Among active 13F managers last quarter, 2 opened and 33 added, while 22 reduced; the largest holder to move was Primecap Management Co (−0.4%). Over the last 180 days, 3 insiders bought and 1 insider sold, a net +$1.0M in open-market trades.
Funds lean in and no leg opposes.
399 tracked 13F filers disclose a position in OLED as of the latest SEC 13F filings, a combined $3.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.3M | $373.9M | ▲+0.7% Added · +29K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 3.0M | $257.3M | ▲+1.7% Added · +49K sh | Q2 2026 | |
| 3 | State Street Corp | 2.2M | $190.3M | ▲+21% Added · +383K sh | Q2 2026 | |
| 4 | Primecap Management Co | 2.2M | $200.5M | ▼−0.4% Reduced · −9K sh | Q1 2026 | |
| 5 | Kayne Anderson Rudnick Investment Management LLC | 2.2M | $187.6M | ▼−33% Reduced · −1.1M sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 2.0M | $172.0M | ▲+0.4% Added · +8K sh | Q2 2026 | |
| 7 | JPMorgan Chase & Co | 1.7M | $151.9M | ▲+93% Added · +823K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 1.3M | $112.0M | ▲+3.5% Added · +44K sh | Q2 2026 | |
| 9 | AllianceBernstein L.P. | 1.1M | $125.1M | ▲21× Added · +1.0M sh | Q1 2026 | |
| 10 | First Trust Advisors LP | 976K | $89.5M | ▲+21% Added · +170K sh | Q1 2026 | |
| 11 | Norges Bank | 794K | $92.8M | ▼−1.4% Reduced · −12K sh | Q4 2025 | |
| 12 | Dimensional Fund Advisors LP | 757K | $69.4M | ▲+4.2% Added · +31K sh | Q1 2026 | |
| 13 | Xxec, Inc. | 704K | $63.7M | ▲+82% Added · +317K sh | Q2 2026 | |
| 14 | Sora Investors LLC | 701K | $60.7M | ▲11× Added · +636K sh | Q2 2026 | |
| 15 | Marshall Wace, LLP | 666K | $61.0M | ▲+361% Added · +521K sh | Q1 2026 | |
| 16 | Brown Advisory Inc | 648K | $59.4M | ▲+4.7% Added · +29K sh | Q1 2026 | |
| 17 | Wells Fargo & Company | 598K | $54.8M | ▲+13% Added · +67K sh | Q1 2026 | |
| 18 | UBS Group AG | 598K | $54.8M | ▼−7.5% Reduced · −49K sh | Q1 2026 | |
| 19 | Copeland Capital Management, LLC | 554K | $48.0M | ▼−4.8% Reduced · −28K sh | Q2 2026 | |
| 20 | Amundi | 459K | $42.1M | ▲+54% Added · +161K sh | Q1 2026 | |
| 21 | Goldman Sachs Group Inc | 440K | $40.4M | ▲+363% Added · +345K sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 417K | $38.2M | ▲+5.8% Added · +23K sh | Q1 2026 | |
| 23 | Morgan Stanley | 412K | $37.8M | ▲+5.2% Added · +21K sh | Q1 2026 | |
| 24 | Citadel Advisors LLC | 409K | $35.4M | ▲+35% Added · +106K sh | Q2 2026 | |
| 25 | Northern Trust Corp | 388K | $35.6M | ▼~0% Reduced · −23 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 2 funds opened a new position in OLED and 33 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 225 funds | $240.5B |
| Amazon.com IncAMZN | 220 funds | $181.6B |
| Meta Platforms Inc-Class AMETA | 218 funds | $103.3B |
| Nvidia CorpNVDA | 217 funds | $353.3B |
| Apple IncAAPL | 214 funds | $265.3B |
| Alphabet Inc-CL AGOOGL | 214 funds | $143.9B |
| JPMorgan Chase & CoJPM | 213 funds | $53.7B |
| Broadcom IncAVGO | 211 funds | $141.0B |
| Eli Lilly & CoLLY | 211 funds | $82.1B |
| Visa Inc-Class A SharesV | 210 funds | $57.5B |
| Chevron CorpCVX | 208 funds | $27.9B |
| Alphabet Inc-CL CGOOG | 205 funds | $116.5B |
Ranked by how many of OLED's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OLED.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Lacerte Lawrence | Director | Sell (S) 2 lots, same day | 5K | $422K |
| May 11, 2026 | Elias Richard C | Director | Buy (P) | 1K | $93K |
| May 7, 2026 | Premutico Mauro | SVP & CLO | Buy (P) 3 lots, same day | 4K | $345K |
| May 7, 2026 | Abramson Steven V | President and CEO, Director | Buy (P) 3 lots, same day | 11K | $1.0M |
| Aug 19, 2025 | Millard Brian | VP/CFO | Sell (S) 4 lots, same day | 3K | $373K |
| Nov 4, 2024 | Lacerte Lawrence | Director | Buy (P) | 742 | $134K |
| Aug 29, 2024 | Elias Richard C | Director | Sell (S) | 5K | $975K |
| Aug 28, 2024 | Lacerte Lawrence | Director | Buy (P) | 1K | $188K |
| May 8, 2024 | Brown Julia J | EVP & Chief Technical Officer | Sell (S) | 10K | $1.8M |
| May 7, 2024 | Premutico Mauro | SVP & CLO | Sell (S) 4 lots, same day | 8K | $1.5M |
| Feb 27, 2024 | Lacerte Lawrence | Director | Sell (S) 3 lots, same day | 7K | $1.2M |
| Sep 6, 2023 | Premutico Mauro | SVP & GM, Licensing | Sell (S) | 9K | $1.5M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 59 | 37 | – |
Insiders Form 4 open-market | 3 | 1 | +$1.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for OLED
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OLED/capital-change-brief"
Use Arkolith's capital_change_brief for OLED. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for OLED. Filings are public domain, sourced to SEC EDGAR.