Universal DisplayOLED
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 474 institutions reported holding Universal Display Corp. (OLED) in their 13F filings, down 20 from Q3 2025. 56 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($589.5M), BlackRock, Inc. ($481.9M) and Kayne Anderson Rudnick Investment Management LLC ($396.3M). 8 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Universal Display Corp.
- CUSIP
- 91347P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $128.8M |
| Exits | 85 | $127.2M |
All 13F filers, Q3 2025 → Q4 2025: 4,898,721 shares bought and 4,000,881 shares sold, net +897,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 474 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.4% | 5,047,581 | $589.5M |
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 4,126,383 | $481.9M |
| Kayne Anderson Rudnick Investment Management LLC | 1.06% | Reduce -15.3% | 3,393,419 | $396.3M |
| Primecap Management Co. | 0.19% | Reduce -2.8% | 2,196,328 | $256.5M |
| State Street Corp. | 0.01% | Add +4.3% | 1,694,779 | $197.9M |
| Geode Capital Management, LLC | 0.01% | Add +25.0% | 1,109,077 | $129.5M |
| JPMorgan Chase & Co. | 0.01% | Add +86.4% | 880,678 | $102.8M |
| First Trust Advisors LP | 0.07% | Add +17.4% | 806,454 | $94.2M |
| Norges Bank | 0.01% | — | 794,277 | $92.8M |
| Greenhouse Funds LLLP | 3.49% | Add +6.8% | 774,330 | $90.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.0% | 726,505 | $84.8M |
| UBS Group AG | 0.01% | Add +100.8% | 646,787 | $75.5M |
| Janus Henderson Group PLC | 0.03% | Add +23.5% | 638,245 | $74.5M |
| Brown Advisory Inc. | 0.10% | Add +4.8% | 619,271 | $72.3M |
| Van Eck Associates Corp. | 0.05% | Add +13.3% | 563,033 | $65.8M |
| Wells Fargo & Company | 0.01% | Reduce -21.2% | 531,515 | $62.1M |
| Copeland Capital Management, LLC | 1.31% | Add +16.7% | 503,699 | $58.8M |
| Deprince Race & Zollo Inc. | 0.96% | Add +86.7% | 428,335 | $50.0M |
| Jennison Associates LLC | 0.03% | Reduce -3.2% | 409,678 | $47.8M |
| Millennium Management | 0.04% | Add +110.1% | 403,772 | $47.2M |
| Analog Century Management LP | 2.31% | New | 401,726 | $46.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.8% | 394,065 | $46.0M |
| Morgan Stanley | 0.00% | Reduce -27.5% | 391,319 | $45.7M |
| Northern Trust Corp. | 0.01% | Reduce -3.3% | 388,413 | $45.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -20.9% | 365,673 | $42.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.3% | 345,810 | $40.4M |
| Neuberger Berman Group LLC | 0.03% | Reduce -4.2% | 344,672 | $40.3M |
| Amundi | 0.01% | Add +55.3% | 298,247 | $34.8M |
| Segall Bryant & Hamill, LLC | 0.47% | Add +16.6% | 297,886 | $34.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.2% | 290,970 | $34.0M |
| Avenir Corp. | 2.92% | Add +6.5% | 230,181 | $26.9M |
| Invesco Ltd. | 0.00% | Add +47.1% | 219,059 | $25.6M |
| Griffin Asset Management, Inc. | 2.76% | Reduce -18.9% | 218,285 | $25.5M |
| Systematic Financial Management LP | 0.54% | Add +40.2% | 196,515 | $22.9M |
| BNP Paribas Financial Markets | 0.01% | Add +34.7% | 190,644 | $22.3M |
| Triodos Investment Management BV | 1.59% | No change | 185,000 | $22.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +117.7% | 185,000 | $21.6M |
| Citadel Advisors | 0.01% | Add +54.9% | 184,196 | $21.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -68.3% | 183,246 | $21.4M |
| Sora Investors LLC | 1.83% | Add +33.3% | 181,566 | $21.2M |
| Voloridge Investment Management, LLC | 0.07% | New | 167,461 | $19.6M |
| Jane Street Group, LLC | 0.02% | Add +954.5% | 165,332 | $19.3M |
| Hardman Johnston Global Advisors LLC | 0.91% | Reduce -23.0% | 163,286 | $19.1M |
| Royal Bank of Canada | 0.00% | Reduce -48.4% | 159,968 | $18.7M |
| Intech Investment Management LLC | 0.16% | Add +7.7% | 154,331 | $18.0M |
| Stifel Financial Corp. | 0.02% | Reduce -11.1% | 154,117 | $18.0M |
| Vontobel Holding Ltd. | 0.06% | Reduce -20.2% | 153,168 | $17.9M |
| GMO | 0.04% | Reduce -43.3% | 149,926 | $17.5M |
| Rhumbline Advisers | 0.01% | Reduce -4.0% | 146,129 | $17.1M |
| Marshall Wace, LLP | 0.02% | Add +129.7% | 144,387 | $16.9M |
| Crestwood Advisors Group, LLC | 0.26% | Add +0.2% | 134,476 | $15.7M |
| D. E. Shaw & Co. | 0.01% | Add +1281.3% | 127,587 | $14.9M |
| Sei Investments Co. | 0.01% | Add +26.1% | 122,870 | $14.3M |
| Bank of America Corp. | 0.00% | Add +20.0% | 120,698 | $14.1M |
| Point72 Asset Management | 0.02% | Reduce -39.8% | 119,820 | $14.0M |
| Polar Asset Management Partners Inc. | 0.35% | Reduce -37.4% | 116,904 | $13.7M |
| Handelsbanken Fonder AB | 0.04% | Add +113.1% | 116,590 | $13.6M |
| M&G PLC | 0.07% | New | 113,400 | $13.3M |
| Pacer Advisors, Inc. | 0.04% | Add +1820.1% | 113,207 | $13.2M |
| Squarepoint Ops LLC | 0.03% | Add +507.2% | 111,383 | $13.0M |
| S Squared Technology, LLC | 5.02% | Add +6.7% | 111,000 | $13.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +113.0% | 107,858 | $12.6M |
| Kornitzer Capital Management Inc. | 0.26% | No change | 105,487 | $12.3M |
| AQR Capital Management | 0.01% | Add +127.7% | 103,027 | $12.0M |
| Wellington Management Group LLP | 0.00% | Add +98.5% | 100,675 | $11.8M |
| Frontier Capital Management Co. LLC | 0.12% | Add +50.5% | 95,521 | $11.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 95,115 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.7% | 95,023 | $11.1M |
| Deutsche Bank AG | 0.00% | Reduce -39.3% | 91,792 | $10.7M |
| Sterling Capital Management LLC | 0.17% | Add +85.0% | 91,172 | $10.6M |
| Swiss National Bank | 0.01% | Add +1.8% | 89,100 | $10.4M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.5% | 82,964 | $9.7M |
| California Public Employees Retirement System | 0.01% | Reduce -0.7% | 82,100 | $9.6M |
| Trexquant Investment LP | 0.08% | New | 77,222 | $9.0M |
| Nuveen, LLC | 0.00% | Add +0.0% | 75,975 | $8.9M |
| Numerai GP LLC | 1.06% | Add +1723.7% | 75,391 | $8.8M |
| Truist Financial Corp. | 0.01% | Add +18.4% | 74,874 | $8.7M |
| Lhm, Inc. | 3.24% | Add +2.1% | 74,552 | $8.7M |
| Legal & General Group Plc | 0.00% | Reduce -11.9% | 67,629 | $7.9M |
| XXEC, Inc. | 7.66% | Add +26.2% | 65,661 | $7.7M |
| General American Investors Co. Inc. | 0.47% | No change | 65,009 | $7.6M |
| UniSuper Management Pty Ltd | 0.04% | Add +27.8% | 63,819 | $7.5M |
| Sargent Investment Group, LLC | 0.92% | Reduce -1.1% | 62,980 | $7.4M |
| New York State Common Retirement Fund | 0.01% | Add +52.6% | 59,546 | $7.0M |
| Gotham Asset Management | 0.02% | Reduce -69.1% | 57,362 | $6.7M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 57,188 | $6.7M |
| ProShare Advisors LLC | 0.01% | Add +10.2% | 56,103 | $6.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 54,329 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.2% | 52,246 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -11.5% | 51,546 | $6.0M |
| Capital Fund Management S.A. | 0.05% | Add +63.4% | 48,824 | $5.7M |
| Twinbeech Capital LP | 0.40% | New | 48,246 | $5.6M |
| Oppenheimer & Co. Inc. | 0.08% | Add +5.0% | 47,919 | $5.6M |
| LPL Financial LLC | 0.00% | Reduce -18.4% | 47,819 | $5.6M |
| Advisory Services Network, LLC | 0.08% | Reduce -20.1% | 47,520 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Add +2.5% | 46,277 | $5.4M |
| Vest Financial, LLC | 0.07% | Add +25.0% | 45,681 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Add +23.9% | 44,848 | $5.2M |
| California State Teachers Retirement System | 0.01% | Add +2.7% | 42,765 | $5.0M |
| Barclays PLC | 0.00% | Reduce -6.3% | 42,645 | $5.0M |
"% of holder's portfolio" is OLED's weight in each manager's 13F, not the share of Universal Display Corp. the manager owns.