | $74.79M | 0.01% | New |
| Franklin Resources history | Q2 2026 | 821.15K | $71.10M | 0.02% | Add |
| AQR Capital Management history | Q2 2026 | 728.13K | $63.05M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 669.92K | $58.01M | 0.00% | Add |
| Norges Bank Investment Management history | Q2 2026 | 581.55K | $50.36M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 511.76K | $44.31M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 466.25K | $40.37M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 452.54K | $39.19M | 0.01% | Add |
| Amundi US history | Q2 2026 | 441.00K | $38.20M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 431.10K | $37.33M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 412.94K | $35.76M | 0.00% | Add |
| CPP Investments history | Q2 2026 | 367.21K | $31.80M | 0.02% | New |
| BNY Mellon history | Q2 2026 | 320.14K | $27.72M | 0.01% | Reduce |
| Renaissance Technologies history | Q2 2026 | 254.84K | $22.07M | 0.03% | Add |
| Goldman Sachs Group history | Q2 2026 | 247.06K | $21.39M | 0.00% | Reduce |
| Janus Henderson Group history | Q1 2026 | 225.63K | $20.66M | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 864.99K sh · $74.79M
- CPP Investments 367.21K sh · $31.80M
- Arrowstreet Capital 62.38K sh · $5.40M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 225.63K sh · $20.66M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4.85M | 5.01M | 5.00M | 4.88M | 4.13M | 4.13M | 4.29M | 4.32M |
| Marshall Wace | 1.68K | 18.35K | — | — | 178.57K | 80.39K | 65.70K | — | — | — | — | — | — | — | — | 14.38K | 62.87K | 144.39K | 665.88K | 1.34M |
| Geode Capital Management | 572.99K | 595.54K | 612.85K | 677.65K | 694.25K | 706.30K | 735.32K | 786.50K | 803.79K | 766.77K | 761.58K | 784.34K | 799.35K | 901.32K | 894.56K | 863.38K | 886.97K | 1.11M | 1.25M | 1.29M |
| JPMorgan Chase & Co | 559.03K | 589.23K | 838.60K | 814.08K | 816.48K | 801.12K | 767.97K | 12.20K | 971.97K | 49.00K | 64.60K | 8.60K | 8.60K | 8.60K | 505.18K | 458.01K | 472.36K | 880.68K | — | 864.99K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | 1.55K | 1.30K | 1.26K | 1.44K | 1.68K | — | — | 2.36K | 2.58K | 821.15K |
| AQR Capital Management | 65.57K | 113.64K | 102.29K | 112.99K | 103.17K | 95.79K | 45.10K | 39.65K | 33.04K | 22.16K | 21.57K | 62.72K | 189.67K | 216.22K | 133.25K | 81.44K | 45.25K | 103.03K | 123.89K | 728.13K |
| Morgan Stanley | 188.78K | 167.94K | 183.81K | 357.06K | 374.29K | 421.44K | 337.04K | 324.10K | 318.54K | 330.49K | 335.91K | 389.43K | 341.12K | 480.98K | 434.03K | 666.67K | 540.04K | 391.32K | 411.86K | 669.92K |
| Norges Bank Investment Management | — | — | — | — | — | 442.61K | — | — | — | 528.54K | — | 522.98K | — | 656.12K | — | 805.90K | — | 794.28K | — | 581.55K |
| Citadel Advisors | 541.12K | 1.18M | 618.35K | 740.18K | 495.61K | 750.88K | 423.52K | 503.70K | 441.41K | 443.99K | 419.70K | 215.20K | 176.28K | 263.22K | 184.25K | 175.68K | 242.60K | 271.20K | 365.31K | 511.76K |
| Wells Fargo & Co | 456.78K | 45.54K | 52.69K | 28.78K | 27.89K | 26.05K | 36.14K | 41.52K | 41.59K | 40.23K | 32.93K | 29.48K | 441.44K | 404.04K | 693.97K | 719.76K | 674.17K | 531.51K | 598.28K | 466.25K |
| Charles Schwab Investment Management | 237.16K | 248.99K | 258.19K | 270.06K | 280.90K | 296.06K | 303.31K | 304.74K | 308.52K | 315.46K | 316.69K | 323.83K | 333.87K | 341.02K | 358.61K | 375.83K | 391.03K | 394.06K | 416.95K | 452.54K |
| Amundi US | 50.22K | 115.46K | 118.45K | 189.78K | 278.06K | 392.77K | 415.59K | 373.39K | 365.60K | 335.45K | 300.66K | 268.30K | 173.57K | 180.05K | 235.91K | 206.84K | 192.10K | 298.25K | 459.32K | 441.00K |
| UBS Group AG | 147.81K | 109.64K | 145.62K | 214.17K | 218.04K | 268.68K | 112.91K | 97.88K | 180.57K | 169.76K | 127.46K | 140.90K | 266.03K | 472.03K | 394.26K | 536.57K | 322.11K | 646.79K | 597.93K | 431.10K |
| Northern Trust Corp | 381.60K | 389.00K | 391.27K | 381.46K | 379.46K | 394.63K | 405.56K | 416.49K | 415.44K | 415.00K | 368.20K | 370.19K | 354.60K | 417.64K | 418.44K | 410.78K | 401.68K | 388.41K | 388.39K | 412.94K |
| CPP Investments | 1.13K | 142 | 1.00K | 4.50K | 15.90K | 37.40K | 18.30K | — | — | 4.70K | — | — | — | 36.40K | — | 400 | — | 2.30K | — | 367.21K |
| BNY Mellon | 440.88K | 495.86K | 455.73K | 426.35K | 430.61K | 466.02K | 448.12K | 443.55K | 434.26K | 422.78K | 403.34K | 424.08K | 395.37K | 437.59K | 439.87K | 437.77K | 389.84K | 345.81K | 346.80K | 320.14K |
| Renaissance Technologies | 48.44K | 287.54K | 160.24K | 346.07K | 485.64K | 316.34K | 173.50K | 145.10K | 88.60K | 17.00K | 26.04K | 40.44K | — | — | — | — | — | — | 125.94K | 254.84K |
| Goldman Sachs Group | 126.16K | 250.81K | 245.86K | 186.28K | 218.85K | 196.60K | 51.28K | 52.36K | 58.32K | 98.05K | 73.89K | 75.84K | 224.46K | 173.52K | 96.02K | 139.66K | 147.77K | 95.02K | 440.42K | 247.06K |
| Invesco Ltd | 284.95K | 241.49K | 231.66K | 214.03K | 226.47K | 192.68K | 153.26K | 159.62K | 170.94K | 181.01K | 130.48K | 120.98K | 229.26K | 305.51K | 110.94K | 112.98K | 148.92K | 219.06K | 194.83K | 226.58K |
| Millennium Management | 160.87K | 3.91K | 3.62K | 133.51K | 315.35K | 27.82K | 34.37K | 51.17K | 256.59K | 207.95K | 225.24K | 202.49K | 228.13K | 122.48K | 87.23K | 98.84K | 224.68K | 403.77K | 166.59K | 191.78K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details