UNIVERSAL DISPLAY CORP OLED
COM · Common Stock · CUSIP 91347P105 · ISIN US91347P1057
Developer and manufacturer of organic light emitting diodes (OLED) technologies
- SectorTechnology
- IndustryElectronic Components & Accessories
- HeadquartersEwing, NJ
- Founded1994
- Websiteudcoled.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($29.0m this quarter). Holder counts are more reliable. Shares outstanding: 47.5m as of 2025-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $154.35. Options: 13 managers hold calls ($65.5m notional), 13 hold puts ($31.7m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 375 |
| Q4 2022 | 383 |
| Q1 2023 | 393 |
| Q2 2023 | 401 |
| Q3 2023 | 400 |
| Q4 2023 | 453 |
| Q1 2024 | 434 |
| Q2 2024 | 462 |
| Q3 2024 | 484 |
| Q4 2024 | 496 |
| Q1 2025 | 483 |
| Q2 2025 | 496 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 166 | 195 |
| Q4 2023 | 186 | 189 |
| Q1 2024 | 179 | 230 |
| Q2 2024 | 220 | 204 |
| Q3 2024 | 244 | 199 |
| Q4 2024 | 239 | 238 |
| Q1 2025 | 261 | 228 |
| Q2 2025 | 250 | 231 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $142.9m | $133.6m | 0.94 |
| Q4 2024 | $90.4m | $63.4m | 0.70 |
| Q1 2025 | $49.2m | $58.1m | 1.18 |
| Q2 2025 | $65.5m | $31.7m | 0.48 |
Biggest buyers
| PRIMECAP MANAGEMENT CO/CA/ | Added | +379.6k |
| ROYAL BANK OF CANADA | Added | +348.4k |
| MORGAN STANLEY | Added | +232.6k |
| Rafferty Asset Management, LLC | Added | +222.3k |
| Tredje AP-fonden | New | +197.6k |
| BANK OF AMERICA CORP /DE/ | Added | +165.9k |
| UBS Group AG | Added | +142.3k |
| BARCLAYS PLC | Added | +139.3k |
| FIRST TRUST ADVISORS LP | Added | +90.8k |
| Greenhouse Funds LLLP | Added | +81.0k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -530.8k |
| FMR LLC | Reduced | -214.1k |
| GRIFFIN ASSET MANAGEMENT, INC. | Reduced | -163.0k |
| Point72 Hong Kong Ltd | Sold out | -143.4k |
| BlackRock, Inc. | Reduced | -120.2k |
| Point72 Asset Management, L.P. | Reduced | -71.5k |
| M&G PLC | Sold out | -66.2k |
| FengHe Fund Management Pte. Ltd. | Reduced | -65.2k |
| Balyasny Asset Management L.P. | Reduced | -64.8k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -51.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $22.9m148.5k shares |
| CITADEL ADVISORS LLC | Reduced | $10.2m66.1k shares |
| JANE STREET GROUP, LLC | Added | $7.7m49.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $7.6m49.3k shares |
| IMC-Chicago, LLC | Added | $5.8m37.4k shares |
| WOLVERINE TRADING, LLC | Added | $4.5m28.7k shares |
| Walleye Trading LLC | Added | $2.1m13.9k shares |
| PEAK6 LLC | Added | $1.7m11.0k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $1.4m9.0k shares |
| GROUP ONE TRADING LLC | Reduced | $1.0m6.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $11.7m75.9k shares |
| CITADEL ADVISORS LLC | Reduced | $8.2m53.2k shares |
| IMC-Chicago, LLC | Reduced | $3.3m21.6k shares |
| WOLVERINE TRADING, LLC | Added | $2.6m16.8k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $2.0m12.9k shares |
| PEAK6 LLC | Reduced | $1.2m7.8k shares |
| JANE STREET GROUP, LLC | Added | $1.1m7.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $602.4k3.9k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $463.4k3.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $278.0k1.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 8.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
Fell to 5% or below in the last year: KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (4.6%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 2 | $1.8m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $1.2m | — |
| Q2 2024 | 0 | — | 2 | $3.3m | — |
| Q3 2024 | 1 | $188.0k | 1 | $975.3k | — |
| Q4 2024 | 1 | $134.2k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.9m $754.5m | Reduced -120.2k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.6m $711.8m | Reduced -4.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.62% of their portfolio | 4.4m $680.1m | Reduced -4.5k |
| PRIMECAP MANAGEMENT CO/CA/ 0.27% of their portfolio | 2.2m $342.2m | Added +379.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.6m $244.7m | Reduced -49.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 863.4k $133.4m | Reduced -31.2k |
| NORGES BANK 0.02% of their portfolio | 805.9k $124.5m | Added +70.0k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 719.8k $111.2m | Added +25.8k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 699.4k $108.0m | Added +90.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 691.0k $106.7m | Added +9.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 666.7k $103.0m | Added +31.6k |
| MORGAN STANLEY 0.01% of their portfolio | 666.7k $103.0m | Added +232.6k |
| Greenhouse Funds LLLP 4.16% of their portfolio | 644.1k $99.5m | Added +81.0k |
| Rafferty Asset Management, LLC 0.29% of their portfolio | 574.2k $88.7m | Added +222.3k |
| UBS Group AG 0.02% of their portfolio | 536.6k $82.9m | Added +142.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 527.8k $81.5m | Added +348.4k |
| BROWN ADVISORY INC 0.10% of their portfolio | 514.8k $79.5m | Reduced -3.8k |
| VAN ECK ASSOCIATES CORP 0.08% of their portfolio | 472.5k $73.0m | Added +1.3k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 465.0k $71.8m | Reduced -1.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 458.0k $70.7m | Reduced -47.2k |
| Copeland Capital Management, LLC 1.45% of their portfolio | 457.4k $70.6m | Added +59.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 448.0k $69.2m | Added +165.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 437.8k $67.6m | Reduced -2.1k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 415.9k $64.2m | Reduced -24.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 410.8k $63.4m | Reduced -7.7k |
| BARCLAYS PLC 0.02% of their portfolio | 393.5k $60.8m | Added +139.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 375.8k $58.1m | Added +17.2k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 367.8k $56.8m | Reduced -26.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 292.7k $45.2m | Added +6.4k |
| GRIFFIN ASSET MANAGEMENT, INC. 4.92% of their portfolio | 269.6k $41.6m | Reduced -163.0k |
| Hardman Johnston Global Advisors LLC 1.80% of their portfolio | 262.2k $40.5m | Added +515 |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.12% of their portfolio | 262.0k $40.5m | Reduced -16.3k |
| SEGALL BRYANT & HAMILL, LLC 0.53% of their portfolio | 243.9k $37.7m | Added +30.9k |
| CITIGROUP INC 0.02% of their portfolio | 232.7k $35.9m | Added +37.0k |
| FengHe Fund Management Pte. Ltd. 5.82% of their portfolio | 229.8k $35.5m | Reduced -65.2k |
| AVENIR CORP 3.54% of their portfolio | 223.2k $34.5m | Added +28.3k |
| Vontobel Holding Ltd. 0.11% of their portfolio | 220.5k $34.1m | Added +58.8k |
| Amundi 0.01% of their portfolio | 206.8k $29.2m | Reduced -29.1k |
| Tredje AP-fonden 0.24% of their portfolio | 197.6k $30.5m | New |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 196.2k $30.3m | Reduced -71.5k |
| Candriam S.C.A. 0.17% of their portfolio | 195.3k $30.2m | Reduced -711 |
| Triodos Investment Management BV 2.14% of their portfolio | 185.0k $28.6m | Added +47.3k |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 179.2k $27.7m | Added +7.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 178.9k $27.6m | Reduced -3.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio | 174.7k $28.0m | Added +35.0k |
| Polar Asset Management Partners Inc. 0.59% of their portfolio | 153.8k $23.8m | Added +18.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 152.3k $23.5m | Added +12.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 139.7k $21.6m | Added +43.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 136.1k $21.0m | Reduced -13.2k |
| Crestwood Advisors Group, LLC 0.36% of their portfolio | 131.7k $20.3m | Added +391 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.54% of their portfolio | 130.9k $20.2m | Added +1.9k |
| SORA INVESTORS LLC 1.82% of their portfolio | 130.7k $20.2m | Added +39.5k |
| Invesco Ltd. 0.00% of their portfolio | 113.0k $17.5m | Added +2.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 109.6k $16.9m | Reduced -5.7k |
| INTECH INVESTMENT MANAGEMENT LLC 0.15% of their portfolio | 106.9k $16.5m | Added +12.1k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.33% of their portfolio | 105.5k $16.3m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 100.2k $15.5m | Reduced -1.9k |
| Gotham Asset Management, LLC 0.09% of their portfolio | 98.8k $15.3m | Reduced -45.8k |
| S SQUARED TECHNOLOGY, LLC 6.18% of their portfolio | 95.0k $14.7m | Added +5.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 87.8k $13.6m | Added +20.2k |
| Swiss National Bank 0.01% of their portfolio | 86.1k $13.3m | Reduced -1.3k |
| Retirement Systems of Alabama 0.05% of their portfolio | 83.9k $13.0m | Added +300 |
| Legal & General Group Plc 0.00% of their portfolio | 82.1k $12.7m | Reduced -31 |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 81.4k $12.6m | Reduced -51.8k |
| Nuveen, LLC 0.00% of their portfolio | 76.2k $11.8m | Reduced -24.5k |
| Man Group plc 0.03% of their portfolio | 75.9k $11.7m | Reduced -34.5k |
| Pacer Advisors, Inc. 0.03% of their portfolio | 75.7k $11.7m | Added +45.4k |
| Glenmede Investment Management, LP 0.06% of their portfolio | 73.5k $11.4m | First filing |
| California Public Employees Retirement System 0.01% of their portfolio | 73.0k $11.3m | Reduced -15.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.09% of their portfolio | 65.4k $10.1m | Reduced -9.8k |
| GENERAL AMERICAN INVESTORS CO INC 0.67% of their portfolio | 65.0k $10.0m | Unchanged |
| Sargent Investment Group, LLC 1.22% of their portfolio | 65.0k $9.0m | Reduced -1.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 60.6k $9.4m | Reduced -14.9k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 60.3k $9.3m | Reduced -64.8k |
| LPL Financial LLC 0.00% of their portfolio | 58.6k $9.1m | Reduced -1.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 58.0k $9.0m | Reduced -41.7k |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 57.3k $8.9m | Reduced -1.2k |
| Advisory Services Network, LLC 0.13% of their portfolio | 57.0k $8.2m | Added +2.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 56.4k $8.7m | Added +40.1k |
| LHM, INC. 2.86% of their portfolio | 55.8k $8.6m | New |
| ProShare Advisors LLC 0.02% of their portfolio | 54.5k $8.4m | Added +440 |
| XXEC, Inc. 6.47% of their portfolio | 52.1k $8.0m | Added +17.0k |
| Quantinno Capital Management LP 0.03% of their portfolio | 51.0k $7.9m | Added +43.8k |
| Treasurer of the State of North Carolina 0.02% of their portfolio | 50.4k $7.8m | Added +29.1k |
| OPPENHEIMER & CO INC 0.09% of their portfolio | 45.3k $7.0m | Added +1.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 44.1k $6.8m | Added +390 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 43.0k $6.6m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 41.6k $6.4m | Reduced -176 |
| UniSuper Management Pty Ltd 0.04% of their portfolio | 41.4k $6.4m | Unchanged |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 40.9k $6.3m | Added +190 |
| PEREGRINE INVESTMENT MANAGEMENT INC 4.00% of their portfolio | 40.6k $6.3m | Reduced -13.7k |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 39.8k $6.2m | Reduced -19 |
| PRINCETON CAPITAL MANAGEMENT LLC 1.81% of their portfolio | 39.6k $6.1m | Reduced -2.9k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 38.9k $6.0m | Added +6.8k |
| Vestmark Advisory Solutions, Inc. 0.08% of their portfolio | 37.1k $5.7m | Reduced -37.1k |
| NewEdge Wealth, LLC 0.08% of their portfolio | 36.7k $5.1m | Reduced -616 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 36.6k $5.7m | Added +6.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 36.2k $5.6m | Reduced -2.8k |
| HRT FINANCIAL LP 0.03% of their portfolio | 36.2k $5.6m | Added +23.2k |
| Epoch Investment Partners, Inc. 0.03% of their portfolio | 34.3k $5.3m | Added +32.9k |