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View all 448 holding institutions

Across its top 20 institutional holders, OLED's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 41/100).

Notable Holders

OLED ranks #1346 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

OLED is a top-conviction position for XXEC, Inc. — at 8.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OLED belongs to BlackRock, Inc., but the position matters far more to XXEC, Inc., who has 8.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Marshall Wace, LLP has added to its OLED position for two straight quarters, increasing it by $99.2M to reach $116.0M today.

Kayne Anderson Rudnick Investment Management LLC has trimmed its OLED position for two straight quarters, cutting it by $208.7M while still holding $187.6M.

OLED is down 2.8% today, but institutions show net buying of $749.0M this quarter — a divergence between today's price move and the underlying institutional flow.

Company Fundamentals

OLED posted net income of $195.7M over the trailing twelve months, and currently trades at a P/E of 21.1.

Profitable — net income of $195.7M over the trailing twelve months
Revenue declined 8.3% year over year
Net income declined year over year, from $244.6M to $195.7M
Generated $210.8M in positive operating cash flow
Current ratio of 10.06x — enough short-term assets to cover short-term liabilities
Liabilities run 0.12x equity — within a conventional range

Price Chart

OLED Quarterly 13F Institutional Trade Shifts

Recent Activity

+$3.4B

Total Buy Value

$467.8M

Total Sell Value

New buy58

Trim166

Add169

Sold out71

227

Net Buyers

237

Net Sellers

Top Movers

OLED

Q2 2026

Top 5 Institutional Movers

Kayne Anderson Rudnick Investment Management

-$107.3M

Trim

JPMorgan

-$77.1M

Trim

Franklin Resources

+$70.9M

Add

Marshall Wace, LLP

+$55.0M

Add

Sora Investors

+$54.8M

Add

Data by AlphaSMO • Not financial advice.

💡

Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.

Smart Money Convergence

OLED does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent OLED Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

Filings (90d)

$423K

Total Est. Value

5K shares

Planned Shares

Last Filed 2026-08-18

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
LACERTE LAWRENCE	Director	2026-08-18	5K shares	$423K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

Active 5%+ Holders

Data as of 2026-08-13

Reporting Person	Type	Filing Date	Shares	% of Class
Kayne Anderson Rudnick Investment Management, LLC	13G/A	2026-08-13	2.17M	4.6%

View all Schedule 13D/13G filings

Material Events (8-K)

Filings (14d)

Data as of 2026-07-30

2026-07-30

Universal Display Corporation (OLED) filed an 8-K on July 30, 2026, after issuing a press release that same day covering its financial results for the quarter and full year ended June 30, 2026. The press release is attached as Exhibit 99.1 and is being 'furnished' rather than 'filed' under Item 2.02 — a standard technical distinction, not a red flag. The excerpt itself doesn't include the actual financial figures, so there are no specific numbers to quote here.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

91347P105, 91347p105, 913837100

FAQ

Who are the top institutional investors holding UNIVERSAL DISPLAY CORP (OLED)?

Major stakeholders currently include BlackRock, Inc. ($373.9M), Vanguard Portfolio Management LLC ($257.3M), State Street CORP ($190.3M). Based on the latest 13F filings, there are a total of 448 tracked investment funds and institutions maintaining positions in OLED.

What is the overall institutional sentiment toward OLED recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $749.0M, driven by 227 managers accumulating shares while 237 reduced their exposure.

Which institutions have been selling or reducing their OLED positions?

In the latest period, 166 funds trimmed their holdings, and 71 managers completely exited their positions. The aggregate reported sell value was $467.8M.

Are there any notable investors adding OLED to their portfolios?

Yes, buying activity remains notable. 58 institutions opened new positions in {ticker}, and 169 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.4B.

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Developer Access

Access OLED's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/OLED

CLI

npx alphasmo stocks get OLED

Full API & MCP documentation →

Filer

Filing Date

Est. Value

LACERTE LAWRENCE

2026-08-18

$423K

Reporting Person

Type

Filing Date

% of Class

Kayne Anderson Rudnick Investment Management, LLC

13G/A

2026-08-13

4.6%