OLEDNasdaqElectronic Components & AccessoriesFiscal year ends December 31
UNIVERSAL DISPLAY CORP \PA\
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$80.24+2.29 (+2.94%)
Close on Oct 19, 2026
- Market cap
- $3.75B
- P/E (TTM)
- 19.4
- Dividend yield
- 2.24%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.4%
44M of 46M shares
Institutional holders
443
59 new, 70 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
7 buys · 2 sales
Net bought $1.04M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,001,419 | 8.40% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 2,927,374 | 6.21% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OLED | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,318,409 | 9.39% | $373.93M | +28,508 | 0.01% |
| Vanguard Portfolio Management LLC | 2,971,006 | 6.46% | $257.26M | +48,953 | 0.01% |
| State Street Corp | 2,197,143 | 4.78% | $190.25M | +382,845 | 0.01% |
| Primecap Management Co/Ca/ | 2,195,818 | 4.78% | $190.14M | +8,390 | 0.11% |
| Kayne Anderson Rudnick Investment Management LLC | 2,166,247 | 4.71% | $187.58M | −1,051,195 | 0.58% |
| Vanguard Capital Management LLC | 1,986,898 | 4.32% | $172.05M | +8,159 | 0.00% |
| First Trust Advisors LP | 1,471,891 | 3.20% | $127.45M | +495,468 | 0.07% |
| Marshall Wace, Llp | 1,340,107 | 2.92% | $116.04M | +674,225 | 0.09% |
| Geode Capital Management, LLC | 1,292,818 | 2.81% | $111.96M | +43,765 | 0.01% |
| Alliancebernstein L.P. | 1,172,883 | 2.55% | $107.51M | +101,219 | 0.04% |
| JPMorgan Chase & Co | 864,985 | 1.88% | $74.79M | −838,954 | 0.00% |
| Dimensional Fund Advisors LP | 854,695 | 1.86% | $74.01M | +97,529 | 0.01% |
| Franklin Resources Inc | 821,147 | 1.79% | $71.10M | +818,572 | 0.02% |
| Aqr Capital Management LLC | 728,128 | 1.58% | $63.05M | +604,242 | 0.02% |
| XXEC, Inc. | 703,521 | 1.53% | $63.72M | +316,584 | 8.27% |
| Sora Investors LLC | 701,163 | 1.53% | $60.71M | +636,163 | 4.66% |
| Brown Advisory Inc | 693,623 | 1.51% | $60.06M | +45,356 | 0.09% |
| Morgan Stanley | 669,924 | 1.46% | $58.01M | +258,066 | 0.00% |
| Norges Bank | 581,546 | 1.27% | $50.36M | New | 0.01% |
| Copeland Capital Management, LLC | 553,900 | 1.20% | $47.96M | −27,876 | 0.99% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 443 | 44M | 95.4% | 59 / 166 | 163 / 70 | 9M | 5M |
| Q1 2026 | 461 | 40M | 87.6% | 73 / 170 | 155 / 81 | 12M | 6M |
| Q4 2025 | 474 | 40M | 86.6% | 74 / 160 | 176 / 85 | 5M | 4M |
| Q3 2025 | 494 | 39M | 83.9% | 57 / 163 | 191 / 50 | 4M | 5M |
| Q2 2025 | 493 | 40M | 87.6% | 79 / 177 | 169 / 61 | 4M | 3M |
| Q1 2025 | 481 | 39M | 85.7% | 74 / 194 | 147 / 82 | 6M | 4M |
| Q4 2024 | 495 | 38M | 82.5% | 94 / 169 | 163 / 76 | 4M | 7M |
| Q3 2024 | 484 | 41M | 89.0% | 74 / 176 | 149 / 50 | 11M | 5M |
| Q2 2024 | 462 | 38M | 83.3% | 74 / 149 | 161 / 43 | 3M | 3M |
| Q1 2024 | 434 | 38M | 83.2% | 50 / 132 | 163 / 68 | 2M | 3M |
| Q4 2023 | 453 | 38M | 83.7% | 91 / 116 | 161 / 28 | 4M | 3M |
| Q3 2023 | 399 | 37M | 80.0% | 50 / 118 | 149 / 46 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OLED | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,486,535 | 3.23% | $128.72M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,407,989 | 3.06% | $121.92M | 0.01% | Jun 30, 2026 |
| Vanguard Capital Opportunity Fund | 1,111,235 | 2.42% | $96.22M | 0.29% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,018,986 | 2.22% | $88.23M | 0.05% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,001,059 | 2.18% | $92.22M | 0.05% | May 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 833,749 | 1.81% | $72.19M | 0.64% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 833,539 | 1.81% | $72.18M | 2.08% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 730,524 | 1.59% | $58.56M | 0.79% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 586,881 | 1.28% | $50.82M | 0.11% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 498,627 | 1.08% | $43.18M | 0.04% | Jun 30, 2026 |
| Franklin Small Cap Value Fund | 480,089 | 1.04% | $38.48M | 0.90% | Jul 31, 2026 |
| Virtus KAR Small-Mid Cap Core Fund | 311,636 | 0.68% | $26.98M | 2.49% | Jun 30, 2026 |
| First Trust Technology AlphaDEX Fund | 294,642 | 0.64% | $23.62M | 0.92% | Jul 31, 2026 |
| JPMorgan Value Advantage Fund | 287,566 | 0.63% | $24.90M | 0.29% | Jun 30, 2026 |
| AB Discovery Value Fund | 260,479 | 0.57% | $22.55M | 0.88% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven V. Abramson | President and CEO, Director | 289,681 | 0.63% | May 11, 2026 |
| Mauro Premutico | SVP & CLO | 50,237 | 0.11% | May 11, 2026 |
| Brian Millard | VP/CFO | 23,714 | 0.05% | Mar 10, 2026 |
| Janice K. Mahon | SVP of Tech Commercialization | 61,115 | 0.13% | Mar 10, 2026 |
| Julia J. Brown | EVP & Chief Technical Officer | 88,358 | 0.19% | Mar 10, 2026 |
| Lawrence Lacerte | Director | 122,496 | 0.27% | Aug 20, 2026 |
| Richard C. Elias | Director | 17,520 | 0.04% | Jul 14, 2026 |
| Cynthia Jane Comparin | Director | 8,863 | 0.02% | Jul 2, 2026 |
| C. Keith Hartley | Director | 106,753 | 0.23% | Jul 2, 2026 |
| Celia M. Joseph | Director | 8,863 | 0.02% | Jul 2, 2026 |
| Elizabeth H. Gemmill | Director | 100,307 | 0.22% | Jul 2, 2026 |
| Nigel Brown | Director | 3,316 | 0.01% | Jul 2, 2026 |
| Sidney D. Rosenblatt | Director | 155,138 | 0.34% | Jul 2, 2026 |
| Joan Lau | Director | 3,316 | 0.01% | Jul 2, 2026 |
| April Walker | Director | 2,281 | 0.00% | Jul 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lawrence Lacerte Director | Aug 18, 2026 | Sale | −314 | $85.56 | $26.87K | 114,496 |
| Lawrence Lacerte Director | Aug 18, 2026 | Sale | −4,653 | $84.94 | $395.23K | 114,810 |
| Richard C. Elias Director | Jul 10, 2026 | Gift | +455 | – | – | 11,326 |
| Richard C. Elias Director | Jul 10, 2026 | Gift | −455 | – | – | 1,000 |
| Celia M. Joseph Director | Jun 30, 2026 | Award | +455 | – | – | 8,863 |
| C. Keith Hartley Director | Jun 30, 2026 | Award | +455 | – | – | 84,753 |
| Cynthia Jane Comparin Director | Jun 30, 2026 | Award | +455 | – | – | 8,863 |
| Lawrence Lacerte Director | Jun 30, 2026 | Award | +455 | – | – | 119,463 |
| Elizabeth H. Gemmill Director | Jun 30, 2026 | Award | +455 | – | – | 100,307 |
| April Walker Director | Jun 30, 2026 | Award | +455 | – | – | 2,281 |
| Nigel Brown Director | Jun 30, 2026 | Award | +455 | – | – | 3,316 |
| Richard C. Elias Director | Jun 30, 2026 | Award | +455 | – | – | 1,455 |
| Joan Lau Director | Jun 30, 2026 | Award | +455 | – | – | 3,316 |
| Sidney D. Rosenblatt Director | Jun 30, 2026 | Award | +455 | – | – | 137,639 |
| Richard C. Elias Director | May 11, 2026 | Buy | +1,000 | $92.84 | $92.84K | 1,456 |
| Richard C. Elias Director | May 11, 2026 | Gift | +456 | – | – | 10,871 |
| Richard C. Elias Director | May 11, 2026 | Gift | −456 | – | – | 1,000 |
| Steven V. Abramson President and CEO, Director | May 7, 2026 | Buy | +3,650 | $92.46 | $337.48K | 289,239 |
| Steven V. Abramson President and CEO, Director | May 7, 2026 | Buy | +4,550 | $93.62 | $425.97K | 293,789 |
| Steven V. Abramson President and CEO, Director | May 7, 2026 | Buy | +2,800 | $94.40 | $264.32K | 296,589 |
| Mauro Premutico SVP & CLO | May 7, 2026 | Buy | +1,450 | $92.51 | $134.14K | 50,237 |
| Mauro Premutico SVP & CLO | May 7, 2026 | Buy | +1,444 | $93.75 | $135.38K | 51,681 |
| Mauro Premutico SVP & CLO | May 7, 2026 | Buy | +800 | $94.40 | $75.52K | 52,481 |
| April Walker Director | Mar 31, 2026 | Award | +456 | – | – | 1,826 |
| Joan Lau Director | Mar 31, 2026 | Award | +456 | – | – | 2,861 |
| Cynthia Jane Comparin Director | Mar 31, 2026 | Award | +456 | – | – | 8,408 |
| Lawrence Lacerte Director | Mar 31, 2026 | Award | +456 | – | – | 119,008 |
| C. Keith Hartley Director | Mar 31, 2026 | Award | +456 | – | – | 84,298 |
| Richard C. Elias Director | Mar 31, 2026 | Award | +456 | – | – | 456 |
| Sidney D. Rosenblatt Director | Mar 31, 2026 | Award | +456 | – | – | 136,792 |
| Nigel Brown Director | Mar 31, 2026 | Award | +456 | – | – | 2,861 |
| Celia M. Joseph Director | Mar 31, 2026 | Award | +456 | – | – | 8,408 |
| Elizabeth H. Gemmill Director | Mar 31, 2026 | Award | +456 | – | – | 99,852 |
| Brian Millard VP/CFO | Mar 7, 2026 | Award | +4,942 | – | – | 23,714 |
| Brian Millard VP/CFO | Mar 7, 2026 | Tax withholding | −2,096 | $97.03 | $203.37K | 21,618 |
| Brian Millard VP/CFO | Mar 7, 2026 | Award | +1,596 | – | – | 23,214 |
| Brian Millard VP/CFO | Mar 7, 2026 | Tax withholding | −677 | $97.03 | $65.69K | 22,537 |
| Brian Millard VP/CFO | Mar 7, 2026 | Tax withholding | −509 | $97.03 | $49.39K | 22,028 |
| Brian Millard VP/CFO | Mar 7, 2026 | Tax withholding | −635 | $97.03 | $61.61K | 18,772 |
| Brian Millard VP/CFO | Mar 7, 2026 | Award | +1,497 | – | – | 19,407 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Tax withholding | −1,436 | $97.03 | $139.34K | 48,655 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Tax withholding | −1,907 | $97.03 | $185.04K | 50,091 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Tax withholding | −1,789 | $97.03 | $173.59K | 43,784 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Award | +3,233 | – | – | 45,573 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Tax withholding | −5,905 | $97.03 | $572.96K | 48,551 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Award | +10,672 | – | – | 54,456 |
| Mauro Premutico SVP & CLO | Mar 7, 2026 | Award | +3,447 | – | – | 51,998 |
| Julia J. Brown EVP & Chief Technical Officer | Mar 7, 2026 | Award | +4,202 | – | – | 88,358 |
| Julia J. Brown EVP & Chief Technical Officer | Mar 7, 2026 | Tax withholding | −1,544 | $97.03 | $149.81K | 86,814 |
| Julia J. Brown EVP & Chief Technical Officer | Mar 7, 2026 | Award | +13,872 | – | – | 100,686 |
| Julia J. Brown EVP & Chief Technical Officer | Mar 7, 2026 | Tax withholding | −5,884 | $97.03 | $570.92K | 94,802 |
| Julia J. Brown EVP & Chief Technical Officer | Mar 7, 2026 | Award | +4,481 | – | – | 99,283 |
| Julia J. Brown EVP & Chief Technical Officer | Mar 7, 2026 | Tax withholding | −1,431 | $97.03 | $138.85K | 95,952 |
| Julia J. Brown EVP & Chief Technical Officer | Mar 7, 2026 | Tax withholding | −1,900 | $97.03 | $184.36K | 97,383 |
| Steven V. Abramson President and CEO, Director | Mar 7, 2026 | Tax withholding | −8,383 | $97.03 | $813.40K | 283,818 |
| Steven V. Abramson President and CEO, Director | Mar 7, 2026 | Award | +6,383 | – | – | 290,201 |
| Steven V. Abramson President and CEO, Director | Mar 7, 2026 | Tax withholding | −2,707 | $97.03 | $262.66K | 287,494 |
| Steven V. Abramson President and CEO, Director | Mar 7, 2026 | Tax withholding | −2,039 | $97.03 | $197.84K | 285,455 |
| Steven V. Abramson President and CEO, Director | Mar 7, 2026 | Award | +5,987 | – | – | 274,977 |
| Steven V. Abramson President and CEO, Director | Mar 7, 2026 | Award | +19,763 | – | – | 292,201 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lawrence Lacerte Director | Aug 18, 2026 | 4,967 | $423.14K | Aug 18, 2026 | Employee Compensation |
| Brian Millard Officer | Aug 19, 2025 | 2,651 | $373.12K | Aug 19, 2025 | Restricted Stock Vesting |
| Richard C. Elias Director | Aug 29, 2024 | 5,064 | $975.31K | Aug 29, 2024 | Equity compensation for board services |
| Julia J. Brown Officer | May 8, 2024 | 10,358 | $1.81M | May 8, 2024 | Restricted Stock Vesting |
| Mauro Premutico Officer | May 7, 2024 | 8,202 | $1.45M | May 7, 2024 | ESPP Purchase |
| Lawrence Lacerte Director | Feb 27, 2024 | 7,000 | $1.22M | Feb 27, 2024 | Equity Compensation |
| Premutico Mauro Officer | Sep 6, 2023 | 9,351 | $1.51M | Sep 6, 2023 | Acquired as compensation -- Restricted Stock Units |
| Richard C. Elias Director | Aug 9, 2023 | 2,000 | $320.00K | Aug 9, 2023 | Equity compensation for Board services |
| Julia J. Brown Officer | Jun 7, 2023 | 5,214 | $784.78K | Jun 7, 2023 | ESPP Purchase |
| Lawrence Lacerte Director | May 9, 2023 | 15,000 | $2.05M | May 9, 2023 | Stock Grants as part of Compensation |